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Asset Manager ← All Institutions

Mill Creek Capital Advisors, LLC

Q4 2025 · Filed 2026-02-13
Market Value
$4.9B
+1.1%
Holdings
281
+5
New Purchases
10
Added To
77
Closed
30
Reduced
106
Top 10 Concentration
76.3%
Turnover
14.2%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
AGG 2.63% 2.41% +0.22% $129M
IXUS 9.01% 8.82% +0.19% $442M
VTV 20.32% 20.16% +0.16% $997M
GOVT 2.32% 2.19% +0.14% $114M
IEFA 8.03% 7.90% +0.12% $394M
JNJ 1.00% 0.91% +0.09% $49M
ETOR 0.09% 0.00% +0.09% $4M
MBB 1.45% 1.36% +0.09% $71M
AKRE 0.06% 0.00% +0.06% $3M
IEMG 3.28% 3.23% +0.05% $161M
VTC 1.44% 1.41% +0.03% $71M
IAU 0.34% 0.30% +0.03% $17M
ABT 0.04% 0.01% +0.03% $2M
GOOG 0.14% 0.12% +0.03% $7M
SYK 0.03% 0.00% +0.03% $2M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
VUG 24.67% 24.95% -0.27% $1.2B
VOO 2.02% 2.15% -0.14% $99M
VGSH 0.25% 0.37% -0.12% $12M
IBTF 0.00% 0.04% -0.04% $0
ACWI 1.20% 1.24% -0.04% $59M
MDY 0.17% 0.21% -0.04% $8M
SCHF 0.19% 0.22% -0.04% $9M
SCHV 0.06% 0.10% -0.03% $3M
SCHG 0.13% 0.17% -0.03% $7M
IBIT 0.08% 0.11% -0.03% $4M
MSFT 0.27% 0.30% -0.03% $13M
SPY 1.68% 1.71% -0.03% $83M
ORCL 0.03% 0.06% -0.03% $2M
NVDA 0.09% 0.12% -0.02% $5M
SCZ 0.42% 0.45% -0.02% $21M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 59 $2.7B 55.5%
Large Cap 156 $2.0B 39.7%
Mid Cap 34 $60M 1.2%
Small Cap 29 $174M 3.6%
Micro Cap 3 $888K 0.0%

Portfolio Analytics

Avg Market Cap
$239.0B
Median Market Cap
$60.6B
Avg P/E
32.1
Median P/E
25.6
Avg Dividend Yield
0.03%
Avg Beta
0.99
# Stocks
146
# ETFs / Funds
135

