13FBOX
McMill Wealth Management · 13F Holdings
Options Calculator Rankings

McMill Wealth Management

No.4532 Data as of 2026Q2
Latest AUM (Q2 2026)
$452.2M
QoQ Change Q1 2026
+$76.1M+20.2%
Holdings
58
New Buys
0
Adds
0
Reduces
1
Exits
0
Unchanged
57
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
SSPDR SERIES TRUSTXNTK
15.67%1.23%$70.9M181,247$4.6M181,24700.00%Unchanged
SSTATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETFSPIB
15.46%18.59%$69.9M2.1M$69.9M2.1M00.00%Unchanged
AAVANTIS US SMALL CAP VALUE ETFAVDV
7.42%9.01%$33.6M303,927$33.9M307,764-3,837-1.25%Reduce
DDIMENSIONAL INTERNATIONAL VALUE ETFDFIV
5.97%7.18%$27.0M511,789$27.0M511,78900.00%Unchanged
SSTATE STREET SPDR DOW JONES REIT ETFRWR
5.19%6.24%$23.5M306,668$23.5M306,66800.00%Unchanged
AAMERICAN CENTY ETF TRAVLV
5.17%6.21%$23.4M289,783$23.4M289,78300.00%Unchanged
DDIMENSIONAL U.S. SMALL CAP ETFDFAS
4.54%5.46%$20.5M288,649$20.5M288,64900.00%Unchanged
DDIMENSIONAL U.S. EQUITY MARKET ETFDFUS
4.5%5.41%$20.4M287,058$20.4M287,05800.00%Unchanged
AAvantis US Small Cap Value ETFAVDV
3.94%4.73%$17.8M178,302$17.8M178,30200.00%Unchanged
DDIMENSIONAL U.S. TARGETED VALUE ETFDFAT
3.84%4.62%$17.4M278,116$17.4M278,11600.00%Unchanged
DDIMENSIONAL US MARKETWIDE VALUE ETFDFUV
3.79%4.56%$17.2M354,109$17.2M354,10900.00%Unchanged
DDIMENSIONAL WORLD EQUITYETF
3.42%4.12%$15.5M209,915$15.5M209,91500.00%Unchanged
SSPDR SERIES TRUSTSPYG
2.6%0.79%$11.8M98,747$3.0M98,74700.00%Unchanged
IISHARES TRIVV
1.9%2.29%$8.6M13,175$8.6M13,17500.00%Unchanged
DDIMENSIONAL EMERGING CORE EQUITY MARKET ETFDFAE
1.69%2.03%$7.6M225,349$7.6M225,34900.00%Unchanged
VVANGUARD LONG-TERM CORPORATE BOND INDEX FUND (ETF SHS)VCLT
1.65%1.98%$7.5M93,998$7.5M93,99800.00%Unchanged
DDIMENSIONAL GLOBAL REAL ESTATE ETFDFGR
1.49%1.79%$6.7M253,190$6.7M253,19000.00%Unchanged
DDIMENSIONAL INTERNATIONAL SMALL CAP ETFDFIS
1.21%1.45%$5.5M161,968$5.5M161,96800.00%Unchanged
DDIMENSIONAL US SMALL CAPVALUE ETF
1.01%1.22%$4.6M130,828$4.6M130,82800.00%Unchanged
VVANGUARD SCOTTSDALE FDSVCIT
0.98%1.18%$4.4M53,646$4.4M53,64600.00%Unchanged
BERKSHIRE HATHAWAY INC DELBRK.B
0.69%0.83%$3.1M6,516$3.1M6,51600.00%Unchanged
SSTATE STREET SPDR S&P METALS & MINING ETFXME
0.58%0.31%$2.6M24,349$1.2M24,34900.00%Unchanged
AAMERICAN CENTY ETF TREFV
0.56%0.67%$2.5M33,699$2.5M33,69900.00%Unchanged
MMADISON CNTY FINL INC
0.54%0.65%$2.5M81,874$2.5M81,87400.00%Unchanged
AAVANTIS SHORT-TERM FIXED INCOME ETFAVSF
0.52%0.63%$2.4M50,578$2.4M50,57800.00%Unchanged
VVANGUARD INDEX FDSVTV
0.5%0.61%$2.3M11,618$2.3M11,61800.00%Unchanged
BERKSHIRE HATHAWAY INC CL ABRK.A
0.48%0.57%$2.2M3$2.2M300.00%Unchanged
DDIMENSIONAL US LARGE CAPVALUE ETF
0.44%0.53%$2.0M55,875$2.0M55,87500.00%Unchanged
NUCOR CORPNUE
0.43%0.51%$1.9M11,414$1.9M11,41400.00%Unchanged
VVANGUARD MORNINGSTAR MEGA CAP GROWTH ETFMGK
0.35%0.66%$1.6M18,057$2.5M18,05700.00%Unchanged
IISHARES TREFV
0.32%0.38%$1.4M19,473$1.4M19,47300.00%Unchanged
SSTATE STREET SPDR GLOBAL DOW ETFDGT
0.29%0.11%$1.3M7,054$399,1157,05400.00%Unchanged
APPLE INCAAPL
0.27%0.32%$1.2M4,722$1.2M4,72200.00%Unchanged
UNION PAC CORPUNP
0.23%0.27%$1.0M4,231$1.0M4,23100.00%Unchanged
MICROSOFT CORPMSFT
0.21%0.25%$955,7792,582$955,7792,58200.00%Unchanged
CATERPILLAR INCCAT
0.21%0.25%$942,9601,331$942,9601,33100.00%Unchanged
SSTATE STREETSPYM
0.2%0.24%$904,6589,565$904,6589,56500.00%Unchanged
AMAZON COM INCAMZN
0.18%0.22%$833,7054,003$833,7054,00300.00%Unchanged
PALANTIR TECHNOLOGIES INCPLTR
0.13%0.16%$587,6074,017$587,6074,01700.00%Unchanged
DDIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETFDISV
0.13%0.15%$576,49414,617$576,49414,61700.00%Unchanged
VVANGUARD SMALLVBR
0.12%0.15%$547,4702,520$547,4702,52000.00%Unchanged
AAMERICAN CENTY ETF TRAVUS
0.12%0.14%$543,5934,889$543,5934,88900.00%Unchanged
MCDONALDS CORPMCD
0.12%0.14%$520,8841,676$520,8841,67600.00%Unchanged
SSTATE STREET IG PUBLIC &PRIVATE CREDIT ETFPRIV
0.11%0.13%$484,53719,208$484,53719,20800.00%Unchanged
LOCKHEED MARTIN CORPLMT
0.09%0.11%$408,568676$408,56867600.00%Unchanged
IISHARES RUSSELL 2000 VALUE ETFIWN
0.08%0.1%$369,3911,948$369,3911,94800.00%Unchanged
RTX CORPORATIONRTX
0.07%0.09%$338,1541,753$338,1541,75300.00%Unchanged
DDIMENSIONAL EMERGING MARKETS VALUE ETFDFEV
0.07%0.09%$319,8028,938$319,8028,93800.00%Unchanged
FFIDELITY WISE ORIGIN BITCOIN FUNDFBTC
0.07%0.08%$317,4635,378$317,4635,37800.00%Unchanged
WELLS FARGO CO NEWWFC
0.06%0.07%$277,9193,491$277,9193,49100.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow