13F
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Mill Creek Capital Advisors, LLC

13F equity value
$4.9B
Positions
260
Top 10 concentration
76.5%
Quarters / total new picks
12 / 93
13F equity value over time
$0M$2B$5B20222023202420252026

"13F equity value" = market value of this filer's US-listed long equity positions only. It excludes cash, bonds, non-US and short positions, so it understates a fund's true assets under management — often by a lot.

Not significant Verdict

13F holdings are disclosed ~45 days after quarter-end, and they never reveal when within the quarter a fund actually bought. So any 13F-based summary is structurally late and blurred — this applies to every fund, including this one.

We backtested copying it anyway. Buying this fund's new positions the day each filing went public, over 12 quarters, returned +4.0% per quarter — versus +4.3% per quarter from simply owning every 13F stock. It beat that baseline in only 41.7% of quarters (excess t = 1.40, not statistically significant). Its filings tell you what it bought — not what you should buy.

Avg 2Q excess
+3.7%
t-stat
1.40
Quarterly win rate
42%
Annualized excess
-1.4%
$1 → follow vs universe
$1.57 vs $1.63
Cumulative return: $1 invested in new picks vs universe
1.00 20230331: universe 1.05420230630: universe 1.01620230930: universe 1.15320231231: universe 1.20520240331: universe 1.23220240630: universe 1.34420240930: universe 1.33220241231: universe 1.24320250331: universe 1.35520250630: universe 1.39820250930: universe 1.57220251231: universe 1.626 20230331: follow 1.01520230630: follow 1.03720230930: follow 1.11820231231: follow 1.21320240331: follow 1.23020240630: follow 1.44820240930: follow 1.42420241231: follow 1.33820250331: follow 1.46320250630: follow 1.47320250930: follow 1.57420251231: follow 1.571 0.92 1.34 1.76 202320242025 Follow Universe

Quarterly compounding, invested quarters only · entry 47 days after quarter-end (when 13F data becomes public)

Listed as facts. See the verdict above before treating this as signal.

Top 20 holdings of 260 · 2026 Q1

Ticker Value Weight QoQ
VUG $1.1B
22.4%
HOLD
VTV $1.0B
21.1%
HOLD
IXUS $464M
9.5%
ADD
IEFA $420M
8.6%
ADD
IEMG $175M
3.6%
ADD
AGG $132M
2.7%
ADD
GOVT $117M
2.4%
ADD
VBR $106M
2.2%
HOLD
VBK $96M
2.0%
HOLD
VOO $94M
1.9%
HOLD
SPY $77M
1.6%
HOLD
MBB $73M
1.5%
ADD
VTC $72M
1.5%
ADD
RODM $70M
1.4%
TRIM
ACWI $57M
1.2%
HOLD
JNJ $56M
1.1%
TRIM
IWV $48M
1.0%
HOLD
VXUS $41M
0.8%
HOLD
AAPL $40M
0.8%
ADD
IVV $22M
0.5%
ADD

QoQ vs previous quarter's share count · NEW = new position · ADD/TRIM = ±2% shares · HOLD = unchanged.

Listed as facts. See the verdict above before treating this as signal.

New positions in 2026 Q1

Method & Limitations

Method: a "new position" = held this quarter, absent last quarter (options excluded; stocks with <50 prior holders excluded to filter spin-off artifacts). Entry 47 days after quarter-end — the first day the public could act on the filing. Benchmark = equal-weighted universe of all 13F-held stocks. Limitations: quarterly snapshots can't see intra-quarter trades; survivorship bias — funds that shut down are absent, which flatters the sample. Statistics, not advice.