McMill Wealth Management: 13F holdings

CIK 20564472026Q2

Positions60
Reported value$3.7bn
Filed2026-08-17

Change since last quarter

Positions60 (+2 vs prior quarter)
Reported value$3.7bn (+877.1%)

Top 10 holdings

SecuritySharesValueWeight
BRK.A BERKSHIRE HATHAWAY INC DCLASS A6,522$3.3bn88.8%
STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF2,231,133$74.7m2.0%
AVANTIS EMERGING MARKETSEQUITY ETF308,882$38.4m1.0%
RWR STATE STREET SPDR PORTFOLIO S&P 500 ETF307,264$27.0m0.7%
DIMENSIONAL INTERNATIONAL VALUE ETF498,066$26.9m0.7%
AVLV AVANTIS US LARGE CAP VALUE ETF291,738$26.6m0.7%
DIMENSIONAL U.S. SMALL CAP ETF294,250$24.2m0.7%
DIMENSIONAL U.S. EQUITY MARKET ETF282,909$23.2m0.6%
DIMENSIONAL U.S. TARGETED VALUE ETF277,931$19.4m0.5%
DIMENSIONAL US MARKETWIDE VALUE ETF350,929$19.3m0.5%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="2056447")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

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