13F Insight
DOSSIER · 13F-HR · Q2 2026

Mills Wealth Advisors LLC

$318M in tracked AUM across 76 positions as of Q2 2026.

MW
CIK 0002029294 · last filed Jun 30, 2026
Total AUM
$318M
as of Q2 2026
Holdings
76
—
positions
Whale Score
62
62
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Mills Wealth Advisors LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
DFAC
DIMENSIONAL ETF TRUST
$47M1.1M14.9%02
VCRB
VANGUARD MALVERN FDS
$40M514K12.5%03
VCRM
VANGUARD MUN BD FDS
$34M451K10.8%04
DUHP
DIMENSIONAL ETF TRUST
$21M503K6.6%05
DFIC
DIMENSIONAL ETF TRUST
$20M531K6.2%06
DIHP
DIMENSIONAL ETF TRUST
$14M416K4.5%07
DFSD
DIMENSIONAL ETF TRUST
$13M278K4.2%08
VSDM
VANGUARD MUN BD FDS
$13M165K4.0%09
DFEM
DIMENSIONAL ETF TRUST
$12M303K3.9%10
BSV
VANGUARD BD INDEX FDS
$8M107K2.6%

Filing history

2026Q2Jun 30
$318M▲ 10.9%
76 positionsView →2026Q1Mar 31
$286M▲ 12.9%
80 positionsView →2025Q4Dec 31
$254M▲ 3.2%
70 positionsView →2025Q3Sep 30
$246M▲ 12.7%
71 positionsView →2025Q2Jun 30
$218M▲ 15.8%
68 positionsLocked2025Q1Mar 31
$188M▲ 7.1%
63 positionsLocked2024Q4Dec 31
$176M▲ 21.0%
62 positionsLocked2024Q3Sep 30
$145M▲ 3.8%
55 positionsLocked2024Q2Jun 30
$140M▲ 2.7%
53 positionsLocked2024Q1Mar 31
$136M▲ 3.8%
54 positionsLocked2023Q4Dec 31
$131M▲ 5.1%
51 positionsLocked2023Q3Sep 30
$125M▼ 5.1%
49 positionsLocked
Showing 12 of 15