• 13F History

McMill Wealth Management

13F Filings History

Latest 13F report
Q4 2024 - Feb 18, 2025
Value $
$247M
Signature - Title
Nate Raabe - Chief Compliance Officer
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 44 stock holdings with total value $247M as of Q4 2024. Top holdings included SPIB, SPLG, DFIV, AVUV, and DFAT.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 44 $247M $0 $0 SPIB, SPLG, DFIV, AVUV, DFAT 13F-HR 2/18/2025, 05:02 PM