StockDriftsStockDriftsTop 41 Mcmill Wealth Management Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| INY | STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF | 17.91% | 2.23M | $74.7M | +7.04%(+146.77K) | $33.53(-27.17%) | 2026-06-30 | |
| RWR | STATE STREET SPDR PORTFOLIO S&P 500 ETF | 6.48% | 307.3K | $27.0M | +0.19%(+596) | $99.61(+14.32%) | 2026-06-30 | |
| AVLV | AVANTIS US LARGE CAP VALUE ETF | 6.38% | 291.7K | $26.6M | +0.67%(+1.96K) | $68.52(+38.69%) | 2026-06-30 | |
| AVDV | AVANTIS INTERNATIONAL SMALL CAP VALUE ETF | 4.42% | 178.9K | $18.4M | +0.33%(+582) | $68.05(+63.19%) | 2026-06-30 | |
| IVV | ISHARES CORE S&P 500 ETF | 2.28% | 12.7K | $9.5M | -3.70%(-488) | $580.70(+34.14%) | 2026-06-30 | |
| VCSH | VANGUARD SHORT-TERM BONDINDEX FUND ETF SHARES | 1.63% | 85.8K | $6.8M | +3251.46%(+83.27K) | $79.03(-0.49%) | 2026-06-30 | |
| VCLT | VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUN | 1.57% | 79.4K | $6.6M | -15.49%(-14.56K) | $75.28(-4.95%) | 2026-06-30 | |
| XNTK | STATE STREET SPDR PORTFOLIO AGGREGATE BONDETF | 1.13% | 185.2K | $4.7M | +2.17%(+3.94K) | $267.66(+37.83%) | 2026-06-30 | |
| BRK.A | BERKSHIRE HATHAWAY INC DCLASS A | 0.78% | 6.5K | $3.3M | +217300.00%(+6.52K) | $730754.43(+4.28%) | 2026-06-30 | |
| SPYG | STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF | 0.71% | 98.7K | $3.0M | +0.00%(+1) | $102.31(+20.11%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +29.53% |
| Top 20 Holdings Unweighted | — | — | — | — | +30.08% |
Mcmill Wealth Management reports $416.91M in US-listed equity holdings across 60 positions in its most recent 13F filing. Its largest disclosed positions are INY (17.9%), RWR (6.5%) and AVLV (6.4%). The top 20 holdings account for 48% of reported assets. Its disclosed equity book has returned +29.53% cumulatively over 6 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Mcmill Wealth Management’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2056447). View Mcmill Wealth Management’s 13F filings on SEC