Arkolith/Funds/ETF Portfolio Partners, Inc.

ETF Portfolio Partners, Inc.

CIK 1635342
Holdings as of Jun 30, 2026·disclosed Jul 13, 2026·~13-day 13F lag·13F-HR
Active Filer

ETF Portfolio Partners, Inc. holds a focused book of 70 stocks worth $420.4M as of Q2 2026 (disclosed Jul 13, 2026, a ~45-day 13F lag). This quarter they opened iShares ESG Aware MSCI USA Small-Cap ETF and trimmed Vanguard Total Stock Market ETF. Their largest long position is Vanguard Total Stock Market ETF at 19% of the equity book.

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holdings, largest changes, and filing provenance.
Opened
4
new positions
Added to
15
existing
Trimmed
26
reduced
Sold out
2
exited

Concentration

Top-heavy: focused book

Top 5 holdings
47%
Top 10 holdings
69%
Top 20 holdings
90%

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

Direct sector allocation

0% mapped to company sectors

ETF / fund or unclassified
100%

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
  • Vanguard Mega Cap Growth
    +393%$30.8M
  • Fidelity Total Bond ETF
    +9.1%$1.5M
  • iShares 3-7 Year Treasury Bond ETF
    +9.1%$1.5M
  • Vanguard Long-Term Bond ETF
    +6.8%$1.3M
  • iShares Core US Aggregate Bond
    +2.8%$889K
  • Vanguard Short-Term Corporate Bond ETF
    +9.1%$784K
Trimmed / exited
  • Invesco QQQ Trust
    −7.9%$1.8M
  • Vanguard FTSE All-Wld ex-US
    −3.9%$837K
  • Vanguard Total Stock Market ETF
    −0.9%$710K
  • Vanguard Meg Cap Value ETF
    −2.1%$616K
  • iShares Core S&P Small-Cap ETF
    −9.3%$341K
  • iShares Core S&P Total US Stk Mkt
    −2.1%$251K

