Arkolith/Funds/Brooklyn FI, LLC

Brooklyn FI, LLC

CIK 1916123
Holdings as of Jun 30, 2026·disclosed Aug 4, 2026·~35-day 13F lag·13F-HR
Active Filer

Brooklyn FI, LLC holds a focused book of 434 stocks worth $546.9M as of Q2 2026 (disclosed Aug 4, 2026, a ~35-day 13F lag). This quarter they opened Datadog Inc - Class A and trimmed Ishares Core Msci Eafe ETF. Their largest long position is Vanguard Ftse Developed ETF at 10% of the equity book. Cloning the disclosed picks since 2025 would be +23% (+15.1%/yr). That is a simulation of the disclosed long book, not audited returns.

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holdings, largest changes, and filing provenance.
Opened
368
new positions
Added to
49
existing
Trimmed
13
reduced
Sold out
6
exited

Growth of $10,000: cloning the disclosed book

If you'd copied them
+23.1%
+15.1%/yr · since Feb '25
Their reported book
+26.6%
held from quarter-end
S&P 500
+27.0%
same window
$8K$9K$10K$12K$13KFeb '25May '25Sep '25Dec '25Apr '26Aug '26
Brooklyn FI, LLC (copied at disclosure) S&P 500

The reported book (valued from quarter-end) returned +26.6%, a 3.5-point gap that is the cost of the ~35-day 13F disclosure lag a real follower can't avoid.

Growth of $10,000 cloning Brooklyn FI, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~35 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.

Concentration

Top-heavy: focused book

Top 5 holdings
36%
Top 10 holdings
53%
Top 20 holdings
76%

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

Direct sector allocation

4% mapped to company sectors

ETF / fund or unclassified
96%
Information Technology
3%
Financials
1%
Consumer Discretionary
0%
Energy
0%
Health Care
0%
Industrials
0%
Materials
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

Funds with the most overlap

Other tracked managers holding the same core names as Brooklyn FI, LLC

Manager / fundShared namesTheir $ in those
FMR LLC79 / 80$672.9B
MORGAN STANLEY79 / 80$513.9B
JPMORGAN CHASE & CO79 / 80$488.7B
BANK OF AMERICA CORP /DE/79 / 80$435.8B
ROYAL BANK OF CANADA79 / 80$139.1B
UBS Group AG79 / 80$138.9B
ENVESTNET ASSET MANAGEMENT INC79 / 80$121.4B
RAYMOND JAMES FINANCIAL INC79 / 80$105.1B

Ranked by how many of Brooklyn FI, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

