Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
McMill Wealth Management (CIK 2056447) reported $416.9M across 44 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: INY ($74.7M, 17.91%), TWEIX ($38.4M, 9.22%), RWR ($27.0M, 6.48%), DFAU ($26.9M, 6.45%), AVLV ($26.6M, 6.38%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | INY | STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF | $74.7M | 17.91% | 2.2M | Added |
| 2 | TWEIX | AVANTIS EMERGING MARKETSEQUITY ETF | $38.4M | 9.22% | 308,882 | Added |
| 3 | RWR | STATE STREET SPDR PORTFOLIO S&P 500 ETF | $27.0M | 6.48% | 307,264 | Added |
| 4 | DFAU | DIMENSIONAL INTERNATIONAL VALUE ETF | $26.9M | 6.45% | 498,066 | Trimmed |
| 5 | AVLV | AVANTIS US LARGE CAP VALUE ETF | $26.6M | 6.38% | 291,738 | Added |
| 6 | DFAU | DIMENSIONAL U.S. SMALL CAP ETF | $24.2M | 5.81% | 294,250 | Added |
| 7 | DFAU | DIMENSIONAL U.S. EQUITY MARKET ETF | $23.2M | 5.56% | 282,909 | Trimmed |
| 8 | DFAU | DIMENSIONAL U.S. TARGETED VALUE ETF | $19.4M | 4.66% | 277,931 | Trimmed |
| 9 | DFAU | DIMENSIONAL US MARKETWIDE VALUE ETF | $19.3M | 4.63% | 350,929 | Trimmed |
| 10 | DFAU | DIMENSIONAL WORLD EQUITYETF | $19.1M | 4.58% | 230,685 | Added |
| 11 | AVDV | AVANTIS INTERNATIONAL SMALL CAP VALUE ETF | $18.4M | 4.42% | 178,884 | Added |
| 12 | IVV | ISHARES CORE S&P 500 ETF | $9.5M | 2.28% | 12,687 | Trimmed |
| 13 | DFAU | DIMENSIONAL EMERGING CORE EQUITY MARKET ETF | $8.9M | 2.12% | 220,320 | Trimmed |
| 14 | DFAU | DIMENSIONAL GLOBAL REAL ESTATE ETF | $7.6M | 1.82% | 262,248 | Added |
| 15 | VCSH | VANGUARD SHORT-TERM BONDINDEX FUND ETF SHARES | $6.8M | 1.63% | 85,831 | Added |
| 16 | VCLT | VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUN | $6.6M | 1.57% | 79,437 | Trimmed |
| 17 | DFAU | DIMENSIONAL INTERNATIONAL SMALL CAP ETF | $5.7M | 1.37% | 162,924 | Added |
| 18 | DFAU | DIMENSIONAL US SMALL CAPVALUE ETF | $5.4M | 1.29% | 138,584 | Added |
| 19 | XNTK | STATE STREET SPDR PORTFOLIO AGGREGATE BONDETF | $4.7M | 1.13% | 185,187 | Added |
| 20 | BRK/A | BERKSHIRE HATHAWAY INC DCLASS A | $3.3M | 0.78% | 6,522 | Added |
| 21 | SPYG | STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF | $3.0M | 0.71% | 98,748 | Added |
| 22 | AVSF | AVANTIS SHORT-TERM FIXEDINCOME ETF | $2.7M | 0.65% | 57,867 | Added |
| 23 | MADISON CNTY FINL INC | $2.6M | 0.62% | 81,874 | Hold | |
| 24 | VTV | VANGUARD VALUE INDEX FUND ETF SHARES | $2.5M | 0.61% | 11,618 | Hold |
| 25 | AVIV | AVANTIS INTERNATIONAL LARGE CAP VALUE ETF | $2.6M | 0.61% | 33,019 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30