Mcmill Wealth Management Top Holdings and 13F Report (2025) About Mcmill Wealth ManagementInvestment ActivityMcmill Wealth Management has $301.89 million in total holdings as of June 30, 2025.Mcmill Wealth Management owns shares of 50 different stocks, but just 14 companies or ETFs make up 80% of its holdings.Approximately 4.17% of the portfolio was purchased this quarter.About 1.24% of the portfolio was sold this quarter.This quarter, Mcmill Wealth Management has purchased 50 new stocks and bought additional shares in 26 stocks.Mcmill Wealth Management sold shares of 17 stocks and completely divested from 0 stocks this quarter.Largest Holdings SPDR Portfolio Intermediate Term Corporate Bond ETF $56,666,727SPDR Portfolio S&P 500 ETF $22,693,865Dimensional International Value ETF $21,035,328Avantis U.S. Small Cap Value ETF $20,605,637Dimensional U.S. Equity ETF $18,256,529 Largest Purchases this Quarter Avantis U.S. Small Cap Value ETF 35,045 shares (about $3.20M)SPDR Portfolio Intermediate Term Corporate Bond ETF 80,220 shares (about $2.69M)Dimensional US Small Cap Value ETF 45,871 shares (about $1.35M)DIMENSIONAL ETFTRUST 20,127 shares (about $1.35M)DIMENSIONAL ETFTRUST 18,247 shares (about $1.16M) Largest Sales this Quarter Vanguard Short-Term Corporate Bond ETF 17,620 shares (about $1.40M)Avantis International Small Cap Value ETF 5,253 shares (about $415.93K)Vanguard Total World Stock ETF 2,205 shares (about $282.82K)Dimensional International Value ETF 6,529 shares (about $279.28K)Vanguard Intermediate-Term Corporate Bond ETF 3,345 shares (about $277.35K) Sector Allocation Over TimeMap of 500 Largest Holdings ofMcmill Wealth Management Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPIBSPDR Portfolio Intermediate Term Corporate Bond ETF$56,666,727$2,694,358 ▲5.0%1,687,15718.8%ETFSPLGSPDR Portfolio S&P 500 ETF$22,693,865$251,303 ▼-1.1%312,9977.5%ETFDFIVDimensional International Value ETF$21,035,328$279,282 ▼-1.3%491,7597.0%ETFAVUVAvantis U.S. Small Cap Value ETF$20,605,637$3,198,227 ▲18.4%225,7896.8%ETFDFUSDimensional U.S. Equity ETF$18,256,529$476,013 ▲2.7%272,9206.0%ETFDIMENSIONAL ETFTRUST$16,741,238$1,163,245 ▲7.5%262,6085.5%US Small CapDFATDimensional U.S. Targeted Value ETF$15,477,754$391,410 ▲2.6%286,5725.1%ETFDIMENSIONAL ETFTRUST$14,986,485$7,003 ▲0.0%355,2425.0%US Marketwide Value ETFAVDVAvantis International Small Cap Value ETF$14,558,003$415,932 ▼-2.8%183,8604.8%ETFAVLVAvantis U.S. Large Cap Value ETF$12,819,462$1,157,390 ▲9.9%188,2734.2%ETFIVViShares Core S&P 500 ETF$8,256,678$248,344 ▼-2.9%13,3322.7%ETFDIMENSIONAL ETFTRUST$8,192,103$1,345,705 ▲19.7%122,5252.7%WORLD EQUITYETFVCSHVanguard Short-Term Corporate Bond ETF$7,589,864$1,400,526 ▼-15.6%95,4882.5%ETFDFAEDimensional Emerging Core Equity Market ETF$6,295,648$34,472 ▲0.6%217,8802.1%ETFVTVanguard Total World Stock ETF$5,262,144$282,821 ▼-5.1%41,0261.7%ETFSPABSPDR Portfolio Aggregate Bond ETF$4,813,437$108,404 ▼-2.2%188,1351.6%ETFDFGRDimensional Global Real Estate ETF$4,669,657$146,469 ▲3.2%175,1891.5%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$4,467,543$277,351 ▼-5.8%53,8811.5%ETFDFISDimensional International Small Cap ETF$4,277,120$13,540 ▼-0.3%143,7341.4%ETFNucor Corp$3,586,293$21,734 ▼-0.6%27,5571.2%COMBRK.BBerkshire Hathaway$3,256,363$15,993 ▼-0.5%6,7191.1%FinanceDFSVDimensional US Small Cap Value ETF$2,927,348$1,351,589 ▲85.8%99,3501.0%ETFSPSBSPDR Portfolio Short Term Corporate Bond ETF$2,584,389$171,391 ▲7.1%85,6330.9%ETFAVIVAvantis International Large Cap Value ETF$2,317,817$180,017 ▼-7.2%37,2490.8%ETFBRK.ABerkshire Hathaway$2,181,7500.0%30.7%FinanceVTVVanguard Value ETF$2,047,4240.0%11,6180.7%ETFDFLVDimensional US Large Cap Value ETF$1,470,832$960 ▼-0.1%47,4980.5%ETFAVSFAvantis Short-Term Fixed Income ETF$1,461,349$351,982 ▲31.7%31,0760.5%ETFEFViShares MSCI EAFE Value ETF$1,243,183$26,264 ▼-2.1%19,5960.4%ETFMSFTMicrosoft$1,147,720$20,424 ▲1.8%2,3040.4%Computer and TechnologySPSMSPDR Portfolio S&P 600 Small Cap ETF$1,057,805$49,346 ▲4.9%24,8020.4%ETFUNPUnion Pacific$974,841$1,152 ▲0.1%4,2320.3%TransportationAAPLApple$952,464$17,055 ▲1.8%4,7470.3%Computer and TechnologyAMZNAmazon.com$834,292$5,505 ▲0.7%3,7890.3%Retail/WholesaleSLYVSPDR S&P 600 Small Cap Value ETF$788,937$399 ▲0.1%9,8790.3%ETFPalantir Technologies In$620,201$68,483 ▼-9.9%4,5100.2%COMCATCaterpillar$517,120$777 ▲0.2%1,3310.2%IndustrialsVBRVanguard Small-Cap Value ETF$489,6460.0%2,5130.2%ETFMCDMcDonald's$489,083$292 ▲0.1%1,6760.2%Retail/WholesaleAVUSAvantis U.S. Equity ETF$486,430$1,509 ▲0.3%4,8340.2%ETFDISVDimensional International Small Cap Value ETF$441,679$82,028 ▼-15.7%13,4450.1%ETFSPYVSPDR Portfolio S&P 500 Value ETF$367,8340.0%7,0540.1%ETFLMTLockheed Martin$311,984$462 ▲0.1%6760.1%AerospaceIWNiShares Russell 2000 Value ETF$307,5540.0%1,9480.1%ETFWFCWells Fargo & Company$279,961$962 ▲0.3%3,4910.1%FinanceRTXRTX$255,260$728 ▲0.3%1,7530.1%AerospaceVWOVanguard FTSE Emerging Markets ETF$248,6470.0%5,0350.1%ETFFIDELITY WISE ORIGIN$208,759$65,712 ▼-23.9%2,2270.1%BITCOIN FUNDBSVVanguard Short-Term Bond ETF$201,4990.0%2,5610.1%ETFFFord Motor$166,631$818 ▲0.5%15,4790.1%Auto/Tires/TrucksShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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