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CIK: 0002056447
Total reported value
$7.0B
$7.0B
50 檔
2.0%
As reported in its official Q2 2025 Form 13F filing, McMill Wealth Management's tracked investment portfolio stood at $7.0B with 50 total positions.
During Q2 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 | 18.77% | — | +4.99% | |
| 2 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 7.52% | -0.10% | -1.10% | |
| 3 | DFIV | Dimensional International Va | ETF-Other | 6.97% | — | -1.31% | |
| 4 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 6.83% | — | +18.37% | |
| 5 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 6.05% | — | +2.68% | |
| 6 | ✓ | Dimensional Etftrust | ETF-Other | 5.55% | — | +7.47% | |
| 7 | DFAT | Dimensional US Target Value | ETF-Other | 5.13% | — | +2.59% | |
| 8 | ✓ | Stock-Other | 4.96% | — | +0.05% | ||
| 9 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 4.82% | -2.18% | -2.78% | |
| 10 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 4.25% | -2.05% | +9.92% | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.73% | -2.11% | -2.92% | |
| 12 | DFAW | Dimensional World Eqty ETF | ETF-Other | 2.71% | — | +19.66% | |
| 13 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 2.51% | +1.17% | -15.58% | |
| 14 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 2.09% | — | +0.55% | |
| 15 | VT | Vanguard Tot World Stk ETF | ETF-Other | 1.74% | — | -5.10% | |
| 16 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 1.59% | — | -2.20% | |
| 17 | DFGR | Dim Global Real Estate ETF | ETF-Other | 1.55% | — | +3.24% | |
| 18 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 1.48% | -0.05% | -5.85% | |
| 19 | DFIS | Dimensional International Sm | ETF-Other | 1.42% | — | -0.32% | |
| 20 | NUEPF | Nu E Power CORP | Stock-Other | 1.19% | — | -0.60% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.08% | -0.83% | -0.49% | |
| 22 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.97% | — | +85.77% | |
| 23 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 0.86% | — | +7.10% | |
| 24 | AVIV | Avantis Int Lrg Cap Val ETF | ETF-Other | 0.77% | -0.20% | -7.21% | |
| 25 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.72% | -0.48% | — | |
| 26 | VTV | Vanguard Value ETF | ETF-Other | 0.68% | -0.44% | — | |
| 27 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 0.49% | — | -0.07% | |
| 28 | AVSF | Avantis Short-term Fixed Inc | ETF-Other | 0.48% | +0.19% | +31.73% | |
| 29 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.41% | -0.10% | -2.07% | |
| 30 | MSFT | Microsoft CORP | Stock-Tech | 0.38% | -0.22% | +1.81% | |
| 31 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.35% | — | +4.89% | |
| 32 | UNP | Union Pacific CORP | Stock-Industrials | 0.32% | -0.21% | +0.12% | |
| 33 | AAPL | Apple Inc | Stock-Tech | 0.32% | -0.25% | +1.82% | |
| 34 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.28% | -0.16% | +0.66% | |
| 35 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 0.26% | — | +0.05% | |
| 36 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.21% | -0.10% | -9.94% | |
| 37 | CAT | Caterpillar Inc | Stock-Industrials | 0.17% | -0.23% | +0.15% | |
| 38 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.16% | -0.11% | — | |
| 39 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.16% | -0.12% | +0.06% | |
| 40 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 0.16% | -0.07% | +0.31% | |
| 41 | DISV | Dimensional International Sm | ETF-Other | 0.15% | — | -15.66% | |
| 42 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.12% | — | — | |
| 43 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.10% | -0.10% | +0.15% | |
| 44 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 0.10% | -0.07% | — | |
| 45 | WFC | Wells Fargo & Co | Stock-Financials | 0.09% | -0.02% | +0.34% | |
| 46 | RTX | Rtx CORP | Stock-Industrials | 0.08% | -0.07% | +0.29% | |
| 47 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.08% | — | — | |
| 48 | FBTC | Fidelity Wise Origin Bitcoin | ETF-Crypto | 0.07% | — | -23.94% | |
| 49 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.07% | — | — | |
| 50 | F | Ford Motor Co | Stock-Consumer Disc | 0.06% | +0.17% | +0.49% |
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 Q2 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 2.0% of total reported equity market value during Q2 2025.
During Q2 2025, McMill Wealth Management's top holdings by market value included SPIB (18.8%)、SPYM (7.5%)、DFIV (7.0%). The largest single position, SPIB, represented 18.8% of total portfolio value.
In Q2 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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