Arkolith/Funds/Fort Vancouver Investment Management, LLC

Fort Vancouver Investment Management, LLC

CIK 2032698
Holdings as of Jun 30, 2026·disclosed Jul 30, 2026·~30-day 13F lag·13F-HR
Active Filer

Fort Vancouver Investment Management, LLC holds a focused book of 62 reported positions worth $214.1M as of Q2 2026 (disclosed Jul 30, 2026, a ~30-day 13F lag). This quarter they opened Avantis US LG Cap Eq ETF and trimmed Dim US Large Cap Value ETF. Their largest long position is Dim US Large Cap Value ETF at 14% of the reported non-option book. Cloning the disclosed picks since 2025 would be +25% (+22.2%/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
+24.7%
+22.2%/yr · since Aug '25
Their reported book
+24.2%
held from quarter-end
S&P 500
+24.9%
same window
$10K$11K$11K$12K$13KAug '25Oct '25Jan '26Mar '26Jun '26Sep '26
Fort Vancouver Investment Management, LLC (copied at disclosure) S&P 500

Growth of $10,000 cloning Fort Vancouver Investment Management, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~30 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
51%
Top 10 holdings
77%
Top 20 holdings
97%

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

0% mapped to company sectors

ETFs / funds
96%
No sector on file yet
4%

+5 sectors below the cut, under 0.5% 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 Fort Vancouver Investment Management, LLC

Manager / fundShared namesTheir $ in those
Flower City Capital12 / 62$177.3M
BCK Partners, Inc.6 / 62$145.3M
JMG Financial Group, Ltd.19 / 62$2.5B
Kooman & Associates7 / 62$233.4M
Define Financial, LLC8 / 62$134.5M
Western Reserve Capital Management, LLC10 / 62$83.2M
Sanchez Levi Garrett17 / 62$110.5M
Angeles Investment Advisors, LLC7 / 62$997.1M

Ranked by the share of each fund's own book sitting in the names it shares with Fort Vancouver Investment Management, 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.

