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The Analysis of Mills Wealth Advisors LLC's Holdings & P&L

Currently, Mills Wealth Advisors LLC holds 76 types of securities in its portfolio with a total value $317.6M. In the most recent quarter, they have increased their positions in VCRB (+57.9K shares, valued at $4.5M), VCRM (+51.6K shares, valued at $3.9M), DFAC (+43.7K shares, valued at $1.9M); decreased their positions in VBIL (-23.9K shares, valued at $1.8M), N/A (-3.7K shares, valued at $500.1K), VSDM (-5.1K shares, valued at $389.7K); initiated new positions in CSRE (+40.4K shares, valued at $1.1M), VGUS (+10.3K shares, valued at $779.9K), PULS (+15.6K shares, valued at $774.2K).

1M P&L

+7.1M+2.35%

3M P&L

+3.1M+1.01%

HY P&L

+6.7M+2.21%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A295.6M

95.9%

2Real Estate - Diversified5.5M

1.8%

3Auto Manufacturers1.3M

0.4%

Top Industries by Stock Count

1N/A52 stocks

75.4%

2Internet Content & Information2 stocks

2.9%

3Home Improvement Retail2 stocks

2.9%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

DFAC DIMENSIONAL ETF TRUST1.1M shares4.25%2026-06-302026-07-07

VCRB VANGUARD MALVERN FDS513.6K shares12.71%2026-06-302026-07-07

VCRM VANGUARD MUN BD FDS450.8K shares12.92%2026-06-302026-07-07

DUHP DIMENSIONAL ETF TRUST502.7K shares-1.37%2026-06-302026-07-07

DFIC DIMENSIONAL ETF TRUST531.4K shares4.56%2026-06-302026-07-07

DIHP DIMENSIONAL ETF TRUST415.8K shares4.43%2026-06-302026-07-07

DFSD DIMENSIONAL ETF TRUST277.5K shares7.96%2026-06-302026-07-07

VSDM VANGUARD MUN BD FDS164.9K shares-2.99%2026-06-302026-07-07

Sponsored

DFEM DIMENSIONAL ETF TRUST302.7K shares-0.74%2026-06-302026-07-07

BSV VANGUARD BD INDEX FDS107.3K shares10.66%2026-06-302026-07-07

DFEV DIMENSIONAL ETF TRUST195.4K shares11.18%2026-06-302026-07-07

DFNM DIMENSIONAL ETF TRUST164.0K shares26.35%2026-06-302026-07-07

DFAT DIMENSIONAL ETF TRUST100.7K shares4.98%2026-06-302026-07-07

DISV DIMENSIONAL ETF TRUST157.5K shares3.13%2026-06-302026-07-07

DFLV DIMENSIONAL ETF TRUST143.8K shares17.63%2026-06-302026-07-07

JOE ST JOE CO87.8K shares-1.53%2026-06-302026-07-07

Sponsored

DEXC DIMENSIONAL ETF TRUST55.6K shares-0.65%2026-06-302026-07-07

WORLD GOLD TR WORLD GOLD TR44.8K shares1.97%2026-06-302026-07-07

ALPS ETF TR ALPS ETF TR65.8K shares-5.08%2026-06-302026-07-07

DEHP DIMENSIONAL ETF TRUST77.0K shares-4.95%2026-06-302026-07-07

VGSH VANGUARD SCOTTSDALE FDS51.3K shares109.49%2026-06-302026-07-07

DFAS DIMENSIONAL ETF TRUST28.3K shares11.07%2026-06-302026-07-07

ENFR ALPS ETF TR42.4K shares246.66%2026-06-302026-07-07

DFSU DIMENSIONAL ETF TRUST33.8K shares9.17%2026-06-302026-07-07

Sponsored

DFAW DIMENSIONAL ETF TRUST17.1K shares9.94%2026-06-302026-07-07

TEI TEMPLETON EMERGING MKTS INCO189.4K shares-7.06%2026-06-302026-07-07

GM GENERAL MTRS CO16.5K shares27.17%2026-06-302026-07-07

VBIL VANGUARD INSTL INDEX FD16.1K shares-59.82%2026-06-302026-07-07

DFIV DIMENSIONAL ETF TRUST22.5K shares-0.66%2026-06-302026-07-07