Holdings: largest first

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

70 positions
#SecurityValueShares% PortLast moveHistory
1Vanguard Total Stock Market ETF
ETF
$78.4M211.9K
18.7%
−0.9%
Reduced · −2K sh
2Vanguard Mega Cap Growth
ETF
$38.7M440.0K
9.2%
+393%
Added · +351K sh
3iShares Core US Aggregate Bond
ETF
$32.2M325.8K
7.7%
+2.8%
Added · +9K sh
4Vanguard Meg Cap Value ETF
ETF
$28.2M172.6K
6.7%
−2.1%
Reduced · −4K sh
5Invesco QQQ Trust
ETF
$21.0M28.6K
5.0%
−7.9%
Reduced · −2K sh
6Vanguard FTSE All-Wld ex-US
ETF
$20.4M244.0K
4.9%
−3.9%
Reduced · −10K sh
7Vanguard Long-Term Bond ETF
ETF
$19.8M286.7K
4.7%
+6.8%
Added · +18K sh
8Fidelity Total Bond ETF
ETF
$18.2M399.6K
4.3%
+9.1%
Added · +33K sh
9iShares 3-7 Year Treasury Bond ETF
ETF
$17.6M150.0K
4.2%
+9.1%
Added · +12K sh
10Vanguard Small-Cap ETF
ETF
$17.2M56.6K
4.1%
−0.6%
Reduced · −355 sh
11iShares Russell 1000 ETF
ETF
$13.6M33.3K
3.2%
−0.6%
Reduced · −199 sh
12iShares Core S&P Total US Stk Mkt
ETF
$11.4M69.2K
2.7%
−2.1%
Reduced · −2K sh
13Vanguard High Dividend Yield ETF
ETF
$9.9M62.8K
2.4%
−1.6%
Reduced · −1K sh
14Xtrackers MSCI EAFE High Div Yield Eq ETF
ETF
$9.7M302.7K
2.3%
~0%
Added · +45 sh
15Vanguard Index Fd MCAP VL IDX
ETF
$9.7M49.0K
2.3%
−0.5%
Reduced · −240 sh
16Vanguard Short-Term Corporate Bond ETF
ETF
$9.4M119.4K
2.2%
+9.1%
Added · +10K sh
17iShares S&P 500 Value
ETF
$7.3M32.2K
1.7%
−0.7%
Reduced · −214 sh
18iShares S&P Mid-Cap 400 Value
ETF
$5.5M37.3K
1.3%
−3.9%
Reduced · −2K sh
19iShares Core 10 Year USD Bond ETF
ETF
$5.4M110.5K
1.3%
+5.2%
Added · +5K sh
20Vanguard Total Bond Market ETF
ETF
$4.3M58.2K
1.0%
+2.1%
Added · +1K sh
21Vanguard FTSE Developed Markets ETF
ETF
$3.9M54.8K
0.9%
−0.1%
Reduced · −44 sh
22iShares Core S&P Small-Cap ETF
ETF
$3.3M22.3K
0.8%
−9.3%
Reduced · −2K sh
23Apple
COM
$3.2M11.1K
0.8%
Held
24Dimensional US Equity ETF
ETF
$2.9M35.0K
0.7%
Held
25iShares S&P 500 Growth
ETF
$2.7M20.0K
0.7%
+1.1%
Added · +216 sh
26Vanguard Russell 1000 Growth
ETF
$2.0M15.7K
0.5%
−0.8%
Reduced · −123 sh
27iShares Core MSCI Total Intl
ETF
$1.8M19.0K
0.4%
−0.2%
Reduced · −44 sh
28Vanguard Russell 1000 ETF
ETF
$1.8M5.2K
0.4%
−4.8%
Reduced · −266 sh
29iShares Core MSCI EAFE ETF
ETF
$1.8M18.3K
0.4%
−3.8%
Reduced · −715 sh
30iShares Russell 3000
ETF
$1.6M3.7K
0.4%
+0.2%
Added · +6 sh
31Vanguard Short-Term Treasury
ETF
$1.2M21.3K
0.3%
−5.4%
Reduced · −1K sh
32iShares 5-10 Yr Investment Grade Corp Bd
ETF
$1.2M22.3K
0.3%
−0.4%
Reduced · −82 sh
33iShares Core Total USD Bond Market ETF
ETF
$1.2M25.7K
0.3%
−0.2%
Reduced · −49 sh
34Vanguard ESG US Stock ETF
ETF
$796K6.0K
0.2%
Held
35Northrup Grumman
COM
$716K1.4K
0.2%
Held
36Invesco NASDAQ 100 ETF
ETF
$687K2.3K
0.2%
−12%
Reduced · −318 sh
37Microsoft Corp
COM
$667K1.8K
0.2%
Held
38Vanguard Mid-Cap ETF
ETF
$628K7.8K
0.1%
+314%
Added · +6K sh
39Vanguard FTSE Emerging Mkt ETF
ETF
$626K10.5K
0.1%
−2.2%
Reduced · −238 sh
40Nuveen ESG Large-Cap Growth ETF
ETF
$539K4.6K
0.1%
−0.1%
Reduced · −5 sh
41Texas Instruments
COM
$527K1.8K
0.1%
Held
42Nuveen ESG Large-Cap Value
ETF
$490K9.8K
0.1%
−3.6%
Reduced · −364 sh
43Old Dominion Freight Line Inc Ordinary Shares
COM
$452K2.1K
0.1%
Held
44Johnson & Johnson
COM
$442K1.7K
0.1%
Held
45Principal Financial Group Inc
COM
$433K4.0K
0.1%
Held
46American Express Co
COM
$429K1.3K
0.1%
Held
47Vanguard Total World Stock ETF
ETF
$420K2.7K
0.1%
−9.7%
Reduced · −288 sh
48iShares ESG Aware US Aggregate Bond
ETF
$384K8.1K
0.1%
+13%
Added · +954 sh
49iShares 10 Year Invmt Grd Corp Bond ETF
ETF
$357K7.1K
0.1%
Held
50Cirrus Logic Inc
COM
$356K2.4K
0.1%
Held
Showing 50 of 70 positions

Filing history

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

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 13, 202670$420.4M13F-HR
Q1 2026Mar 31, 2026May 13, 202668$380.7M13F-HR
Q4 2025Dec 31, 2025Jan 20, 202668$387.7M13F-HR
Q3 2025Sep 30, 2025Oct 21, 202567$375.9M13F-HR
Q2 2025Jun 30, 2025Jul 23, 202566$360.8M13F-HR
Q1 2025Mar 31, 2025Apr 9, 202564$332.3M13F-HR
Q4 2024Dec 31, 2024Jan 21, 202554$333.0M13F-HR
Q3 2024Sep 30, 2024Oct 7, 202457$338.0M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~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.