§ 13F · FUND PROFILE
Mills Wealth Advisors LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $246M (13F)Positions · 71Turnover · — · Q1Filed · Apr 24, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$6M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 24, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | 1.03M | $40M | 13.9% | +6% |
| 2 | VCRB | VANGUARD MALVERN FDS | 456K | $35M | 12.3% | +7% |
| 3 | VCRM | VANGUARD MUN BD FDS | 399K | $30M | 10.5% | +18% |
| 4 | DUHP | DIMENSIONAL ETF TRUST | 510K | $19M | 6.5% | +2% |
| 5 | DFIC | DIMENSIONAL ETF TRUST | 508K | $18M | 6.3% | +2% |
| 6 | VSDM | VANGUARD MUN BD FDS | 170K | $13M | 4.5% | +122% |
| 7 | DIHP | DIMENSIONAL ETF TRUST | 398K | $13M | 4.5% | +3% |
| 8 | DFSD | DIMENSIONAL ETF TRUST | 257K | $12M | 4.3% | +139% |
| 9 | DFEM | DIMENSIONAL ETF TRUST | 305K | $11M | 3.7% | −3% |
| 10 | BSV | VANGUARD BD INDEX FDS | 97K | $8M | 2.7% | +71% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MILLS SIGNAL
AC read
Mills Wealth Advisors LLC is a Other fund managing $246 million in assets. The fund runs a portfolio of 71 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed