McMill Wealth Management
All 13F Filings
- Location
- Norfolk, NE
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 376,118
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 5/13/2026 | 59 | 376,118 | 13F-HR | McMill Wealth Management |
| Q4 2025 | 2/23/2026 | 59 | 355,668 | 13F-HR | McMill Wealth Management |
| Q3 2025 | 11/7/2025 | 55 | 350,973 | 13F-HR | McMill Wealth Management |
| Q3 2025 | 11/7/2025 | 55 | 350,973 | 13F-HR | McMill Wealth Management |
| Q2 2025 | 8/4/2025 | 50 | 301,890 | 13F-HR | McMill Wealth Management |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 17.55 K | 4.7% | 0 | 241 K | -241 K |
| ETFs | 358.6 K | 95.3% | 261.6 K | 0 | 261.6 K |
| Debt | 0 | 0.0% | 0 | 202 | -202 |
Swipe for more columns
Fund Snapshot
Q1 2026
Latest filed
5/13/2026
Total value ($000)
376,118
Holdings
59
QoQ value change ($000)
20,450
(5.7%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.