CSRE COHEN & STEERS ETF TRUST40.4K sharesnew addition2026-06-302026-07-07

VSDB VANGUARD MALVERN FDS14.5K shares-16.20%2026-06-302026-07-07

FBTC FIDELITY WISE ORIGIN BITCOIN21.0K shares11.88%2026-06-302026-07-07

Sponsored

PAAA PGIM ETF TR17.7K shares165.53%2026-06-302026-07-07

FPAG INVESTMENT MANAGERS SER TR I21.1K shares-14.98%2026-06-302026-07-07

VGUS VANGUARD INSTL INDEX FD10.3K sharesnew addition2026-06-302026-07-07

PULS PGIM ETF TR15.6K sharesnew addition2026-06-302026-07-07

WMB WILLIAMS COS INC10.4K shares41.37%2026-06-302026-07-07

EXXON MOBIL CORP EXXON MOBIL CORP5.3K shares-40.86%2026-06-302026-07-07

VANGUARD INDEX FDS VANGUARD INDEX FDS1.9K shares-22.99%2026-06-302026-07-07

DFSI DIMENSIONAL ETF TRUST15.2K shares44.20%2026-06-302026-07-07

Sponsored

SGVT SCHWAB STRATEGIC TR6.8K sharesnew addition2026-06-302026-07-07

CSNR COHEN & STEERS ETF TRUST19.6K shares170.18%2026-06-302026-07-07

GBTC GRAYSCALE BITCOIN TRUST ETF14.0K shares-0.82%2026-06-302026-07-07

BRK.B BERKSHIRE HATHAWAY INC DEL1.3K shares52.39%2026-06-302026-07-07

FRDM EA SERIES TRUST8.6K shares6.84%2026-06-302026-07-07

SUB ISHARES TR5.9K shares60.15%2026-06-302026-07-07

SGOV ISHARES TR6.0K shares-38.96%2026-06-302026-07-07

GOOG ALPHABET INC1.6K shares0.00%2026-06-302026-07-07

Sponsored

VANGUARD MALVERN FDS VANGUARD MALVERN FDS6.5K shares134.30%2026-06-302026-07-07

DFCF DIMENSIONAL ETF TRUST11.1K shares-44.26%2026-06-302026-07-07

LOW LOWES COS INC2.1K shares-0.81%2026-06-302026-07-07

MSFT MICROSOFT CORP1.2K shares3.31%2026-06-302026-07-07

QQQM INVESCO EXCH TRADED FD TR II1.5K shares54.24%2026-06-302026-07-07

VOO VANGUARD INDEX FDS628 shares9.22%2026-06-302026-07-07

DFSE DIMENSIONAL ETF TRUST8.6K shares7.32%2026-06-302026-07-07

DFGR DIMENSIONAL ETF TRUST14.4K shares8.23%2026-06-302026-07-07

Sponsored

EMBX VANECK FDS8.0K sharesnew addition2026-06-302026-07-07

SMMU PIMCO ETF TR7.7K sharesnew addition2026-06-302026-07-07

MKL MARKEL GROUP INC186 shares-0.53%2026-06-302026-07-07

LMT LOCKHEED MARTIN CORP652 shares-3.69%2026-06-302026-07-07

EMXC ISHARES INC3.2K shares0.00%2026-06-302026-07-07

CISCO SYS INC CISCO SYS INC2.7K shares-1.65%2026-06-302026-07-07

R RYDER SYS INC1.2K shares0.00%2026-06-302026-07-07

AAPL APPLE INC1.1K shares-12.07%2026-06-302026-07-07

Sponsored

MCD MCDONALDS CORP1.2K shares-0.60%2026-06-302026-07-07

GOOGL ALPHABET INC875 shares-7.01%2026-06-302026-07-07

VGT VANGUARD WORLD FD2.5K shares631.69%2026-06-302026-07-07

AVEE AMERICAN CENTY ETF TR4.2K shares3.64%2026-06-302026-07-07

DFSV DIMENSIONAL ETF TRUST6.8K shares-0.26%2026-06-302026-07-07

HD HOME DEPOT INC731 shares-2.14%2026-06-302026-07-07

ABBVIE INC ABBVIE INC1.0K shares-3.76%2026-06-302026-07-07

AMZN AMAZON COM INC1.0K shares-7.02%2026-06-302026-07-07

Sponsored

T AT&T INC10.9K shares0.00%2026-06-302026-07-07

NVDA NVIDIA CORPORATION1.1K sharesnew addition2026-06-302026-07-07

ETHU VOLATILITY SHS TR14.7K sharesnew addition2026-06-302026-07-07

JOF JAPAN SMALLER CAPITALIZATION12.8K shares-48.34%2026-06-302026-07-07

DFAC

DIMENSIONAL ETF TRUST

