Mills Wealth Advisors LLC Top Holdings and 13F Report (2025) About Mills Wealth Advisors LLCInvestment ActivityMills Wealth Advisors LLC has $245.80 million in total holdings as of September 30, 2025.Mills Wealth Advisors LLC owns shares of 71 different stocks, but just 18 companies or ETFs make up 80% of its holdings.Approximately 9.08% of the portfolio was purchased this quarter.About 1.70% of the portfolio was sold this quarter.This quarter, Mills Wealth Advisors LLC has purchased 68 new stocks and bought additional shares in 36 stocks.Mills Wealth Advisors LLC sold shares of 18 stocks and completely divested from 3 stocks this quarter.Largest Holdings Dimensional U.S. Core Equity 2 ETF $36,008,993VANGUARD MALVERN FDS $31,229,233VANGUARD MUN BD FDS $22,524,959Dimensional US High Profitability ETF $17,608,646Dimensional International Core Equity 2 ETF $15,252,775 Largest New Holdings this Quarter 78468R523 - SPDR Bloomberg 3-12 Month T-Bill ETF $1,374,371 Holding571748102 - Marsh & McLennan Companies $277,708 Holding78462F103 - SPDR S&P 500 ETF Trust $258,689 Holding00287Y109 - AbbVie $241,728 Holding02079K305 - Alphabet $207,299 Holding Largest Purchases this Quarter VANGUARD INSTL INDEX FD 85,059 shares (about $6.43M)iShares 0-3 Month Treasury Bond ETF 22,922 shares (about $2.31M)SPDR Bloomberg 3-12 Month T-Bill ETF 13,810 shares (about $1.37M)VANGUARD MUN BD FDS 16,850 shares (about $1.29M)JPMorgan Ultra-Short Municipal ETF 21,694 shares (about $1.11M) Largest Sales this Quarter SPDR Bloomberg 1-3 Month T-Bill ETF 16,162 shares (about $1.48M)JPMorgan Ultra-Short Income ETF 12,253 shares (about $621.56K)JPMorgan Municipal ETF 5,894 shares (about $297.47K)ADVISOR MANAGED PORTFOLIOS 5,944 shares (about $206.20K)Vanguard Short-Term Bond ETF 962 shares (about $75.91K) Sector Allocation Over TimeMap of 500 Largest Holdings ofMills Wealth Advisors LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorDFACDimensional U.S. Core Equity 2 ETF$36,008,993$692,475 ▲2.0%933,71914.6%ETFVANGUARD MALVERN FDS$31,229,233$817,974 ▲2.7%398,28112.7%CORE BD ETFVANGUARD MUN BD FDS$22,524,959$861,312 ▲4.0%299,3359.2%CORE TAX EXEMPTDUHPDimensional US High Profitability ETF$17,608,646$516,985 ▲3.0%466,2857.2%ETFDFICDimensional International Core Equity 2 ETF$15,252,775$741,637 ▲5.1%465,1706.2%ETFDIHPDimensional International High Profitability ETF$11,219,084$439,505 ▲4.1%369,1414.6%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$10,163,005$74,074 ▲0.7%316,9324.1%ETFVANGUARD INSTL INDEX FD$7,381,914$6,431,736 ▲676.9%97,6253.0%0-3 MO TREAS BILVANGUARD MUN BD FDS$5,854,051$1,292,395 ▲28.3%76,3242.4%SHORT TAX EXEMPTDFSDDimensional Short-Duration Fixed Income ETF$5,330,583$1,042,928 ▲24.3%110,6162.2%ETFDISVDimensional International Small Cap Value ETF$5,105,060$100,406 ▲2.0%143,0762.1%ETFDFEVDimensional Emerging Markets Value ETF$5,072,302$270,556 ▲5.6%159,1122.1%ETFDFATDimensional U.S. Targeted Value ETF$4,916,341$216,204 ▲4.6%84,4542.0%ETFJMSTJPMorgan Ultra-Short Municipal ETF$4,842,561$1,107,259 ▲29.6%94,8782.0%ETFBSVVanguard Short-Term Bond ETF$4,633,579$75,911 ▼-1.6%58,7201.9%ETFJOESt. Joe$4,458,247$74,764 ▲1.7%90,1021.8%FinanceDFLVDimensional US Large Cap Value ETF$3,637,765$272,001 ▲8.1%110,5771.5%ETFJPSTJPMorgan Ultra-Short Income ETF$3,505,753$621,560 ▼-15.1%69,1101.4%ETFAMLPAlerian MLP ETF$3,209,472$170,920 ▲5.6%68,3881.3%ETFGLDMSPDR Gold MiniShares Trust$3,165,183$23,241 ▲0.7%41,4021.3%FinanceSGOViShares 0-3 Month Treasury Bond ETF$3,125,929$2,308,245 ▲282.3%31,0421.3%ETFJMUBJPMorgan Municipal ETF$3,089,370$297,470 ▼-8.8%61,2121.3%ETFDIMENSIONAL ETF TRUST$2,453,460$348,919 ▲16.6%43,3781.0%EMERGING MRKTETSVTIVanguard Total Stock Market ETF$1,795,545$16,643 ▼-0.9%5,6100.7%ETFDFNMDimensional National Municipal Bond ETF$1,672,370$54,649 ▼-3.2%34,8560.7%ETFDEHPDimensional Emerging Markets High Profitability ETF$1,601,312$88,906 ▲5.9%52,4310.7%ETFFIDELITY WISE ORIGIN BITCOIN$1,593,866$41,321 ▲2.7%15,9690.6%SHSINVESTMENT MANAGERS SER TR I$1,508,647$362,637 ▲31.6%42,0930.6%FPA GBL EQTY ETFTEITempleton Emerging Markets Income Fund$1,380,547$19,949 ▼-1.4%222,7030.6%Financial ServicesBILSSPDR Bloomberg 3-12 Month T-Bill ETF$1,374,371$1,374,371 ▲New Holding13,8100.6%ETFDFASDimensional U.S. Small Cap ETF$1,368,524$264,736 ▲24.0%19,9900.6%ETFGRAYSCALE BITCOIN TRUST ETF$1,281,090$1,072 ▼-0.1%14,3460.5%SHS REP COM UTDFCFDimensional Core Fixed Income ETF$1,252,429$42,014 ▼-3.2%29,3030.5%ETFDFSUDimensional US Sustainability Core 1 ETF$1,100,1760.0%25,9030.4%ETFDFIVDimensional International Value ETF$1,052,5550.0%22,8220.4%ETFAMERICAN CENTY ETF TR$1,028,179$57,132 ▼-5.3%16,0350.4%AVANTIS EMERGINGVANGUARD MALVERN FDS$852,543$541,002 ▲173.7%11,1240.3%SHORT DURATION BVUSBVanguard Ultra-Short Bond ETF$829,597$208,924 ▲33.7%16,5940.3%ETFDIMENSIONAL ETF TRUST$773,214$115,192 ▲17.5%10,7600.3%WORLD EQUITY ETFVOOVanguard S&P 500 ETF$737,157$6,123 ▼-0.8%1,2040.3%ETFBILSPDR Bloomberg 1-3 Month T-Bill ETF$679,409$1,482,864 ▼-68.6%7,4050.3%ETFMCDMcDonald's$631,180$273,501 ▲76.5%2,0770.3%Retail/WholesaleMSFTMicrosoft$533,633$518 ▼-0.1%1,0300.2%Computer and TechnologyLOWLowe's Companies$525,2470.0%2,0900.2%Retail/WholesaleWMBWilliams Companies$511,361$47,512 ▲10.2%8,0720.2%EnergyADVISOR MANAGED PORTFOLIOS$479,113$206,201 ▼-30.1%13,8110.2%MILLER VALUE PARRRCRange Resources$478,2910.0%12,7070.2%EnergyMKLMarkel Group$470,1950.0%2460.2%Multi-Sector ConglomeratesXOMExxon Mobil$444,8140.0%3,9450.2%EnergyBRK.BBerkshire Hathaway$412,247$2,514 ▲0.6%8200.2%FinanceGOOGAlphabet$395,122$487 ▼-0.1%1,6220.2%Computer and TechnologyLMTLockheed Martin$371,5170.0%7440.2%AerospaceORCLOracle$355,206$20,249 ▼-5.4%1,2630.1%Computer and TechnologyTAT&T$308,333$141 ▲0.0%10,9180.1%Computer and TechnologyHDHome Depot$302,6770.0%7470.1%Retail/WholesaleAAPLApple$284,2260.0%1,1160.1%Computer and TechnologyMMCMarsh & McLennan Companies$277,708$277,708 ▲New Holding1,3780.1%FinanceIVViShares Core S&P 500 ETF$273,311$4,689 ▼-1.7%4080.1%ETFDFSIDimensional International Sustainability Core 1 ETF$273,1750.0%6,6710.1%ETFGRAYSCALE BITCOIN MINI TR ET$265,909$203 ▼-0.1%5,2520.1%SHS NEWJOFJapan Smaller Capitalization Fund$262,092$158 ▲0.1%24,8660.1%FinanceSPYSPDR S&P 500 ETF Trust$258,689$258,689 ▲New Holding3880.1%FinanceVGTVanguard Information Technology ETF$252,650$747 ▲0.3%3380.1%ETFABBVAbbVie$241,728$241,728 ▲New Holding1,0440.1%MedicalFRDMFreedom 100 Emerging Markets ETF$239,063$5,096 ▲2.2%5,3950.1%ETFEMXCiShares MSCI Emerging Markets ex China ETF$223,0440.0%3,3040.1%ManufacturingDFSVDimensional US Small Cap Value ETF$217,587$447 ▲0.2%6,8220.1%ETFDFSEDimensional Emerging Markets Sustainability Core 1 ETF$215,676$781 ▼-0.4%5,2490.1%ETF2023 ETF SERIES TRUST$215,536$115 ▲0.1%5,6100.1%BRANDES INTERNATGOOGLAlphabet$207,299$207,299 ▲New Holding8530.1%Computer and TechnologyVTVVanguard Value ETF$203,610$203,610 ▲New Holding1,0920.1%ETFDIMENSIONAL ETF TRUST$0$823,964 ▼-100.0%00.0%ULTRASHORT FIXEDMDTMedtronic$0$245,414 ▼-100.0%00.0%MedicalAMZNAmazon.com$0$201,869 ▼-100.0%00.0%Retail/WholesaleShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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