Mcmill Wealth Management
$209M 13F equity value
43 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Mcmill Wealth Management covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| INY | STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF | 2,231,133 | $75M | 35.6% |
| RWR | STATE STREET SPDR PORTFOLIO S&P 500 ETF | 307,264 | $27M | 12.9% |
| AVLV | AVANTIS US LARGE CAP VALUE ETF | 291,738 | $27M | 12.7% |
| AVDV | AVANTIS INTERNATIONAL SMALL CAP VALUE ETF | 178,884 | $18M | 8.8% |
| IVV | ISHARES CORE S&P 500 ETF | 12,687 | $10M | 4.5% |
| VCSH | VANGUARD SHORT-TERM BONDINDEX FUND ETF SHARES | 85,831 | $7M | 3.2% |
| VCLT | VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUN | 79,437 | $7M | 3.1% |
| XNTK | STATE STREET SPDR PORTFOLIO AGGREGATE BONDETF | 185,187 | $5M | 2.3% |
| BRKA | BERKSHIRE HATHAWAY INC DCLASS A | 6,522 | $3M | 1.6% |
| SPYG | STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF | 98,748 | $3M | 1.4% |
Track Mcmill Wealth Management's 13F portfolio: $209M in reported holdings, 43 positions. Top holdings and quarterly changes on SentiSense.
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