Filed: 8/4/2025ACC: 0002056447-25-000005
📋 What this filing means
MCMILL WEALTH MANAGEMENT filed this quarterly 13F‑HR report disclosing 50 equity positions with a total reported market value of $301.89M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
50
Positions
$301.89M
Total AUM (reported)
5.80M
Total Shares
Allocation by class
PORTFOLIO INTRMD$56.67M18.8%
LARGE CAP ETF$22.69M7.5%
INTERNATNALVAL$21.04M7.0%
US SML VALUE ETF$20.61M6.8%
US LARGE CAP$18.26M6.0%
US SMALL CAP$16.74M5.5%
US TARGETEDVLU$15.48M5.1%
Portfolio Concentration
Top 3$100.40M33.3%
4–10$113.45M37.6%
11–25$70.68M23.4%
Rest$17.37M5.8%
Top 3 weight
33.3%
Top 10 weight
70.8%
Voting Authority Distribution
Total shares with voting rights: 5.80M
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
5.80M
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
SOLEShares1.69M
TypeSH
Market value$56.67M
18.77%
Sole
0.00
Shared
0.00
None
1.69M
SPDR SER TR
SOLEShares313K
TypeSH
Market value$22.69M
7.52%
Sole
0.00
Shared
0.00
None
313K
DIMENSIONAL ETFTRUST
SOLEShares491.76K
TypeSH
Market value$21.04M
6.97%
Sole
0.00
Shared
0.00
None
491.76K
AMERICAN CENTY ETF TR
SOLEShares225.79K
TypeSH
Market value$20.61M
6.83%
Sole
0.00
Shared
0.00
None
225.79K
DIMENSIONAL ETFTRUST
SOLEShares272.92K
TypeSH
Market value$18.26M
6.05%
Sole
0.00
Shared
0.00
None
272.92K
DIMENSIONAL ETFTRUST
SOLEShares262.61K
TypeSH
Market value$16.74M
5.55%
Sole
0.00
Shared
0.00
None
262.61K
DIMENSIONAL ETFTRUST
SOLEShares286.57K
TypeSH
Market value$15.48M
5.13%
Sole
0.00
Shared
0.00
None
286.57K
DIMENSIONAL ETFTRUST
SOLEShares355.24K
TypeSH
Market value$14.99M
4.96%
Sole
0.00
Shared
0.00
None
355.24K
AMERICAN CENTY ETF TR
SOLEShares183.86K
TypeSH
Market value$14.56M
4.82%
Sole
0.00
Shared
0.00
None
183.86K
AMERICAN CENTY ETF TR
SOLEShares188.27K
TypeSH
Market value$12.82M
4.25%
Sole
0.00
Shared
0.00
None
188.27K
ISHARES TR
SOLEShares13.33K
TypeSH
Market value$8.26M
2.73%
Sole
0.00
Shared
0.00
None
13.33K
DIMENSIONAL ETFTRUST
SOLEShares122.53K
TypeSH
Market value$8.19M
2.71%
Sole
0.00
Shared
0.00
None
122.53K
VANGUARDSCOTTSDALE FDS
SOLEShares95.49K
TypeSH
Market value$7.59M
2.51%
Sole
0.00
Shared
0.00
None
95.49K
DIMENSIONAL ETFTRUST
SOLEShares217.88K
TypeSH
Market value$6.30M
2.09%
Sole
0.00
Shared
0.00
None
217.88K
VANGUARD INTL EQUITY INDEX F
SOLEShares41.03K
TypeSH
Market value$5.26M
1.74%
Sole
0.00
Shared
0.00
None
41.03K
SPDR SER TR
SOLEShares188.13K
TypeSH
Market value$4.81M
1.59%
Sole
0.00
Shared
0.00
None
188.13K
DIMENSIONAL ETFTRUST
SOLEShares175.19K
TypeSH
Market value$4.67M
1.55%
Sole
0.00
Shared
0.00
None
175.19K
VANGUARDSCOTTSDALE FDS
SOLEShares53.88K
TypeSH
Market value$4.47M
1.48%
Sole
0.00
Shared
0.00
None
53.88K
DIMENSIONAL ETFTRUST
SOLEShares143.73K
TypeSH
Market value$4.28M
1.42%
Sole
0.00
Shared
0.00
None
143.73K
Nucor Corp
SOLEShares27.56K
TypeSH
Market value$3.59M
1.19%
Sole
0.00
Shared
0.00
None
27.56K
Berkshire Hathaway Inc CL B
SOLEShares6.72K
TypeSH
Market value$3.26M
