Sign In
test

Michael Mills

Mills Wealth Advisors Llc

Assets Managed
$286.283M
Holdings
80
Last Quarter
2026 - Q1
Filed Date
22d ago
Growth Rate
12.91%(2Q avg: 8.04%)
Sustained Growth
10 quarters

Portfolio positions

This chart displays the top 10 holdings in Mills Wealth Advisors Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 80 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 10 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 286.283M in assets, with a quarterly growth rate of 12.91% and a 2-quarter average growth rate of 8.04%. The portfolio is managed by Michael Mills, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
DFAC
Dimensional Us Core Equity 2
Recent Activity
Increased 5.72%
13.94%
$39.886M
1.026M shares@ $38.87 avg price
VCRB
Vanguard Core Bond Etf
Recent Activity
Increased 6.6%
12.32%
$35.262M
455,705 shares@ $77.38 avg price
VCRM
Vanguard Core Tax-ex Bond
Recent Activity
Increased 18.31%
10.49%
$30.003M
399,237 shares@ $75.16 avg price
DUHP
Dimensional Us High Profi Et
Recent Activity
Increased 1.96%
6.55%
$18.737M
509,703 shares@ $36.77 avg price
DFIC
Dimensional International Co
Recent Activity
Increased 2.08%
6.31%
$18.058M
508,253 shares@ $35.53 avg price
VSDM
Vanguard Short Tax-ex Bond
Recent Activity
Increased 121.66%
4.54%
$12.97M
170,012 shares@ $76.29 avg price
DIHP
Dimensional International Hi
Recent Activity
Increased 2.8%
4.49%
$12.831M
398,215 shares@ $32.23 avg price
DFSD
Dimensional Short Duration
Recent Activity
Increased 138.59%
4.3%
$12.307M
257,048 shares@ $47.89 avg price
DFEM
Dimensional Emerging Markets
Recent Activity
Decreased -2.8%
3.69%
$10.536M
304,956 shares@ $34.55 avg price
BSV
Vanguard Short-term Bond Etf
Recent Activity
Increased 71.38%
2.66%
$7.601M
96,934 shares@ $78.41 avg price

1-10 of 80