Mills Wealth Advisors LLC Top Holdings and 13F Report (2025) About Mills Wealth Advisors LLCInvestment ActivityMills Wealth Advisors LLC has $188.28 million in total holdings as of March 31, 2025.Mills Wealth Advisors LLC owns shares of 63 different stocks, but just 17 companies or ETFs make up 80% of its holdings.Approximately 16.14% of the portfolio was purchased this quarter.About 9.79% of the portfolio was sold this quarter.This quarter, Mills Wealth Advisors LLC has purchased 62 new stocks and bought additional shares in 28 stocks.Mills Wealth Advisors LLC sold shares of 23 stocks and completely divested from 9 stocks this quarter.Largest Holdings Dimensional U.S. Core Equity 2 ETF $25,278,088VANGUARD MALVERN FDS $24,499,413VANGUARD MUN BD FDS $18,129,556Dimensional International Core Equity 2 ETF $10,774,386Dimensional US High Profitability ETF $10,627,777 Largest New Holdings this Quarter 921937827 - Vanguard Short-Term Bond ETF $3,392,137 Holding790148100 - St. Joe $2,976,536 Holding25434V864 - Dimensional Short-Duration Fixed Income ETF $1,920,899 Holding922040845 - VANGUARD INSTL INDEX FD $931,910 Holding969457100 - Williams Companies $437,563 Holding Largest Purchases this Quarter VANGUARD MUN BD FDS 45,857 shares (about $3.45M)Vanguard Short-Term Bond ETF 43,333 shares (about $3.39M)St. Joe 63,398 shares (about $2.98M)Dimensional International High Profitability ETF 75,738 shares (about $2.04M)VANGUARD MALVERN FDS 26,253 shares (about $2.03M) Largest Sales this Quarter JPMorgan Ultra-Short Income ETF 94,300 shares (about $4.77M)JPMorgan Ultra-Short Municipal ETF 76,747 shares (about $3.90M)Vanguard Ultra-Short Bond ETF 21,971 shares (about $1.10M)GRAYSCALE BITCOIN TRUST ETF 14,246 shares (about $924.04K)FIDELITY WISE ORIGIN BITCOIN 11,502 shares (about $827.80K) 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$25,278,088$1,895,374 ▲8.1%766,23513.4%ETFVANGUARD MALVERN FDS$24,499,413$2,032,771 ▲9.0%316,40713.0%CORE BD ETFVANGUARD MUN BD FDS$18,129,556$1,184,202 ▲7.0%244,2029.6%CORE TAX EXEMPTDFICDimensional International Core Equity 2 ETF$10,774,386$1,070,949 ▲11.0%387,9875.7%ETFDUHPDimensional US High Profitability ETF$10,627,777$1,179,122 ▲12.5%320,6935.6%ETFDIHPDimensional International High Profitability ETF$8,722,620$2,040,379 ▲30.5%323,7804.6%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$7,290,398$1,701,036 ▲30.4%275,5253.9%ETFJMUBJPMorgan Municipal ETF$7,088,100$295,900 ▼-4.0%141,7623.8%ETFJPSTJPMorgan Ultra-Short Income ETF$6,614,479$4,774,426 ▼-41.9%130,6433.5%ETFJMSTJPMorgan Ultra-Short Municipal ETF$5,850,872$3,902,598 ▼-40.0%115,0613.1%ETFDFATDimensional U.S. Targeted Value ETF$4,744,014$603,049 ▲14.6%92,1352.5%ETFAMLPAlerian MLP ETF$4,524,495$423,675 ▲10.3%87,1102.4%ETFVANGUARD MUN BD FDS$4,253,716$3,454,638 ▲432.3%56,4642.3%SHORT TAX EXEMPTDISVDimensional International Small Cap Value ETF$3,824,446$348,013 ▲10.0%131,3342.0%ETFDFEVDimensional Emerging Markets Value ETF$3,519,039$401,097 ▲12.9%130,0941.9%ETFBSVVanguard Short-Term Bond ETF$3,392,137$3,392,137 ▲New Holding43,3331.8%ETFJOESt. Joe$2,976,536$2,976,536 ▲New Holding63,3981.6%FinanceGLDMSPDR Gold MiniShares Trust$2,766,916$109,360 ▼-3.8%44,7071.5%FinanceDFLVDimensional US Large Cap Value ETF$2,454,790$241,716 ▲10.9%80,3011.3%ETFDFNMDimensional National Municipal Bond ETF$2,434,099$199,888 ▼-7.6%51,1691.3%ETFSGOViShares 0-3 Month Treasury Bond ETF$1,970,313$1,095,189 ▲125.1%19,5721.0%ETFDFSDDimensional Short-Duration Fixed Income ETF$1,920,899$1,920,899 ▲New