13F Filings History of McMill Wealth Management

Latest 13F report
Q4 2025 - 23 Feb 2026
Value $
$355,667,631
Signature - Title
Nate Raabe - CCO
Location
Norfolk, NE
Summary
This page shows a list of all the recent 13F filings made by McMill Wealth Management. Form 13F is required to be filed within 45 days of the end of a calendar quarter. McMill Wealth Management reported 59 stock holdings with total value $355,667,631 as of Q4 2025. Top holdings included SPIB, AVUV, DFIV, SPYM, and AVLV.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 59 $355,667,631 +$14,470,141 -$18,905,564 -$4,435,423 SPIB, AVUV, DFIV, SPYM, AVLV 13F-HR 23 Feb 2026, 14:04
Q3 2025 55 $350,770,850 +$50,884,199 -$19,225,602 +$31,658,597 SPIB, DFUV, AVUV, SPLG, DFIV 13F-HR 07 Nov 2025, 12:18
Q3 2025 55 $350,770,850 +$50,884,199 -$19,225,602 +$31,658,597 SPIB, DFUV, AVUV, SPLG, DFIV 13F-HR 07 Nov 2025, 09:29
Q2 2025 50 $301,890,317 +$12,588,683 -$3,738,694 +$8,849,989 SPIB, SPLG, DFIV, AVUV, DFUS 13F-HR 04 Aug 2025, 09:12
Q1 2025 50 $277,418,027 +$33,624,632 -$1,986,615 +$31,638,017 SPIB, SPLG, DFIV, AVUV, DFUS 13F-HR 09 May 2025, 14:15
Q4 2024 44 $246,980,310 $0 $0 $0 SPIB, SPLG, DFIV, AVUV, DFAT 13F-HR 18 Feb 2025, 17:02