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

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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