Arkolith/Funds/Blankinship & Foster, LLC

Blankinship & Foster, LLC

CIK 1708872
Holdings as of Jun 30, 2026·disclosed Jul 31, 2026·~31-day 13F lag·13F-HR
Active Filer

Blankinship & Foster, LLC holds a concentrated book of 79 stocks worth $495.5M as of Q2 2026 (disclosed Jul 31, 2026, a ~31-day 13F lag). This quarter they opened Micron Technology Inc and trimmed Dimensional US Core Equity M. Their largest long position is Dimensional US Core Equity M at 27% of the equity book.

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Use Arkolith to show Blankinship & Foster, LLC's latest
holdings, largest changes, and filing provenance.
Opened
15
new positions
Added to
14
existing
Trimmed
32
reduced
Sold out
2
exited

Concentration

Top-heavy: concentrated book

Top 5 holdings
60%
Top 10 holdings
81%
Top 20 holdings
91%

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

Direct sector allocation

8% mapped to company sectors

ETF / fund or unclassified
92%
Information Technology
3%
Financials
1%
Health Care
1%
Communication Services
1%
Industrials
0%
Real Estate
0%
Consumer Discretionary
0%

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, no cost basis

Bought
Trimmed / exited

Holdings: largest first

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

79 positions
#SecurityValueShares% PortLast moveHistory
1Dimensional ETF Trust
US CORE EQT MKT
$133.5M2.58M
26.9%
−1.5%
Reduced · −40K sh
2Vanguard Intl Equity Index F
ALLWRLD EX US
$56.7M677.2K
11.4%
+1.8%
Added · +12K sh
3Ishares TR
HDG MSCI EAFE
$36.1M768.5K
7.3%
−2.6%
Reduced · −21K sh
4Vanguard Index FDS
TOTAL STK MKT
$35.9M97.0K
7.2%
−1.1%
Reduced · −1K sh
5Vanguard Index FDS
MID CAP ETF
$35.5M440.6K
7.2%
+293%
Added · +328K sh
6Vanguard Index FDS
GROWTH ETF
$32.6M378.1K
6.6%
+467%
Added · +311K sh
7DBX ETF TR
XTRACK MSCI EAFE
$26.4M483.2K
5.3%
−7.4%
Reduced · −38K sh
8Vanguard Intl Equity Index F
FTSE EMR MKT ETF
$18.6M311.8K
3.8%
−1.0%
Reduced · −3K sh
9Vanguard World FD
CONSUM STP ETF
$18.6M82.5K
3.8%
+0.6%
Added · +512 sh
10Ishares TR
CORE US AGGBD ET
$9.8M99.1K
2.0%
−1.9%
Reduced · −2K sh
11Ishares TR
MSCI EAFE ETF
$9.5M91.3K
1.9%
+0.3%
Added · +271 sh
12Ishares TR
MBS ETF
$7.5M79.6K
1.5%
−3.6%
Reduced · −3K sh
13State STR SPDR S&P 500 ETF T
TR UNIT
$5.3M7.2K
1.1%
−1.3%
Reduced · −92 sh
14Apple Inc
COM
$5.3M18.2K
1.1%
−38%
Reduced · −11K sh
15Abbvie Inc
COM
$3.9M15.4K
0.8%
~0%
Reduced · −1 sh
16Berkshire Hathaway Inc Del
CL A
$3.7M5
0.8%
Held
17Schwab Strategic TR
US MID-CAP ETF
$3.7M100.6K
0.7%
~0%
Reduced · −28 sh
18Berkshire Hathaway Inc Del
CL B NEW
$3.6M7.1K
0.7%
