Filed: 5/13/2026ACC: 0002056447-26-000002
📋 What this filing means
MCMILL WEALTH MANAGEMENT filed this quarterly 13F‑HR report disclosing 58 equity positions with a total reported market value of $376.12M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
58
Positions
$376.12M
Total AUM (reported)
6.77M
Total Shares
Allocation by class
ETF$358.57M95.3%
EQUITY$17.55M4.7%
Portfolio Concentration
Top 3$130.81M34.8%
4–10$140.05M37.2%
11–25$80.96M21.5%
Rest$24.30M6.5%
Top 3 weight
34.8%
Top 10 weight
72.0%
Voting Authority Distribution
Total shares with voting rights: 6.77M
Sole
Full voting authority
6.77M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole58
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings58
Rows:
STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF
SOLEShares2.08M
TypeSH
Market value$69.91M
18.59%
Sole
2.08M
Shared
0.00
None
0.00
AVANTIS EMERGING MARKETSEQUITY ETF
SOLEShares307.76K
TypeSH
Market value$33.88M
9.01%
Sole
307.76K
Shared
0.00
None
0.00
DIMENSIONAL INTERNATIONAL VALUE ETF
SOLEShares511.79K
TypeSH
Market value$27.01M
7.18%
Sole
511.79K
Shared
0.00
None
0.00
STATE STREET SPDR PORTFOLIO S&P 500 ETF
SOLEShares306.67K
TypeSH
Market value$23.47M
6.24%
Sole
306.67K
Shared
0.00
None
0.00
AVANTIS US LARGE CAP VALUE ETF
SOLEShares289.78K
TypeSH
Market value$23.36M
6.21%
Sole
289.78K
Shared
0.00
None
0.00
DIMENSIONAL U.S. SMALL CAP ETF
SOLEShares288.65K
TypeSH
Market value$20.53M
5.46%
Sole
288.65K
Shared
0.00
None
0.00
DIMENSIONAL U.S. EQUITY MARKET ETF
SOLEShares287.06K
TypeSH
Market value$20.36M
5.41%
Sole
287.06K
Shared
0.00
None
0.00
AVANTIS INTERNATIONAL SMALL CAP VALUE ETF
SOLEShares178.30K
TypeSH
Market value$17.81M
4.73%
Sole
178.30K
Shared
0.00
None
0.00
DIMENSIONAL U.S. TARGETED VALUE ETF
SOLEShares278.12K
TypeSH
Market value$17.37M
4.62%
Sole
278.12K
Shared
0.00
None
0.00
DIMENSIONAL US MARKETWIDE VALUE ETF
SOLEShares354.11K
TypeSH
Market value$17.16M
4.56%
Sole
354.11K
Shared
0.00
None
0.00
DIMENSIONAL WORLD EQUITYETF
SOLEShares209.91K
TypeSH
Market value$15.49M
4.12%
Sole
209.91K
Shared
0.00
None
0.00
ISHARES CORE S&P 500 ETF
SOLEShares13.18K
TypeSH
Market value$8.61M
2.29%
Sole
13.18K
Shared
0.00
None
0.00
DIMENSIONAL EMERGING CORE EQUITY MARKET ETF
SOLEShares225.35K
TypeSH
Market value$7.63M
2.03%
Sole
225.35K
Shared
0.00
None
0.00
VANGUARD SHORT TERM COR BD ETF
SOLEShares94K
TypeSH
Market value$7.45M
1.98%
Sole
94K
Shared
0.00
None
0.00
DIMENSIONAL GLOBAL REAL ESTATE ETF
SOLEShares253.19K
TypeSH
Market value$6.73M
1.79%
Sole
253.19K
Shared
0.00
None
0.00
DIMENSIONAL INTERNATIONAL SMALL CAP ETF
SOLEShares161.97K
TypeSH
Market value$5.45M
1.45%
Sole
161.97K
Shared
0.00
None
0.00
STATE STREET SPDR PORTFOLIO AGGREGATE BONDETF
SOLEShares181.25K
TypeSH
Market value$4.64M
1.23%
Sole
181.25K
Shared
0.00
None
0.00
DIMENSIONAL US SMALL CAPVALUE ETF
SOLEShares130.83K
TypeSH
Market value$4.58M
1.22%
Sole
130.83K
Shared
0.00
None
0.00
VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUN
SOLEShares53.65K
TypeSH
Market value$4.44M
1.18%
Sole
53.65K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY CLASS B
SOLEShares6.52K
TypeSH
Market value$3.12M
0.83%
Sole
6.52K
Shared
0.00
None
0.00
STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF
