Mills Wealth Advisors LLC Portfolio Holdings

Mills Wealth Advisors LLC

  • $246 Billion
  • Q3 2025

Mills Wealth Advisors LLC has filed its 13F form on October 10, 2025 for Q3 2025 where it was disclosed a total value porftolio of $246 Billion distributed in 71 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 $36B, Vanguard Malvern Fds with a value of $31.2B, Vanguard Mun Bd Fds with a value of $22.5B, Dimensional ETF Tr Dimensional with a value of $17.6B, and Dimensional ETF Tr Dimensional with a value of $15.3B.

Examining the 13F form we can see an increase of $27.7B in the current position value, from $218B to 246B.

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 $246 Billion
ETFs: $151 Billion
Real Estate: $4.46 Billion
Financial Services: $2.8 Billion
Consumer Cyclical: $1.46 Billion
Energy: $1.43 Billion
Technology: $1.17 Billion
Communication Services: $911 Million
Industrials: $372 Million
Other: $242 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$1.38 Billion 0.56% of portfolio
222,703
Q3 2025 Reduced 1.42%
$0
$262 Million 0.11% of portfolio
24,866
Q3 2025 Added 0.06%

Summary

  • Portfolio
  • No. of Stocks 71
  • Current Value $246 Billion
  • Prior Value $218 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 10, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 6 stocks
  • Additional Purchases 36 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 18 stocks
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