Arkolith/Funds/Quarry Hill Advisors, LLC

Quarry Hill Advisors, LLC

CIK 1965346
Holdings as of Jun 30, 2026·disclosed Jul 28, 2026·~28-day 13F lag·13F-HR
Active Filer

Quarry Hill Advisors, LLC holds a focused book of 53 stocks worth $260.2M as of Q2 2026 (disclosed Jul 28, 2026, a ~45-day 13F lag). This quarter they opened Trane Technologies PLC and trimmed Dimensional Emrg MRKT Core. Their largest long position is Avantis US Small Cap Value at 21% of the equity book. Cloning the disclosed picks since 2025 would be +16% (+22.2%/yr). That is a simulation of the disclosed long book, not audited returns.

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Use Arkolith to show QUARRY HILL ADVISORS, LLC's latest
holdings, largest changes, and filing provenance.
Opened
2
new positions
Added to
17
existing
Trimmed
18
reduced
Sold out
0
exited

Growth of $10,000: cloning the disclosed book

If you'd copied them
+16.2%
+22.2%/yr · since Oct '25
Their reported book
+15.3%
held from quarter-end
S&P 500
+8.4%
same window
$9K$10K$11K$11K$12KOct '25Dec '25Feb '26Apr '26Jun '26Jul '26
Quarry Hill Advisors, LLC (copied at disclosure) S&P 500

Growth of $10,000 cloning Quarry Hill Advisors, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, 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.

Concentration

Top-heavy: focused book

Top 5 holdings
58%
Top 10 holdings
74%
Top 20 holdings
89%

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

Direct sector allocation

1% mapped to company sectors

ETF / fund or unclassified
99%
Information Technology
1%
Health Care
0%
Real Estate
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

Funds with the most overlap

Other tracked managers holding the same core names as Quarry Hill Advisors, LLC

Manager / fundShared namesTheir $ in those
ROYAL BANK OF CANADA51 / 53$49.7B
LPL Financial LLC50 / 53$38.2B
OSAIC HOLDINGS, INC.50 / 53$8.1B
Beacon Pointe Advisors, LLC50 / 53$3.3B
MORGAN STANLEY49 / 53$164.1B
COMMONWEALTH EQUITY SERVICES, LLC49 / 53$8.8B
Farther Finance Advisors, LLC49 / 53$1.9B
JPMORGAN CHASE & CO48 / 53$156.7B

Ranked by how many of Quarry Hill Advisors, LLC's top 53 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

