McMill Wealth Management
All 13F Filings
- Location
- Norfolk, NE
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 355,668
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- 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 |
|---|---|---|---|---|---|
| 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 |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 258.5 K | 72.7% | 15.5 K | 0 | 15.5 K |
| ETFs | 96.93 K | 27.3% | 0 | 10.8 K | -10.8 K |
| Debt | 202 | 0.1% | 0 | 0 | 0 |
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Fund Snapshot
Q4 2025
Latest filed
2/23/2026
Total value ($000)
355,668
Holdings
59
QoQ value change ($000)
4,695
(1.3%)
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.