Institutions / McMill Wealth Management
McMill Wealth Management
CIK 2056447 · Institution · as of Jun 30, 2026
Portfolio value
$3.67B
Positions
60
As of
Jun 30, 2026
Portfolio trend
Portfolio value
$3.67B+877.1%Positions
60+3.4%Top holdings
Jun 30, 2026View all 60 →
| Company | Value | % of portfolio |
|---|---|---|
| Berkshire Hathaway Inc | $3.26B | 88.8% |
| State Street SPDR Portfolio Intermediate Term Corporate Bond ETF | $74.65M | 2.0% |
| Avantis US Small Cap Value ETF | $38.43M | 1.0% |
| State Street SPDR Portfolio S&P 500 ETF | $27.00M | 0.7% |
| Dimensional International Value ETF | $26.91M | 0.7% |
| American Century ETF Trust | $26.61M | 0.7% |
| Dimensional U.S. Small Cap ETF | $24.23M | 0.7% |
| Dimensional U.S. Equity Market ETF | $23.18M | 0.6% |
| Dimensional U.S. Targeted Value ETF | $19.43M | 0.5% |
| Dimensional US Marketwide Value ETF | $19.30M | 0.5% |
| Dimensional World Equityetf | $19.10M | 0.5% |
| American Century ETF Trust | $18.43M | 0.5% |
| Ishares Msci Denmark ETF | $9.50M | 0.3% |
| Dimensional Emerging Core Equity Market ETF | $8.86M | 0.2% |
| Dimensional Global Real Estate ETF | $7.60M | 0.2% |
| Vanguard Short-Term Bondindex Fund ETF Shares | $6.78M | 0.2% |
| Vanguard Long-Term Corporate Bond Index Fund | $6.57M | 0.2% |
| Dimensional International Small Cap ETF | $5.71M | 0.2% |
| Dimensional US Small Capvalue ETF | $5.38M | 0.1% |
| State Street SPDR Portfolio Aggregate Bondetf | $4.73M | 0.1% |
| State Street SPDR Portfolio Short Term Corporate Bond ETF | $2.96M | 0.1% |
| Avantis Short-Term Fixedincome ETF | $2.69M | 0.1% |
| Madison Cnty Finl Inc | $2.60M | 0.1% |
| Avantis International Large Cap Value ETF | $2.56M | 0.1% |
| Vanguard Value Index Fund ETF Shares | $2.53M | 0.1% |
Activity
Jun 30, 2026View full history →
InsidersInstitutions
This fund's quarter-over-quarter position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q4 2025 as of | New Other (per filing) | 25434V724 Common stock | $16.41M | +352K | 352,175 0.45% of portfolio | medium |
| Q4 2025 as of | Exit Other (per filing) | 20519U100 Common stock | $-14.99M | -355K -100.00% | 0 | medium |
| Q4 2025 as of | Add Other (per filing) | 78464A375 Common stock | $9.73M | +288K +17.06% | 1,974,988 1.82% of portfolio | medium |
| Q4 2025 as of | Add Other (per filing) | 025072349 Common stock |