AI Analysis · Q1 2026 · Q1 2026
Portfolio Overview
Mill Creek Capital Advisors, LLC has undergone a significant portfolio restructuring during the quarter ending September 30, 2025. The total portfolio value contracted dramatically by 68.3%, decreasing from $4.51 billion to $1.43 billion. This reduction is not solely attributable to market performance but is primarily the result of a substantial strategic rotation out of core Vanguard and iShares broad market funds. The fund currently holds 119 positions, indicating a shi...
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.
Filing history
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