Mcmill Wealth Management originally filed its 13F report for Q2 2026 on August 13, 2026. The filing was subsequently amended, with the latest update submitted on August 17, 2026. The portfolio totaled 7.02 M reflecting a -98.13% change from the prior quarter, spanning 60 assets. The top 10 holdings comprised 73.6% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 6 new positions and 4 complete exits.
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Yes. Mcmill Wealth Management originally filed on 08/13/2026 and subsequently submitted 1 amendment(s). The latest filing (13F-HR/A) was submitted on 08/17/2026.
In the Q2 2026 filing, Mcmill Wealth Management reported a managed portfolio value of 416.91 M, consisting of 61 individual positions.
Multiple filings indicate that Mcmill Wealth Management updated their Q2 2026 report. The initial filing was submitted on 08/13/2026, followed by amendments to correct data or disclose previously confidential holdings.
This page displays the raw filing documents. To see which stocks Mcmill Wealth Management bought or sold during Q2 2026, please visit Mcmill Wealth Management's Portfolio Analysis page.