Top Holdings (281 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 VUG 24.67% 2,481,930 $1.2B $487.86 -$512K -43,760 -1.7%
2 VTV 20.32% 5,221,026 $997M $190.99 $18M -28,348 -0.5%
3 IXUS 9.01% 5,226,735 $442M $84.64 $14M +38,112 +0.7%
4 IEFA 8.03% 4,403,827 $394M $89.46 $10M +8,602 +0.2%
5 IEMG 3.28% 2,392,705 $161M $67.22 $4M +14,648 +0.6%
6 AGG 2.63% 1,291,919 $129M $99.88 $12M +126,954 +10.9%
7 GOVT 2.32% 4,955,330 $114M $23.02 $8M +360,501 +7.8%
8 VBR 2.09% 483,233 $102M $211.79 $2M +692 +0.1%
9 VOO 2.02% 157,728 $99M $627.13 -$6M -12,807 -7.5%
10 VBK 1.93% 313,730 $95M $302.11 $752K -2,207 -0.7%
11 SPY 1.68% 121,185 $83M $681.92 -$440K -3,524 -2.8%
12 MBB 1.45% 746,585 $71M $95.22 $5M +51,797 +7.5%
13 VTC 1.44% 913,233 $71M $77.64 $2M +39,603 +4.5%
14 RODM 1.37% 1,818,166 $67M $36.97 $2M -17,322 -0.9%
15 ACWI 1.20% 417,884 $59M $141.49 -$1M -18,650 -4.3%
16 IWV 1.01% 128,714 $50M $386.85 $778K -634 -0.5%
17 JNJ 1.00% 238,096 $49M $206.95 $5M -1,032 -0.4%
18 AAPL 0.83% 149,129 $41M $271.86 $533K -7,998 -5.1%
19 VXUS 0.81% 529,743 $40M $75.44 $1M +64 +0.0%
20 VTI 0.47% 68,714 $23M $335.27 -$151K -1,948 -2.8%
21 IVV 0.46% 32,692 $22M $684.94 -$815K -1,982 -5.7%
22 SCZ 0.42% 267,491 $21M $77.53 -$976K -15,546 -5.5%
23 ESGV 0.40% 163,116 $20M $120.96 $411K
24 BRK-A 0.40% 26 $20M $754,800.00 $16K
25 ACWX 0.34% 246,494 $17M $67.13 $617K +1,458 +0.6%
26 IAU 0.34% 203,287 $17M $81.17 $2M
27 AGZ 0.28% 123,506 $14M $110.25 -$488K -4,290 -3.4%
28 MSFT 0.27% 27,510 $13M $483.62 -$1M -712 -2.5%
29 VGSH 0.25% 209,553 $12M $58.73 -$6M -98,690 -32.0%
30 CWI 0.25% 340,704 $12M $35.92 $356K +444 +0.1%
31 IWP 0.24% 87,651 $12M $136.94 -$826K -2,432 -2.7%
32 EFA 0.24% 122,365 $12M $96.03 $386K +648 +0.5%
33 MA 0.23% 19,710 $11M $570.87 -$182K -391 -1.9%
34 BRK-B 0.22% 21,630 $11M $502.65 $15K +33 +0.1%
35 AMZN 0.21% 45,696 $11M $230.82 $328K -848 -1.8%
36 EFG 0.21% 88,862 $10M $113.92 -$401K -3,552 -3.8%
37 IWF 0.20% 20,487 $10M $473.31 -$1M -2,391 -10.4%
38 IJJ 0.19% 72,186 $9M $131.59 $135K
39 PG 0.19% 64,243 $9M $143.31 -$862K -1,285 -2.0%
40 SCHF 0.19% 378,508 $9M $24.04 -$2M -82,833 -17.9%
41 TSLA 0.18% 19,597 $9M $449.72 $98K -1 -0.0%
42 JPM 0.18% 26,658 $9M $322.22 $314K +423 +1.6%
43 IJK 0.17% 87,592 $8M $96.88 $87K
44 MDY 0.17% 13,994 $8M $603.27 -$2M -3,090 -18.1%
45 EEM 0.17% 154,154 $8M $54.71 -$335K -10,047 -6.1%
46 IWS 0.15% 52,609 $7M $141.05 -$538K -4,375 -7.7%
47 GOOGL 0.15% 23,202 $7M $313.00 $868K -3,101 -11.8%
48 GOOG 0.14% 22,448 $7M $313.80 $1M -504 -2.2%
49 IVW 0.14% 56,331 $7M $123.26 $65K -645 -1.1%
50 SCHG 0.13% 199,420 $7M $32.62 -$2M -52,508 -20.8%
51 XLK 0.12% 41,277 $6M $143.97 $104K +20,562 +99.3%
