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McMill Wealth Management

Latest statistics and disclosures from McMill Wealth Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are SPIB, AVUV, DFIV, SPYM, AVLV, and represent 46.41% of McMill Wealth Management's stock portfolio.
Added to shares of these 10 stocks: SPIB, DFAW, AVUV, AVLV, DFGR, AVSF, Dfa Ta World Ex Us Core Eq Fd fund, DFSV, PRIV, American Centy Etf Tr.
Started 4 new stock positions in American Centy Etf Tr, American Centy Etf Tr, USB.PA, PRIV.
Reduced shares in these 10 stocks: DFUV (-$17M), VT, BSV, DFAT, DFUS, SPYM, SPAB, IVV, VCSH, NUEPF.
McMill Wealth Management was a net seller of stock by $-4.9M.
McMill Wealth Management has $356M in assets under management (AUM), dropping by 1.34%.
Central Index Key (CIK): 0002056447

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Portfolio Holdings for McMill Wealth Management

McMill Wealth Management holds 59 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Ser Tr Portfolio Intrmd (SPIB)	18.8	$67M	+7%	2.0M	33.81	View chart
American Centy Etf Tr US SML Value ETF (AVUV)	8.1	$29M	+8%	282k	101.98	View chart
Dimensional Etftrust Internatnalval (DFIV)	7.0	$25M		496k	49.90	View chart
Spdr Ser Tr Large Cap ETF (SPYM)	6.9	$24M		304k	80.22	View chart
American Centy Etf Tr Us Lgeval (AVLV)	5.7	$20M	+5%	269k	75.77	View chart
Dimensional Etftrust US Large Cap (DFUS)	5.7	$20M		273k	74.17	View chart
Dimensional Etftrust US Small Cap	5.4	$19M	+2%	276k	69.67	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	4.8	$17M		181k	93.97	View chart
Dimensional Etftrust Us Targetedvlu (DFAT)	4.7	$17M		279k	59.54	View chart
Dimensional Us Marketwide Value Etf US Marketwide Value ETF (DFUV)	4.6	$16M	-50%	352k	46.59	View chart
Dimensional Etftrust World Equityetf (DFAW)	3.7	$13M	+21%	179k	73.98	View chart
Ishares Tr Trust S&P 500 Index Fund (IVV)	2.5	$9.0M		13k	684.96	View chart
Vanguardscottsdale Fds Shrt Trm Corpbd (VCSH)	2.1	$7.5M		94k	79.73	View chart
Dimensional Etftrust Emgr Cre Eqtmng (DFAE)	2.0	$7.1M		218k	32.57	View chart
Dimensional Etftrust Global Realest (DFGR)	1.6	$5.8M	+13%	220k	26.42	View chart
Dimensional Etftrust Intl Small Cape (DFIS)	1.4	$5.0M	+3%	151k	32.94	View chart
Spdr Ser Tr Portfolio Agrgte (SPAB)	1.3	$4.7M	-2%	183k	25.75	View chart
Vanguardscottsdale Fds Int-term Corp (VCIT)	1.3	$4.5M		54k	83.75	View chart
Dimensional Etftrust US Sm Val ETF (DFSV)	1.2	$4.4M	+12%	132k	32.89	View chart
Vanguard Intl Equity Index F Total World Stock ETF (VT)	1.1	$3.8M	-21%	27k	141.06	View chart
Berkshire Hathaway Inc CL B CL B New (BRK.B)	0.9	$3.3M		6.5k	502.65	View chart
Spdr Ser Tr Portfolio Short (SPSB)	0.8	$3.0M		99k	30.20	View chart
American Centy Etf Tr INTL Lge VAL (AVIV)	0.7	$2.6M	-2%	36k	71.23	View chart
Berkshire Hathaway Inc-del Cl A CL A New (BRK.A)	0.6	$2.3M		3.00	754800.00	View chart
