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CIK: 0002029294
Total reported value
$317.6M
$317.6M
70 檔
42.0%
At the close of Q4 2025, Mills Wealth Advisors LLC disclosed equity holdings valued at approximately $317.6M, spread across 70 reported holdings.
Mills Wealth Advisors LLC executed strategic sector rebalancing during Q4 2025, establishing 4 new positions while fully exiting 5 holdings and trimming 21 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 15.16% | +1.02% | +3.99% | |
| 2 | VCRB | Vanguard Core Bond ETF | ETF-Other | 13.13% | +0.17% | +7.34% | |
| 3 | VCRM | Vanguard Core Tax-ex Bond | ETF-Other | 10.06% | +0.37% | +12.74% | |
| 4 | DUHP | Dimensional US High Profi Et | ETF-Other | 7.50% | +0.07% | +7.21% | |
| 5 | DFIC | Dimensional International Co | ETF-Other | 6.77% | -0.07% | +7.05% | |
| 6 | DIHP | Dimensional International Hi | ETF-Other | 4.84% | -0.01% | +4.94% | |
| 7 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 4.09% | +0.19% | -1.00% | |
| 8 | VSDM | Vanguard Short Tax-ex Bond | ETF-Other | 2.31% | -0.55% | +0.49% | |
| 9 | DISV | Dimensional International Sm | ETF-Other | 2.23% | -0.11% | +4.03% | |
| 10 | DFEV | Dimensional Emrg Mrkt Val | ETF-Other | 2.22% | +0.43% | +4.80% | |
| 11 | DFAT | Dimensional US Target Value | ETF-Other | 2.13% | +0.13% | +7.43% | |
| 12 | JOE | St Joe Co/the | Stock-Other | 2.10% | -0.23% | -0.31% | |
| 13 | DFSD | Dimensional Short Duration | ETF-Other | 2.04% | -0.13% | -2.60% | |
| 14 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.76% | -0.02% | -3.67% | |
| 15 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 1.56% | +0.26% | +4.25% | |
| 16 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 1.45% | -0.30% | +3.93% | |
| 17 | JMST | JPM Ultra-short Muni Income | ETF-Other | 1.40% | -0.64% | EXIT | |
| 18 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 1.29% | — | -6.13% | |
| 19 | DEXC | Dimensional Em Ex Cce ETF | ETF-Other | 1.23% | +0.18% | +18.57% | |
| 20 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 1.15% | -0.75% | EXIT | |
| 21 | AMLP | Alerian Mlp ETF | ETF-Other | 1.02% | -0.20% | -19.35% | |
| 22 | VBIL | Vanguard 0-3m T-bill ETF | ETF-Other | 0.85% | -0.68% | -70.90% | |
| 23 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.80% | -0.68% | EXIT | |
| 24 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.72% | -0.05% | -2.26% | |
| 25 | DEHP | Dimensional Emrg Mrk Hi Prof | ETF-Other | 0.72% | +0.08% | +8.66% | |
| 26 | FPAG | Fpa Global Equity ETF New | ETF-Other | 0.72% | -0.04% | +16.48% | |
| 27 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.69% | +0.10% | +25.50% | |
| 28 | DFNM | Dimensional National Muni Bd | ETF-Other | 0.65% | +0.33% | -1.25% | |
| 29 | VSDB | Vanguard Short Dur Bond ETF | ETF-Other | 0.55% | -0.11% | +63.12% | |
| 30 | TEI | Templeton Emrg Mkts Inc | Stock-Other | 0.55% | -0.03% | -3.48% | |
| 31 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.52% | -0.16% | -57.98% | |
| 32 | FBTC | Fidelity Wise Origin Bitcoin | ETF-Crypto | 0.47% | -0.05% | -2.92% | |
| 33 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 0.45% | +0.06% | +1.97% | |
| 34 | DFIV | Dimensional International Va | ETF-Other | 0.44% | -0.04% | -0.95% | |
| 35 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 0.42% | -0.14% | -14.97% | |
| 36 | GM | General Motors Co | Stock-Consumer Disc | 0.42% | +0.06% | — | |
| 37 | DFAW | Dimensional World Eqty ETF | ETF-Other | 0.40% | +0.05% | +28.86% | |
| 38 | GBTC | Grayscale Bitcoin Trust ETF | ETF-Crypto | 0.39% | -0.06% | -0.22% | |
| 39 | AVEE | Avantis Em Mkt Sm Cap Eq ETF | ETF-Other | 0.38% | — | -4.35% | |
| 40 | MLPA | Global X Mlp ETF | ETF-Other | 0.34% | — | — | |
| 41 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.30% | +0.02% | -0.91% | |
| 42 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 0.25% | -0.16% | EXIT | |
| 43 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.20% | -0.03% | — | |
| 44 | MSFT | Microsoft CORP | Stock-Tech | 0.20% | -0.01% | +0.29% | |
| 45 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.19% | +0.01% | -4.13% | |
| 46 | XOM | Exxon Mobil CORP | Stock-Energy | 0.19% | -0.30% | +1.24% | |
| 47 | WMB | Williams Cos Inc | Stock-Energy | 0.19% | +0.05% | -2.03% | |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.16% | +0.06% | +1.34% | |
| 49 | RRC | Range Resources CORP | Stock-Energy | 0.16% | — | -10.00% | |
| 50 | MKL | Markel Group Inc | Stock-Financials | 0.16% | -0.01% | -24.39% |
According to official SEC Form 13F filings, Mills Wealth Advisors LLC reported a total U.S. public equity portfolio value of $317.6M across 70 disclosed positions in Q4 2025.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including DFAC, VCRB, VCRM) accounted for 42.0% of total reported equity market value during Q4 2025.
Top New Position Initiated
GM
市值: $1.1M
Top Position Liquidated / Trimmed
BILS
前期市值: $1.4M
During Q4 2025, Mills Wealth Advisors LLC's top holdings by market value included DFAC (15.2%)、VCRB (13.1%)、VCRM (10.1%). The largest single position, DFAC, represented 15.2% of total portfolio value.
In Q4 2025, Mills Wealth Advisors LLC made 50 total portfolio adjustments, initiating 4 new buys, adding to 20 positions, trimming 21 holdings, and fully liquidating 5 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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