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Portfolio (Quarterly) Guide ↗

McMill Wealth Management

· CIK 0002056447
13F Portfolio $376M AUM 61 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 29 New 5 Added 7 Reduced 30 Exited
Page 2 of 3  ·  58 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SPYG STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF 98,747.0 $3.0M 0.79% NEW $30.07 +301.9%
22 AVIV AVANTIS INTERNATIONAL LARGE CAP VALUE ETF 33,699.0 $2.5M 0.67% -2K -6.5% $74.83 +6.3%
23 MGK VANGUARD TOTAL WORLD STOCK INDEX FUND ETF SHARES 18,057.0 $2.5M 0.66% NEW $138.32 -34.4%
24 MADISON CNTY FINL INC 81,874.0 $2.5M 0.65% NEW $30.01
25 AVSF AVANTIS SHORT-TERM FIXEDINCOME ETF 50,578.0 $2.4M 0.63% +3K +6.7% $46.80 -0.3%
26 VTV VANGUARD VALUE INDEX FUND ETF SHARES 11,618.0 $2.3M 0.61% $196.20 +7.8%
27 BERKSHIRE HATHAWAY INC DCLASS A 3.0 $2.2M 0.57% $718140.00
28 DIMENSIONAL US LARGE CAPVALUE ETF 55,875.0 $2.0M 0.53% NEW $35.71
29 NUE NUCOR CORP Basic Materials 11,414.0 $1.9M 0.51% NEW $169.10 +47.4%
30 EFV ISHARES MSCI EAFE VALUE ETF 19,473.0 $1.4M 0.39% -287.0 -1.4% $74.35 +5.7%
31 AAPL APPLE INC Technology 4,722.0 $1.2M 0.32% $253.82 +23.1%
32 XME STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF 24,349.0 $1.2M 0.31% NEW $48.32 +161.8%
33 UNP UNION PAC CORP Industrials 4,231.0 $1.0M 0.27% $242.62 +10.0%
34 MSFT MICROSOFT CORP Technology 2,582.0 $956K 0.25% +278.0 +12.1% $370.17 +15.3%
35 CAT CATERPILLAR INC Industrials 1,331.0 $943K 0.25% $708.46 +25.2%
36 SPYM STATE STREET SPDR S&P 600 SMALL CAP VALUE ETF 9,565.0 $905K 0.24% -295K -96.8% $94.58 -6.1%
37 AMZN AMAZON.COM INC Consumer Cyclical 4,003.0 $834K 0.22% +190.0 +5.0% $208.27 +31.5%
38 PLTR PALANTIR TECHNOLOGIES INCLASS CLASS A Technology 4,017.0 $588K 0.16% $146.28 -2.0%
39 DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF 14,617.0 $576K 0.15% NEW $39.44
40 VBR VANGUARD SMALL-CAP VALUEINDEX FUND ETF SHARES 2,520.0 $547K 0.15% $217.25 +8.4%
Page 2 of 3  ·  58 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Industrials 30.4%
Technology 28.5%
Basic Materials 20.1%
Consumer Cyclical 16.0%
Financial Services 2.9%
Energy 2.1%