~0%
Reduced · −3 sh
19Alphabet Inc
CAP STK CL C
$3.1M8.8K
0.6%
Held
20Vanguard Index FDS
LARGE CAP ETF
$2.9M8.6K
0.6%
−1.3%
Reduced · −117 sh
21Ishares TR
RUS 1000 GRW ETF
$2.8M22.3K
0.6%
+299%
Added · +17K sh
22Vanguard Whitehall FDS
HIGH DIV YLD
$2.7M17.2K
0.5%
Held
23Alphabet Inc
CAP STK CL A
$2.5M7.0K
0.5%
−9.7%
Reduced · −750 sh
24Qualcomm Inc
COM
$2.4M12.8K
0.5%
−2.8%
Reduced · −369 sh
25Schwab Strategic TR
EMRG MKTEQ ETF
$2.3M64.0K
0.5%
+0.1%
Added · +33 sh
26Ishares TR
CORE S&P MCP ETF
$1.8M23.4K
0.4%
−7.5%
Reduced · −2K sh
27Ishares Inc
CORE MSCI EMKT
$1.6M19.8K
0.3%
−0.2%
Reduced · −49 sh
28Vanguard Star FDS
VG TL INTL STK F
$1.5M17.8K
0.3%
−0.9%
Reduced · −167 sh
29Caterpillar Inc
COM
$1.5M1.4K
0.3%
Held
30Johnson & Johnson
COM
$1.2M4.7K
0.2%
Held
31Abbott Laboratories
COM
$1.1M12.0K
0.2%
−0.1%
Reduced · −10 sh
32Phillips Edison & Co Inc
COMMON STOCK
$1.1M25.6K
0.2%
Held
33Microsoft Corp
COM
$1.0M2.8K
0.2%
−6.7%
Reduced · −199 sh
34Ishares TR
S&P 500 GRWT ETF
$970K7.1K
0.2%
−23%
Reduced · −2K sh
35Seagate Technology HLDNGS PL
ORD SHS
$947K981
0.2%
−30%
Reduced · −416 sh
36Ishares TR
0-5YR HI YL CP
$930K21.9K
0.2%
+1.1%
Added · +251 sh
37Vanguard Mun BD FDS
TAX EXEMPT BD
$830K16.4K
0.2%
+0.5%
Added · +87 sh
38Ishares TR
S&P 500 VAL ETF
$731K3.2K
0.1%
−16%
Reduced · −605 sh
39Ishares TR
RUS 1000 ETF
$659K1.6K
0.1%
−2.2%
Reduced · −37 sh
40Micron Technology Inc
COM
$639K554
0.1%
New
New position
41Exxon Mobil Corp
COM
$619K4.5K
0.1%
Held
42Intel Corp
COM
$612K4.4K
0.1%
New
New position
43Amazon Com Inc
COM
$603K2.5K
0.1%
−28%
Reduced · −1K sh
44Schwab Strategic TR
US BRD MKT ETF
$596K20.6K
0.1%
−0.5%
Reduced · −99 sh
45Nvidia Corporation
COM
$590K2.9K
0.1%
−23%
Reduced · −860 sh
46Ishares TR
CORE S&P500 ETF
$561K750
0.1%
−21%
Reduced · −205 sh
47Vanguard Specialized Funds
DIV APP ETF
$522K2.2K
0.1%
Held
48Costco Wholesale Corporation
COM
$515K551
0.1%
−15%
Reduced · −100 sh
49Ishares TR
US CONSM STAPLES
$504K6.9K
0.1%
+0.4%
Added · +29 sh
50Kinder Morgan Inc Del
COM
$481K15.0K
0.1%
Held
Showing 50 of 79 positions

Filing history

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

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 31, 202679$495.5M13F-HR
Q1 2026Mar 31, 2026Apr 17, 202675$452.3M13F-HR
Q4 2025Dec 31, 2025Jan 23, 202679$462.7M13F-HR
Q3 2025Sep 30, 2025Nov 3, 202577$457.4M13F-HR
Q2 2025Jun 30, 2025Aug 8, 202575$427.1M13F-HR
Q1 2025Mar 31, 2025May 6, 202569$396.1M13F-HR
Q4 2024Dec 31, 2024Feb 7, 202572$406.6M13F-HR
Q3 2024Sep 30, 2024Apr 25, 202571$409.1M13F-HR/A

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.