SOLEShares98.75K
TypeSH
Market value$2.97M
0.79%
Sole
98.75K
Shared
0.00
None
0.00
AVANTIS INTERNATIONAL LARGE CAP VALUE ETF
SOLEShares33.70K
TypeSH
Market value$2.52M
0.67%
Sole
33.70K
Shared
0.00
None
0.00
VANGUARD TOTAL WORLD STOCK INDEX FUND ETF SHARES
SOLEShares18.06K
TypeSH
Market value$2.50M
0.66%
Sole
18.06K
Shared
0.00
None
0.00
MADISON CNTY FINL INC
SOLEShares81.87K
TypeSH
Market value$2.46M
0.65%
Sole
81.87K
Shared
0.00
None
0.00
AVANTIS SHORT-TERM FIXEDINCOME ETF
SOLEShares50.58K
TypeSH
Market value$2.37M
0.63%
Sole
50.58K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETFSOLE | ETF | 2.08M | SH | $69.91M 18.59% | 2.08M | 0.00 | 0.00 |
AVANTIS EMERGING MARKETSEQUITY ETFSOLE | ETF | 307.76K | SH | $33.88M 9.01% | 307.76K | 0.00 | 0.00 |
DIMENSIONAL INTERNATIONAL VALUE ETFSOLE | ETF | 511.79K | SH | $27.01M 7.18% | 511.79K | 0.00 | 0.00 |
STATE STREET SPDR PORTFOLIO S&P 500 ETFSOLE | ETF | 306.67K | SH | $23.47M 6.24% | 306.67K | 0.00 | 0.00 |
AVANTIS US LARGE CAP VALUE ETFSOLE | ETF | 289.78K | SH | $23.36M 6.21% | 289.78K | 0.00 | 0.00 |
DIMENSIONAL U.S. SMALL CAP ETFSOLE | ETF | 288.65K | SH | $20.53M 5.46% | 288.65K | 0.00 | 0.00 |
DIMENSIONAL U.S. EQUITY MARKET ETFSOLE | ETF | 287.06K | SH | $20.36M 5.41% | 287.06K | 0.00 | 0.00 |
AVANTIS INTERNATIONAL SMALL CAP VALUE ETFSOLE | ETF | 178.30K | SH | $17.81M 4.73% | 178.30K | 0.00 | 0.00 |
DIMENSIONAL U.S. TARGETED VALUE ETFSOLE | ETF | 278.12K | SH | $17.37M 4.62% | 278.12K | 0.00 | 0.00 |
DIMENSIONAL US MARKETWIDE VALUE ETFSOLE | ETF | 354.11K | SH | $17.16M 4.56% | 354.11K | 0.00 | 0.00 |
DIMENSIONAL WORLD EQUITYETFSOLE | ETF | 209.91K | SH | $15.49M 4.12% | 209.91K | 0.00 | 0.00 |
ISHARES CORE S&P 500 ETFSOLE | ETF | 13.18K | SH | $8.61M 2.29% | 13.18K | 0.00 | 0.00 |
DIMENSIONAL EMERGING CORE EQUITY MARKET ETFSOLE | ETF | 225.35K | SH | $7.63M 2.03% | 225.35K | 0.00 | 0.00 |
VANGUARD SHORT TERM COR BD ETFSOLE | ETF | 94K | SH | $7.45M 1.98% | 94K | 0.00 | 0.00 |
DIMENSIONAL GLOBAL REAL ESTATE ETFSOLE | ETF | 253.19K | SH | $6.73M 1.79% | 253.19K | 0.00 | 0.00 |
DIMENSIONAL INTERNATIONAL SMALL CAP ETFSOLE | ETF | 161.97K | SH | $5.45M 1.45% | 161.97K | 0.00 | 0.00 |
STATE STREET SPDR PORTFOLIO AGGREGATE BONDETFSOLE | ETF | 181.25K | SH | $4.64M 1.23% | 181.25K | 0.00 | 0.00 |
DIMENSIONAL US SMALL CAPVALUE ETFSOLE | ETF | 130.83K | SH | $4.58M 1.22% | 130.83K | 0.00 | 0.00 |
VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUNSOLE | ETF | 53.65K | SH | $4.44M 1.18% | 53.65K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY CLASS BSOLE | Equity | 6.52K | SH | $3.12M 0.83% | 6.52K | 0.00 | 0.00 |
STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETFSOLE | ETF | 98.75K | SH | $2.97M 0.79% | 98.75K | 0.00 | 0.00 |
AVANTIS INTERNATIONAL LARGE CAP VALUE ETFSOLE | ETF | 33.70K | SH | $2.52M 0.67% | 33.70K | 0.00 | 0.00 |
VANGUARD TOTAL WORLD STOCK INDEX FUND ETF SHARESSOLE | ETF | 18.06K | SH | $2.50M 0.66% | 18.06K | 0.00 | 0.00 |
MADISON CNTY FINL INCSOLE | Equity | 81.87K | SH | $2.46M 0.65% | 81.87K | 0.00 | 0.00 |
AVANTIS SHORT-TERM FIXEDINCOME ETFSOLE | ETF | 50.58K | SH | $2.37M 0.63% | 50.58K | 0.00 | 0.00 |
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