Mills Wealth Advisors LLC
CIK: 0002029294SEC EDGAR →
Portfolio Value
$253.6M
Holdings
70
As of
Q4 2025
New Positions
6
Closed Positions
3
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | 970,963 | $38.4M | 15.16% |
| 2 | VANGUARD MALVERN FDS | 427,507 | $33.3M | 13.13% |
| 3 | VANGUARD MUN BD FDS | 337,461 | $25.5M | 10.06% |
| 4 | DIMENSIONAL ETF TRUST | 499,923 | $19.0M | 7.50% |
| 5 | DIMENSIONAL ETF TRUST | 497,943 | $17.2M | 6.77% |
| 6 | DIMENSIONAL ETF TRUST | 387,374 | $12.3M | 4.84% |
| 7 | DIMENSIONAL ETF TRUST | 313,769 | $10.4M | 4.09% |
| 8 | VANGUARD MUN BD FDS | 76,701 | $5.9M | 2.31% |
| 9 | DIMENSIONAL ETF TRUST | 148,849 | $5.7M | 2.23% |
| 10 | DIMENSIONAL ETF TRUST | 166,743 | $5.6M | 2.22% |
Quarterly Changes
Top Buys
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 44 | $202.1M | 79.7% |
| Unknown | 4 | $33.2M | 13.1% |
| Technology | 8 | $7.5M | 3.0% |
| Real Estate | 1 | $5.3M | 2.1% |
| Consumer Cyclical | 5 | $2.4M | 1.0% |
| Energy | 3 | $1.4M | 0.5% |
| Communication Services | 3 | $1.0M | 0.4% |
| Industrials | 1 | $359K | 0.1% |
| Healthcare | 1 | $236K | 0.1% |