Mills Wealth Advisors LLC has filed its 13F form on January 27, 2026 for Q4 2025 where it was disclosed a total value porftolio of $254 Billion distributed in 70 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $38.4B, Vanguard Malvern Fds with a value of $33.3B, Vanguard Mun Bd Fds with a value of $25.5B, Dimensional ETF Tr Dimensional with a value of $19B, and Dimensional ETF Tr Dimensional with a value of $17.2B.

Examining the 13F form we can see an increase of $7.76B in the current position value, from $246B to 254B.

Mills Wealth Advisors LLC is based out at Southlake, TX

Below you can find more details about Mills Wealth Advisors LLC portfolio as well as his latest detailed transactions.

Portfolio value $254 Billion
ETFs: $156 Billion
Real Estate: $5.33 Billion
Financial Services: $2.48 Billion
Consumer Cyclical: $2.42 Billion
Energy: $1.36 Billion
Technology: $1.25 Billion
Communication Services: $1.04 Billion
Industrials: $360 Million
Other: $236 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 70
  • Current Value $254 Billion
  • Prior Value $246 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 27, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 4 stocks
  • Additional Purchases 29 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 34 stocks
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