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Asset Manager ← All Institutions

Mill Creek Capital Advisors, LLC

Q3 2025 · Filed 2025-11-12
Market Value
$4.9B
+7.7%
Holdings
276
+1
New Purchases
14
Added To
130
Closed
5
Reduced
44
Top 10 Concentration
75.8%
Turnover
6.9%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
IEFA 7.90% 7.65% +0.25% $384M
IEMG 3.23% 3.03% +0.20% $157M
AAPL 0.82% 0.71% +0.11% $40M
JNJ 0.91% 0.81% +0.10% $44M
SEIC 0.09% 0.00% +0.09% $4M
VUG 24.95% 24.89% +0.06% $1.2B
SPY 1.71% 1.66% +0.05% $83M
TSLA 0.18% 0.14% +0.04% $9M
GOOGL 0.13% 0.10% +0.03% $6M
IAU 0.30% 0.27% +0.03% $15M
GOOG 0.12% 0.09% +0.03% $6M
NVDA 0.12% 0.10% +0.02% $6M
VXUS 0.80% 0.78% +0.02% $39M
IBIT 0.11% 0.10% +0.01% $5M
ZETA 0.09% 0.08% +0.01% $4M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
VTV 20.16% 20.71% -0.54% $979M
PG 0.21% 0.36% -0.15% $10M
RODM 1.34% 1.43% -0.09% $65M
BRK-A 0.40% 0.44% -0.03% $20M
VGSH 0.37% 0.40% -0.03% $18M
ESGV 0.40% 0.42% -0.03% $19M
AMT 0.01% 0.04% -0.03% $482K
IRT 0.09% 0.11% -0.02% $4M
ACWI 1.24% 1.26% -0.02% $60M
DVY 0.05% 0.07% -0.02% $2M
AGG 2.41% 2.42% -0.02% $117M
VBR 2.07% 2.09% -0.02% $101M
EFG 0.22% 0.23% -0.02% $11M
KVUE 0.04% 0.06% -0.01% $2M
VTC 1.41% 1.42% -0.01% $68M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 57 $2.7B 55.8%
Large Cap 156 $1.9B 39.6%
Mid Cap 31 $51M 1.0%
Small Cap 28 $173M 3.6%
Micro Cap 4 $859K 0.0%

Portfolio Analytics

Avg Market Cap
$234.5B
Median Market Cap
$62.7B
Avg P/E
31.7
Median P/E
25.2
Avg Dividend Yield
0.03%
Avg Beta
0.99
# Stocks
145
# ETFs / Funds
131

