What does Mills Wealth Advisors LLC hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · Q1 2026

Mills Wealth Advisors LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

DIMENSIONAL ETF TRUST

$40M1.0M13.9%

VANGUARD MALVERN FDS

$35M456K12.3%

VANGUARD MUN BD FDS

$30M399K10.5%

DIMENSIONAL ETF TRUST

$19M510K6.5%

DIMENSIONAL ETF TRUST

$18M508K6.3%

VANGUARD MUN BD FDS

$13M170K4.5%

DIMENSIONAL ETF TRUST

$13M398K4.5%

DIMENSIONAL ETF TRUST

$12M257K4.3%

DIMENSIONAL ETF TRUST

$11M305K3.7%

VANGUARD BD INDEX FDS

$8M97K2.7%

Filing history loading…