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Michael Mills

Mills Wealth Advisors Llc

Assets Managed
$317.561M
Holdings
76
Last Quarter
2026 - Q2
Filed Date
8d ago
Growth Rate
10.93%(2Q avg: 11.92%)
Sustained Growth
11 quarters

Portfolio positions

This chart displays the top 10 holdings in Mills Wealth Advisors Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 76 positions.

Assets under management

The assets under management (AUM) of Mills Wealth Advisors Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 11 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 317.561M in assets, with a quarterly growth rate of 10.93% and a 2-quarter average growth rate of 11.92%. The portfolio is managed by Michael Mills, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
DFAC
Dimensional Us Core Equity 2
Recent Activity
Increased 4.26%
14.95%
$47.468M
1.07M shares@ $44.36 avg price
VCRB
Vanguard Core Bond Etf
Recent Activity
Increased 12.71%
12.5%
$39.667M
513,604 shares@ $77.24 avg price
VCRM
Vanguard Core Tax-ex Bond
Recent Activity
Increased 12.93%
10.85%
$34.444M
450,834 shares@ $76.41 avg price
DUHP
Dimensional Us High Profi Et
Recent Activity
Decreased -1.37%
6.61%
$20.978M
502,699 shares@ $41.73 avg price
DFIC
Dimensional International Co
Recent Activity
Increased 4.56%
6.24%
$19.801M
531,425 shares@ $37.27 avg price
DIHP
Dimensional International Hi
Recent Activity
Increased 4.43%
4.47%
$14.191M
415,841 shares@ $34.13 avg price
DFSD
Dimensional Short Duration
Recent Activity
Increased 7.97%
4.18%
$13.252M
277,521 shares@ $47.75 avg price
VSDM
Vanguard Short Tax-ex Bond
Recent Activity
Decreased -2.99%
3.98%
$12.638M
164,926 shares@ $76.63 avg price
DFEM
Dimensional Emerging Markets
Recent Activity
Decreased -0.74%
3.88%
$12.301M
302,690 shares@ $40.65 avg price
BSV
Vanguard Short-term Bond Etf
Recent Activity
Increased 10.66%
2.64%
$8.357M
107,263 shares@ $77.91 avg price

1-10 of 76