Top Holdings (276 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 VUG 24.95% 2,525,690 $1.2B $479.61 $89M -34,084 -1.3%
2 VTV 20.16% 5,249,374 $979M $186.49 $45M -33,400 -0.6%
3 IXUS 8.82% 5,188,623 $428M $82.58 $31M +49,462 +1.0%
4 IEFA 7.90% 4,395,225 $384M $87.31 $39M +261,719 +6.3%
5 IEMG 3.23% 2,378,057 $157M $65.92 $20M +104,996 +4.6%
6 AGG 2.41% 1,164,965 $117M $100.25 $8M +63,577 +5.8%
7 GOVT 2.19% 4,594,829 $106M $23.12 $7M +281,691 +6.5%
8 VOO 2.15% 170,535 $104M $612.38 $8M +143 +0.1%
9 VBR 2.07% 482,541 $101M $208.71 $6M -1,064 -0.2%
10 VBK 1.94% 315,937 $94M $297.62 $6M -881 -0.3%
11 SPY 1.71% 124,709 $83M $666.18 $8M +3,594 +3.0%
12 VTC 1.41% 873,630 $68M $78.38 $4M +43,163 +5.2%
13 MBB 1.36% 694,788 $66M $95.15 $4M +37,535 +5.7%
14 RODM 1.34% 1,835,488 $65M $35.52 $626K -58,333 -3.1%
15 ACWI 1.24% 436,534 $60M $138.24 $3M -5,932 -1.3%
16 IWV 1.01% 129,348 $49M $378.94 $3M -954 -0.7%
17 JNJ 0.91% 239,128 $44M $185.42 $8M -21 -0.0%
18 AAPL 0.82% 157,127 $40M $254.63 $8M +187 +0.1%
19 VXUS 0.80% 529,679 $39M $73.46 $4M +17,901 +3.5%
20 IVV 0.48% 34,674 $23M $669.30 $2M +426 +1.2%
21 VTI 0.48% 70,662 $23M $328.17 $2M +272 +0.4%
22 SCZ 0.45% 283,037 $22M $76.72 $1M +527 +0.2%
23 BRK-A 0.40% 26 $20M $754,200.00 -$68K -1 -3.7%
24 ESGV 0.40% 163,116 $19M $118.44 $198K -11,285 -6.5%
25 VGSH 0.37% 308,243 $18M $58.85 $50K +485 +0.2%
26 ACWX 0.33% 245,036 $16M $65.01 $980K -289 -0.1%
27 IAU 0.30% 203,287 $15M $72.77 $2M +5,749 +2.9%
28 MSFT 0.30% 28,222 $15M $517.94 $1M +1,173 +4.3%
29 AGZ 0.29% 127,796 $14M $110.37 $676K +5,379 +4.4%
30 IWP 0.26% 90,083 $13M $142.41 $336K
31 CWI 0.24% 340,260 $12M $34.92 $769K
32 MA 0.24% 20,101 $11M $568.80 $191K +94 +0.5%
33 EFA 0.23% 121,717 $11M $93.37 $862K +4,224 +3.6%
34 BRK-B 0.22% 21,597 $11M $502.74 $615K +511 +2.4%
35 SCHF 0.22% 461,341 $11M $23.28 $542K -103 -0.0%
36 IWF 0.22% 22,878 $11M $468.40 $1M +467 +2.1%
37 EFG 0.22% 92,414 $11M $113.88 $30K -1,282 -1.4%
38 AMZN 0.21% 46,544 $10M $219.57 $140K +599 +1.3%
39 MDY 0.21% 17,084 $10M $596.04 $535K +53 +0.3%
40 PG 0.21% 65,528 $10M $153.65 -$6M -35,799 -35.3%
41 IJJ 0.19% 72,186 $9M $129.72 $443K
42 EEM 0.18% 164,201 $9M $53.40 $573K -5,683 -3.4%
43 TSLA 0.18% 19,598 $9M $444.72 $2M +20 +0.1%
44 IJK 0.17% 87,592 $8M $95.89 $430K
45 JPM 0.17% 26,235 $8M $315.43 $728K +202 +0.8%
46 SCHG 0.17% 251,928 $8M $31.91 $682K +48 +0.0%
47 IWS 0.16% 56,984 $8M $139.67 $592K +1,235 +2.2%
48 IWM 0.14% 28,832 $7M $241.96 $619K -627 -2.1%
49 IVW 0.14% 56,976 $7M $120.72 $605K
50 GOOGL 0.13% 26,303 $6M $243.10 $2M +1,452 +5.8%
51 META 0.13% 8,595 $6M $734.39 $81K +153 +1.8%
