McMill Wealth Management
McMill Wealth Management is an Investment Adviser institutional filer with the SEC under CIK 2056447, reporting 60 portfolio positions, with 20 historical 13F filings on file. Most recent reporting period: 2026-06-30.
A Form 13F reports a manager's US-listed stock and option positions only. It does not include real estate, private funds, bonds, cash or non-US holdings, so a 13F portfolio value is not the firm's total assets under management (AUM).
- State of incorporation: NE
- Filing type: 13F-HR/A
- Latest reporting period: 2026-06-30
- Last filed: 2026-08-17
Top 10 portfolio positions
The largest reported holdings in McMill Wealth Management's most recent 13F filing, ranked by reported market value.
- STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF (INY)
- AVANTIS EMERGING MARKETSEQUITY ETF
- STATE STREET SPDR PORTFOLIO S&P 500 ETF (RWR)
- DIMENSIONAL INTERNATIONAL VALUE ETF
- AVANTIS US LARGE CAP VALUE ETF (AVLV)
- DIMENSIONAL U.S. SMALL CAP ETF
- DIMENSIONAL U.S. EQUITY MARKET ETF
- DIMENSIONAL U.S. TARGETED VALUE ETF
- DIMENSIONAL US MARKETWIDE VALUE ETF
- DIMENSIONAL WORLD EQUITYETF
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