Mc Mill Wealth Management Portfolio Holdings

Mc Mill Wealth Management

  • $302 Billion
  • Q2 2025

Mc Mill Wealth Management has filed its 13F form on August 04, 2025 for Q2 2025 where it was disclosed a total value porftolio of $302 Billion distributed in 51 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio Intermediate Te with a value of $56.7B, Spdr Portfolio S&P 500 ETF (Ma with a value of $22.7B, Dimensional ETF Tr with a value of $21B, American Centy ETF Tr Avantis with a value of $20.6B, and Dimensional ETF Tr U S Equity with a value of $18.3B.

Examining the 13F form we can see an increase of $24.5B in the current position value, from $277B to 302B.

Mc Mill Wealth Management is based out at Norfolk, NE

Below you can find more details about Mc Mill Wealth Management portfolio as well as his latest detailed transactions.

Portfolio value $302 Billion
ETFs: $225 Billion
Financial Services: $5.72 Billion
Technology: $2.72 Billion
Industrials: $2.06 Billion
Consumer Cyclical: $1.49 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$56.7 Billion 18.77% of portfolio
1,687,157
Q2 2025 Added 4.99%
$0
$22.7 Billion 7.52% of portfolio
312,997
Q2 2025 Reduced 1.1%
$0
$21 Billion 6.97% of portfolio
491,759
Q2 2025 Reduced 1.31%
$0
$20.6 Billion 6.83% of portfolio
225,789
Q2 2025 Added 18.37%
$0
$18.3 Billion 6.05% of portfolio
272,920
Q2 2025 Added 2.68%
Dimensional Etftrust
-
$16.7 Billion 5.55% of portfolio
-
Q2 2025 Added 7.47%
$0
$15.5 Billion 5.13% of portfolio
286,572
Q2 2025 Added 2.59%
Dimensional Etftrust
-
$15 Billion 4.96% of portfolio
-
Q2 2025 Added 0.05%
$0
$14.6 Billion 4.82% of portfolio
183,860
Q2 2025 Reduced 2.78%
$0
$12.8 Billion 4.25% of portfolio
188,273
Q2 2025 Added 9.92%
$0
$8.26 Billion 2.73% of portfolio
13,332
Q2 2025 Reduced 2.92%
Dimensional Etftrust
-
$8.19 Billion 2.71% of portfolio
-
Q2 2025 Added 19.66%
$0
$7.59 Billion 2.51% of portfolio
95,488
Q2 2025 Reduced 15.58%
$0
$6.3 Billion 2.09% of portfolio
217,880
Q2 2025 Added 0.55%
$0
$5.26 Billion 1.74% of portfolio
41,026
Q2 2025 Reduced 5.1%
$0
$4.81 Billion 1.59% of portfolio
188,135
Q2 2025 Reduced 2.2%
$0
$4.47 Billion 1.48% of portfolio
53,881
Q2 2025 Reduced 5.85%
$0
$4.28 Billion 1.42% of portfolio
143,734
Q2 2025 Reduced 0.32%
Nucor Corp
-
$3.59 Billion 1.19% of portfolio
-
Q2 2025 Reduced 0.6%
$611B
$3.26 Billion 1.08% of portfolio
6,719
Q2 2025 Reduced 0.49%
$0
$2.93 Billion 0.97% of portfolio
99,350
Q2 2025 Added 85.77%
$0
$2.58 Billion 0.86% of portfolio
85,633
Q2 2025 Added 7.1%
$0
$2.32 Billion 0.77% of portfolio
37,249
Q2 2025 Reduced 7.21%
$422B
$2.18 Billion 0.72% of portfolio
3
Q4 2024 New
$0
$2.05 Billion 0.68% of portfolio
11,618
Q1 2025 Added 298.15%
Dimensional Etftrust
-
$1.47 Billion 0.49% of portfolio
-
Q2 2025 Reduced 0.07%
$0
$1.46 Billion 0.48% of portfolio
31,076
Q2 2025 Added 31.73%
$0
$1.24 Billion 0.41% of portfolio
19,596
Q2 2025 Reduced 2.07%
$3.91T
$1.15 Billion 0.38% of portfolio
2,304
Q2 2025 Added 1.81%
$0
$1.06 Billion 0.35% of portfolio
24,802
Q2 2025 Added 4.89%
$3.43T
$952 Million 0.32% of portfolio
4,747
Q2 2025 Added 1.82%
$139B
$975 Million 0.32% of portfolio
4,232
Q2 2025 Added 0.12%
$2.26T
$834 Million 0.28% of portfolio
3,789
Q2 2025 Added 0.66%
$0
$789 Million 0.26% of portfolio
9,879
Q2 2025 Added 0.05%
$353B
$620 Million 0.21% of portfolio
4,510
Q2 2025 Reduced 9.94%
$226B
$517 Million 0.17% of portfolio
1,331
Q2 2025 Added 0.15%
$0
$486 Million 0.16% of portfolio
4,834
Q2 2025 Added 0.31%
$226B
$489 Million 0.16% of portfolio
1,676
Q2 2025 Added 0.06%
$0
$490 Million 0.16% of portfolio
2,513
Q1 2025 New
$0
$442 Million 0.15% of portfolio
13,445
Q2 2025 Reduced 15.66%
$0
$368 Million 0.12% of portfolio
7,054
Q4 2024 New
$114B
$312 Million 0.1% of portfolio
676
Q2 2025 Added 0.15%
$0
$308 Million 0.1% of portfolio
1,948
Q1 2025 Added 4.0%
$295B
$280 Million 0.09% of portfolio
3,491
Q2 2025 Added 0.34%
$229B
$255 Million 0.08% of portfolio
1,753
Q2 2025 Added 0.29%
$0
$249 Million 0.08% of portfolio
5,035
Q1 2025 New
Fidelity Wise Origin
-
$209 Million 0.07% of portfolio
-
Q2 2025 Reduced 23.94%
$0
$201 Million 0.07% of portfolio
2,561
Q1 2025 New
$44.3B
$167 Million 0.06% of portfolio
15,479
Q2 2025 Added 0.49%

Summary

  • Portfolio
  • No. of Stocks 51
  • Current Value $302 Billion
  • Prior Value $277 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 04, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 0 stocks
  • Additional Purchases 26 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 17 stocks
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