Data as of Q4 2025 (Dec 31, 2025)

Mills Wealth Advisors LLC

•CIK: 2029294•Filing: Q4 2025

**Mills Wealth Advisors LLC** manages $254M across a diversified portfolio of 70 positions. The fund exhibits significant concentration in select names, notably holding DFAC at $38.4M and VCRB at $33.3M. Further key allocations include VCRM ($25.5M) and DUHP ($19.0M), suggesting a focused, conviction-driven approach. This structure indicates a tactical allocation strategy emphasizing established growth and value opportunities.

Total AUM
$253.6M
QoQ Performance
+3.2%
Positions
43
Top 10 Concentration
68.3%
Latest Filing
Q4 2025

Top Holdings Allocation

DFAC
VCRB
VCRM
DUHP
DFIC
DFAC15.2%
VCRB13.1%
VCRM10.1%
DUHP7.5%
DFIC6.8%
DIHP4.8%
DFEM4.1%
VSDM2.3%

📈 Biggest Buys

VCRM
VANGUARD MUN BD FDS
+12.7%
10.1% of portfolio
VCRB
VANGUARD MALVERN FDS
+7.3%
13.1% of portfolio
DFAC
DIMENSIONAL ETF TRUST
+4.0%
15.2% of portfolio
BIL
SPDR SERIES TRUST
+201.5%
0.8% of portfolio
DUHP
DIMENSIONAL ETF TRUST
+7.2%
7.5% of portfolio

📉 Biggest Sells

VBIL
VANGUARD INSTL INDEX FD
-70.9%
0.8% of portfolio
SGOV
ISHARES TR
-58.0%
0.5% of portfolio
JMST
J P MORGAN EXCHANGE TRADED
-26.8%
1.4% of portfolio
AMLP
ALPS ETF TR
-19.4%
1.0% of portfolio
MCD
MCDONALDS CORP
-43.6%
0.1% of portfolio

Sector Breakdown

Other97.7%
Technology0.8%
Consumer0.5%
ETF0.3%
Energy0.2%
Financial0.2%
Industrial0.1%
Communication0.1%

🚪 Exited Positionssold since Q3 2025

BILS
SPDR SERIES TRUST
SOLD
$1.4M
MRSH
MARSH & MCLENNAN COS INC
SOLD
$277.7K
IVV
ISHARES TR
SOLD
$273.3K
SPY
SPDR S&P 500 ETF TR
SOLD
$258.7K
VTV
VANGUARD INDEX FDS
SOLD
$203.6K

Changes from Q3 2025

NEW4 new positions
↑29 increased
↓34 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024

📌 Top Holdings

DFAC15.2%
DIMENSIONAL ETF TRUST
$38.4M
VCRB13.1%
VANGUARD MALVERN FDS
$33.3M
VCRM10.1%
VANGUARD MUN BD FDS
$25.5M
DUHP7.5%
DIMENSIONAL ETF TRUST
$19.0M
DFIC6.8%
DIMENSIONAL ETF TRUST
$17.2M

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