McMill Wealth Management reported 61 holdings worth US$417M as of Jun 30, 2026 (Form 13F/A)
As of Jun 30, 2026 · Filed Aug 17, 2026
McMill Wealth Management reported 61 holdings worth US$417M as of Jun 30, 2026. Largest: Berkshire Hathaway Inc., Nucor Corporation and Caterpillar, Inc. Filed Aug 17, 2026 (Form 13F/A).
- Holdings
- 61
- Value as reported
- US$417M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Berkshire Hathaway Inc. | 9.76M | US$3.26B | 782.8% |
| Nucor Corporation | 6,591 | US$1.47M | 0.35% |
| Caterpillar, Inc. | 1,331 | US$1.42M | 0.34% |
| Apple Inc | 4,658 | US$1.35M | 0.32% |
| Union Pacific Corporation | 4,231 | US$1.15M | 0.28% |
| Amazon.com, Inc. | 4,005 | US$955K | 0.23% |
| Microsoft Corp. | 2,296 | US$856K | 0.21% |
| Palantir Technologies Inc. | 4,015 | US$468K | 0.11% |
| Mcdonald's Corporation | 1,676 | US$453K | 0.11% |
| Lockheed Martin Corporation | 676 | US$344K | 0.08% |
| Rtx Corporation | 1,753 | US$333K | 0.08% |
| Wells Fargo & Company | 3,491 | US$288K | 0.07% |
| Tesla, Inc. | 542 | US$228K | 0.05% |
| Ford Mtr Co Del | 15,489 | US$215K | 0.05% |
| Nvidia Corporation | 1,057 | US$211K | 0.05% |
| Exxon Mobil Corporation | 0 | US$0 | 0.00% |
| Northrop Grumman Corporation | 0 | US$0 | 0.00% |