4.25%

Shares1.1M

Event2026-06-30

Filed2026-07-07

VCRB

VANGUARD MALVERN FDS

12.71%

Shares513.6K

Event2026-06-30

Filed2026-07-07

VCRM

VANGUARD MUN BD FDS

12.92%

Shares450.8K

Event2026-06-30

Filed2026-07-07

DUHP

DIMENSIONAL ETF TRUST

-1.37%

Shares502.7K

Event2026-06-30

Filed2026-07-07

DFIC

DIMENSIONAL ETF TRUST

4.56%

Shares531.4K

Event2026-06-30

Filed2026-07-07

DIHP

DIMENSIONAL ETF TRUST

4.43%

Shares415.8K

Event2026-06-30

Filed2026-07-07

DFSD

DIMENSIONAL ETF TRUST

7.96%

Shares277.5K

Event2026-06-30

Filed2026-07-07

VSDM

VANGUARD MUN BD FDS

-2.99%

Shares164.9K

Event2026-06-30

Filed2026-07-07

DFEM

DIMENSIONAL ETF TRUST

-0.74%

Shares302.7K

Event2026-06-30

Filed2026-07-07

BSV

VANGUARD BD INDEX FDS

10.66%

Shares107.3K

Event2026-06-30

Filed2026-07-07

DFEV

DIMENSIONAL ETF TRUST

11.18%

Shares195.4K

Event2026-06-30

Filed2026-07-07

DFNM

DIMENSIONAL ETF TRUST

26.35%

Shares164.0K

Event2026-06-30

Filed2026-07-07

DFAT

DIMENSIONAL ETF TRUST

4.98%

Shares100.7K

Event2026-06-30

Filed2026-07-07

DISV

DIMENSIONAL ETF TRUST

3.13%

Shares157.5K

Event2026-06-30

Filed2026-07-07

DFLV

DIMENSIONAL ETF TRUST

17.63%

Shares143.8K

Event2026-06-30

Filed2026-07-07

JOE

ST JOE CO

-1.53%

Shares87.8K

Event2026-06-30

Filed2026-07-07

DEXC

DIMENSIONAL ETF TRUST

-0.65%

Shares55.6K

Event2026-06-30

Filed2026-07-07

WORLD GOLD TR

1.97%

Shares44.8K

Event2026-06-30

Filed2026-07-07

ALPS ETF TR

-5.08%

Shares65.8K

Event2026-06-30

Filed2026-07-07

DEHP

DIMENSIONAL ETF TRUST

-4.95%

Shares77.0K

Event2026-06-30

Filed2026-07-07

VGSH

VANGUARD SCOTTSDALE FDS

109.49%

Shares51.3K

Event2026-06-30

Filed2026-07-07

DFAS

DIMENSIONAL ETF TRUST

11.07%

Shares28.3K

Event2026-06-30

Filed2026-07-07

ENFR

ALPS ETF TR

246.66%

Shares42.4K

Event2026-06-30

Filed2026-07-07

DFSU

DIMENSIONAL ETF TRUST

9.17%

Shares33.8K

Event2026-06-30

Filed2026-07-07

DFAW

DIMENSIONAL ETF TRUST

9.94%

Shares17.1K

Event2026-06-30

Filed2026-07-07

TEI

TEMPLETON EMERGING MKTS INCO

-7.06%

Shares189.4K

Event2026-06-30

Filed2026-07-07

GENERAL MTRS CO

27.17%

Shares16.5K

Event2026-06-30

Filed2026-07-07

VBIL

VANGUARD INSTL INDEX FD

-59.82%

Shares16.1K

Event2026-06-30

Filed2026-07-07

DFIV

DIMENSIONAL ETF TRUST

-0.66%

Shares22.5K

Event2026-06-30

Filed2026-07-07

CSRE

COHEN & STEERS ETF TRUST

New

Shares40.4K

Event2026-06-30

Filed2026-07-07

VSDB

VANGUARD MALVERN FDS

-16.20%

Shares14.5K

Event2026-06-30

Filed2026-07-07

FBTC

FIDELITY WISE ORIGIN BITCOIN

11.88%

Shares21.0K

Event2026-06-30

Filed2026-07-07

PAAA

PGIM ETF TR

165.53%

Shares17.7K

Event2026-06-30

Filed2026-07-07

FPAG

INVESTMENT MANAGERS SER TR I

-14.98%

Shares21.1K

Event2026-06-30

Filed2026-07-07

VGUS

VANGUARD INSTL INDEX FD

New

Shares10.3K

Event2026-06-30

Filed2026-07-07

PULS

PGIM ETF TR

New

Shares15.6K

Event2026-06-30

Filed2026-07-07

WMB

WILLIAMS COS INC

41.37%

Shares10.4K

Event2026-06-30

Filed2026-07-07

EXXON MOBIL CORP

-40.86%

