Filed: 5/9/2025ACC: 0002056447-25-000003
📋 What this filing means
MCMILL WEALTH MANAGEMENT filed this quarterly 13F‑HR report disclosing 50 equity positions with a total reported market value of $277.42M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
50
Positions
$277.42M
Total AUM (reported)
5.60M
Total Shares
Allocation by class
PORTFOLIO INTRMD$53.41M19.3%
LARGE CAP ETF$20.81M7.5%
INTERNATNALVAL$19.61M7.1%
US SML VALUE ETF$16.63M6.0%
US LARGE CAP$16.08M5.8%
US MARKETWIDE VALUE ETF$14.63M5.3%
US SMALL CAP$14.60M5.3%
Portfolio Concentration
Top 3$93.84M33.8%
4–10$100.68M36.3%
11–25$67.33M24.3%
Rest$15.57M5.6%
Top 3 weight
33.8%
Top 10 weight
70.1%
Voting Authority Distribution
Total shares with voting rights: 5.60M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
5.60M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole50
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings50
Rows:
SPDR SER TR
SOLEShares1.61M
TypeSH
Market value$53.41M
19.25%
Sole
0.00
Shared
0.00
None
1.61M
SPDR SER TR
SOLEShares316.46K
TypeSH
Market value$20.81M
7.50%
Sole
0.00
Shared
0.00
None
316.46K
DIMENSIONAL ETFTRUST
SOLEShares498.29K
TypeSH
Market value$19.61M
7.07%
Sole
0.00
Shared
0.00
None
498.29K
AMERICAN CENTY ETF TR
SOLEShares190.74K
TypeSH
Market value$16.63M
5.99%
Sole
0.00
Shared
0.00
None
190.74K
DIMENSIONAL ETFTRUST
SOLEShares265.80K
TypeSH
Market value$16.08M
5.79%
Sole
0.00
Shared
0.00
None
265.80K
DIMENSIONAL ETFTRUST
SOLEShares355.08K
TypeSH
Market value$14.63M
5.27%
Sole
0.00
Shared
0.00
None
355.08K
DIMENSIONAL ETFTRUST
SOLEShares244.36K
TypeSH
Market value$14.60M
5.26%
Sole
0.00
Shared
0.00
None
244.36K
DIMENSIONAL ETFTRUST
SOLEShares279.32K
TypeSH
Market value$14.38M
5.18%
Sole
0.00
Shared
0.00
None
279.32K
AMERICAN CENTY ETF TR
SOLEShares189.11K
TypeSH
Market value$13.19M
4.75%
Sole
0.00
Shared
0.00
None
189.11K
AMERICAN CENTY ETF TR
SOLEShares171.28K
TypeSH
Market value$11.17M
4.03%
Sole
0.00
Shared
0.00
None
171.28K
VANGUARDSCOTTSDALE FDS
SOLEShares113.11K
TypeSH
Market value$8.93M
3.22%
Sole
0.00
Shared
0.00
None
113.11K
ISHARES TR
SOLEShares13.73K
TypeSH
Market value$7.72M
2.78%
Sole
0.00
Shared
0.00
None
13.73K
DIMENSIONAL ETFTRUST
SOLEShares102.40K
TypeSH
Market value$6.27M
2.26%
Sole
0.00
Shared
0.00
None
102.40K
DIMENSIONAL ETFTRUST
SOLEShares216.69K
TypeSH
Market value$5.61M
2.02%
Sole
0.00
Shared
0.00
None
216.69K
VANGUARD INTL EQUITY INDEX F
SOLEShares43.23K
TypeSH
Market value$5.01M
1.81%
Sole
0.00
Shared
0.00
None
43.23K
SPDR SER TR
SOLEShares192.37K
TypeSH
Market value$4.91M
1.77%
Sole
0.00
Shared
0.00
None
192.37K
VANGUARDSCOTTSDALE FDS
SOLEShares57.23K
TypeSH
Market value$4.68M
1.69%
Sole
0.00
Shared
0.00
None
57.23K
DIMENSIONAL ETFTRUST
SOLEShares169.69K
TypeSH
Market value$4.46M
1.61%
Sole
0.00
Shared
0.00
None
169.69K
DIMENSIONAL ETFTRUST
SOLEShares144.19K
TypeSH
Market value$3.73M
1.34%
Sole
0.00
Shared
0.00
None
144.19K
Berkshire Hathaway Inc CL B
SOLEShares6.75K
TypeSH
Market value$3.60M
1.30%
Sole
0.00
Shared
0.00
None
6.75K
Nucor Corp
