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Asset Manager ← All Institutions

Mill Creek Capital Advisors, LLC

Q2 2025 · Filed 2025-08-11
Market Value
$4.5B
+9.2%
Holdings
275
+6
New Purchases
24
Added To
62
Closed
13
Reduced
112
Top 10 Concentration
75.9%
Turnover
13.5%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
VUG 24.89% 23.53% +1.36% $1.1B
GOVT 2.20% 1.32% +0.88% $99M
VGSH 0.40% 0.00% +0.40% $18M
ACWI 1.26% 0.93% +0.33% $57M
IXUS 8.81% 8.56% +0.25% $397M
IAU 0.27% 0.02% +0.25% $12M
MBB 1.37% 1.17% +0.19% $62M
IEFA 7.65% 7.48% +0.17% $345M
CWI 0.25% 0.15% +0.09% $11M
SCHF 0.23% 0.13% +0.09% $10M
SCHB 0.09% 0.00% +0.09% $4M
SCHG 0.16% 0.08% +0.09% $7M
SCHV 0.10% 0.03% +0.07% $4M
MSFT 0.30% 0.24% +0.06% $13M
IEMG 3.03% 2.97% +0.06% $136M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
VTV 20.71% 22.50% -1.79% $934M
MTBA 0.03% 0.90% -0.87% $1M
AGG 2.42% 2.94% -0.51% $109M
VTC 1.42% 1.74% -0.32% $64M
AAPL 0.71% 0.89% -0.18% $32M
JNJ 0.81% 0.96% -0.15% $37M
VBR 2.09% 2.22% -0.12% $94M
AGZ 0.30% 0.42% -0.12% $13M
PG 0.36% 0.45% -0.09% $16M
BRK-A 0.44% 0.50% -0.07% $20M
IRT 0.11% 0.16% -0.05% $5M
BRK-B 0.23% 0.27% -0.04% $10M
CGW 0.01% 0.05% -0.04% $302K
TMO 0.08% 0.11% -0.03% $4M
VDC 0.01% 0.04% -0.03% $294K

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 57 $2.5B 56.1%
Large Cap 157 $1.8B 39.2%
Mid Cap 30 $47M 1.0%
Small Cap 27 $166M 3.7%
Micro Cap 4 $968K 0.0%

Portfolio Analytics

Avg Market Cap
$235.5B
Median Market Cap
$63.9B
Avg P/E
31.6
Median P/E
24.8
Avg Dividend Yield
0.03%
Avg Beta
0.99
# Stocks
144
# ETFs / Funds
131

