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CIK: 0002056447
Total reported value
$7.0B
$7.0B
50 檔
1.8%
During the Q1 2025 filing period, McMill Wealth Management (CIK: 0002056447) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $7.0B across 50 reported positions.
During Q1 2025, McMill Wealth Management's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 19.25% | — | +4.24% | |
| 2 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 7.50% | -0.10% | +5.55% | |
| 3 | DFIV | Dimensional International Va | ETF-Other | 7.07% | — | +10.44% | |
| 4 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 5.99% | — | +23.59% | |
| 5 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 5.79% | — | +36.96% | |
| 6 | ✓ | Stock-Other | 5.27% | — | +16.64% | ||
| 7 | ✓ | Dimensional Etftrust | ETF-Other | 5.26% | — | +22.74% | |
| 8 | DFAT | Dimensional US Target Value | ETF-Other | 5.18% | — | +5.40% | |
| 9 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 4.75% | -2.18% | +11.22% | |
| 10 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 4.03% | -2.05% | +16.68% | |
| 11 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 3.22% | +1.17% | -9.00% | |
| 12 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.78% | -2.11% | +47.08% | |
| 13 | DFAW | Dimensional World Eqty ETF | ETF-Other | 2.26% | — | +30.55% | |
| 14 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 2.02% | — | +9.74% | |
| 15 | VT | Vanguard Tot World Stk ETF | ETF-Other | 1.81% | — | -1.27% | |
| 16 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 1.77% | — | -7.08% | |
| 17 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 1.69% | -0.05% | +2.12% | |
| 18 | DFGR | Dim Global Real Estate ETF | ETF-Other | 1.61% | — | +20.80% | |
| 19 | DFIS | Dimensional International Sm | ETF-Other | 1.34% | — | +29.76% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.30% | -0.83% | +29.42% | |
| 21 | NUEPF | Nu E Power CORP | Stock-Other | 1.20% | — | +3.49% | |
| 22 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 0.87% | — | -1.38% | |
| 23 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.86% | -0.48% | — | |
| 24 | AVIV | Avantis Int Lrg Cap Val ETF | ETF-Other | 0.82% | -0.20% | +2.65% | |
| 25 | VTV | Vanguard Value ETF | ETF-Other | 0.72% | -0.44% | +298.15% | |
| 26 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.54% | — | +55.77% | |
| 27 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 0.52% | — | +22.79% | |
| 28 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.43% | -0.10% | +57.84% | |
| 29 | AVSF | Avantis Short-term Fixed Inc | ETF-Other | 0.40% | +0.19% | +20.21% | |
| 30 | AAPL | Apple Inc | Stock-Tech | 0.37% | -0.25% | +1.99% | |
| 31 | UNP | Union Pacific CORP | Stock-Industrials | 0.36% | -0.21% | +0.17% | |
| 32 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.35% | — | +6.61% | |
| 33 | MSFT | Microsoft CORP | Stock-Tech | 0.31% | -0.22% | -11.50% | |
| 34 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 0.28% | — | -15.90% | |
| 35 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.26% | -0.16% | +3.63% | |
| 36 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.19% | -0.12% | — | |
| 37 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.17% | -0.11% | — | |
| 38 | DISV | Dimensional International Sm | ETF-Other | 0.17% | — | +28.49% | |
| 39 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 0.16% | -0.07% | — | |
| 40 | CAT | Caterpillar Inc | Stock-Industrials | 0.16% | -0.23% | +1.37% | |
| 41 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.15% | -0.10% | -3.23% | |
| 42 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.13% | — | — | |
| 43 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.11% | -0.10% | +0.45% | |
| 44 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 0.11% | -0.07% | +4.00% | |
| 45 | WFC | Wells Fargo & Co | Stock-Financials | 0.09% | -0.02% | +0.87% | |
| 46 | RTX | Rtx CORP | Stock-Industrials | 0.08% | -0.07% | +0.69% | |
| 47 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.08% | — | — | |
| 48 | FBTC | Fidelity Wise Origin Bitcoin | ETF-Crypto | 0.08% | — | — | |
| 49 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.07% | — | — | |
| 50 | F | Ford Motor Co | Stock-Consumer Disc | 0.06% | +0.17% | — |
According to official SEC Form 13F filings, McMill Wealth Management reported a total U.S. public equity portfolio value of $7.0B across 50 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including SPIB, SPYM, DFIV) accounted for 1.8% of total reported equity market value during Q1 2025.
During Q1 2025, McMill Wealth Management's top holdings by market value included SPIB (19.3%)、SPYM (7.5%)、DFIV (7.1%). The largest single position, SPIB, represented 19.3% of total portfolio value.
In Q1 2025, McMill Wealth Management made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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