Arkolith/Funds/Mill Creek Capital Advisors, LLC

Mill Creek Capital Advisors, LLC

CIK 1964962
Holdings as of Mar 31, 2026·disclosed May 14, 2026·~44-day 13F lag·13F-HR
Active Filer

Mill Creek Capital Advisors, LLC holds a concentrated book of 260 stocks worth $4.9B as of Q1 2026 (disclosed May 14, 2026, a ~45-day 13F lag). This quarter they opened Five Star Bancorp and trimmed SS SPDR S&P 500 ETF Trust-US. Their largest long position is Vanguard Growth ETF at 22% of the equity book.

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Use Arkolith to show Mill Creek Capital Advisors, LLC's latest
holdings, largest changes, and filing provenance.
Opened
15
new positions
Added to
104
existing
Trimmed
71
reduced
Sold out
6
exited

Concentration

Top-heavy: concentrated book

Top 5 holdings
65%
Top 10 holdings
76%
Top 20 holdings
88%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

7% mapped to company sectors

ETF / fund or unclassified
93%
Financials
2%
Information Technology
2%
Health Care
1%
Consumer Discretionary
1%
Materials
0%
Industrials
0%
Energy
0%

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, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

260 positions
#SecurityValueShares% PortLast moveHistory
1Vanguard Index FDS
GROWTH ETF
$1.1B2.50M
22.4%
+0.6%
Added · +15K sh
2Vanguard Index FDS
VALUE ETF
$1.0B5.24M
21.1%
+0.3%
Added · +17K sh
3Ishares TR
CORE MSCI TOTAL
$464.2M5.36M
9.5%
+2.5%
Added · +131K sh
4Ishares TR
CORE MSCI EAFE
$419.6M4.64M
8.6%
+5.3%
Added · +232K sh
5Ishares Inc
CORE MSCI EMKT
$175.0M2.51M
3.6%
+4.8%
Added · +116K sh
6Ishares TR
CORE US AGGBD ET
$132.1M1.33M
2.7%
+3.0%
Added · +39K sh
7Ishares TR
US TREAS BD ETF
$116.9M5.10M
2.4%
+3.0%
Added · +148K sh
8Vanguard Index FDS
SM CP VAL ETF
$106.1M488.5K
2.2%
+1.1%
Added · +5K sh
9Vanguard Index FDS
SML CP GRW ETF
$95.7M316.6K
2.0%
+0.9%
Added · +3K sh
10Vanguard Index FDS
S&P 500 ETF SHS
$94.3M157.9K
1.9%
+0.1%
Added · +149 sh
11State STR SPDR S&P 500 ETF T
TR UNIT
$77.2M118.8K
1.6%
−2.0%
Reduced · −2K sh
12Ishares TR
MBS ETF
$72.9M767.7K
1.5%
+2.8%
Added · +21K sh
13Vanguard Scottsdale FDS
TOTAL CORP BND
$72.0M937.6K
1.5%
+2.7%
Added · +24K sh
14Lattice Strategies TR
HARTFORD MLT ETF
$69.8M1.77M
1.4%
−2.6%
Reduced · −48K sh
15Ishares TR
MSCI ACWI ETF
$56.8M410.6K
1.2%
−1.7%
Reduced · −7K sh
16Johnson & Johnson
COM
$55.6M227.6K
1.1%
−4.4%
Reduced · −10K sh
17Ishares TR
RUSSELL 3000 ETF
$48.4M130.7K
1.0%
+1.5%
Added · +2K sh
18Vanguard Star FDS
VG TL INTL STK F
$40.8M529.7K
0.8%
~0%
Reduced · −25 sh
19Apple Inc
COM
$40.2M158.4K
0.8%
+6.2%
Added · +9K sh
20Ishares TR
CORE S&P500 ETF
$22.4M34.3K
0.5%
+4.8%
Added · +2K sh
21Vanguard Index FDS
TOTAL STK MKT
$21.5M67.0K
0.4%
−2.5%
Reduced · −2K sh
22Ishares Gold TR
ISHARES NEW
$21.2M240.9K
0.4%
+19%
Added · +38K sh
23Berkshire Hathaway Inc Del
CL A
$20.1M28
0.4%
+7.7%
Added · +2 sh
24Vanguard World FD
ESG US STK ETF
$19.5M173.3K
0.4%
+6.3%
Added · +10K sh
25Ishares TR
EAFE SML CP ETF
$19.0M241.8K
0.4%
−9.6%
Reduced · −26K sh
26Ishares TR
MSCI ACWI EX US
$16.9M246.5K
0.3%
Held
27Ishares TR
AGENCY BOND ETF
$13.9M127.1K
0.3%
+2.9%
Added · +4K sh
28SPDR Index SHS FDS
STATE STREET SPD
$12.7M348.4K
0.3%
+2.3%
Added · +8K sh
29Berkshire Hathaway Inc Del
CL B NEW
$11.9M24.9K
0.2%
+15%
Added · +3K sh
30Ishares TR
MSCI EAFE ETF
$11.9M122.7K
0.2%
+0.2%
Added · +297 sh
31Ishares TR
RUS MD CP GR ETF
$10.8M83.9K
0.2%
−4.3%
Reduced · −4K sh
32Microsoft Corp
COM
$10.2M27.7K
0.2%
+0.6%
Added · +169 sh
33Ishares TR
EAFE GRWTH ETF
$9.9M88.5K
0.2%
−0.4%
Reduced · −360 sh
34Mastercard Incorporated
CL A
$9.7M19.4K
0.2%
−1.6%
Reduced · −312 sh
35Ishares TR
S&P MC 400VL ETF
$9.6M72.2K
0.2%
Held
36Amazon Com Inc
COM
$9.5M45.7K
0.2%
+0.1%
Added · +46 sh
37Schwab Strategic TR
INTL EQTY ETF
$9.4M378.5K
0.2%
Held
38Procter & Gamble Co
COM
$9.3M64.3K
0.2%
+0.1%
Added · +34 sh
39Ishares TR
RUS 1000 GRW ETF
$8.9M20.9K
0.2%
+2.0%
Added · +413 sh
40Ishares TR
MSCI EMG MKT ETF
$8.9M156.5K
0.2%
+1.5%
Added · +2K sh
41State STR SPDR S&P Midcap 40
UTSER1 S&PDCRP
$8.5M13.8K
0.2%
−1.5%
Reduced · −207 sh
42JPMorgan Chase & Co
COM
$7.9M27.0K
0.2%
+1.3%
Added · +352 sh
43Ishares TR
S&P MC 400GR ETF
$7.8M77.4K
0.2%
−12%
Reduced · −10K sh
44Ishares TR
RUS MDCP VAL ETF
$7.7M52.6K
0.2%
Held
45Tesla Inc
COM
$7.2M19.4K
0.1%
−0.9%
Reduced · −183 sh
46Alphabet Inc
CAP STK CL A
$6.9M24.1K
0.1%
+3.8%
Added · +885 sh
47Alphabet Inc
CAP STK CL C
$6.9M23.9K
0.1%
+6.6%
Added · +1K sh
48Ishares TR
S&P 500 GRWT ETF
$6.3M55.8K
0.1%
−0.9%
Reduced · −525 sh
49Vanguard Index FDS
SMALL CP ETF
$6.0M23.1K
0.1%
+0.1%
Added · +24 sh
50Ishares TR
RUSSELL 2000 ETF
$6.0M24.0K
0.1%
−0.5%
Reduced · −117 sh
Showing 50 of 260 positions