Top Holdings (275 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 VUG 24.89% 2,559,774 $1.1B $438.40 $151M -60,005 -2.3%
2 VTV 20.71% 5,282,774 $934M $176.74 $5M -94,701 -1.8%
3 IXUS 8.81% 5,139,161 $397M $77.31 $44M +75,553 +1.5%
4 IEFA 7.65% 4,133,506 $345M $83.48 $36M +49,637 +1.2%
5 IEMG 3.03% 2,273,061 $136M $60.03 $14M +1,008 +0.0%
6 AGG 2.42% 1,101,388 $109M $99.20 -$12M -124,099 -10.1%
7 GOVT 2.20% 4,313,138 $99M $22.98 $45M +1,942,642 +82.0%
8 VOO 2.15% 170,392 $97M $568.03 $10M +1,494 +0.9%
9 VBR 2.09% 483,605 $94M $195.01 $3M -7,537 -1.5%
10 VBK 1.95% 316,818 $88M $276.94 $7M -2,460 -0.8%
11 SPY 1.66% 121,115 $75M $617.85 $8M +1,382 +1.1%
12 RODM 1.43% 1,893,821 $65M $34.10 $5M -38,460 -2.0%
13 VTC 1.42% 830,467 $64M $77.33 -$8M -105,746 -11.3%
14 MBB 1.37% 657,253 $62M $93.89 $13M +140,304 +27.1%
15 ACWI 1.26% 442,466 $57M $128.60 $19M +112,737 +34.2%
16 IWV 1.01% 130,302 $46M $351.00 $4M +7 +0.0%
17 JNJ 0.81% 239,149 $37M $152.75 -$3M +957 +0.4%
18 VXUS 0.78% 511,778 $35M $69.09 $4M +14,530 +2.9%
19 AAPL 0.71% 156,940 $32M $205.17 -$5M -8,677 -5.2%
20 VTI 0.47% 70,390 $21M $303.93 $2M +382 +0.6%
21 IVV 0.47% 34,248 $21M $620.90 $2M -247 -0.7%
22 SCZ 0.46% 282,510 $21M $72.68 $2M -6,345 -2.2%
23 BRK-A 0.44% 27 $20M $728,800.00 -$1M +1 +3.9%
24 ESGV 0.42% 174,401 $19M $109.64 $1M -6,125 -3.4%
25 VGSH 0.40% 307,758 $18M $58.78 +307,758 NEW
26 PG 0.36% 101,327 $16M $159.32 -$2M -7,617 -7.0%
27 ACWX 0.33% 245,325 $15M $60.94 $1M -3,693 -1.5%
28 MSFT 0.30% 27,049 $13M $497.41 $3M +455 +1.7%
29 AGZ 0.30% 122,417 $13M $109.70 -$4M -35,684 -22.6%
30 IWP 0.28% 90,083 $12M $138.68 $2M +1
31 IAU 0.27% 197,538 $12M $62.36 $11M +180,717 +1074.3%
32 MA 0.25% 20,007 $11M $561.93 $201K -138 -0.7%
33 CWI 0.25% 340,260 $11M $32.66 $5M +127,684 +60.1%
34 EFA 0.23% 117,493 $11M $89.39 $950K +617 +0.5%
35 EFG 0.23% 93,696 $10M $112.00 $1M +346 +0.4%
36 BRK-B 0.23% 21,086 $10M $485.77 -$871K +218 +1.0%
37 SCHF 0.23% 461,444 $10M $22.10 $5M +181,613 +64.9%
38 AMZN 0.22% 45,945 $10M $219.39 $897K -2,322 -4.8%
39 MDY 0.21% 17,031 $10M $566.49 $2M +1,941 +12.9%
40 IWF 0.21% 22,411 $10M $424.58 $1M -14 -0.1%
41 IJJ 0.20% 72,186 $9M $123.58 $273K -40 -0.1%
42 EEM 0.18% 169,884 $8M $48.24 $703K -1,558 -0.9%
43 IJK 0.18% 87,592 $8M $90.98 $669K -60 -0.1%
44 JPM 0.17% 26,033 $8M $289.91 $944K -885 -3.3%
45 IWS 0.16% 55,749 $7M $132.14 $344K
46 SCHG 0.16% 251,880 $7M $29.21 $4M +123,509 +96.2%
47 IWM 0.14% 29,459 $6M $215.79 $420K -300 -1.0%
48 IVW 0.14% 56,976 $6M $110.10 $1M +2,845 +5.3%
49 META 0.14% 8,442 $6M $738.10 $633K -1,271 -13.1%
50 TSLA 0.14% 19,578 $6M $317.66 $1M +876 +4.7%
51 DGRO 0.13% 89,122 $6M $63.94 $666K +7,662 +9.4%
52 VB 0.12% 22,954 $5M $236.98 $350K
