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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 Spdr Series Trust nuvn br ny muni, American Centy Etf Tr, RWR, Dimensional International Value Etf, AVLV, and represent 45.31% of McMill Wealth Management's stock portfolio.
Added to shares of these 10 stocks: VCSH (+$6.6M), Spdr Series Trust nuvn br ny muni, BRK.A, Dimensional World Equityetf, SPDR Nuveen Barclays Capital Municpl Bnd, BOXX, Dimensional U.s. Small Cap Etf, AVSF, Dimensional Us Small Capvalue Etf, Dimensional Global Real Estate Etf.
Started 5 new stock positions in ROBO, TSLA, BOXX, REET, NVDA.
Reduced shares in these 10 stocks: BRK.B (-$4.9B), VCIT, VCLT, NUE, Dimensional International Value Etf, MGK, IVV, Dimensional U.s. Equity Market Etf, Fidelity Wise Origin Bitcoin Fund, .
Sold out of its positions in XOM, Fidelity Wise Origin Bitcoin Fund, NOC.
McMill Wealth Management was a net seller of stock by $-4.9B.
McMill Wealth Management has $408M in assets under management (AUM), dropping by 11.24%.
Central Index Key (CIK): 0002056447

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Portfolio Holdings for McMill Wealth Management

McMill Wealth Management holds 60 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
State Street Spdr Portfolio Intermediate Term Corporate Bond Etf Etf	18.3	$75M	+7%	2.2M	33.46	View chart
Avantis Emerging Marketsequity Etf Etf	7.3	$30M		309k	96.49	View chart
State Street Spdr Portfolio S&p 500 Etf Etf (RWR)	6.6	$27M		307k	87.88	View chart
Dimensional International Value Etf Etf	6.6	$27M	-2%	498k	54.02	View chart
Avantis Us Large Cap Value Etf Etf (AVLV)	6.5	$27M		292k	91.21	View chart
Dimensional U.s. Small Cap Etf Etf	5.9	$24M		294k	82.34	View chart
Dimensional U.s. Equity Market Etf Etf	5.7	$23M		283k	81.94	View chart
Dimensional U.s. Targeted Value Etf Etf	4.8	$19M		278k	69.90	View chart
Dimensional Us Marketwide Value Etf Etf	4.7	$19M		351k	55.01	View chart
Dimensional World Equityetf Etf	4.7	$19M	+9%	231k	82.79	View chart
Avantis International Small Cap Value Etf Etf (AVDV)	4.5	$18M		179k	103.05	View chart
Ishares Core S&p 500 Etf Etf (IVV)	2.3	$9.5M	-3%	13k	748.90	View chart
Dimensional Emerging Core Equity Market Etf Etf	2.2	$8.9M	-2%	220k	40.21	View chart
Dimensional Global Real Estate Etf Etf	1.9	$7.6M	+3%	262k	28.97	View chart
Vanguard Short-term Bondindex Fund Etf Shares Etf (VCSH)	1.7	$6.8M	+3251%	86k	79.03	View chart
Vanguard Intermediate-term Corporate Bond Index Fun Etf (VCLT)	1.6	$6.6M	-15%	79k	82.65	View chart
Dimensional International Small Cap Etf Etf	1.4	$5.7M		163k	35.03	View chart
Dimensional Us Small Capvalue Etf Etf	1.3	$5.4M	+5%	139k	38.79	View chart
State Street Spdr Portfolio Aggregate Bondetf Etf (XNTK)	1.2	$4.7M	+2%	185k	25.52	View chart
Berkshire Hathaway Inc Dclass A Equity (BRK.A)	0.8	$3.3M	+217300%	6.5k	500.39	View chart
State Street Spdr Portfolio Short Term Corporate Bond Etf Etf (SPYG)	0.7	$3.0M		99k	30.01	View chart
Avantis Short-term Fixedincome Etf Etf (AVSF)	0.7	$2.7M	+14%	58k	46.57	View chart
Madison Cnty Finl Equity	0.6	$2.6M		82k	31.71	View chart