American Centy Etf Tr St Etf (AVSF)	0.6	$2.2M	+35%	47k	47.09	View chart
Nucor Corp (NUEPF)	0.6	$2.2M	-3%	14k	163.11	View chart
Vanguard Index Fds Value Etf Msci Us Pri Me Mkt (VTV)	0.6	$2.2M		12k	190.99	View chart
Dimensional Etftrust US Lge Val ETF (DFLV)	0.5	$1.8M	+5%	53k	34.21	View chart
Ishares Tr MSCI EAFE Value Index Fund (EFV)	0.4	$1.4M		20k	71.41	View chart
Apple (AAPL)	0.4	$1.3M		4.7k	271.86	View chart
Spdr Ser Tr Small Cap (SPSM)	0.3	$1.1M		24k	46.86	View chart
Microsoft Corporation (MSFT)	0.3	$1.1M		2.3k	483.62	View chart
Union Pacific Corporation (UNP)	0.3	$979k		4.2k	231.32	View chart
Spdr Ser Tr S&p 600 Smcpval (SLYV)	0.3	$894k		9.8k	90.97	View chart
Amazon (AMZN)	0.2	$880k		3.8k	230.82	View chart
Caterpillar (CAT)	0.2	$763k		1.3k	572.87	View chart
Palantir Technologies (PLTR)	0.2	$713k		4.0k	177.75	View chart
American Centy Etf Tr Us Equity Etf (AVUS)	0.2	$552k	+2%	4.9k	111.77	View chart
Vanguard Small Cap Valueetf Small Cap Valueetf (VBR)	0.1	$533k		2.5k	211.79	View chart
McDonald's Corporation (MCD)	0.1	$512k		1.7k	305.63	View chart
Spdr Ssga Ig Public And Prvt Crt Etf Spdr Ssga Ig Pub (PRIV)	0.1	$448k	NEW	18k	25.41	View chart
Dimensional Etftrust INTL Sm Cap Value ETF (DISV)	0.1	$422k		11k	38.00	View chart
Ea Series Trust (BOXX)	0.1	$421k		3.7k	115.10	View chart
Fidelity Wise Origin Bitcoin Fund (FBTC)	0.1	$410k	+136%	5.4k	76.23	View chart
Spdr Ser Tr Large Value ETF (SPYV)	0.1	$401k		7.1k	56.81	View chart
Ishares Tr Russell 2000 Val Ind Fund (IWN)	0.1	$353k		1.9k	181.24	View chart
Lockheed Martin Corporation (LMT)	0.1	$327k		676.00	483.67	View chart
Wells Fargo & Company (WFC)	0.1	$325k		3.5k	93.20	View chart
Raytheon Technologies Corp (RTX)	0.1	$322k		1.8k	183.40	View chart
Vanguard Ftse Emerging Markets Etf Ftse Emerging Markets Etf (VWO)	0.1	$279k	+3%	5.2k	53.76	View chart
Dimensional Emerging Markts Valu Etf Emrging Mrkt Value (DFEV)	0.1	$274k	+4%	8.1k	33.74	View chart
American Centy Etf Tr Avantis Emgmkt	0.1	$252k	NEW	3.3k	77.02	View chart
Tesla Motors (TSLA)	0.1	$237k		527.00	449.72	View chart
American Centy Etf Tr Real Estate Etf	0.1	$233k	NEW	5.4k	43.53	View chart
NVIDIA Corporation (NVDA)	0.1	$220k		1.2k	186.50	View chart
U S Bancorp p (USB.PA)	0.1	$205k	NEW	3.8k	53.36	View chart
Dimensional Us Real Estate Etf Real Estate Etf (DFAR)	0.1	$205k	+13%	10k	20.15	View chart
Ford Motor Company (F)	0.1	$203k		16k	13.12	View chart
Vanguardscottsdale Fds Short-term Bondetf (BSV)	0.1	$202k	-71%	2.6k	78.81	View chart

Past Filings by McMill Wealth Management

SEC 13F filings are viewable for McMill Wealth Management going back to 2024

McMill Wealth Management 2025 Q4 filed Feb. 23, 2026
McMill Wealth Management 2025 Q3 filed Nov. 7, 2025
McMill Wealth Management 2025 Q2 filed Aug. 4, 2025
McMill Wealth Management 2025 Q1 filed May 9, 2025
McMill Wealth Management 2024 Q4 filed Feb. 18, 2025

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