13F Insight
DOSSIER · 13F-HR · Q3 2026

Mills Wealth Advisors LLC

$316M in tracked AUM across 78 positions as of Q3 2026.

MW
CIK 0002029294 · last filed Sep 30, 2026
Total AUM
$316M
as of Q3 2026
Holdings
78
—
positions
Whale Score
56
56
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

Mills Wealth Advisors LLC filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
VCRB
VANGUARD MALVERN FDS
$56M754K17.6%02
DFAC
DIMENSIONAL ETF TRUST
$50M1.1M15.8%03
VCRM
VANGUARD MUN BD FDS
$44M617K14.0%04
DFIC
DIMENSIONAL ETF TRUST
$21M562K6.7%05
DIHP
DIMENSIONAL ETF TRUST
$15M434K4.6%06
DFEM
DIMENSIONAL ETF TRUST
$12M308K3.9%07
DFSD
DIMENSIONAL ETF TRUST
$10M209K3.1%08
DFEV
DIMENSIONAL ETF TRUST
$9M212K2.8%09
DFNM
DIMENSIONAL ETF TRUST
$9M189K2.7%10
DISV
DIMENSIONAL ETF TRUST
$7M164K2.3%

Filing history

2026Q3Sep 30
$316M▼ 0.5%
78 positionsView →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 positionsLocked2025Q2Jun 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 positionsLocked
Showing 12 of 16