McMill Wealth Management
CIK: 0002056447SEC EDGAR →
Portfolio Value
$355.7M
Holdings
59
As of
Q4 2025
New Positions
6
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SPDR SER TR | 1,974,988 | $66.8M | 18.77% |
| 2 | AMERICAN CENTY ETF TR | 282,097 | $28.8M | 8.09% |
| 3 | DIMENSIONAL ETFTRUST | 495,832 | $24.7M | 6.96% |
| 4 | SPDR SER TR | 304,128 | $24.4M | 6.86% |
| 5 | AMERICAN CENTY ETF TR | 269,242 | $20.4M | 5.74% |
| 6 | DIMENSIONAL ETFTRUST | 272,489 | $20.2M | 5.68% |
| 7 | — DIMENSIONAL ETFTRUST | 276,302 | $19.2M | 5.41% |
| 8 | AMERICAN CENTY ETF TR | 181,411 | $17.0M | 4.79% |
| 9 | DIMENSIONAL ETFTRUST | 279,357 | $16.6M | 4.68% |
| 10 | DIMENSIONAL US MARKETWIDE VALUE ETF | 352,175 | $16.4M | 4.61% |
Quarterly Changes
Top Buys
New Positions (4)
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 40 | $320.4M | 90.1% |
| Unknown | 6 | $25.5M | 7.2% |
| Technology | 4 | $3.3M | 0.9% |
| Industrials | 4 | $2.4M | 0.7% |
| Basic Materials | 1 | $2.2M | 0.6% |
| Consumer Cyclical | 4 | $1.8M | 0.5% |