Arkolith/Funds/Acorn Creek Capital LLC

Acorn Creek Capital LLC

CIK 1994827
Holdings as of Jun 30, 2026·disclosed Aug 6, 2026·~37-day 13F lag·13F-HR
Active Filer

Acorn Creek Capital LLC holds a focused book of 87 reported positions worth $299.2M as of Q2 2026 (disclosed Aug 6, 2026, a ~37-day 13F lag). This quarter they opened Ishares Gold Trust and trimmed Vanguard Value ETF. Their largest long position is Vanguard Value ETF at 12% of the reported non-option book. Cloning the disclosed picks since 2025 would be +17% (+20.5%/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
+16.9%
+20.5%/yr · since Nov '25
Their reported book
+14.7%
held from quarter-end
S&P 500
+15.6%
same window
$10K$10K$11K$11K$12KNov '25Jan '26Mar '26May '26Jul '26Sep '26
Acorn Creek Capital LLC (copied at disclosure) S&P 500

Following at the filing date actually beat the quarter-end book by 2.2 points over this window.

Growth of $10,000 cloning Acorn Creek Capital LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~37 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
54%
Top 10 holdings
78%
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.

Where the money is, by sector

20% mapped to company sectors

ETFs / funds
80%
Financials
7%
Information Technology
7%
Consumer Discretionary
2%
Health Care
2%
Industrials
1%

+6 sectors below the cut, 1% 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 Acorn Creek Capital LLC

Manager / fundShared namesTheir $ in those
Prospect Hill Management, LLC10 / 80$248.5M
Uhlmann Price Securities, LLC46 / 80$2.5B
Greenbrier Partners Capital Management, LLC8 / 80$1.2B
Ardent Capital Management, Inc.19 / 80$218.1M
Draper Asset Management, LLC11 / 80$178.3M
Conway Capital Management, Inc.19 / 80$201.9M
Hoey Investments, Inc51 / 80$671.1M
Howard Hughes Medical Institute17 / 80$379.6M

Ranked by the share of each fund's own book sitting in the names it shares with Acorn Creek Capital 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.

