QUARRY HILL ADVISORS, LLC

Wealth advisor Mechanical technology specialist (61%) CIK 1965346
League rank
#1305
in Wealth advisor · #4017 overall
Long book
$243.1M
Q1 2026
Positions
51
Top-10 weight
73%
concentration
Last quarter
+11.3%
SPY +14.8%
Turnover
6%
of book per quarter

Strategy in plain words

auto-generated from filings

QUARRY HILL ADVISORS, LLC is a wealth-management firm allocating client money, specialised in technology (61% of the long book), running a $243.1M US long book across 51 positions.

The portfolio is concentrated: the top 10 names carry 73% of the portfolio. The book barely moves quarter to quarter — a patient, low-turnover holder. Current anchor positions: AVANTIS US SMALL CAP VALUE, DIMENSIONAL US CORE EQUITY 2, AVANTIS INTL S/C VALUE ETF, DIMENSIONAL INTERNATIONAL CO, DIMENSIONAL US SUS CORE1 ETF.

Over the last 9 quarters its long book ran on average 0.1pp per quarter behind the S&P 500, beating the index in 5 of 9 quarters. Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.

Implied long-book return vs S&P 500

methodology: positions priced quarterly, no shorts/options
Fund long book S&P 500
Q1 2024
+0.1%
Q2 2024
+7.2%
Q3 2024
-2.1%
Q4 2024
-1.0%
Q1 2025
+9.2%
Q2 2025
+8.2%
Q3 2025
+3.9%
Q4 2025
+2.9%
Q1 2026
+11.3%

Sector allocation

Technology
65%
Healthcare
35%

Long book by quarter

$135.9M
Q1 2024
$149.5M
Q2 2024
$149.3M
Q3 2024
$148.6M
Q4 2024
$153.9M
Q1 2025
$171.8M
Q2 2025
$194.9M
Q3 2025
$215.2M
Q4 2025
$243.1M
Q1 2026

What does QUARRY HILL own?

Q1 2026 13F
CompanySectorSharesValue% of bookChange
AAPL APPLE INCTechnology3.1K$835K0.3%-2.7%
JNJ JOHNSON & JOHNSONHealthcare2.4K$567K0.2%+0.5%
AVGO BROADCOM INCTechnology521$212K0.1%New

13F filing history

PeriodFormFiledEntriesReported valueFlagsSource
Q1 202613F-HRApr 23, 202651$243.1M canonicalSEC ↗
Q4 202513F-HRJan 26, 202650$215.2M canonicalSEC ↗
Q3 202513F-HROct 28, 202549$194.9M canonicalSEC ↗
Q2 202513F-HRJul 23, 202548$171.8M canonicalSEC ↗
Q1 202513F-HRApr 28, 202545$153.9M canonicalSEC ↗
Q4 202413F-HRJan 28, 202545$148.6M canonicalSEC ↗
Q3 202413F-HROct 25, 202444$149.3M canonicalSEC ↗
Q2 202413F-HRAug 5, 202444$149.5M canonicalSEC ↗
Q1 202413F-HRApr 26, 202446$135.9M canonicalSEC ↗