1.08%
Sole
0.00
Shared
0.00
None
6.72K
DIMENSIONAL ETFTRUST
SOLEShares99.35K
TypeSH
Market value$2.93M
0.97%
Sole
0.00
Shared
0.00
None
99.35K
SPDR SER TR
SOLEShares85.63K
TypeSH
Market value$2.58M
0.86%
Sole
0.00
Shared
0.00
None
85.63K
AMERICAN CENTY ETF TR
SOLEShares37.25K
TypeSH
Market value$2.32M
0.77%
Sole
0.00
Shared
0.00
None
37.25K
BERKSHIRE HATHAWAY INC-DEL CL A
SOLEShares3.00
TypeSH
Market value$2.18M
0.72%
Sole
0.00
Shared
0.00
None
3.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SPDR SER TRSOLE | PORTFOLIO INTRMD | 1.69M | SH | $56.67M 18.77% | 0.00 | 0.00 | 1.69M |
SPDR SER TRSOLE | Large Cap ETF | 313K | SH | $22.69M 7.52% | 0.00 | 0.00 | 313K |
DIMENSIONAL ETFTRUSTSOLE | INTERNATNALVAL | 491.76K | SH | $21.04M 6.97% | 0.00 | 0.00 | 491.76K |
AMERICAN CENTY ETF TRSOLE | US SML Value ETF | 225.79K | SH | $20.61M 6.83% | 0.00 | 0.00 | 225.79K |
DIMENSIONAL ETFTRUSTSOLE | US Large Cap | 272.92K | SH | $18.26M 6.05% | 0.00 | 0.00 | 272.92K |
DIMENSIONAL ETFTRUSTSOLE | US Small Cap | 262.61K | SH | $16.74M 5.55% | 0.00 | 0.00 | 262.61K |
DIMENSIONAL ETFTRUSTSOLE | US TARGETEDVLU | 286.57K | SH | $15.48M 5.13% | 0.00 | 0.00 | 286.57K |
DIMENSIONAL ETFTRUSTSOLE | US Marketwide Value ETF | 355.24K | SH | $14.99M 4.96% | 0.00 | 0.00 | 355.24K |
AMERICAN CENTY ETF TRSOLE | INTL SMCP VLU | 183.86K | SH | $14.56M 4.82% | 0.00 | 0.00 | 183.86K |
AMERICAN CENTY ETF TRSOLE | US LGEVAL | 188.27K | SH | $12.82M 4.25% | 0.00 | 0.00 | 188.27K |
ISHARES TRSOLE | Trust S&P 500 Index Fund | 13.33K | SH | $8.26M 2.73% | 0.00 | 0.00 | 13.33K |
DIMENSIONAL ETFTRUSTSOLE | WORLD EQUITYETF | 122.53K | SH | $8.19M 2.71% | 0.00 | 0.00 | 122.53K |
VANGUARDSCOTTSDALE FDSSOLE | SHRT TRM CORPBD | 95.49K | SH | $7.59M 2.51% | 0.00 | 0.00 | 95.49K |
DIMENSIONAL ETFTRUSTSOLE | EMGR CRE EQTMNG | 217.88K | SH | $6.30M 2.09% | 0.00 | 0.00 | 217.88K |
VANGUARD INTL EQUITY INDEX FSOLE | Total World Stock ETF | 41.03K | SH | $5.26M 1.74% | 0.00 | 0.00 | 41.03K |
SPDR SER TRSOLE | PORTFOLIO AGRGTE | 188.13K | SH | $4.81M 1.59% | 0.00 | 0.00 | 188.13K |
DIMENSIONAL ETFTRUSTSOLE | GLOBAL REALEST | 175.19K | SH | $4.67M 1.55% | 0.00 | 0.00 | 175.19K |
VANGUARDSCOTTSDALE FDSSOLE | INT-TERM CORP | 53.88K | SH | $4.47M 1.48% | 0.00 | 0.00 | 53.88K |
DIMENSIONAL ETFTRUSTSOLE | INTL SMALL CAPE | 143.73K | SH | $4.28M 1.42% | 0.00 | 0.00 | 143.73K |
Nucor CorpSOLE | COM | 27.56K | SH | $3.59M 1.19% | 0.00 | 0.00 | 27.56K |
Berkshire Hathaway Inc CL BSOLE | CL B New | 6.72K | SH | $3.26M 1.08% | 0.00 | 0.00 | 6.72K |
DIMENSIONAL ETFTRUSTSOLE | US Sm Val ETF | 99.35K | SH | $2.93M 0.97% | 0.00 | 0.00 | 99.35K |
SPDR SER TRSOLE | PORTFOLIO SHORT | 85.63K | SH | $2.58M 0.86% | 0.00 | 0.00 | 85.63K |
AMERICAN CENTY ETF TRSOLE | INTL Lge VAL | 37.25K | SH | $2.32M 0.77% | 0.00 | 0.00 | 37.25K |
BERKSHIRE HATHAWAY INC-DEL CL ASOLE | CL A New | 3.00 | SH | $2.18M 0.72% | 0.00 | 0.00 | 3.00 |
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