Sign In
test

Ben Loeffler

Acorn Creek Capital Llc

Assets Managed
$280.147M
Holdings
84
Last Quarter
2026 - Q1
Filed Date
1mo 24d ago
Growth Rate
0.7%(2Q avg: 2.86%)
Sustained Growth
8 quarters

Portfolio positions

This chart displays the top 10 holdings in Acorn Creek Capital Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 84 positions.

Assets under management

The assets under management (AUM) of Acorn Creek Capital Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 8 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 280.147M in assets, with a quarterly growth rate of 0.7% and a 2-quarter average growth rate of 2.86%. The portfolio is managed by Ben Loeffler, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VTV
Vanguard Value Etf
Recent Activity
Decreased -0.88%
11.81%
$33.069M
168,545 shares@ $196.21 avg price
DFIC
Dimensional International Co
Recent Activity
Decreased -3.01%
11.43%
$31.996M
900,526 shares@ $35.54 avg price
DFAS
Dimensional Us Small Cap Etf
Recent Activity
Increased 0.63%
10.86%
$30.423M
427,711 shares@ $71.14 avg price
BIV
Vanguard Intermediate-term B
Recent Activity
Increased 4.66%
10.34%
$28.958M
375,206 shares@ $77.18 avg price
DFLV
Dim Us Large Cap Value Etf
Recent Activity
Decreased -0.22%
10.09%
$28.259M
791,358 shares@ $35.71 avg price
VUG
Vanguard Growth Etf
Recent Activity
Increased 2.27%
8.71%
$24.375M
55,805 shares@ $436.79 avg price
GLD
Spdr Gold Shares
Recent Activity
Decreased -13.29%
6.33%
$17.719M
41,179 shares@ $430.29 avg price
USFR
Wisdomtree Floating Rate Tre
Recent Activity
Decreased -0.5%
4.31%
$12.05M
239,376 shares@ $50.34 avg price
IEFA
Ishares Core Msci Eafe Etf
Recent Activity
Decreased -1.68%
4.23%
$11.827M
130,642 shares@ $90.53 avg price
BNDX
Vanguard Total Intl Bond Etf
Recent Activity
Increased 7.33%
2.28%
$6.378M
132,734 shares@ $48.05 avg price

1-10 of 84