StockDriftsStockDriftsTop 50 Mills Wealth Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAC | DIMENSIONAL ETF TRUST | 14.95% | 1.07M | $47.5M | +4.25%(+43.65K) | $29.05(+58.49%) | 2026-06-30 | |
| VCRB | VANGUARD MALVERN FDS | 12.49% | 513.6K | $39.7M | +12.71%(+57.90K) | $77.22(-1.53%) | 2026-06-30 | |
| VCRM | VANGUARD MUN BD FDS | 10.85% | 450.8K | $34.4M | +12.92%(+51.60K) | $74.80(+0.54%) | 2026-06-30 | |
| DUHP | DIMENSIONAL ETF TRUST | 6.61% | 502.7K | $21.0M | -1.37%(-7.00K) | $30.03(+41.76%) | 2026-06-30 | |
| DFIC | DIMENSIONAL ETF TRUST | 6.24% | 531.4K | $19.8M | +4.56%(+23.17K) | $26.08(+50.77%) | 2026-06-30 | |
| DIHP | DIMENSIONAL ETF TRUST | 4.47% | 415.8K | $14.2M | +4.43%(+17.63K) | $25.24(+40.97%) | 2026-06-30 | |
| DFSD | DIMENSIONAL ETF TRUST | 4.17% | 277.5K | $13.3M | +7.96%(+20.47K) | $47.77(-0.66%) | 2026-06-30 | |
| VSDM | VANGUARD MUN BD FDS | 3.98% | 164.9K | $12.6M | -2.99%(-5.09K) | $75.89(+0.55%) | 2026-06-30 | |
| DFEM | DIMENSIONAL ETF TRUST | 3.87% | 302.7K | $12.3M | -0.74%(-2.27K) | $24.44(+65.31%) | 2026-06-30 | |
| BSV | VANGUARD BD INDEX FDS | 2.63% | 107.3K | $8.4M | +10.66%(+10.33K) | $78.14(-0.66%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (14 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +8.94% | +29.28% | — | — | +34.34% |
| Top 20 Holdings Unweighted | +10.09% | +33.44% | — | — | +40.74% |
Mills Wealth Advisors LLC reports $317.56M in US-listed equity holdings across 76 positions in its most recent 13F filing. Its largest disclosed positions are DFAC (14.9%), VCRB (12.5%) and VCRM (10.8%). The top 20 holdings account for 87.8% of reported assets. Its disclosed equity book has returned +29.28% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Mills Wealth Advisors LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2029294). View Mills Wealth Advisors LLC’s 13F filings on SEC