McMill Wealth Management - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 23, 2026, for the 2025 Q4 period, McMill Wealth Management held in its portfolio 59 assets valued at $355,667,631 (i.e. $355.67M).
The most valuable assets in the portfolio included: SPDR SER TR ($66.77M), AMERICAN CENTY ETF TR ($28.77M), and DIMENSIONAL ETFTRUST ($24.74M).
The chart below shows the top 10 valuable assets, and the table below shows the top 59 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
McMill Wealth Management - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| SPDR SER TR | 1974988 | 66774341 | PORTFOLIO INTRMD |
| AMERICAN CENTY ETF TR | 282097 | 28768267 | US SML Value ETF |
| DIMENSIONAL ETFTRUST | 495832 | 24742025 | INTERNATNALVAL |
| SPDR SER TR | 304128 | 24397171 | Large Cap ETF |
| AMERICAN CENTY ETF TR | 269242 | 20400437 | US LGEVAL |
| DIMENSIONAL ETFTRUST | 272489 | 20210476 | US Large Cap |
| DIMENSIONAL ETFTRUST | 276302 | 19249952 | US Small Cap |
| AMERICAN CENTY ETF TR | 181411 | 17047197 | INTL SMCP VLU |
| DIMENSIONAL ETFTRUST | 279357 | 16632916 | US TARGETEDVLU |
| DIMENSIONAL US MARKETWIDE VALUE ETF | 352175 | 16407841 | US Marketwide Value ETF |
| DIMENSIONAL ETFTRUST | 178956 | 13239174 | WORLD EQUITYETF |
| ISHARES TR | 13125 | 8990068 | Trust S&P 500 Index Fund |
| VANGUARDSCOTTSDALE FDS | 93998 | 7494461 | SHRT TRM CORPBD |
| DIMENSIONAL ETFTRUST | 217567 | 7086168 | EMGR CRE EQTMNG |
| DIMENSIONAL ETFTRUST | 219516 | 5799622 | GLOBAL REALEST |
| DIMENSIONAL ETFTRUST | 150782 | 4966774 | INTL SMALL CAPE |
| SPDR SER TR | 182702 | 4704578 | PORTFOLIO AGRGTE |
| VANGUARDSCOTTSDALE FDS | 53666 | 4494528 | INT-TERM CORP |
| DIMENSIONAL ETFTRUST | 132420 | 4355294 | US Sm Val ETF |
| VANGUARD INTL EQUITY INDEX F | 26957 | 3802538 | Total World Stock ETF |
| Berkshire Hathaway Inc CL B | 6507 | 3270744 | CL B New |
| SPDR SER TR | 99244 | 2997154 | PORTFOLIO SHORT |
| AMERICAN CENTY ETF TR | 36026 | 2566144 | INTL Lge VAL |
| BERKSHIRE HATHAWAY INC-DEL CL A | 3 | 2264400 | CL A New |
| AMERICAN CENTY ETF TR | 47396 | 2231641 | ST ETF |
| Nucor Corp | 13679 | 2231167 | COM |
| VANGUARD INDEX FDS | 11618 | 2218922 | VALUE ETF MSCI US PRI ME MKT |
| DIMENSIONAL ETFTRUST | 52730 | 1803900 | US Lge Val ETF |
| ISHARES TR | 19760 | 1411092 | MSCI EAFE Value Index Fund |
| APPLE INC COM | 4741 | 1288869 | COM |
| SPDR SER TR | 24349 | 1140994 | Small Cap |
| Microsoft Corp | 2304 | 1114260 | COM |
| UNION PACIFIC CORP | 4231 | 978715 | COM |
| SPDR SER TR | 9831 | 894326 | S&P 600 SMCPVAL |
| AMAZON.COM INC COM | 3813 | 880117 | COM |
| CATERPILLAR INC COM | 1331 | 762490 | COM |
| Palantir Technologies In | 4010 | 712778 | COM |
| AMERICAN CENTY ETF TR | 4941 | 552276 | US EQUITY ETF |
| VANGUARD SMALL CAP VALUEETF | 2516 | 532864 | SMALL CAP VALUEETF |
| MCDONALDS CORP | 1676 | 512236 | COM |
| SPDR SSGA IG PUBLIC AND PRVT CRT ETF | 17627 | 447988 | SPDR SSGA IG PUB |
| DIMENSIONAL ETFTRUST | 11109 | 422142 | INTL Sm Cap Value ETF |
| ALPHA ARCHITECT 1-3 MONTH BOX ETF | 3658 | 421036 | COM |
| FIDELITY WISE ORIGIN | 5378 | 409965 | BITCOIN FUND |
| SPDR SER TR | 7054 | 400738 | Large Value ETF |
| ISHARES TR | 1948 | 353064 | Russell 2000 Val Ind Fund |
| LOCKHEED MARTIN CORP COM | 676 | 326961 | COM |
| WELLS FARGO & COMPANY | 3491 | 325361 | COM |
| RAYTHEON TECH CORP | 1753 | 321500 | COM |
| VANGUARD FTSE EMERGING MARKETS ETF | 5189 | 278946 | FTSE EMERGING MARKETS ETF |
| DIMENSIONAL EMERGING MARKTS VALU ETF | 8115 | 273800 | EMRGING MRKT VALUE |
| AMERICAN CENTY ETF TR | 3265 | 251470 | AVANTIS EMGMKT |
| TESLA | 527 | 237002 | COM |
| AMERICAN CENTY ETF TR | 5356 | 233147 | REAL ESTATE ETF |
| NVIDIA CORP | 1182 | 220446 | COM |
| DIMENSIONAL US REAL ESTATE ETF | 10179 | 205116 | REAL ESTATE ETF |
| US BANCORP DEL | 3844 | 205116 | COM |
| FORD MTR CO DEL | 15479 | 203084 | COM |
| VANGUARDSCOTTSDALE FDS | 2561 | 201832 | SHORT-TERM BONDETF |
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