SOLEShares27.72K
TypeSH
Market value$3.34M
1.20%
Sole
0.00
Shared
0.00
None
27.72K
SPDR SER TR
SOLEShares79.95K
TypeSH
Market value$2.41M
0.87%
Sole
0.00
Shared
0.00
None
79.95K
BERKSHIRE HATHAWAY INC-DEL CL A
SOLEShares3.00
TypeSH
Market value$2.40M
0.86%
Sole
0.00
Shared
0.00
None
3.00
AMERICAN CENTY ETF TR
SOLEShares40.14K
TypeSH
Market value$2.28M
0.82%
Sole
0.00
Shared
0.00
None
40.14K
VANGUARD INDEX FDS
SOLEShares11.62K
TypeSH
Market value$2.01M
0.72%
Sole
0.00
Shared
0.00
None
11.62K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SPDR SER TRSOLE | PORTFOLIO INTRMD | 1.61M | SH | $53.41M 19.25% | 0.00 | 0.00 | 1.61M |
SPDR SER TRSOLE | Large Cap ETF | 316.46K | SH | $20.81M 7.50% | 0.00 | 0.00 | 316.46K |
DIMENSIONAL ETFTRUSTSOLE | INTERNATNALVAL | 498.29K | SH | $19.61M 7.07% | 0.00 | 0.00 | 498.29K |
AMERICAN CENTY ETF TRSOLE | US SML Value ETF | 190.74K | SH | $16.63M 5.99% | 0.00 | 0.00 | 190.74K |
DIMENSIONAL ETFTRUSTSOLE | US Large Cap | 265.80K | SH | $16.08M 5.79% | 0.00 | 0.00 | 265.80K |
DIMENSIONAL ETFTRUSTSOLE | US Marketwide Value ETF | 355.08K | SH | $14.63M 5.27% | 0.00 | 0.00 | 355.08K |
DIMENSIONAL ETFTRUSTSOLE | US Small Cap | 244.36K | SH | $14.60M 5.26% | 0.00 | 0.00 | 244.36K |
DIMENSIONAL ETFTRUSTSOLE | US TARGETEDVLU | 279.32K | SH | $14.38M 5.18% | 0.00 | 0.00 | 279.32K |
AMERICAN CENTY ETF TRSOLE | INTL SMCP VLU | 189.11K | SH | $13.19M 4.75% | 0.00 | 0.00 | 189.11K |
AMERICAN CENTY ETF TRSOLE | US LGEVAL | 171.28K | SH | $11.17M 4.03% | 0.00 | 0.00 | 171.28K |
VANGUARDSCOTTSDALE FDSSOLE | SHRT TRM CORPBD | 113.11K | SH | $8.93M 3.22% | 0.00 | 0.00 | 113.11K |
ISHARES TRSOLE | Trust S&P 500 Index Fund | 13.73K | SH | $7.72M 2.78% | 0.00 | 0.00 | 13.73K |
DIMENSIONAL ETFTRUSTSOLE | WORLD EQUITYETF | 102.40K | SH | $6.27M 2.26% | 0.00 | 0.00 | 102.40K |
DIMENSIONAL ETFTRUSTSOLE | EMGR CRE EQTMNG | 216.69K | SH | $5.61M 2.02% | 0.00 | 0.00 | 216.69K |
VANGUARD INTL EQUITY INDEX FSOLE | Total World Stock ETF | 43.23K | SH | $5.01M 1.81% | 0.00 | 0.00 | 43.23K |
SPDR SER TRSOLE | PORTFOLIO AGRGTE | 192.37K | SH | $4.91M 1.77% | 0.00 | 0.00 | 192.37K |
VANGUARDSCOTTSDALE FDSSOLE | INT-TERM CORP | 57.23K | SH | $4.68M 1.69% | 0.00 | 0.00 | 57.23K |
DIMENSIONAL ETFTRUSTSOLE | GLOBAL REALEST | 169.69K | SH | $4.46M 1.61% | 0.00 | 0.00 | 169.69K |
DIMENSIONAL ETFTRUSTSOLE | INTL SMALL CAPE | 144.19K | SH | $3.73M 1.34% | 0.00 | 0.00 | 144.19K |
Berkshire Hathaway Inc CL BSOLE | CL B New | 6.75K | SH | $3.60M 1.30% | 0.00 | 0.00 | 6.75K |
Nucor CorpSOLE | COM | 27.72K | SH | $3.34M 1.20% | 0.00 | 0.00 | 27.72K |
SPDR SER TRSOLE | PORTFOLIO SHORT | 79.95K | SH | $2.41M 0.87% | 0.00 | 0.00 | 79.95K |
BERKSHIRE HATHAWAY INC-DEL CL ASOLE | CL A New | 3.00 | SH | $2.40M 0.86% | 0.00 | 0.00 | 3.00 |
AMERICAN CENTY ETF TRSOLE | INTL Lge VAL | 40.14K | SH | $2.28M 0.82% | 0.00 | 0.00 | 40.14K |
VANGUARD INDEX FDSSOLE | VALUE ETF MSCI US PRI ME MKT | 11.62K | SH | $2.01M 0.72% | 0.00 | 0.00 | 11.62K |
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