Shares5.3K

Event2026-06-30

Filed2026-07-07

VANGUARD INDEX FDS

-22.99%

Shares1.9K

Event2026-06-30

Filed2026-07-07

DFSI

DIMENSIONAL ETF TRUST

44.20%

Shares15.2K

Event2026-06-30

Filed2026-07-07

SGVT

SCHWAB STRATEGIC TR

New

Shares6.8K

Event2026-06-30

Filed2026-07-07

CSNR

COHEN & STEERS ETF TRUST

170.18%

Shares19.6K

Event2026-06-30

Filed2026-07-07

GBTC

GRAYSCALE BITCOIN TRUST ETF

-0.82%

Shares14.0K

Event2026-06-30

Filed2026-07-07

BRK.B

BERKSHIRE HATHAWAY INC DEL

52.39%

Shares1.3K

Event2026-06-30

Filed2026-07-07

FRDM

EA SERIES TRUST

6.84%

Shares8.6K

Event2026-06-30

Filed2026-07-07

SUB

ISHARES TR

60.15%

Shares5.9K

Event2026-06-30

Filed2026-07-07

SGOV

ISHARES TR

-38.96%

Shares6.0K

Event2026-06-30

Filed2026-07-07

GOOG

ALPHABET INC

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-07

VANGUARD MALVERN FDS

134.30%

Shares6.5K

Event2026-06-30

Filed2026-07-07

DFCF

DIMENSIONAL ETF TRUST

-44.26%

Shares11.1K

Event2026-06-30

Filed2026-07-07

LOW

LOWES COS INC

-0.81%

Shares2.1K

Event2026-06-30

Filed2026-07-07

MSFT

MICROSOFT CORP

3.31%

Shares1.2K

Event2026-06-30

Filed2026-07-07

QQQM

INVESCO EXCH TRADED FD TR II

54.24%

Shares1.5K

Event2026-06-30

Filed2026-07-07

VOO

VANGUARD INDEX FDS

9.22%

Shares628

Event2026-06-30

Filed2026-07-07

DFSE

DIMENSIONAL ETF TRUST

7.32%

Shares8.6K

Event2026-06-30

Filed2026-07-07

DFGR

DIMENSIONAL ETF TRUST

8.23%

Shares14.4K

Event2026-06-30

Filed2026-07-07

EMBX

VANECK FDS

New

Shares8.0K

Event2026-06-30

Filed2026-07-07

SMMU

PIMCO ETF TR

New

Shares7.7K

Event2026-06-30

Filed2026-07-07

MKL

MARKEL GROUP INC

-0.53%

Shares186

Event2026-06-30

Filed2026-07-07

LMT

LOCKHEED MARTIN CORP

-3.69%

Shares652

Event2026-06-30

Filed2026-07-07

EMXC

ISHARES INC

0.00%

Shares3.2K

Event2026-06-30

Filed2026-07-07

CISCO SYS INC

-1.65%

Shares2.7K

Event2026-06-30

Filed2026-07-07

RYDER SYS INC

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-07

AAPL

APPLE INC

-12.07%

Shares1.1K

Event2026-06-30

Filed2026-07-07

MCD

MCDONALDS CORP

-0.60%

Shares1.2K

Event2026-06-30

Filed2026-07-07

GOOGL

ALPHABET INC

-7.01%

Shares875

Event2026-06-30

Filed2026-07-07

VGT

VANGUARD WORLD FD

631.69%

Shares2.5K

Event2026-06-30

Filed2026-07-07

AVEE

AMERICAN CENTY ETF TR

3.64%

Shares4.2K

Event2026-06-30

Filed2026-07-07

DFSV

DIMENSIONAL ETF TRUST

-0.26%

Shares6.8K

Event2026-06-30

Filed2026-07-07

HOME DEPOT INC

-2.14%

Shares731

Event2026-06-30

Filed2026-07-07

ABBVIE INC

-3.76%

Shares1.0K

Event2026-06-30

Filed2026-07-07

AMZN

AMAZON COM INC

-7.02%

Shares1.0K

Event2026-06-30

Filed2026-07-07

AT&T INC

0.00%

Shares10.9K

Event2026-06-30

Filed2026-07-07

NVDA

NVIDIA CORPORATION

New

Shares1.1K

Event2026-06-30

Filed2026-07-07

ETHU

VOLATILITY SHS TR

New

Shares14.7K

Event2026-06-30

Filed2026-07-07

JOF

JAPAN SMALLER CAPITALIZATION

-48.34%

Shares12.8K

Event2026-06-30

Filed2026-07-07

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available