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CIK: 0002029294
Total reported value
$317.6M
$317.6M
71 檔
38.6%
As reported in its official Q3 2025 Form 13F filing, Mills Wealth Advisors LLC's tracked investment portfolio stood at $317.6M with 71 total positions.
In Q3 2025, Mills Wealth Advisors LLC displayed an active expansion posture, initiating 12 new positions and adding to 24 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 14.65% | +1.02% | +1.96% | |
| 2 | VCRB | Vanguard Core Bond ETF | ETF-Other | 12.71% | +0.17% | +2.69% | |
| 3 | VCRM | Vanguard Core Tax-ex Bond | ETF-Other | 9.16% | +0.37% | +3.98% | |
| 4 | DUHP | Dimensional US High Profi Et | ETF-Other | 7.16% | +0.07% | +3.02% | |
| 5 | DFIC | Dimensional International Co | ETF-Other | 6.21% | -0.07% | +5.11% | |
| 6 | DIHP | Dimensional International Hi | ETF-Other | 4.56% | -0.01% | +4.08% | |
| 7 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 4.13% | +0.19% | +0.73% | |
| 8 | VBIL | Vanguard 0-3m T-bill ETF | ETF-Other | 3.00% | -0.68% | +676.90% | |
| 9 | VSDM | Vanguard Short Tax-ex Bond | ETF-Other | 2.38% | -0.55% | +28.33% | |
| 10 | DFSD | Dimensional Short Duration | ETF-Other | 2.17% | -0.13% | +24.32% | |
| 11 | DISV | Dimensional International Sm | ETF-Other | 2.08% | -0.11% | +2.01% | |
| 12 | DFEV | Dimensional Emrg Mrkt Val | ETF-Other | 2.06% | +0.43% | +5.63% | |
| 13 | DFAT | Dimensional US Target Value | ETF-Other | 2.00% | +0.13% | +4.60% | |
| 14 | JMST | JPM Ultra-short Muni Income | ETF-Other | 1.97% | -0.64% | EXIT | |
| 15 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.89% | -0.02% | -1.61% | |
| 16 | JOE | St Joe Co/the | Stock-Other | 1.81% | -0.23% | +1.71% | |
| 17 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 1.48% | +0.26% | +8.08% | |
| 18 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 1.43% | — | -15.06% | |
| 19 | AMLP | Alerian Mlp ETF | ETF-Other | 1.31% | -0.20% | +5.63% | |
| 20 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 1.29% | -0.30% | +0.74% | |
| 21 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 1.27% | -0.16% | +282.29% | |
| 22 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 1.26% | -0.75% | EXIT | |
| 23 | DEXC | Dimensional Em Ex Cce ETF | ETF-Other | 1.00% | +0.18% | +16.58% | |
| 24 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.73% | -0.05% | -0.92% | |
| 25 | DFNM | Dimensional National Muni Bd | ETF-Other | 0.68% | +0.33% | -3.16% | |
| 26 | DEHP | Dimensional Emrg Mrk Hi Prof | ETF-Other | 0.65% | +0.08% | +5.88% | |
| 27 | FBTC | Fidelity Wise Origin Bitcoin | ETF-Crypto | 0.65% | -0.05% | +2.66% | |
| 28 | FPAG | Fpa Global Equity ETF New | ETF-Other | 0.61% | -0.04% | +31.64% | |
| 29 | TEI | Templeton Emrg Mkts Inc | Stock-Other | 0.56% | -0.03% | -1.42% | |
| 30 | BILS | Ss Spdrb B 3-12m T-bill ETF | ETF-Other | 0.56% | — | — | |
| 31 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.56% | +0.10% | +23.98% | |
| 32 | GBTC | Grayscale Bitcoin Trust ETF | ETF-Crypto | 0.52% | -0.06% | -0.08% | |
| 33 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 0.51% | -0.14% | -3.25% | |
| 34 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 0.45% | +0.06% | — | |
| 35 | DFIV | Dimensional International Va | ETF-Other | 0.43% | -0.04% | — | |
| 36 | AVEE | Avantis Em Mkt Sm Cap Eq ETF | ETF-Other | 0.42% | — | -5.26% | |
| 37 | VSDB | Vanguard Short Dur Bond ETF | ETF-Other | 0.35% | -0.11% | +173.65% | |
| 38 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 0.34% | -0.16% | EXIT | |
| 39 | DFAW | Dimensional World Eqty ETF | ETF-Other | 0.31% | +0.05% | +17.51% | |
| 40 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.30% | +0.02% | -0.82% | |
| 41 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.28% | -0.68% | EXIT | |
| 42 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.26% | -0.03% | +76.47% | |
| 43 | MSFT | Microsoft CORP | Stock-Tech | 0.22% | -0.01% | -0.10% | |
| 44 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.21% | -0.03% | — | |
| 45 | WMB | Williams Cos Inc | Stock-Energy | 0.21% | +0.05% | +10.24% | |
| 46 | MVPA | Miller Value Partners App | ETF-Other | 0.19% | — | -30.09% | |
| 47 | RRC | Range Resources CORP | Stock-Energy | 0.19% | — | — | |
| 48 | MKL | Markel Group Inc | Stock-Financials | 0.19% | -0.01% | — | |
| 49 | XOM | Exxon Mobil CORP | Stock-Energy | 0.18% | -0.30% | — | |
| 50 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.17% | +0.06% | +0.61% |
According to official SEC Form 13F filings, Mills Wealth Advisors LLC reported a total U.S. public equity portfolio value of $317.6M across 71 disclosed positions in Q3 2025.
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In terms of portfolio concentration, the top 5 core holdings (including DFAC, VCRB, VCRM) accounted for 38.6% of total reported equity market value during Q3 2025.
Top New Position Initiated
BILS
市值: $1.4M
Top Position Liquidated / Trimmed
DUSB
前期市值: $1.1M
During Q3 2025, Mills Wealth Advisors LLC's top holdings by market value included DFAC (14.7%)、VCRB (12.7%)、VCRM (9.2%). The largest single position, DFAC, represented 14.7% of total portfolio value.
In Q3 2025, Mills Wealth Advisors LLC made 50 total portfolio adjustments, initiating 12 new buys, adding to 24 positions, trimming 10 holdings, and fully liquidating 4 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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