McMill Wealth Management

CIK

2056447

Location

NORFOLK, NE

Portfolio Value

Micro $12,729,093

Diversification

Diversified

Filing Date

Global Rank

#7,638 / 8,232 ▲ 264

Top Industry

Insurance - Diversified 24.5%

3Y Alpha vs SPY

-4.3%

Period ended 2 months ago

Filed May 13, 2026 · 32d

6 quarters · since Dec 2024

Clone Performance

Feb 2025–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+17.5%

SPY

+23.4%

Annualised alpha

-4.3%

Max drawdown

−13.7%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

15 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

24.5%

−3.8 pts

Top 5

64.7%

−0.5 pts

Top 10

90.6%

+1.9 pts

HHI

1,207

Diversified−88

Portfolio Trend

6 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Financial Services	26.7%	$3,400,385	2
Industrials	22.9%	$2,918,148	5
Technology	21.5%	$2,741,780	3
Basic Materials	15.2%	$1,930,107	1
Consumer Cyclical	12.0%	$1,533,215	3
Energy	1.6%	$205,458	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

4 positions

Ticker	Company	Δ Shares	Shares	Value
MSFT	Microsoft Corp	+278	2,582	$955,778
AMZN	Amazon Com Inc	+190	4,003	$833,704
BRK-B	Berkshire Hathaway Inc	+9	6,516	$3,122,467
PLTR	Palantir Technologies Inc.	+7	4,017	$587,606
No positions match the current search.

Trimmed

Positions the filer reduced

1 positions

Ticker	Company	Δ Shares	Shares	Value	Open
AAPL	Apple Inc.	−19	4,722	$1,198,396
No positions match the current search.

New Positions

Positions the filer opened this quarter

3 positions

Ticker	Company	Shares	Value
NUE	Nucor Corp	11,414	$1,930,107
XOM	Exxon Mobil Corp	1,211	$205,458
NOC	Northrop Grumman Corp /De/	296	$201,943
No positions match the current search.

Sold Out

Positions the filer fully exited

3 positions

Ticker	Company	Shares	Value
FBTC	Fidelity Wise Origin Bitcoin Fund	5,378	$409,964
TSLA	Tesla, Inc.	527	$237,002
NVDA	Nvidia Corp	1,182	$220,443
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

15 positions · $12,729,093 total · as of Mar 31, 2026

All sectors Basic Materials Consumer Cyclical Energy Financial Services Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
BRK-B	Berkshire Hathaway Inc Financial Services	Added	6,516	+9	$3,122,467	−4.5%	24.53%
NUE	Nucor Corp Basic Materials	NEW	11,414	NEW	$1,930,107	NEW	15.16%
AAPL	Apple Inc. Technology	Reduced	4,722	-19	$1,198,396	−7.0%	9.41%
UNP	Union Pacific Corp Industrials	Held	4,231	0	$1,026,525	+4.9%	8.06%
MSFT	Microsoft Corp Technology	Added	2,582	+278	$955,778	−14.2%	7.51%
CAT	Caterpillar Inc Industrials	Held	1,331	0	$942,960	+23.7%	7.41%
AMZN	Amazon Com Inc Consumer Cyclical	Added	4,003	+190	$833,704	−5.3%	6.55%
PLTR	Palantir Technologies Inc. Technology	Added	4,017	+7	$587,606	−17.6%	4.62%
MCD	Mcdonalds Corp Consumer Cyclical	Held	1,676	0	$520,884	+1.7%	4.09%
LMT	Lockheed Martin Corp Industrials	Held	676	0	$408,567	+25.0%	3.21%
RTX	RTX Corp Industrials	Held	1,753	0	$338,153	+5.2%	2.66%
WFC	Wells Fargo & Company/Mn Financial Services	Held	3,491	0	$277,918	−14.6%	2.18%
XOM	Exxon Mobil Corp Energy	NEW	1,211	NEW	$205,458	NEW	1.61%
NOC	Northrop Grumman Corp /De/ Industrials	NEW	296	NEW	$201,943	NEW	1.59%
F	Ford Motor Co Consumer Cyclical	Held	15,479	0	$178,627	−12.0%	1.40%