DOSSIER · 13F-HR · Q1 2026

McMill Wealth Management

McMill Wealth's family office based in Stamford, CT — $376M in tracked AUM across 59 positions as of Q1 2026.

MW

McMill Wealth·Stamford, CT·Family Office

CIK 0002056447 · last filed Mar 31, 2026

Total AUM

$376M

▼ 19.3%

vs prior

Holdings

59

—

positions

Whale Score

62

62

tracked

Activity

—

no data

changes this Q

Top sector

Tech

16% weight

concentration

AI Analysis · Q1 2026 · Q1 2026

Comprehensive Analysis of McMill Wealth Management SEC 13F Filing

Portfolio Overview

McMill Wealth Management manages a portfolio totaling approximately $253.19 million as of the report date September 30, 2025. This represents a significant growth of 17.0% from the previous quarter's value of $216.42 million. The portfolio is highly concentrated, consisting of only 27 holdings, which suggests a focused investment strategy relying heavily on fund selection rather than broad ind...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

01

STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF

$70M2.1M18.6%

02

AVANTIS US SMALL CAP VALUE ETF

$34M308K9.0%

03

DIMENSIONAL INTERNATIONAL VALUE ETF

$27M512K7.2%

04

STATE STREET SPDR PORTFOLIO S&P 500 ETF

$23M307K6.2%

05

AVANTIS US LARGE CAP VALUE ETF

$23M290K6.2%

06

DIMENSIONAL U.S. SMALL CAP ETF

$21M289K5.5%

07

DIMENSIONAL U.S. EQUITY MARKET ETF

$20M287K5.4%

08

AVANTIS INTERNATIONAL SMALL CAP VALUE ETF

$18M178K4.7%

09

DIMENSIONAL U.S. TARGETED VALUE ETF

$17M278K4.6%

10

DIMENSIONAL US MARKETWIDE VALUE ETF

$17M354K4.6%

Filing history

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