Holding40,4231.0%ETFDFCFDimensional Core Fixed Income ETF$1,550,106$215,261 ▼-12.2%36,8550.8%ETFTEITempleton Emerging Markets Income Fund$1,548,353$82,605 ▼-5.1%287,7980.8%Financial ServicesVTIVanguard Total Stock Market ETF$1,525,687$283,137 ▼-15.7%5,6310.8%ETFDIMENSIONAL ETF TRUST$1,153,241$332,290 ▲40.5%24,1900.6%EMERGING MRKTETSDIMENSIONAL ETF TRUST$1,102,188$596,928 ▼-35.1%21,7270.6%ULTRASHORT FIXEDDEHPDimensional Emerging Markets High Profitability ETF$1,035,596$61,336 ▲6.3%41,0620.6%ETFFIDELITY WISE ORIGIN BITCOIN$1,019,167$827,799 ▼-44.8%14,1610.5%SHSDFIVDimensional International Value ETF$939,645$35,778 ▼-3.7%23,8730.5%ETFGRAYSCALE BITCOIN TRUST ETF$933,057$924,041 ▼-49.8%14,3850.5%SHS REP COM UTVANGUARD INSTL INDEX FD$931,910$931,910 ▲New Holding12,3530.5%0-3 MO TREAS BILDFSUDimensional US Sustainability Core 1 ETF$887,021$7,628 ▲0.9%24,7700.5%ETFAMERICAN CENTY ETF TR$863,414$91,021 ▲11.8%16,4390.5%AVANTIS EMERGINGDFASDimensional U.S. Small Cap ETF$779,514$124,581 ▲19.0%13,0460.4%ETFVUSBVanguard Ultra-Short Bond ETF$774,003$1,095,370 ▼-58.6%15,5250.4%ETFADVISOR MANAGED PORTFOLIOS$745,501$323,909 ▲76.8%23,8190.4%MILLER VALUE PARINVESTMENT MANAGERS SER TR I$710,089$349,039 ▲96.7%23,6460.4%FPA GBL EQTY ETFVOOVanguard S&P 500 ETF$607,863$56,008 ▼-8.4%1,1830.3%ETFLOWLowe's Companies$487,4590.0%2,0900.3%Retail/WholesaleXOMExxon Mobil$468,838$59,824 ▲14.6%3,9420.2%EnergyMKLMarkel Group$458,054$1,870 ▲0.4%2450.2%Multi-Sector ConglomeratesDIMENSIONAL ETF TRUST$449,734$212,642 ▲89.7%7,3390.2%WORLD EQUITY ETFWMBWilliams Companies$437,563$437,563 ▲New Holding7,3220.2%EnergyBRK.BBerkshire Hathaway$433,520$533 ▲0.1%8140.2%FinanceMCDMcDonald's$372,033$149,625 ▲67.3%1,1910.2%Retail/WholesaleMSFTMicrosoft$367,134$15,391 ▲4.4%9780.2%Computer and TechnologyETEnergy Transfer$340,227$428 ▼-0.1%18,3020.2%EnergyLMTLockheed Martin$326,992$326,992 ▲New Holding7320.2%AerospaceEPDEnterprise Products Partners$313,353$3,448 ▼-1.1%9,1780.2%EnergyTAT&T$308,470$308,470 ▲New Holding10,9080.2%Computer and TechnologyGOOGAlphabet$269,673$47,029 ▲21.1%1,7260.1%Computer and TechnologyHDHome Depot$267,904$2,199 ▼-0.8%7310.1%Retail/WholesaleEMXCiShares MSCI Emerging Markets ex China ETF$256,9530.0%4,6640.1%ManufacturingMDTMedtronic$253,495$3,684 ▼-1.4%2,8210.1%MedicalAAPLApple$240,818$17,995 ▼-7.0%1,0840.1%Computer and TechnologyDFSIDimensional International Sustainability Core 1 ETF$233,690$105 ▼0.0%6,6980.1%ETFABBVAbbVie$218,529$218,529 ▲New Holding1,0430.1%MedicalMMCMarsh & McLennan Companies$218,407$218,407 ▲New Holding8950.1%FinancePGProcter & Gamble$205,015$1,023 ▼-0.5%1,2030.1%Consumer StaplesIVViShares Core S&P 500 ETF$200,543$200,543 ▲New Holding3570.1%ETFGRAYSCALE BITCOIN MINI TR ET$200,075$7,882 ▼-3.8%5,4830.1%SHS NEWJOFJapan Smaller Capitalization Fund$191,135$336 ▼-0.2%22,7810.1%FinanceDFAEDimensional Emerging Core Equity Market ETF$0$1,637,432 ▼-100.0%00.0%ETFDFAIDimensional International Core Equity Market ETF$0$1,606,798 ▼-100.0%00.0%ETFAVDEAvantis International Equity ETF$0$431,492 ▼-100.0%00.0%ETFBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$0$276,384 ▼-100.0%00.0%ETFAOKiShares Core 30/70 Conservative Allocation ETF$0$262,641 ▼-100.0%00.0%ETFDFSVDimensional US Small Cap Value ETF$0$236,112 ▼-100.0%00.0%ETFORCLOracle$0$222,464 ▼-100.0%00.0%Computer and TechnologyVTVVanguard Value ETF$0$221,213 ▼-100.0%00.0%ETFAGNCAGNC Investment$0$109,111 ▼-100.0%00.0%FinanceShowing 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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