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

53 positions
#SecurityValueShares% PortLast moveHistory
1American Centy ETF TR
US SML CP VALU
$55.6M445.6K
21.4%
+7.3%
Added · +31K sh
2Dimensional ETF Trust
US COR EQU 2 ETF
$38.4M865.8K
14.8%
+2.8%
Added · +24K sh
3American Centy ETF TR
INTL SMCP VLU
$26.4M255.8K
10.1%
+8.4%
Added · +20K sh
4Dimensional ETF Trust
INTL CORE EQUITY
$19.1M511.5K
7.3%
+4.9%
Added · +24K sh
5Dimensional ETF Trust
US SUSTAINABILTY
$12.0M257.5K
4.6%
+5.6%
Added · +14K sh
6Dimensional ETF Trust
EMERGING MKTS CO
$9.9M244.3K
3.8%
−1.5%
Reduced · −4K sh
7American Centy ETF TR
US EQT ETF
$8.4M65.8K
3.2%
−0.8%
Reduced · −532 sh
8Ea Series Trust
FREEDOM 100 EM
$8.3M113.8K
3.2%
−3.9%
Reduced · −5K sh
9American Centy ETF TR
REAL ESTATE ETF
$8.2M173.1K
3.2%
+8.7%
Added · +14K sh
10Ea Series Trust
ALPHA ARCH 1-3
$6.7M57.3K
2.6%
+6.3%
Added · +3K sh
11Dimensional ETF Trust
INTERNATIONAL
$5.9M130.9K
2.3%
+8.8%
Added · +11K sh
12Vanguard Index FDS
TOTAL STK MKT
$5.7M15.3K
2.2%
−0.8%
Reduced · −116 sh
13Dimensional ETF Trust
US CORE EQT MKT
$4.3M82.4K
1.6%
−0.5%
Reduced · −374 sh
14Dimensional ETF Trust
NATL MUN BD ETF
$3.6M75.1K
1.4%
+11%
Added · +7K sh
15Dimensional ETF Trust
INTL SMALL CAP V
$3.5M86.6K
1.3%
−0.5%
Reduced · −404 sh
16American Centy ETF TR
INTL EQT ETF
$3.4M38.5K
1.3%
−0.3%
Reduced · −106 sh
17Pimco Dynamic Income FD
SHS
$3.3M198.5K
1.3%
+2.7%
Added · +5K sh
18American Centy ETF TR
AVANTIS EMGMKT
$3.0M30.9K
1.1%
−1.1%
Reduced · −344 sh
19Ea Series Trust
US QUAN VALUE
$2.9M53.2K
1.1%
Held
20Dimensional ETF Trust
INTL CORE EQT MK
$2.9M70.2K
1.1%
−1.7%
Reduced · −1K sh
21Dimensional ETF Trust
US SMALL CAP ETF
$2.6M66.0K
1.0%
−1.1%
Reduced · −731 sh
22Dimensional ETF Trust
EMER MARK SU ETF
$2.6M52.3K
1.0%
+4.5%
Added · +2K sh
23Ea Series Trust
ALPHA ARCHITECT
$2.3M38.5K
0.9%
−0.3%
Reduced · −113 sh
24Dimensional ETF Trust
INTERNATNAL VAL
$2.1M39.7K
0.8%
Held
25Dimensional ETF Trust
US TARGETED VLU
$2.1M29.6K
0.8%
−2.0%
Reduced · −605 sh
26Ishares Inc
MSCI EMRG CHN
$2.0M19.3K
0.8%
−13%
Reduced · −3K sh
27Dimensional ETF Trust
SHOR DUR FIX ETF
$1.6M33.9K
0.6%
+7.3%
Added · +2K sh
28Dimensional ETF Trust
GLOBAL REAL EST
$1.1M37.1K
0.4%
+0.1%
Added · +28 sh
29Apple Inc
COM
$945K3.3K
0.4%
+5.7%
Added · +176 sh
30Ishares TR
SP SMCP600VL ETF
$942K6.9K
0.4%
Held
31American Centy ETF TR
AVANTIS CORE FI
$941K22.7K
0.4%
+6.0%
Added · +1K sh
32Ishares TR
CORE S&P TTL STK
$828K5.0K
0.3%
Held
33Ea Series Trust
ALPHA ARCHITECT
$757K14.2K
0.3%
−29%
Reduced · −6K sh
34State STR SPDR S&P 500 ETF T
TR UNIT
$699K936
0.3%
Held
35Dimensional ETF Trust
US EQUI MARK ETF
$697K8.5K
0.3%
Held
36Dimensional ETF Trust
EMGR CRE EQT MNG
$651K16.2K
0.3%
Held
37American Centy ETF TR
AVANTIS RESPON U
$644K7.3K
0.2%
−4.4%
Reduced · −335 sh
38Vanguard Index FDS
SM CP VAL ETF
$620K2.5K
0.2%
Held
39Johnson & Johnson
COM
$618K2.4K
0.2%
+0.4%
Added · +9 sh
40Ishares TR
EAFE VALUE ETF
$468K6.1K
0.2%
−11%
Reduced · −742 sh
41Schwab Strategic TR
US LCAP VA ETF
$422K12.1K
0.2%
Held
42Trane Technologies PLC
SHS
$411K837
0.2%
New
New position
43Ea Series Trust
INTL QUAN VALUE
$369K10.8K
0.1%
−0.2%
Reduced · −19 sh
44Ishares TR
RUSSELL 2000 ETF
$349K1.2K
0.1%
Held
45Vanguard Star FDS
VG TL INTL STK F
$279K3.3K
0.1%
Held
46Dimensional ETF Trust
US SMALL CAP ETF
$277K3.4K
0.1%
Held
47Vanguard Intl Equity Index F
ALLWRLD EX US
$267K3.2K
0.1%
Held
48Ea Series Trust
ALPHA ARCHITECT
$256K4.5K
0.1%
Held
49Select Sector SPDR TR
ST STR TECHN ETF
$236K1.2K
0.1%
New
New position
50SPDR Series Trust
ST STR PR SP1500
$231K2.5K
0.1%
Held
Showing 50 of 53 positions

Filing history

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

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 28, 202653$260.2M13F-HR
Q1 2026Mar 31, 2026Apr 23, 202651$243.1M13F-HR
Q4 2025Dec 31, 2025Jan 26, 202650$215.2M13F-HR
Q3 2025Sep 30, 2025Oct 28, 202549$194.9M13F-HR

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. The performance line is a simulation of the disclosed long book, not an audited return.