§ 13F · FUND PROFILE
Mills Wealth Advisors LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $218.1T (13F)Positions · 68Turnover · — · Q4Filed · Jan 27, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$2.4T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 27, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | 971K | $38.4T | 15.2% | +4% |
| 2 | VCRB | VANGUARD MALVERN FDS | 428K | $33.3T | 13.1% | +7% |
| 3 | VCRM | VANGUARD MUN BD FDS | 337K | $25.5T | 10.1% | +13% |
| 4 | DUHP | DIMENSIONAL ETF TRUST | 500K | $19.0T | 7.5% | +7% |
| 5 | DFIC | DIMENSIONAL ETF TRUST | 498K | $17.2T | 6.8% | +7% |
| 6 | DIHP | DIMENSIONAL ETF TRUST | 387K | $12.3T | 4.8% | +5% |
| 7 | DFEM | DIMENSIONAL ETF TRUST | 314K | $10.4T | 4.1% | −1% |
| 8 | VSDM | VANGUARD MUN BD FDS | 77K | $5.9T | 2.3% | ±0% |
| 9 | DISV | DIMENSIONAL ETF TRUST | 149K | $5.7T | 2.2% | +4% |
| 10 | DFEV | DIMENSIONAL ETF TRUST | 167K | $5.6T | 2.2% | +5% |
§ 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 $218112.1 trillion in assets. The fund runs a portfolio of 68 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed