Arkolith/Funds/3 Factor Indexing, LLC

3 Factor Indexing, LLC

CIK 2135169
Holdings as of Jun 30, 2026·disclosed Jul 8, 2026·~8-day 13F lag·13F-HR
Active Filer

3 Factor Indexing, LLC holds a focused book of 438 reported positions worth $118.1M as of Q2 2026 (disclosed Jul 8, 2026, a ~8-day 13F lag). This quarter they opened Dimensional Calfornia MB ETF and trimmed Dimensional US Core Equity 2. Their largest long position is Dimensional US Core Equity 2 at 20% of the reported non-option book. Cloning the disclosed picks since 2026 would be +4% (+11.8%/yr). That is a simulation of the disclosed long book, not audited returns.

Growth of $10,000: cloning the disclosed book

If you'd copied them
+3.6%
+11.8%/yr · since May '26
Their reported book
+12.0%
held from quarter-end
S&P 500
+2.9%
same window
$10K$10K$10K$10K$10KMay '26Jun '26Jun '26Jul '26Aug '26Sep '26
3 Factor Indexing, LLC (copied at disclosure) S&P 500

The reported book (valued from quarter-end) returned +12.0%, a 8.4-point gap that is the cost of the ~8-day 13F disclosure lag a real follower can't avoid.

Growth of $10,000 cloning 3 Factor Indexing, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~8 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

How much sits in the biggest positions

Top-heavy: focused book

Top 5 holdings
50%
Top 10 holdings
68%
Top 20 holdings
83%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Where the money is, by sector

7% mapped to company sectors

ETFs / funds
91%
Information Technology
3%
No sector on file yet
2%
Health Care
1%
Financials
1%
Industrials
1%

+7 sectors below the cut, 1% together

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as 3 Factor Indexing, LLC

Manager / fundShared namesTheir $ in those
Pandowealth. LLC8 / 80$115.8M
Swiss Re Ltd21 / 80$1.0B
Kearns & Associates LLC15 / 80$186.8M
Stephenson & Company, Inc.20 / 80$182.4M
Prudent Man Investment Management, Inc.38 / 80$248.3M
HT Partners LLC24 / 80$303.8M
Ardent Capital Management, Inc.18 / 80$201.3M
Emerald Advisors, LLC22 / 80$636.2M

Ranked by the share of each fund's own book sitting in the names it shares with 3 Factor Indexing, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each position's share of the portfolio. Click a row for its position history.

