13F Institutional Holdings
McMill Wealth Management IIR Report | ThinkSabio - Stocks Simplified
Aug 15, 2026 · ThinkSabio Blog
McMill Wealth Management – Q2 2026 PF Holdings
AUM: $2.38T
NEWLY BOUGHT Top-25: #BOXX #TSLA #NVDA #ROBO #USB #REET
INCREASED Top-25: #BRK.A #IVV #RWR #AVLV #AVDV #XNTK #CAT #BRK.B #NOC #VCIT #VCSH #VTV #AAPL #MSFT #SPYG #MGK #UNP #AMZN #AVIV #LMT #XME #VBR #MCD #AVSF #EFV
SOLD-OFF Top-15: #VCLT #NUE #XOM
Positive Returns (YTD): #NUE:+59% #XOM:+31%
Negative Returns (YTD): #VCLT:-5%
Note:
- Newly bought + Increased + Reduced + Sold-Off – highest invested first
- Descending order based on Q2 net investment value
- Returns are presented on a YTD basis
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