Filing history

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

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026May 14, 2026260$4.9B13F-HR
Q4 2025Dec 31, 2025Feb 13, 2026251$4.9B13F-HR
Q3 2025Sep 30, 2025Nov 12, 2025271$4.9B13F-HR
Q2 2025Jun 30, 2025Aug 11, 2025263$4.5B13F-HR
Q1 2025Mar 31, 2025May 13, 2025251$4.1B13F-HR
Q4 2024Dec 31, 2024Jan 29, 2025259$4.2B13F-HR
Q3 2024Sep 30, 2024Nov 6, 2024249$4.2B13F-HR
Q2 2024Jun 30, 2024Aug 14, 2024259$3.9B13F-HR
Q1 2024Mar 31, 2024May 14, 2024240$3.7B13F-HR
Q4 2023Dec 31, 2023Feb 14, 2024238$3.4B13F-HR
Q3 2023Sep 30, 2023Nov 14, 2023225$3.0B13F-HR
Q2 2023Jun 30, 2023Aug 14, 2023239$3.1B13F-HR
Q1 2023Mar 31, 2023May 15, 2023248$2.7B13F-HR
Q4 2022Dec 31, 2022May 25, 2023227$2.4B13F-HR/A
Amended / restated
  • Q4 2022 · filed Feb 14, 202313F-HR · superseded

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.