438 positions
#SecurityValueShares% PortLast moveHistory
1Dimensional ETF Trust
US COR EQU 2 ETF
$23.7M534.8K
20.1%
−0.3%
Reduced · −2K sh
2Vanguard BD Index FDS
SHORT TRM BOND
$10.9M139.9K
9.2%
−15%
Reduced · −24K sh
3American Centy ETF TR
US EQT ETF
$9.5M74.5K
8.1%
+12%
Added · +8K sh
4Dimensional ETF Trust
US CORE EQT MKT
$8.3M160.5K
7.0%
−4.7%
Reduced · −8K sh
5Dimensional ETF Trust
CORE FIXE IN ETF
$7.0M166.9K
6.0%
+280%
Added · +123K sh
6Dimensional ETF Trust
INTL CORE EQT MK
$5.9M142.5K
5.0%
−2.0%
Reduced · −3K sh
7Dimensional ETF Trust
ULTR FIX INC ETF
$4.9M97.1K
4.2%
−24%
Reduced · −31K sh
8American Centy ETF TR
AVANTIS EMGMKT
$3.9M40.0K
3.3%
−3.3%
Reduced · −1K sh
9Schwab Strategic TR
US BRD MKT ETF
$3.4M119.0K
2.9%
−0.5%
Reduced · −601 sh
10Dimensional ETF Trust
INTL COR FIX ETF
$3.0M56.1K
2.5%
+14%
Added · +7K sh
11Dimensional ETF Trust
US TARGETED VLU
$2.7M38.2K
2.3%
+0.5%
Added · +190 sh
12Invesco QQQ TR
UNIT SER 1
$2.6M3.5K
2.2%
Held
13Vanguard Tax-Managed FDS
VAN FTSE DEV MKT
$2.3M32.0K
1.9%
+12%
Added · +3K sh
14Apple Inc
COM
$1.6M5.6K
1.4%
~0%
Added · +1 sh
15State STR SPDR S&P 500 ETF T
TR UNIT
$1.6M2.1K
1.3%
−0.1%
Reduced · −3 sh
16Vanguard Whitehall FDS
HIGH DIV YLD
$1.6M9.9K
1.3%
Held
17Vanguard Index FDS
S&P 500 ETF SHS
$1.4M2.0K
1.1%
Held
18Ishares TR
TRS FLT RT BD
$1.3M26.0K
1.1%
−26%
Reduced · −9K sh
19Microsoft Corp
COM
$1.2M3.2K
1.0%
Held
20Ishares TR
RUS 1000 GRW ETF
$1.0M8.2K
0.9%
+290%
Added · +6K sh
21Dimensional ETF Trust
US SUSTAINABILTY
$984K21.1K
0.8%
−22%
Reduced · −6K sh
22Dimensional ETF Trust
EMGR CRE EQT MNG
$908K22.6K
0.8%
+15%
Added · +3K sh
23Ishares TR
RUS 1000 VAL ETF
$876K3.6K
0.7%
Held
24Ishares TR
RUS 1000 ETF
$844K2.1K
0.7%
Held
25Vanguard Index FDS
TOTAL STK MKT
$792K2.1K
0.7%
Held
26American Centy ETF TR
AVANTIS CORE FI
$765K18.5K
0.6%
Held
27Ishares TR
3YRTB ETF
$750K10.1K
0.6%
−0.9%
Reduced · −96 sh
28Eli Lilly & Co
COM
$686K572
0.6%
Held
29Dimensional ETF Trust
US EQUI MARK ETF
$664K8.1K
0.6%
+332%
Added · +6K sh
30Schwab Strategic TR
EMRG MKTEQ ETF
$628K17.3K
0.5%
−2.9%
Reduced · −517 sh
31Schwab Strategic TR
US SML CAP ETF
$616K17.0K
0.5%
−43%
Reduced · −13K sh
32Berkshire Hathaway Inc Del
CL B NEW
$603K1.2K
0.5%
Held
33Dimensional ETF Trust
INTL SMALL CAP V
$554K13.8K
0.5%
Held
34Schwab Strategic TR
INTL EQTY ETF
$545K19.7K
0.5%
Held
35Vanguard Mun BD FDS
TAX EXEMPT BD
$522K10.3K
0.4%
Held
36Ishares TR
MSCI EAFE ETF
$444K4.3K
0.4%
Held
37Ishares TR
CORE S&P500 ETF
$361K482
0.3%
Held
38BlackRock ETF Trust II
ISHA SH TERM ETF
$343K6.8K
0.3%
−1.4%
Reduced · −99 sh
39Alphabet Inc
CAP STK CL C
$308K871
0.3%
Held
40Dimensional ETF Trust
US SMALL CAP ETF
$295K3.6K
0.2%
−0.7%
Reduced · −24 sh
41Ishares TR
CORE S&P MCP ETF
$289K3.7K
0.2%
Held
42Vanguard Index FDS
SMALL CP ETF
$287K946
0.2%
Held
43Caterpillar Inc
COM
$284K267
0.2%
Held
44Ishares TR
RUSSELL 2000 ETF
$262K871
0.2%
Held
45Parker-Hannifin Corp
COM
$229K234
0.2%
Held
46Dimensional ETF Trust
INTERNATNAL VAL
$221K4.1K
0.2%
Held
47Ishares TR
CORE S&P SCP ETF
$207K1.4K
0.2%
Held
48Costco Wholesale Corporation
COM
$207K221
0.2%
Held
49Vanguard Index FDS
REAL ESTATE ETF
$207K2.1K
0.2%
−18%
Reduced · −479 sh
50Ishares TR
RUS MID CAP ETF
$203K1.8K
0.2%
Held
Showing 50 of 438 positions
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Filing history

As-of date vs the date the SEC received each filing

$118.1M · Q2 2026Q1 2026 · $105.9MQ2 2026 · $118.1M

Reported 13F total per quarter. Raw filing totals can include option notional.

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Jul 8, 20268d438$118.1M13F-HR
Q1 2026Mar 31, 2026May 14, 202644d453$105.9M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.