53 PWB 0.12% 45,920 $5M $117.44 $983K
54 IWD 0.12% 27,189 $5M $194.23 $165K
55 XLK 0.12% 20,586 $5M $253.23 $1M +1,572 +8.3%
56 QQQ 0.11% 9,358 $5M $551.65 $774K
57 IJT 0.11% 38,742 $5M $133.04 $329K -18 -0.1%
58 IRT 0.11% 277,825 $5M $17.69 -$2M -33,863 -10.9%
59 XLV 0.10% 34,676 $5M $134.79 -$98K +1,996 +6.1%
60 SCHV 0.10% 160,918 $4M $27.67 $3M +120,582 +298.9%
61 VEA 0.10% 77,695 $4M $57.01 $520K +781 +1.0%
62 NVDA 0.10% 27,783 $4M $157.99 $352K -9,472 -25.4%
63 GOOGL 0.10% 24,851 $4M $176.23 $448K -573 -2.2%
64 IBIT 0.10% 70,816 $4M $61.21 $1M +242 +0.3%
65 PWV 0.10% 69,013 $4M $62.14 $182K
66 GOOG 0.09% 22,134 $4M $177.39 -$208K -4,329 -16.4%
67 EFV 0.09% 60,845 $4M $63.48 $276K
68 SCHB 0.09% 161,814 $4M $23.83 +161,814 NEW
69 TMO 0.08% 9,217 $4M $405.46 -$1M -325 -3.4%
70 IWB 0.08% 10,900 $4M $339.56 $703K +1,127 +11.5%
71 VIG 0.08% 17,762 $4M $204.67 $10K -925 -5.0%
72 VYM 0.08% 27,043 $4M $133.31 $123K +45 +0.2%
73 ZETA 0.08% 219,789 $3M $15.49 $424K
74 DIS 0.07% 26,389 $3M $124.01 $418K -2,529 -8.8%
75 V 0.07% 8,918 $3M $355.05 -$87K -366 -3.9%
76 GS 0.07% 4,335 $3M $707.76 $567K -243 -5.3%
77 IWO 0.07% 10,718 $3M $285.85 $325K
78 DVY 0.07% 22,759 $3M $132.81 -$13K +158 +0.7%
79 IWN 0.07% 18,881 $3M $157.76 $128K
80 VONG 0.06% 26,313 $3M $109.20 $432K
81 VONV 0.06% 32,512 $3M $85.21 $87K
82 IJR 0.06% 24,992 $3M $109.29 -$597K -6,837 -21.5%
83 SONY 0.06% 99,280 $3M $26.03 $23K -1,583 -1.6%
84 KVUE 0.06% 119,194 $2M $20.93 -$386K -934 -0.8%
85 AVGO 0.05% 8,481 $2M $275.66 $788K -777 -8.4%
86 ORCL 0.05% 10,230 $2M $218.62 $1M +2,309 +29.1%
87 COST 0.05% 2,194 $2M $989.89 $52K -47 -2.1%
88 OLED 0.05% 13,648 $2M $154.46 $204K
89 IBTF 0.04% 86,385 $2M $23.36 -$863
90 VNQ 0.04% 21,949 $2M $89.06 -$31K +13 +0.1%
91 XLP 0.04% 23,250 $2M $80.97 $273K +3,537 +17.9%
92 IVE 0.04% 9,058 $2M $195.42 $343K +1,570 +21.0%
93 GWX 0.04% 47,111 $2M $37.18 $246K
94 MUB 0.04% 16,496 $2M $104.48 -$14K +20 +0.1%
95 SCHE 0.04% 56,455 $2M $30.14 $678K +19,335 +52.1%
96 XOM 0.04% 15,608 $2M $107.80 -$217K -360 -2.2%
97 UNP 0.04% 7,176 $2M $230.08 -$641K -2,526 -26.0%
98 GLD 0.04% 5,399 $2M $304.83 $90K
99 ITOT 0.04% 12,047 $2M $135.04 $822K +5,450 +82.6%
100 EZU 0.04% 27,345 $2M $59.45 $172K +46 +0.2%

New Positions

SymbolValue% Port
VGSH $18M 0.40%
SCHB $4M 0.09%
FETH $619K 0.01%
JIRE $330K 0.01%
GEV $315K 0.01%
CL $312K 0.01%
BN $299K 0.01%
MDLZ $297K 0.01%
QQQM $267K 0.01%
SRRK $266K 0.01%
T $245K 0.01%
USMV $239K 0.01%
PNC $234K 0.01%
COF $233K 0.01%
HWM $231K 0.01%

Sold Out Positions

SymbolValue% Port
UBER —%
BMY —%
WM —%
BX —%
TGT —%
ETHA —%
TLT —%
SPLV —%
XBI —%
SDY —%
HEDJ —%
WBA —%
ANTM —%
View SEC EDGAR Filings for Mill Creek Capital Advisors, LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms