Mills Wealth Advisors LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 27, 2026, for the 2025 Q4 period, Mills Wealth Advisors LLC held in its portfolio 70 assets valued at $253,557,969 (i.e. $253.56M).
The most valuable assets in the portfolio included: DIMENSIONAL ETF TRUST ($38.44M), VANGUARD MALVERN FDS ($33.30M), and VANGUARD MUN BD FDS ($25.50M).
The chart below shows the top 10 valuable assets, and the table below shows the top 70 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Mills Wealth Advisors LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| DIMENSIONAL ETF TRUST | 970963 | 38440416 | US CORE EQUITY 2 |
| VANGUARD MALVERN FDS | 427507 | 33300633 | CORE BD ETF |
| VANGUARD MUN BD FDS | 337461 | 25501928 | CORE TAX EXEMPT |
| DIMENSIONAL ETF TRUST | 499923 | 19012074 | US HIGH PROFITAB |
| DIMENSIONAL ETF TRUST | 497943 | 17159125 | INTL CORE EQUITY |
| DIMENSIONAL ETF TRUST | 387374 | 12266190 | INTL HIGH PROFIT |
| DIMENSIONAL ETF TRUST | 313769 | 10379484 | EMERGING MKTS CO |
| VANGUARD MUN BD FDS | 76701 | 5863791 | SHORT TAX EXEMPT |
| DIMENSIONAL ETF TRUST | 148849 | 5656259 | INTL SMALL CAP V |
| DIMENSIONAL ETF TRUST | 166743 | 5625924 | EMERGING MKTS VA |
| DIMENSIONAL ETF TRUST | 90726 | 5401836 | US TARGETED VLU |
| ST JOE CO | 89823 | 5332792 | COM |
| DIMENSIONAL ETF TRUST | 107739 | 5166094 | SHORT DURATION F |
| VANGUARD BD INDEX FDS | 56563 | 4457710 | SHORT TRM BOND |
| DIMENSIONAL ETF TRUST | 115275 | 3943550 | US LARGE CAP VAL |
| WORLD GOLD TR | 43029 | 3673386 | SPDR GLD MINIS |
| J P MORGAN EXCHANGE TRADED | 69474 | 3538994 | ULTRA SHT MUNCPL |
| J P MORGAN EXCHANGE TRADED | 64873 | 3281905 | ULTRA SHRT ETF |
| DIMENSIONAL ETF TRUST | 51435 | 3112846 | EMERGING MRKTETS |
| J P MORGAN EXCHANGE TRADED | 57725 | 2915113 | MUNICIPAL ETF |
| ALPS ETF TR | 55154 | 2593356 | ALERIAN MLP |
| VANGUARD INSTL INDEX FD | 28406 | 2142665 | 0-3 MO TREAS BIL |
| SPDR SERIES TRUST | 22329 | 2040424 | STATE STREET SPD |
| VANGUARD INDEX FDS | 5483 | 1838239 | TOTAL STK MKT |
| DIMENSIONAL ETF TRUST | 56972 | 1837354 | EMERGING MKTS HI |
| INVESTMENT MANAGERS SER TR | 49031 | 1819050 | FPA GBL EQTY ETF |
| DIMENSIONAL ETF TRUST | 25088 | 1747883 | US SMALL CAP ETF |
| DIMENSIONAL ETF TRUST | 34419 | 1657974 | NATL MUN BD ETF |
| VANGUARD MALVERN FDS | 18146 | 1387775 | SHORT DURATION B |
| TEMPLETON EMERGING MKTS | 214944 | 1385932 | COM |
| ISHARES TR | 13043 | 1309256 | 0-3 MNTH TREASRY |
| FIDELITY WISE ORIGIN | 15503 | 1181794 | SHS |
| DIMENSIONAL ETF TRUST | 26412 | 1147082 | US SUSTAINABILTY |
| DIMENSIONAL ETF TRUST | 22605 | 1127995 | INTERNATNAL VAL |
| DIMENSIONAL ETF TRUST | 24916 | 1060443 | CORE FIXED INCOM |
| GENERAL MTRS CO | 12957 | 1053663 | COM |
| DIMENSIONAL ETF TRUST | 13865 | 1025733 | WORLD EQUITY ETF |
| GRAYSCALE BITCOIN TRUST ETF | 14315 | 978573 | SHS REP COM UT |
| AMERICAN CENTY ETF TR | 15337 | 957182 | AVANTIS EMERGING |
| GLOBAL X FDS | 18055 | 874043 | GLBL X MLP ETF |
| VANGUARD INDEX FDS | 1193 | 748420 | S&P 500 ETF SHS |
| VANGUARD BD INDEX FDS | 12922 | 644017 | VANGUARD ULTRA |
| LOWES COS INC | 2090 | 504033 | COM |
| MICROSOFT CORP | 1033 | 499716 | COM |
| ALPHABET INC | 1555 | 488097 | CAP STK CL C |
| EXXON MOBIL CORP | 3994 | 480654 | COM |
| WILLIAMS COS INC | 7908 | 475341 | COM |
| BERKSHIRE HATHAWAY INC DEL | 831 | 417702 | CL B NEW |
| RANGE RES CORP | 11436 | 403233 | COM |
| MARKEL GROUP INC | 186 | 399835 | COM |
| EA SERIES TRUST | 7531 | 386131 | FREEDOM 100 EM |
| LOCKHEED MARTIN CORP | 744 | 359952 | COM |
| MCDONALDS CORP | 1172 | 358198 | COM |
| APPLE INC | 1154 | 313830 | COM |
| DIMENSIONAL ETF TRUST | 6886 | 295027 | INTERNATIONAL |
| ALPHABET INC | 895 | 280143 | CAP STK CL A |
| JAPAN SMALLER | 24818 | 274989 | COM |
| AT&T INC | 10889 | 270494 | COM |
| HOME DEPOT INC | 747 | 257043 | COM |
| VANGUARD WORLD FD | 337 | 253703 | INF TECH ETF |
| AMAZON COM INC | 1069 | 246754 | COM |
| ABBVIE INC | 1034 | 236259 | COM |
| ISHARES INC | 3204 | 232857 | MSCI EMRG CHN |
| DIMENSIONAL ETF TRUST | 6857 | 225527 | US SMALL CAP VAL |
| DIMENSIONAL ETF TRUST | 5421 | 224858 | EMERGING MARKETS |
| 2023 ETF SERIES TRUST | 5597 | 224664 | BRANDES INTERNAT |
| ORACLE CORP | 1144 | 222977 | COM |
| ADVISOR MANAGED PORTFOLIOS | 6700 | 222349 | MILLER VALUE PAR |
| CISCO SYS INC | 2749 | 211755 | COM |
| GRAYSCALE BITCOIN MINI TR | 5240 | 202945 | SHS NEW |
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