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Mcmill Wealth Management - Q1 2026 13F Filings

MC

Mcmill Wealth Management

CIK: 0002056447
Address: Nebraska Norfolk 125 S 4Th St
$376.12 M
Portfolio Value
58
Assets Held
Reporting Period: Q1 2026
Filing Status:
Active
Last Updated: 08/17/2026

Portfolio Summary (Q1 2026)

View Full Portfolio Analysis

Top Buys

Q1 2026
1. Spdr Series Trust
+$69.91 M
2. Avantis Us Small Cap Value Etf
+$33.52 M
3. Dimensional International Value Etf
+$27.01 M
4. RWR Spdr Dow Jones Reit Etf
+$23.47 M
5. Dimensional Us Small Cap Etf
+$20.53 M

Top Sells

Q1 2026
1. SPIB State Street Spdr Portfolio Intermediate Term Corporate Bond Etf
−$66.77 M
2. AVUV Avantis Us Small Cap Value Etf
−$28.77 M
3. SPLG Spdr Portfolio S&P 500 Etf
−$27.86 M
4. DFIV Dimensional International Value Etf
−$24.74 M
5. DFUS Dimensional Us Equity Market Etf
−$20.21 M

Asset Allocation

Stocks/ETFs
+10.16%
$370.33 M 98.46%
Options
$0 0.00%
Debt
$0 0.00%
Other
-70.31%
$5.79 M 1.54%

Sector Allocation (Stocks)

Mcmill Wealth Management Q1 2026 Filing Summary

Mcmill Wealth Management filed its 13F report for Q1 2026 on May 13, 2026. The portfolio totaled 376.12 M reflecting a +5.75% change from the prior quarter, spanning 58 assets. The top 10 holdings comprised 73.1% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 27 new positions and 30 complete exits.

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Data Summary

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Issuer Name Class Value Shares Option Type

FAQs for Mcmill Wealth Management’s Q1 2026 Filing

Mcmill Wealth Management submitted their Form 13F-HR for the Q1 2026 period on 05/13/2026. This was the only submission for the quarter.

In the Q1 2026 filing, Mcmill Wealth Management reported a managed portfolio value of 376.85 M, consisting of 61 individual positions.

This page displays the raw filing documents. To see which stocks Mcmill Wealth Management bought or sold during Q1 2026, please visit Mcmill Wealth Management's Portfolio Analysis page.