87 positions
#SecurityValueShares% PortLast moveHistory
1Vanguard Index FDS
VALUE ETF
$35.8M164.3K
12.0%
−2.5%
Reduced · −4K sh
2Dimensional ETF Trust
INTL CORE EQUITY
$32.8M879.3K
11.0%
−2.4%
Reduced · −21K sh
3Dimensional ETF Trust
US SMALL CAP ETF
$32.3M392.0K
10.8%
−8.3%
Reduced · −36K sh
4Vanguard BD Index FDS
INTERMED TERM
$29.8M388.2K
10.0%
+3.5%
Added · +13K sh
5Dimensional ETF Trust
US LARG VALU ETF
$29.6M747.5K
9.9%
−5.5%
Reduced · −44K sh
6Vanguard Index FDS
GROWTH ETF
$28.1M326.0K
9.4%
+484%
Added · +270K sh
7SPDR Gold TR
GOLD SHS
$14.9M40.4K
5.0%
−1.9%
Reduced · −806 sh
8Ishares TR
CORE MSCI EAFE
$12.6M130.8K
4.2%
+0.1%
Added · +144 sh
9Wisdomtree TR
FLOATNG RAT TREA
$11.3M224.6K
3.8%
−6.2%
Reduced · −15K sh
10Vanguard Charlotte FDS
TOTAL INT BD ETF
$6.7M139.0K
2.3%
+4.7%
Added · +6K sh
11Vanguard World FD
INF TECH ETF
$6.6M54.8K
2.2%
+691%
Added · +48K sh
12Dimensional ETF Trust
INTL SMALL CAP E
$5.0M141.4K
1.7%
−4.2%
Reduced · −6K sh
13Apple Inc
COM
$4.7M16.2K
1.6%
−3.5%
Reduced · −587 sh
14American Centy ETF TR
AVANTIS EMGMKT
$3.6M37.5K
1.2%
+1.1%
Added · +415 sh
15Nvidia Corporation
COM
$3.3M16.3K
1.1%
−5.5%
Reduced · −950 sh
16Vaneck ETF Trust
SEMICONDUCTR ETF
$2.5M3.8K
0.8%
−4.7%
Reduced · −189 sh
17Alphabet Inc
CAP STK CL C
$2.3M6.6K
0.8%
+5.2%
Added · +324 sh
18Amazon Com Inc
COM
$2.3M9.5K
0.8%
−1.1%
Reduced · −106 sh
19Advanced Micro Devices Inc
COM
$2.1M3.7K
0.7%
−27%
Reduced · −1K sh
20Microsoft Corp
COM
$2.1M5.6K
0.7%
−6.5%
Reduced · −386 sh
21Ishares Gold TR
ISHARES NEW
$1.7M21.9K
0.6%
New
New position
22Alphabet Inc
CAP STK CL A
$1.3M3.7K
0.4%
+1.0%
Added · +36 sh
23Eli Lilly & Co
COM
$1.3M1.1K
0.4%
−4.8%
Reduced · −53 sh
24Broadcom Inc
COM
$1.2M3.1K
0.4%
−2.0%
Reduced · −66 sh
25Meta Platforms Inc
CL A
$1.1M2.0K
0.4%
−2.6%
Reduced · −52 sh
26JPMorgan Chase & Co
COM
$1.1M3.4K
0.4%
−1.3%
Reduced · −44 sh
27Tesla Inc
COM
$1.1M2.6K
0.4%
−4.0%
Reduced · −109 sh
28Ishares TR
CORE UNIVRSL USD
$1.0M22.7K
0.4%
+15%
Added · +3K sh
29First TR Exchange-Traded FD
CLOUD COMPUTING
$975K7.2K
0.3%
−3.1%
Reduced · −229 sh
30Berkshire Hathaway Inc Del
CL B NEW
$951K1.9K
0.3%
−0.8%
Reduced · −15 sh
31Netflix Inc.
COM
$588K8.2K
0.2%
−2.3%
Reduced · −192 sh
32Novartis AG
SPONSORED ADR
$584K3.7K
0.2%
−2.4%
Reduced · −93 sh
33Caterpillar Inc
COM
$576K541
0.2%
−2.5%
Reduced · −14 sh
34Abbvie Inc
COM
$563K2.2K
0.2%
−4.0%
Reduced · −94 sh
35Visa Inc
COM CL A
$558K1.6K
0.2%
+2.5%
Added · +39 sh
36HSBC Hldgs PLC
SPON ADR NEW
$550K5.8K
0.2%
−1.1%
Reduced · −66 sh
37Johnson & Johnson
COM
$542K2.1K
0.2%
−5.2%
Reduced · −118 sh
38Micron Technology Inc
COM
$539K467
0.2%
New
New position
39Costco Wholesale Corporation
COM
$468K500
0.2%
−5.3%
Reduced · −28 sh
40Exxon Mobil Corp
COM
$438K3.2K
0.1%
−5.0%
Reduced · −169 sh
41Walmart Inc
COM
$437K3.9K
0.1%
−3.9%
Reduced · −155 sh
42Quest Diagnostics Inc
COM
$419K2.0K
0.1%
+21%
Added · +344 sh
43Lamb Weston Hldgs Inc
COM
$407K9.4K
0.1%
−7.6%
Reduced · −777 sh
44Eaton Corp PLC
SHS
$406K953
0.1%
−2.6%
Reduced · −26 sh
45ASML Hldg NV
N Y REGISTRY SHS
$406K204
0.1%
+3.5%
Added · +7 sh
46Morgan Stanley
COM NEW
$393K1.9K
0.1%
−1.5%
Reduced · −28 sh
47Dimensional ETF Trust
INTERNATIONAL
$392K8.7K
0.1%
+10%
Added · +805 sh
48Dimensional ETF Trust
US SUSTAINABILTY
$388K8.3K
0.1%
+5.2%
Added · +410 sh
49Chevron Corporation
COM
$371K2.2K
0.1%
−5.0%
Reduced · −119 sh
50Bank Of Amer Corp
COM
$347K6.1K
0.1%
+0.6%
Added · +36 sh
Showing 50 of 87 positions
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Filing history

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

$299.2M · Q2 2026Q3 2025 · $264.9MQ2 2026 · $299.2M

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

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Aug 6, 202637d87$299.2M13F-HR
Q1 2026Mar 31, 2026May 12, 202642d84$280.1M13F-HR
Q4 2025Dec 31, 2025Feb 2, 202633d77$278.2M13F-HR
Q3 2025Sep 30, 2025Nov 6, 202537d80$264.9M13F-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.