Mills Wealth Advisors LLC Portfolio Holdings

Mills Wealth Advisors LLC

  • $218 Billion
  • Q2 2025

Mills Wealth Advisors LLC has filed its 13F form on July 30, 2025 for Q2 2025 where it was disclosed a total value porftolio of $218 Billion distributed in 68 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 $32.8B, Vanguard Malvern Fds with a value of $30.1B, Vanguard Mun Bd Fds with a value of $21.2B, Dimensional ETF Tr Dimensional with a value of $16.1B, and Dimensional ETF Tr Dimensional with a value of $13.8B.

Examining the 13F form we can see an increase of $29.8B in the current position value, from $188B to 218B.

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 $218 Billion
ETFs: $136 Billion
Real Estate: $4.23 Billion
Financial Services: $2.48 Billion
Energy: $1.4 Billion
Consumer Cyclical: $1.28 Billion
Technology: $1.03 Billion
Communication Services: $604 Million
Industrials: $345 Million
Other: $245 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$32.8 Billion 15.05% of portfolio
915,763
Q2 2025 Added 19.51%
Vanguard Malvern Fds
-
$30.1 Billion 13.8% of portfolio
-
Q2 2025 Added 22.58%
Vanguard Mun Bd Fds
-
$21.2 Billion 9.71% of portfolio
-
Q2 2025 Added 17.89%
$0
$16.1 Billion 7.38% of portfolio
452,595
Q2 2025 Added 41.13%
$0
$13.8 Billion 6.31% of portfolio
442,552
Q2 2025 Added 14.06%
$0
$10.5 Billion 4.8% of portfolio
354,680
Q2 2025 Added 9.54%
$0
$9.34 Billion 4.28% of portfolio
314,622
Q2 2025 Added 14.19%
$0
$4.7 Billion 2.15% of portfolio
59,682
Q2 2025 Added 37.73%
$0
$4.62 Billion 2.12% of portfolio
140,262
Q2 2025 Added 6.8%
$0
$4.52 Billion 2.07% of portfolio
150,625
Q2 2025 Added 15.78%
Vanguard Mun Bd Fds
-
$4.5 Billion 2.06% of portfolio
-
Q2 2025 Added 5.33%
$0
$4.36 Billion 2.0% of portfolio
80,740
Q2 2025 Reduced 12.37%
$0
$4.27 Billion 1.96% of portfolio
88,974
Q2 2025 Added 120.11%
$2.95B
$4.23 Billion 1.94% of portfolio
88,591
Q2 2025 Added 39.74%
$0
$4.12 Billion 1.89% of portfolio
81,363
Q2 2025 Reduced 37.72%
$0
$3.73 Billion 1.71% of portfolio
73,184
Q2 2025 Reduced 36.4%
Dimensional ETF Trust
-
$3.17 Billion 1.46% of portfolio
-
Q2 2025 Added 27.41%
$0
$3.16 Billion 1.45% of portfolio
64,746
Q2 2025 Reduced 25.67%
$9.76B
$2.69 Billion 1.23% of portfolio
41,098
Q2 2025 Reduced 8.07%
$0
$2.16 Billion 0.99% of portfolio
23,567
Q2 2025 New
Dimensional ETF Trust
-
$2.03 Billion 0.93% of portfolio
-
Q2 2025 Added 53.82%
$0
$1.71 Billion 0.78% of portfolio
35,995
Q2 2025 Reduced 29.65%
$0
$1.69 Billion 0.77% of portfolio
5,662
Q2 2025 Added 0.55%
Fidelity Wise Origin Bitcoin
-
$1.46 Billion 0.67% of portfolio
-
Q2 2025 Added 9.84%
$0
$1.39 Billion 0.64% of portfolio
49,520
Q2 2025 Added 20.6%
$0
$1.36 Billion 0.62% of portfolio
225,921
Q2 2025 Reduced 21.5%
$0
$1.28 Billion 0.59% of portfolio
30,286
Q2 2025 Reduced 17.82%
$66.3B
$1.21 Billion 0.56% of portfolio
14,358
Q2 2025 Reduced 0.19%
Investment Managers Ser Tr I
-
$1.09 Billion 0.5% of portfolio
-
Q2 2025 Added 35.22%
American Centy ETF Tr
-
$1.02 Billion 0.47% of portfolio
-
Q2 2025 Added 2.96%
-
$1.02 Billion 0.47% of portfolio
-
Q2 2025 Added 4.57%
$0
$1.03 Billion 0.47% of portfolio
16,123
Q2 2025 Added 23.59%
$0
$977 Million 0.45% of portfolio
22,822
Q2 2025 Reduced 4.4%
Vanguard Instl Index Fd
-
$949 Million 0.44% of portfolio
-
Q2 2025 Added 1.72%
Dimensional ETF Trust
-
$824 Million 0.38% of portfolio
-
Q2 2025 Reduced 25.27%
$0
$818 Million 0.37% of portfolio
8,120
Q2 2025 Reduced 58.51%
$0
$689 Million 0.32% of portfolio
1,214
Q2 2025 Added 2.62%
Advisor Managed Portfolios
-
$682 Million 0.31% of portfolio
-
Q2 2025 Reduced 17.06%
Dimensional ETF Trust
-
$614 Million 0.28% of portfolio
-
Q2 2025 Added 24.77%
-
$619 Million 0.28% of portfolio
-
Q2 2025 Reduced 20.03%
$3.95T
$513 Million 0.24% of portfolio
1,031
Q2 2025 Added 5.42%
$8.94B
$517 Million 0.24% of portfolio
12,707
Q2 2025 New
$26.1B
$491 Million 0.23% of portfolio
246
Q2 2025 Added 0.41%
$70.4B
$460 Million 0.21% of portfolio
7,322
Q1 2025 New
$152B
$464 Million 0.21% of portfolio
2,090
Q4 2024 Reduced 0.71%
$442B
$425 Million 0.19% of portfolio
3,945
Q2 2025 Added 0.08%
$621B
$396 Million 0.18% of portfolio
815
Q2 2025 Added 0.12%
$113B
$345 Million 0.16% of portfolio
744
Q2 2025 Added 1.64%
$222B
$344 Million 0.16% of portfolio
1,177
Q2 2025 Reduced 1.18%

Summary

  • Portfolio
  • No. of Stocks 68
  • Current Value $218 Billion
  • Prior Value $188 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 30, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 10 stocks
  • Additional Purchases 35 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 21 stocks
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