§ 13F · FUND PROFILE
McMill Wealth Management.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $301.9T (13F)Positions · 50Turnover · — · Q4Filed · Feb 23, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$1.1T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 23, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | SPIB | SPDR SER TR | 1.97M | $66.8T | 18.8% | +7% |
| 2 | AVUV | AMERICAN CENTY ETF TR | 282K | $28.8T | 8.1% | +8% |
| 3 | DFIV | DIMENSIONAL ETFTRUST | 496K | $24.7T | 7.0% | +1% |
| 4 | SPYM | SPDR SER TR | 304K | $24.4T | 6.9% | −1% |
| 5 | AVLV | AMERICAN CENTY ETF TR | 269K | $20.4T | 5.7% | +6% |
| 6 | DFUS | DIMENSIONAL ETFTRUST | 272K | $20.2T | 5.7% | −1% |
| 7 | — | DIMENSIONAL ETFTRUST | 276K | $19.2T | 5.4% | +3% |
| 8 | AVDV | AMERICAN CENTY ETF TR | 181K | $17.0T | 4.8% | ±0% |
| 9 | DFAT | DIMENSIONAL ETFTRUST | 279K | $16.6T | 4.7% | −1% |
| 10 | DFUV | DIMENSIONAL US MARKETWIDE VALUE ETF | 352K | $16.4T | 4.6% | −51% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MCMILL SIGNAL
AC read
McMill Wealth Management is a Other fund managing $301890.3 trillion in assets. The fund runs a portfolio of 50 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed