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Mcmill Wealth Management
McMill Wealth Management, part of McMill CPA and Advisors, is a fee-only registered investment advisor headquartered in Norfolk, Nebraska. Founded in December 1978, the firm is registered with the SEC since April 2005. The team features professionals with CPA credentials and provides comprehensive wealth management services, including investment advisory, financial planning, tax strategy, estate planning, and retirement plan services, primarily for individuals, families, and retirement plans. The firm employs an integrated approach that merges financial planning with tax and estate considerations, focusing on the complete financial picture for clients.
Investment Strategy
McMill Wealth Management utilizes a long-term, passive asset class investment strategy rooted in Modern Portfolio Theory. The firm designs globally diversified portfolios primarily using passively managed, institutionally available mutual funds. Emphasizing tax efficiency, the approach avoids market timing and stock picking, focusing instead on asset allocation, risk tolerance, and client-specific objectives. The philosophy is to align with academic research and the science of investing, regularly rebalancing portfolios and integrating investment decisions with tax and estate planning. Portfolios are constructed to be robust through market cycles using broadly diversified holdings.
Latest 13F Filing Activity
Mcmill Wealth Management filed their most recent 13F report on Jun 30, 2025 disclosing 47 equity positions with a total 13F market value of $302M. The fund increased holdings in American Centy Etf TR, SPDR Ser TR, Dimensional Etftrust among other positions. Mcmill Wealth Management reduced exposure to Vanguardscottsdale FDS, Berkshire Hathaway Inc. CL B, Berkshire Hathaway Inc-del CL A among others.
Top Holdings
Equity Positions (47)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPIB | SPDR SER TR | 18.77% | $56.7M | 1,687,157 | $32.82 | $33.58 | +$3.3M |
S SPLG | SPDR SER TR | 7.52% | $22.7M | 312,997 | $68.77 | $72.69 | +$1.9M |
D DFIV | DIMENSIONAL ETFTRUST | 6.97% | $21.0M | 491,759 | $35.85 | $42.83 | +$1.4M |
A AVUV | AMERICAN CENTY ETF TR | 6.83% | $20.6M | 225,789 | $94.18 | $91.10 | +$4.0M |
D DFUS | DIMENSIONAL ETFTRUST | 6.05% | $18.3M | 272,920 | $62.98 | $67.02 | +$2.2M |
Industry Allocation
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