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

434 positions
#SecurityValueShares% PortLast moveHistory
1Vanguard FTSE Developed Markets ETF
Exchange Traded Fund
$53.3M756.2K
9.7%
+3.5%
Added · +25K sh
2Vanguard Total Stock Market ETF
Exchange Traded Fund
$52.7M142.9K
9.6%
+4.0%
Added · +5K sh
3Vanguard S&P 500 ETF
Exchange Traded Fund
$38.2M55.6K
7.0%
+2.9%
Added · +2K sh
4iShares Russell 3000 ETF
Exchange Traded Fund
$33.6M79.2K
6.1%
+1.7%
Added · +1K sh
5Vanguard Small-Cap Value ETF
Exchange Traded Fund
$21.5M88.0K
3.9%
+2.9%
Added · +3K sh
6Vanguard FTSE Emerging Markets ETF
Exchange Traded Fund
$21.1M358.7K
3.9%
+2.6%
Added · +9K sh
7Vanguard Total International Stock ETF
Exchange Traded Fund
$18.0M212.9K
3.3%
+0.3%
Added · +630 sh
8Schwab International Equity ETF
Exchange Traded Fund
$17.4M635.7K
3.2%
+3.5%
Added · +22K sh
9Schwab US Broad Market ETF
Exchange Traded Fund
$16.6M575.7K
3.0%
+1.6%
Added · +9K sh
10Vanguard Tax-Exempt Bond ETF
Exchange Traded Fund
$16.2M325.0K
3.0%
+12%
Added · +36K sh
11iShares Core MSCI EAFE ETF
Exchange Traded Fund
$15.2M156.9K
2.8%
−3.1%
Reduced · −5K sh
12iShares Global REIT ETF
Exchange Traded Fund
$14.9M523.2K
2.7%
+3.8%
Added · +19K sh
13Vanguard Total International Bond ETF
Exchange Traded Fund
$14.1M295.2K
2.6%
+28%
Added · +65K sh
14iShares National Muni Bond ETF
Exchange Traded Fund
$14.0M132.5K
2.6%
−0.1%
Reduced · −115 sh
15Schwab International Small-Cap Eq ETF
Exchange Traded Fund
$12.6M260.2K
2.3%
+6.4%
Added · +16K sh
16iShares Core S&P Total US Stock Mkt ETF
Exchange Traded Fund
$12.4M76.0K
2.3%
−0.1%
Reduced · −90 sh
17Vanguard Small-Cap ETF
Exchange Traded Fund
$12.0M40.7K
2.2%
+1.2%
Added · +478 sh
18iShares Core MSCI Emerging Markets ETF
Exchange Traded Fund
$12.0M151.6K
2.2%
~0%
Added · +32 sh
19Vanguard Total Bond Market ETF
Exchange Traded Fund
$11.5M159.4K
2.1%
+14%
Added · +19K sh
20Vanguard FTSE All-Wld ex-US SmCp ETF
Exchange Traded Fund
$9.2M60.3K
1.7%
−1.4%
Reduced · −829 sh
21iShares MSCI EAFE Small-Cap ETF
Exchange Traded Fund
$8.5M102.3K
1.6%
+0.2%
Added · +172 sh
22SPDR Portfolio Emerging Markets ETF
Exchange Traded Fund
$7.9M155.4K
1.5%
+4.1%
Added · +6K sh
23iShares Core International Aggt Bd ETF
Exchange Traded Fund
$7.5M150.7K
1.4%
−1.3%
Reduced · −2K sh
24Vanguard Russell 2000 ETF
Exchange Traded Fund
$7.2M60.9K
1.3%
+0.1%
Added · +75 sh
25iShares Russell 2000 Value ETF
Exchange Traded Fund
$6.7M30.1K
1.2%
−2.3%
Reduced · −696 sh
26Vanguard Russell 1000 ETF
Exchange Traded Fund
$6.6M19.4K
1.2%
−0.5%
Reduced · −105 sh
27Vanguard Large-Cap ETF
Exchange Traded Fund
$5.8M16.7K
1.1%
+0.6%
Added · +103 sh
28Alphabet Inc
Stock
$5.2M15.2K
0.9%
+3.3%
Added · +479 sh
29SPDR Dow Jones Global Real Estate ETF
Exchange Traded Fund
$4.7M91.9K
0.9%
−1.4%
Reduced · −1K sh
30Vanguard ESG US Stock ETF
Exchange Traded Fund
$4.7M35.3K
0.9%
Held
31JPMorgan Ultra-Short Income ETF
Exchange Traded Fund
$4.4M87.3K
0.8%
+12%
Added · +9K sh
32Schwab US REIT ETF
Exchange Traded Fund
$3.9M161.3K
0.7%
+3.4%
Added · +5K sh
33iShares 0-5 Year TIPS Bond ETF
Exchange Traded Fund
$3.7M37.0K
0.7%
+12%
Added · +4K sh
34iShares ESG Aware MSCI USA ETF
Exchange Traded Fund
$3.4M20.9K
0.6%
+12%
Added · +2K sh
35iShares ESG Aware MSCI EAFE ETF
Exchange Traded Fund
$2.9M27.6K
0.5%
+3.2%
Added · +861 sh
36Dimensional US Core Equity 2 ETF
Exchange Traded Fund
$2.7M60.0K
0.5%
Held
37Reddit Inc Class A
Stock
$2.4M14.3K
0.4%
−17%
Reduced · −3K sh
38Vanguard Mega Cap ETF
Exchange Traded Fund
$2.4M8.6K
0.4%
−4.9%
Reduced · −448 sh
39Berkshire Hathaway Class A
Stock
$2.2M3
0.4%
Held
40Vanguard Real Estate ETF
Exchange Traded Fund
$2.1M20.8K
0.4%
+8.0%
Added · +2K sh
41SPDR S&P 500 ETF Trust
Exchange Traded Fund
$1.8M2.4K
0.3%
Held
42Apple Inc
Stock
$1.5M4.7K
0.3%
+32%
Added · +1K sh
43Berkshire Hathaway Class B
Stock
$1.4M2.8K
0.3%
+4.2%
Added · +114 sh
44iShares Core S&P 500 ETF
Exchange Traded Fund
$1.4M1.8K
0.3%
+0.2%
Added · +4 sh
45Alphabet Inc
Stock
$1.3M3.8K
0.2%
+9.7%
Added · +341 sh
46SPDR Portfolio S&P 500 ETF
Exchange Traded Fund
$1.3M14.3K
0.2%
+37%
Added · +4K sh
47iShares ESG Aware MSCI EM ETF
Exchange Traded Fund
$1.1M21.6K
0.2%
+4.0%
Added · +843 sh
48Vanguard Russell 2000 Value ETF
Exchange Traded Fund
$1.0M5.3K
0.2%
Held
49Vanguard Interm-Term Corp Bd ETF
Exchange Traded Fund
$1.0M12.7K
0.2%
+30%
Added · +3K sh
50Nvidia Corp
Stock
$999K4.7K
0.2%
+50%
Added · +2K sh
Showing 50 of 434 positions

Filing history

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

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 4, 2026434$546.9M13F-HR
Q1 2026Mar 31, 2026May 11, 202697$475.9M13F-HR
Q4 2025Dec 31, 2025Jan 21, 202680$467.3M13F-HR
Q3 2025Sep 30, 2025Nov 12, 202579$446.1M13F-HR
Q2 2025Jun 30, 2025Jul 10, 202577$390.1M13F-HR
Q1 2025Mar 31, 2025May 13, 202566$324.2M13F-HR
Q4 2024Dec 31, 2024Feb 28, 202562$300.6M13F-HR/A
Amended / restated
  • Q4 2024 · filed Feb 11, 202513F-HR · superseded

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. The performance line is a simulation of the disclosed long book, not an audited return.