52 IWM 0.12% 24,140 $6M $246.16 -$1M -4,692 -16.3%
53 VB 0.12% 23,032 $6M $257.95 $98K +53 +0.2%
54 QQQ 0.12% 9,574 $6M $614.28 $158K +41 +0.4%
55 PWB 0.12% 45,920 $6M $127.11 $78K
56 DGRO 0.12% 82,926 $6M $69.42 -$334K -6,540 -7.3%
57 IJT 0.11% 38,747 $5M $141.16 -$13K +3 +0.0%
58 META 0.11% 8,048 $5M $660.13 -$999K -547 -6.4%
59 TMO 0.10% 8,734 $5M $579.46 $602K -460 -5.0%
60 IWD 0.10% 23,465 $5M $210.34 -$772K -4,568 -16.3%
61 VEA 0.10% 78,066 $5M $62.47 $221K +368 +0.5%
62 NVDA 0.09% 24,807 $5M $186.50 -$1M -6,176 -19.9%
63 PWV 0.09% 69,013 $5M $66.52 $90K
64 ZETA 0.09% 219,789 $4M $20.35 $105K
65 IRT 0.09% 252,497 $4M $17.48 $275K
66 ETOR 0.09% 123,644 $4M $35.13 +123,644 NEW
67 SCHB 0.09% 161,959 $4M $26.23 $88K +145 +0.1%
68 SEIC 0.08% 49,984 $4M $82.02 -$140K +13 +0.0%
69 VIG 0.08% 18,427 $4M $219.78 $8K -303 -1.6%
70 IBIT 0.08% 78,586 $4M $49.65 -$1M -4,244 -5.1%
71 VYM 0.08% 26,471 $4M $143.52 -$44K -796 -2.9%
72 XLV 0.08% 24,196 $4M $154.80 -$1M -10,610 -30.5%
73 GS 0.08% 4,240 $4M $879.03 $40K -390 -8.4%
74 IWB 0.07% 9,396 $4M $373.45 -$386K -1,261 -11.8%
75 EFV 0.07% 46,315 $3M $71.41 -$485K -9,593 -17.2%
76 VONG 0.07% 26,313 $3M $121.75 $33K
77 IJR 0.06% 26,145 $3M $120.18 $171K +1,145 +4.6%
78 SCHV 0.06% 104,285 $3M $29.61 -$2M -56,642 -35.2%
79 AKRE 0.06% 46,006 $3M $65.51 +46,006 NEW
80 VONV 0.06% 32,512 $3M $92.30 $95K
81 IWN 0.06% 16,126 $3M $181.21 -$710K -4,415 -21.5%
82 V 0.06% 8,280 $3M $350.71 -$233K -908 -9.9%
83 IWO 0.06% 8,964 $3M $323.02 -$823K -2,655 -22.9%
84 IVE 0.05% 12,233 $3M $212.07 $722K +3,165 +34.9%
85 SONY 0.05% 99,335 $3M $25.60 -$320K -112 -0.1%
86 DIS 0.05% 19,605 $2M $113.77 -$789K -6,762 -25.6%
87 KVUE 0.04% 124,213 $2M $17.25 $138K +701 +0.6%
88 GLD 0.04% 5,399 $2M $396.31 $220K
89 ABT 0.04% 16,477 $2M $125.29 $1M +11,876 +258.1%
90 IBTG 0.04% 89,775 $2M $22.87 $1M +43,895 +95.7%
91 AVGO 0.04% 5,832 $2M $346.12 -$797K -2,704 -31.7%
92 XOM 0.04% 16,202 $2M $120.34 $19K -917 -5.4%
93 GWX 0.04% 47,111 $2M $40.86 $32K
94 VNQ 0.04% 21,226 $2M $88.49 -$332K -2,950 -12.2%
95 ITOT 0.04% 12,047 $2M $148.69 $37K +1 +0.0%
96 EZU 0.04% 27,367 $2M $64.10 $60K +22 +0.1%
97 TQQQ 0.03% 31,680 $2M $52.72 $218K +17,631 +125.5%
98 MUB 0.03% 14,998 $2M $107.11 $23K +129 +0.9%
99 OLED 0.03% 13,648 $2M $116.78 -$366K
100 QUAL 0.03% 7,927 $2M $198.61 -$11K -225 -2.8%

New Positions

SymbolValue% Port
ETOR $4M 0.09%
AKRE $3M 0.06%
IBTH $1M 0.02%
XLE $276K 0.01%
NTRA $257K 0.01%
XLF $238K —%
ANIP $213K —%
TSM $207K —%
PH $204K —%
CAT $203K —%

Sold Out Positions

SymbolValue% Port
BDX —%
NVT —%
CB —%
BMY —%
ICE —%
AXP —%
CL —%
KO —%
VZ —%
UL —%
LH —%
DHI —%
ETV —%
ETN —%
MPC —%
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