62 positions
#SecurityValueShares% PortLast moveHistory
1Dimensional ETF Trust
US LARG VALU ETF
$30.7M775.3K
14.3%
−0.8%
Reduced · −7K sh
2Vanguard Index FDS
S&P 500 ETF SHS
$26.0M37.8K
12.1%
−5.9%
Reduced · −2K sh
3American Centy ETF TR
US SML CP VALU
$23.0M184.7K
10.8%
−4.0%
Reduced · −8K sh
4Dimensional ETF Trust
INTL CORE EQUITY
$15.3M411.6K
7.2%
−1.3%
Reduced · −6K sh
5American Centy ETF TR
AVANTIS EMGMKT
$14.5M149.8K
6.8%
−9.4%
Reduced · −16K sh
6Schwab Strategic TR
INTL EQTY ETF
$13.8M500.0K
6.5%
−1.9%
Reduced · −9K sh
7Vanguard Index FDS
EXTEND MKT ETF
$13.8M56.2K
6.5%
−0.8%
Reduced · −462 sh
8Dimensional ETF Trust
GLOB CO PLUS ETF
$10.0M183.7K
4.7%
+9.0%
Added · +15K sh
9American Centy ETF TR
AVANTIS SHFXDINC
$9.7M208.6K
4.5%
+18%
Added · +31K sh
10Schwab Strategic TR
INTL SCEQT ETF
$8.9M185.8K
4.2%
−2.7%
Reduced · −5K sh
11Vanguard Scottsdale FDS
SHRT TRM CORP BD
$8.5M107.0K
3.9%
+1.5%
Added · +2K sh
12American Centy ETF TR
INTL SMCP VLU
$8.4M81.9K
3.9%
−5.4%
Reduced · −5K sh
13Vanguard Malvern FDS
STRM INFPROIDX
$6.4M127.7K
3.0%
+0.7%
Added · +897 sh
14Vanguard Charlotte FDS
TOTAL INT BD ETF
$5.9M121.7K
2.8%
+6.6%
Added · +8K sh
15Schwab Strategic TR
US LRG CAP ETF
$4.2M144.4K
2.0%
−6.1%
Reduced · −9K sh
16Vanguard Index FDS
GROWTH ETF
$3.8M43.8K
1.8%
+437%
Added · +36K sh
17American Centy ETF TR
US LARGE CAP VLU
$1.8M19.3K
0.8%
−0.6%
Reduced · −110 sh
18American Centy ETF TR
AVANTIS US LARG
$1.7M18.8K
0.8%
New
New position
19Schwab Strategic TR
EMRG MKTEQ ETF
$1.2M31.8K
0.5%
+0.7%
Added · +218 sh
20Vanguard Tax-Managed FDS
VAN FTSE DEV MKT
$970K13.6K
0.5%
−1.7%
Reduced · −235 sh
21Dimensional ETF Trust
EMGR CRE EQT MNG
$794K19.8K
0.4%
+3.8%
Added · +723 sh
22Dimensional ETF Trust
US SMALL CAP ETF
$720K18.6K
0.3%
Held
23Vanguard Index FDS
MID CAP ETF
$690K8.6K
0.3%
+274%
Added · +6K sh
24American Centy ETF TR
INTL EQT ETF
$435K4.9K
0.2%
−9.4%
Reduced · −505 sh
25Ishares TR
EAFE SML CP ETF
$410K5.0K
0.2%
−5.6%
Reduced · −296 sh
26Schwab Strategic TR
US MID-CAP ETF
$401K10.9K
0.2%
−2.5%
Reduced · −286 sh
27Vanguard Intl Equity Index F
TT WRLD ST ETF
$366K2.3K
0.2%
−33%
Reduced · −1K sh
28Schwab Strategic TR
US SML CAP ETF
$297K8.2K
0.1%
−23%
Reduced · −2K sh
29Vanguard Intl Equity Index F
ALLWRLD EX US
$252K3.0K
0.1%
Held
30Schwab Strategic TR
US LCAP VA ETF
$234K6.7K
0.1%
Held
31Vanguard World FD
ESG US STK ETF
$126K955
0.1%
Held
32Ishares TR
ESG AW MSCI EAFE
$112K1.1K
0.1%
Held
33Dimensional ETF Trust
CORE FIXE IN ETF
$106K2.5K
<0.1%
+1.7%
Added · +42 sh
34Dimensional ETF Trust
WORLD EQUITY ETF
$77K929
<0.1%
310×
Added · +926 sh
35Vanguard Scottsdale FDS
VNG RUS1000IDX
$72K214
<0.1%
−3.6%
Reduced · −8 sh
36American Centy ETF TR
AVANTIS RESPON U
$71K807
<0.1%
+15%
Added · +104 sh
37Dimensional ETF Trust
INTERNATIONAL
$66K1.5K
<0.1%
+11%
Added · +143 sh
38Ishares TR
ESG AWRE 1 5 YR
$48K1.9K
<0.1%
Held
39Dimensional ETF Trust
US CORE EQT MKT
$48K922
<0.1%
−49%
Reduced · −902 sh
40Ishares TR
ESG SELECT SCRE
$41K780
<0.1%
Held
41Dimensional ETF Trust
INTL CORE EQT MK
$32K764
<0.1%
−34%
Reduced · −392 sh
42Ishares TR
AGENCY BOND ETF
$23K210
<0.1%
Held
43Ge Vernova Inc
COM
$21K18
<0.1%
Held
44Schwab Strategic TR
SHT TM US TRES
$17K715
<0.1%
+3.8%
Added · +26 sh
45Vanguard Instl Index FD
0 3 MO TR BI ETF
$14K189
<0.1%
−4.5%
Reduced · −9 sh
46Ishares TR
INTRM GOV CR ETF
$14K132
<0.1%
+450%
Added · +108 sh
47Ishares TR
ESG SELECT SCRE
$14K241
<0.1%
Held
48Ishares Gold TR
ISHARES NEW
$14K181
<0.1%
Held
49Ishares TR
USD GRN BOND ETF
$12K261
<0.1%
Held
50Ishares TR
ESG ADVAN ETF
$11K256
<0.1%
Held
Showing 50 of 62 positions
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Filing history

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

$214.1M · Q2 2026Q2 2025 · $146.3MQ2 2026 · $214.1M

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

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Jul 30, 202630d62$214.1M13F-HR
Q1 2026Mar 31, 2026May 15, 202645d59$197.0M13F-HR
Q4 2025Dec 31, 2025Feb 6, 202637d51$187.1M13F-HR
Q3 2025Sep 30, 2025Nov 14, 202545d48$180.1M13F-HR
Q2 2025Jun 30, 2025Aug 1, 202532d54$146.3M13F-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.