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MCMILL WEALTH MANAGEMENT 13F portfolio summary

MCMILL WEALTH MANAGEMENT of MCMILL WEALTH MANAGEMENT has 37 current stock holdings with a reported portfolio value of $376.1M. The portfolio 1 year return is +14.83%. Top holdings include XNTK (0.00%), VCIT (0.00%), VCSH (0.00%), SPYG (0.00%), RWR (21.16%).

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MCMILL WEALTH MANAGEMENT

MCMILL WEALTH MANAGEMENT
Latest filing: 2026-03-31

MCMILL WEALTH MANAGEMENT runs MCMILL WEALTH MANAGEMENT and currently holds 37 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $376.12M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. MCMILL WEALTH MANAGEMENT ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, MCMILL WEALTH MANAGEMENT's portfolio at MCMILL WEALTH MANAGEMENT has delivered returns of +14.83%. Their 3-year annualized return is +14.27%. Looking at the 5-year horizon, MCMILL WEALTH MANAGEMENT has achieved +14.27% annualized returns at MCMILL WEALTH MANAGEMENT.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+14.83%
#0/1000
3 Year
+14.27%
#0/1000
5 Year
+14.27%
#0/1000

Portfolio Value

$376.12M

Alpha Score

13.0

#0 of 1000

Holdings

37

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change