Mills Wealth Advisors LLC has filed its 13F form on April 29, 2025 for Q1 2025 where it was disclosed a total value porftolio of $188 Billion distributed in 63 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 $25.3B, Vanguard Malvern Fds with a value of $24.5B, Vanguard Mun Bd Fds with a value of $18.1B, Dimensional ETF Tr Dimensional with a value of $10.8B, and Dimensional ETF Tr Dimensional with a value of $10.6B.
Examining the 13F form we can see an increase of $12.5B in the current position value, from $176B to 188B.
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.
