McMill Wealth Management
$417M
17
3.8%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 BRK.A | $3.26M | 0.78% | Not reported | Not reported | Q4 2024 |
 AVIV | $2.56M | 0.61% | 0.07% | Not reported | Q4 2024 |
| BRK.B | $2.25M | 0.54% | Not reported | Not reported | Q4 2024 |
 NUE | $1.47M | 0.35% | 0.00% | Not reported | Q4 2024 |
 CAT | $1.42M | 0.34% | 0.00% | Not reported | Q4 2024 |
 AAPL | $1.35M | 0.32% | 0.00% | Not reported | Q4 2024 |
 UNP | $1.15M | 0.28% | 0.00% | Not reported | Q4 2024 |
 AMZN | $955K | 0.23% | 0.00% | Not reported | Q4 2024 |
 MSFT | $856K | 0.21% | 0.00% | Not reported | Q4 2024 |
 PLTR | $468K | 0.11% | 0.00% | Not reported | Q4 2024 |
 MCD | $453K | 0.11% | 0.00% | Not reported | Q1 2025 |
 LMT | $344K | 0.08% | 0.00% | Not reported | Q4 2024 |
 RTX | $333K | 0.08% | 0.00% | Not reported | Q4 2024 |
 WFC | $288K | 0.07% | 0.00% | Not reported | Q4 2024 |
 TSLA | $228K | 0.05% | 0.00% | Not reported | Q4 2025 |
 F | $215K | 0.05% | 0.00% | Not reported | Q1 2025 |
 NVDA | $211K | 0.05% | 0.00% | Not reported | Q4 2025 |
| Q4 2025 | |||||
 SPAB | $4.7M | 1.32% | Not reported | Not reported | Q4 2024 |
| BRK.B | $3.27M | 0.92% | Not reported | Not reported | Q4 2024 |
| AVIV | $2.57M | 0.72% | 0.07% | Not reported | Q4 2024 |
| BRK.A | $2.26M | 0.64% | Not reported | Not reported | Q4 2024 |
| NUE | $2.23M | 0.63% | 0.01% | Not reported | Q4 2024 |
| AAPL | $1.29M | 0.36% | 0.00% | Not reported | Q4 2024 |
| MSFT | $1.11M | 0.31% | 0.00% | Not reported | Q4 2024 |
| UNP | $979K | 0.28% | 0.00% | Not reported | Q4 2024 |
| AMZN | $880K | 0.25% | 0.00% | Not reported | Q4 2024 |
| CAT | $762K | 0.21% | 0.00% | Not reported | Q4 2024 |
| PLTR | $713K | 0.20% | 0.00% | Not reported | Q4 2024 |
| MCD | $512K | 0.14% | 0.00% | Not reported | Q1 2025 |
 FBTC | $410K | 0.12% | 0.00% | Not reported | Q1 2025 |
| LMT | $327K | 0.09% | 0.00% | Not reported | Q4 2024 |
| WFC | $325K | 0.09% | 0.00% | Not reported | Q4 2024 |
| RTX | $322K | 0.09% | 0.00% | Not reported | Q4 2024 |
| TSLA | $237K | 0.07% | 0.00% | New | Q4 2025 |
| NVDA | $220K | 0.06% | 0.00% | New | Q4 2025 |
| F | $203K | 0.06% | 0.00% | Not reported | Q1 2025 |
 BSVN | $202K | 0.06% | 0.03% | Not reported | Q1 2025 |
| Q1 2025 | |||||
| SPAB | $4.91M | 1.77% | Not reported | -7.1% | Q4 2024 |
| BRK.B | $3.6M | 1.30% | Not reported | +29.4% | Q4 2024 |
| NUE | $3.34M | 1.20% | 0.01% | +3.5% | Q4 2024 |
| BRK.A | $2.4M | 0.86% | Not reported | Not reported | Q4 2024 |
| AVIV | $2.28M | 0.82% | 0.08% | +2.7% | Q4 2024 |
| AAPL | $1.04M | 0.37% | 0.00% | +2.0% | Q4 2024 |
| UNP | $999K | 0.36% | 0.00% | +0.2% | Q4 2024 |
| MSFT | $850K | 0.31% | 0.00% | -11.5% | Q4 2024 |
| AMZN | $716K | 0.26% | 0.00% | +3.6% | Q4 2024 |
| MCD | $523K | 0.19% | 0.00% | New | Q1 2025 |
| CAT | $438K | 0.16% | 0.00% | +1.4% | Q4 2024 |
| PLTR | $423K | 0.15% | 0.00% | -3.2% | Q4 2024 |
| LMT | $302K | 0.11% | 0.00% | +0.5% | Q4 2024 |
| WFC | $250K | 0.09% | 0.00% | +0.9% | Q4 2024 |
| RTX | $232K | 0.08% | 0.00% | +0.7% | Q4 2024 |
| FBTC | $211K | 0.08% | 0.00% | New | Q1 2025 |
| BSVN | $200K | 0.07% | 0.03% | New | Q1 2025 |
| F | $154K | 0.06% | 0.00% | New | Q1 2025 |
| Q4 2024 | |||||
| SPAB | $5.17M | 2.09% | Not reported | New | Q4 2024 |
| NUE | $3.13M | 1.27% | 0.01% | New | Q4 2024 |
| BRK.B | $2.36M | 0.96% | Not reported | New | Q4 2024 |
| BRK.A | $2.04M | 0.83% | Not reported | New | Q4 2024 |
| AVIV | $2.03M | 0.82% | 0.08% | New | Q4 2024 |
| AAPL | $1.14M | 0.46% | 0.00% | New | Q4 2024 |
| MSFT | $1.08M | 0.44% | 0.00% | New | Q4 2024 |
| UNP | $962K | 0.39% | 0.00% | New | Q4 2024 |
| AMZN | $797K | 0.32% | 0.00% | New | Q4 2024 |
| CAT | $476K | 0.19% | 0.00% | New | Q4 2024 |
| PLTR | $391K | 0.16% | 0.00% | New | Q4 2024 |
| LMT | $327K | 0.13% | 0.00% | New | Q4 2024 |
| WFC | $242K | 0.10% | 0.00% | New | Q4 2024 |
| RTX | $201K | 0.08% | 0.00% | New | Q4 2024 |