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CIK: 0002056447
Total reported value
$7.0B
$7.0B
59 檔
2.4%
As reported in its official Q4 2025 Form 13F filing, McMill Wealth Management's tracked investment portfolio stood at $7.0B with 59 total positions.
In Q4 2025, McMill Wealth Management displayed an active expansion posture, initiating 4 new positions and adding to 24 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including SPIB, AVUV, DFIV) accounted for 2.4% of total reported equity market value during Q4 2025.
Top New Position Initiated
PRIV
市值: $448.0K
Top Position Liquidated / Trimmed
DFUV
前期市值: $31.9M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 18.77% | — | +7.28% | |
| 2 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 8.09% | — | +8.14% | |
| 3 | DFIV | Dimensional International Va | ETF-Other | 6.96% | — | +1.01% | |
| 4 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 6.86% | -0.10% | -0.57% | |
| 5 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 5.74% | -2.05% | +5.59% | |
| 6 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 5.68% | — | -0.74% | |
| 7 | ✓ | Dimensional Etftrust | ETF-Other | 5.41% | — | +2.91% | |
| 8 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 4.79% | -2.18% | +0.49% | |
| 9 | DFAT | Dimensional US Target Value | ETF-Other | 4.68% | — | -1.22% | |
| 10 | DFUV | Dimensional US Marketwide Va | ETF-Other | 4.61% | — | -50.64% | |
| 11 | DFAW | Dimensional World Eqty ETF | ETF-Other | 3.72% | — | +21.12% | |
| 12 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.53% | -2.11% | -1.10% | |
| 13 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 2.11% | +1.17% | -1.28% | |
| 14 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 1.99% | — | -0.31% | |
| 15 | DFGR | Dim Global Real Estate ETF | ETF-Other | 1.63% | — | +13.22% | |
| 16 | DFIS | Dimensional International Sm | ETF-Other | 1.40% | — | +3.87% | |
| 17 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 1.32% | — | -2.79% | |
| 18 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 1.26% | -0.05% | +0.15% | |
| 19 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 1.22% | — | +12.74% | |
| 20 | VT | Vanguard Tot World Stk ETF | ETF-Other | 1.07% | — | -21.14% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.92% | -0.83% | -1.84% | |
| 22 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 0.84% | — | +0.47% | |
| 23 | AVIV | Avantis Int Lrg Cap Val ETF | ETF-Other | 0.72% | -0.20% | -2.20% | |
| 24 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.64% | -0.48% | — | |
| 25 | AVSF | Avantis Short-term Fixed Inc | ETF-Other | 0.63% | +0.19% | +35.82% | |
| 26 | NUEPF | Nu E Power CORP | Stock-Other | 0.63% | — | -3.40% | |
| 27 | VTV | Vanguard Value ETF | ETF-Other | 0.62% | -0.44% | — | |
| 28 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 0.51% | — | +5.44% | |
| 29 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.40% | -0.10% | +0.84% | |
| 30 | AAPL | Apple Inc | Stock-Tech | 0.36% | -0.25% | -0.13% | |
| 31 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.32% | — | — | |
| 32 | MSFT | Microsoft CORP | Stock-Tech | 0.31% | -0.22% | — | |
| 33 | UNP | Union Pacific CORP | Stock-Industrials | 0.28% | -0.21% | — | |
| 34 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 0.25% | — | — | |
| 35 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.25% | -0.16% | +0.42% | |
| 36 | CAT | Caterpillar Inc | Stock-Industrials | 0.21% | -0.23% | — | |
| 37 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.20% | -0.10% | — | |
| 38 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 0.16% | -0.07% | +2.00% | |
| 39 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.15% | -0.11% | +0.12% | |
| 40 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.14% | -0.12% | — | |
| 41 | PRIV | Ss Ig Publ Priv Cred Etf-usd | ETF-Other | 0.13% | — | — | |
| 42 | DISV | Dimensional International Sm | ETF-Other | 0.12% | — | +0.50% | |
| 43 | BOXX | Alpha Architect 1-3 Mnth Box | ETF-Other | 0.12% | +0.11% | NEW | |
| 44 | FBTC | Fidelity Wise Origin Bitcoin | ETF-Crypto | 0.12% | — | +136.40% | |
| 45 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.11% | — | — | |
| 46 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 0.10% | -0.07% | — | |
| 47 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.09% | -0.10% | — | |
| 48 | WFC | Wells Fargo & Co | Stock-Financials | 0.09% | -0.02% | — | |
| 49 | RTX | Rtx CORP | Stock-Industrials | 0.09% | -0.07% | — | |
| 50 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.08% | — | +3.06% |
According to official SEC Form 13F filings, McMill Wealth Management reported a total U.S. public equity portfolio value of $7.0B across 59 disclosed positions in Q4 2025.
During Q4 2025, McMill Wealth Management's top holdings by market value included SPIB (18.8%)、AVUV (8.1%)、DFIV (7.0%). The largest single position, SPIB, represented 18.8% of total portfolio value.
In Q4 2025, McMill Wealth Management made 42 total portfolio adjustments, initiating 4 new buys, adding to 24 positions, trimming 14 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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