Mc Mill Wealth Management Portfolio Holdings

Mc Mill Wealth Management

  • $351 Billion
  • Q3 2025

Mc Mill Wealth Management has filed its 13F form on November 07, 2025 for Q3 2025 where it was disclosed a total value porftolio of $351 Billion distributed in 55 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio Intermediate Te with a value of $62.4B, Dimensional ETF Tr Us Marketwi with a value of $31.9B, American Centy ETF Tr Avantis with a value of $26B, Spdr Portfolio S&P 500 ETF (Ma with a value of $24B, and Dimensional ETF Tr with a value of $22.6B.

Examining the 13F form we can see an increase of $49.1B in the current position value, from $302B to 351B.

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 $351 Billion
ETFs: $278 Billion
Financial Services: $5.89 Billion
Technology: $3.35 Billion
Industrials: $2.27 Billion
Consumer Cyclical: $1.76 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$62.4 Billion 17.78% of portfolio
1,840,937
Q3 2025 Added 9.11%
$0
$31.9 Billion 9.09% of portfolio
713,540
Q3 2025 New
$0
$26 Billion 7.4% of portfolio
260,851
Q3 2025 Added 15.53%
$0
$24 Billion 6.83% of portfolio
305,874
Q3 2025 Reduced 2.28%
$0
$22.6 Billion 6.45% of portfolio
490,863
Q3 2025 Reduced 0.18%
$0
$19.9 Billion 5.67% of portfolio
274,518
Q3 2025 Added 0.59%
$0
$18.4 Billion 5.25% of portfolio
254,978
Q3 2025 Added 35.43%
Dimensional Etftrust
-
$18.4 Billion 5.24% of portfolio
-
Q3 2025 Added 2.24%
$0
$16.5 Billion 4.69% of portfolio
282,820
Q3 2025 Reduced 1.31%
$0
$16.1 Billion 4.58% of portfolio
180,531
Q3 2025 Reduced 1.81%
Dimensional Etftrust
-
$10.6 Billion 3.03% of portfolio
-
Q3 2025 Added 20.59%
$0
$8.88 Billion 2.53% of portfolio
13,271
Q3 2025 Reduced 0.46%
$0
$7.61 Billion 2.17% of portfolio
95,214
Q3 2025 Reduced 0.29%
$0
$6.88 Billion 1.96% of portfolio
218,250
Q3 2025 Added 0.17%
Dimensional Etftrust
-
$5.3 Billion 1.51% of portfolio
-
Q3 2025 Added 10.67%
$0
$4.86 Billion 1.38% of portfolio
187,944
Q3 2025 Reduced 0.1%
$0
$4.59 Billion 1.31% of portfolio
145,160
Q3 2025 Added 0.99%
$0
$4.51 Billion 1.28% of portfolio
53,583
Q3 2025 Reduced 0.55%
$0
$3.74 Billion 1.07% of portfolio
117,458
Q3 2025 Added 18.23%
$662B
$3.33 Billion 0.95% of portfolio
6,629
Q3 2025 Reduced 1.34%
$0
$2.99 Billion 0.85% of portfolio
98,782
Q3 2025 Added 15.36%
$0
$2.48 Billion 0.71% of portfolio
36,837
Q3 2025 Reduced 1.11%
$453B
$2.26 Billion 0.64% of portfolio
3
Q4 2024 New
$0
$2.17 Billion 0.62% of portfolio
11,618
Q1 2025 Added 298.15%
Nucor Corp
-
$1.92 Billion 0.55% of portfolio
-
Q3 2025 Reduced 48.61%
Dimensional Etftrust
-
$1.65 Billion 0.47% of portfolio
-
Q3 2025 Added 5.29%
$0
$1.65 Billion 0.47% of portfolio
34,895
Q3 2025 Added 12.29%
$0
$1.33 Billion 0.38% of portfolio
19,596
Q2 2025 Reduced 2.07%
$3.78T
$1.19 Billion 0.34% of portfolio
2,304
Q2 2025 Added 1.81%
$4.3T
$1.21 Billion 0.34% of portfolio
4,747
Q2 2025 Added 1.82%
$0
$1.13 Billion 0.32% of portfolio
24,349
Q3 2025 Reduced 1.83%
$136B
$1 Billion 0.28% of portfolio
4,231
Q3 2025 Reduced 0.02%
$0
$872 Million 0.25% of portfolio
9,831
Q3 2025 Reduced 0.49%
$2.39T
$834 Million 0.24% of portfolio
3,797
Q3 2025 Added 0.21%
$342B
$732 Million 0.21% of portfolio
4,010
Q3 2025 Reduced 11.09%
$291B
$635 Million 0.18% of portfolio
1,331
Q2 2025 Added 0.15%
$0
$524 Million 0.15% of portfolio
2,513
Q1 2025 New
$224B
$509 Million 0.15% of portfolio
1,676
Q2 2025 Added 0.06%
$0
$527 Million 0.15% of portfolio
4,844
Q3 2025 Added 0.21%
Alpha Architect 1 3 Month Box ETF
-
$414 Million 0.12% of portfolio
-
Q3 2025 New
$0
$395 Million 0.11% of portfolio
11,054
Q3 2025 Reduced 17.78%
$0
$390 Million 0.11% of portfolio
7,054
Q4 2024 New
$123B
$337 Million 0.1% of portfolio
676
Q2 2025 Added 0.15%
$0
$344 Million 0.1% of portfolio
1,948
Q1 2025 Added 4.0%
$317B
$293 Million 0.08% of portfolio
3,491
Q2 2025 Added 0.34%
$258B
$293 Million 0.08% of portfolio
1,753
Q2 2025 Added 0.29%
$0
$273 Million 0.08% of portfolio
5,035
Q1 2025 New
$0
$248 Million 0.07% of portfolio
7,778
Q3 2025 New
$1.29T
$234 Million 0.07% of portfolio
527
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 55
  • Current Value $351 Billion
  • Prior Value $302 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 07, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 6 stocks
  • Additional Purchases 17 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 17 stocks
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