Avantis International Large Cap Value Etf Etf (AVIV)	0.6	$2.6M	-2%	33k	77.42	View chart
Vanguard Value Index Fund Etf Shares Etf (VTV)	0.6	$2.5M		12k	217.93	View chart
Dimensional Us Large Capvalue Etf Etf	0.6	$2.4M	+10%	62k	39.54	View chart
Berkshire Hathaway Class B Equity (BRK.B)	0.6	$2.2M	-99%	3.00	748850.00	View chart
Vanguard Total World Stock Index Fund Etf Shares Etf (MGK)	0.5	$2.2M	-21%	14k	156.95	View chart
State Street Ig Public &private Credit Etf Etf	0.4	$1.7M	+242%	66k	25.18	View chart
Ishares Msci Eafe Value Etf Etf (EFV)	0.4	$1.5M		20k	76.55	View chart
Nucor Corp Equity (NUE)	0.4	$1.5M	-42%	6.6k	222.76	View chart
Caterpillar Equity (CAT)	0.3	$1.4M		1.3k	1064.90	View chart
Apple Equity (AAPL)	0.3	$1.3M		4.7k	289.36	View chart
State Street Spdr Portfolio S&p 600 Small Cap Etf Etf (XME)	0.3	$1.3M	-5%	23k	57.67	View chart
Union Pac Corp Equity (UNP)	0.3	$1.2M		4.2k	272.00	View chart
State Street Spdr S&p 600 Small Cap Value Etf Etf (SPYM)	0.3	$1.0M		9.5k	109.11	View chart
Amazon.com Equity (AMZN)	0.2	$955k		4.0k	238.34	View chart
Alpha Architect 1-3 Month Box Etf Etf (BOXX)	0.2	$918k	NEW	7.8k	117.09	View chart
Microsoft Corp Equity (MSFT)	0.2	$857k	-11%	2.3k	373.02	View chart
Avantis Us Equity Etf Etf (AVUS)	0.2	$626k		4.9k	128.08	View chart
Vanguard Small-cap Valueindex Fund Etf Shares Etf (VBR)	0.1	$606k		2.5k	242.99	View chart
Dimensional International Small Cap Value Etf Etf	0.1	$563k	-3%	14k	40.13	View chart
Palantir Technologies Inclass Class A Equity (PLTR)	0.1	$468k		4.0k	116.67	View chart
Mcdonalds Corp Equity (MCD)	0.1	$453k		1.7k	270.31	View chart
Ishares Russell 2000 Value Etf Etf (IWN)	0.1	$431k		1.9k	221.24	View chart
State Street Spdr Portfolio S&p 500 Value Etf Etf (DGT)	0.1	$429k		7.1k	60.79	View chart
Dimensional Emerging Markets Value Etf Etf	0.1	$391k	+2%	9.2k	42.67	View chart
Lockheed Martin Corp Equity (LMT)	0.1	$344k		676.00	509.46	View chart
Dimensional Us Real Estate Etf Etf	0.1	$341k	+21%	13k	26.16	View chart
Rtx Corp Equity (RTX)	0.1	$333k		1.8k	189.73	View chart
Vanguard Intermediate-term Corporate Bond Index Fun Etf (VCIT)	0.1	$304k	-90%	5.1k	59.69	View chart
Wells Fargo & Co Equity (WFC)	0.1	$289k		3.5k	82.64	View chart
Avantis Real Estate Etf Etf	0.1	$264k	+3%	5.6k	47.38	View chart
Alphabet Inc Class Class A Equity	0.1	$261k		729.00	357.37	View chart
Tesla Equity (TSLA)	0.1	$228k	NEW	542.00	420.60	View chart
Vanguard Ftse Emerging Markets Index Fund Etf Shares Etf (VWO)	0.1	$216k	-29%	3.6k	60.40	View chart
Ford Mtr Co Del Equity (F)	0.1	$215k		16k	13.90	View chart
Nvidia Corp Equity (NVDA)	0.1	$212k	NEW	1.1k	200.09	View chart
Ishares Global Reit Etf Etf (REET)	0.1	$207k	NEW	7.5k	27.62	View chart
Robo Global Robotics Andautomation Index Etf Etf (ROBO)	0.1	$205k	NEW	2.4k	85.66	View chart

Past Filings by McMill Wealth Management

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

McMill Wealth Management 2026 Q2 restated filed Aug. 17, 2026
McMill Wealth Management 2026 Q2 filed Aug. 13, 2026
McMill Wealth Management 2026 Q1 filed May 13, 2026
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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