52 DGRO 0.13% 89,466 $6M $68.08 $392K +344 +0.4%
53 VB 0.12% 22,979 $6M $254.28 $404K +25 +0.1%
54 XLK 0.12% 20,715 $6M $281.85 $626K +129 +0.6%
55 NVDA 0.12% 30,983 $6M $186.58 $1M +3,200 +11.5%
56 PWB 0.12% 45,920 $6M $125.42 $366K
57 QQQ 0.12% 9,533 $6M $600.39 $561K +175 +1.9%
58 IWD 0.12% 28,033 $6M $203.59 $426K +844 +3.1%
59 GOOG 0.12% 22,952 $6M $243.55 $2M +818 +3.7%
60 IJT 0.11% 38,744 $5M $141.50 $328K +2 +0.0%
61 IBIT 0.11% 82,830 $5M $65.00 $1M +12,014 +17.0%
62 XLV 0.10% 34,806 $5M $139.17 $170K +130 +0.4%
63 SCHV 0.10% 160,927 $5M $29.11 $232K +9 +0.0%
64 VEA 0.10% 77,698 $5M $59.92 $226K +3
65 PWV 0.09% 69,013 $5M $65.21 $212K
66 TMO 0.09% 9,194 $4M $485.03 $722K -23 -0.2%
67 ZETA 0.09% 219,789 $4M $19.87 $963K
68 SEIC 0.09% 49,971 $4M $84.85 +49,971 NEW
69 SCHB 0.09% 161,814 $4M $25.71 $304K
70 IRT 0.09% 252,497 $4M $16.39 -$776K -25,328 -9.1%
71 VIG 0.08% 18,730 $4M $215.79 $407K +968 +5.5%
72 IWB 0.08% 10,657 $4M $365.47 $194K -243 -2.2%
73 VYM 0.08% 27,267 $4M $140.95 $238K +224 +0.8%
74 EFV 0.08% 55,908 $4M $67.83 -$70K -4,937 -8.1%
75 IWO 0.08% 11,619 $4M $320.04 $655K +901 +8.4%
76 GS 0.08% 4,630 $4M $796.40 $619K +295 +6.8%
77 IWN 0.07% 20,541 $4M $176.81 $653K +1,660 +8.8%
78 VONG 0.07% 26,313 $3M $120.50 $297K
79 V 0.06% 9,188 $3M $341.40 -$30K +270 +3.0%
80 DIS 0.06% 26,367 $3M $114.50 -$253K -22 -0.1%
81 IJR 0.06% 25,000 $3M $118.83 $239K +8 +0.0%
82 VONV 0.06% 32,512 $3M $89.37 $135K
83 SONY 0.06% 99,447 $3M $28.79 $279K +167 +0.2%
84 ORCL 0.06% 10,034 $3M $281.24 $585K -196 -1.9%
85 AVGO 0.06% 8,536 $3M $329.91 $478K +55 +0.7%
86 DVY 0.05% 16,717 $2M $142.10 -$647K -6,042 -26.6%
87 VNQ 0.05% 24,176 $2M $91.42 $255K +2,227 +10.2%
88 COST 0.04% 2,221 $2M $925.59 -$116K +27 +1.2%
89 IBTF 0.04% 86,385 $2M $23.37 $432
90 KVUE 0.04% 123,512 $2M $16.23 -$490K +4,318 +3.6%
91 OLED 0.04% 13,648 $2M $143.63 -$148K
92 XOM 0.04% 17,119 $2M $112.75 $248K +1,511 +9.7%
93 GLD 0.04% 5,399 $2M $355.47 $273K
94 GWX 0.04% 47,111 $2M $40.18 $141K
95 SCHE 0.04% 56,455 $2M $33.37 $182K
96 IVE 0.04% 9,068 $2M $206.51 $103K +10 +0.1%
97 XLP 0.04% 23,336 $2M $78.37 -$54K +86 +0.4%
98 HD 0.04% 4,507 $2M $405.22 $364K +518 +13.0%
99 ITOT 0.04% 12,046 $2M $145.65 $128K -1 -0.0%
100 EZU 0.03% 27,345 $2M $61.94 $68K

New Positions

SymbolValue% Port
SEIC $4M 0.09%
BX $304K 0.01%
JQUA $281K 0.01%
UBER $250K 0.01%
FBTC $248K 0.01%
NVT $224K —%
BAR $224K —%
UPRO $223K —%
APH $214K —%
XBI $213K —%
DCI $209K —%
MPC $206K —%
QVAL $201K —%
BMY $200K —%

Sold Out Positions

SymbolValue% Port
T —%
PRU —%
EMR —%
BODI —%
SBAC —%
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