McMill Wealth Management reported 19 positions worth $16.92M for the quarter ended Sep 30, 2026. Its largest holding is Berkshire Hathaway Inc at 19.6% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | BRK-B Berkshire Hathaway Inc | Financial Services | 6,673 | $3.32M | 19.63% | – | – | – | 0% |
| 2 | BRK-A Berkshire Hathaway Inc | Financial Services | 3 | $2.24M | 13.24% | – | – | – | 0% |
| 3 | AAPL Apple Inc. | Technology | 4,660 | $1.55M | 9.17% | – | – | – | 0% |
| 4 | NUE Nucor Corp | Basic Materials | 6,591 | $1.54M | 9.1% | – | – | – | 0% |
| 5 | MSFT Microsoft Corp | Technology | 2,661 | $1.36M | 8.06% | – | – | – | 0% |
| 6 | UNP Union Pacific Corp | Industrials | 4,231 | $1.15M | 6.8% | – | – | – | 0% |
| 7 | CAT Caterpillar Inc | Industrials | 1,330 | $1.08M | 6.37% | – | – | – | 0% |
| 8 | AMZN Amazon Com Inc | Consumer Discretionary | 4,005 | $997.85K | 5.9% | – | – | – | 0% |
| 9 | PLTR Palantir Technologies Inc. | Technology | 4,015 | $751.01K | 4.44% | – | – | – | 0% |
| 10 | AVGO Broadcom Inc. | Technology | 1,386 | $486.75K | 2.88% | – | – | – | 0% |
| 11 | MCD Mcdonalds Corp | Consumer Discretionary | 1,676 | $387.06K | 2.29% | – | – | – | 0% |
| 12 | LMT Lockheed Martin Corp | Industrials | 676 | $344.25K | 2.03% | – | – | – | 0% |
| 13 | RTX RTX Corp | Industrials | 1,753 | $325.44K | 1.92% | – | – | – | 0% |
| 14 | WFC Wells Fargo & Company | Financial Services | 3,562 | $285.14K | 1.68% | – | – | – | 0% |
| 15 | GOOGL Alphabet Inc. | Technology | 727 | $250.15K | 1.48% | – | – | – | 0% |
Tip. Select a row to see that position’s full history at McMill Wealth Management.
As of its Q3 2026 13F filing, McMill Wealth Management’s five largest positions were Berkshire Hathaway Inc (BRK-B) at 19.6%, Berkshire Hathaway Inc (BRK-A) at 13.2%, Apple Inc. (AAPL) at 9.2%, Nucor Corp (NUE) at 9.1%, Microsoft Corp (MSFT) at 8.1% of the reported portfolio.
McMill Wealth Management reported a 13F portfolio worth $16.92M across 19 positions for Q3 2026.
From the Form 13F-HR reports McMill Wealth Management files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.