Mills Wealth Advisors LLC — 13F holdings

Mills Wealth Advisors LLC reported 78 holdings worth $316M in its 13F filing for Q3 2026, filed October 22, 2026.

Largest positions

  1. VCRB VANGUARD MALVERN FDS — $55.5M (17.6%)
  2. DIMENSIONAL ETF TRUST — $49.8M (15.8%)
  3. VCRM VANGUARD MUN BD FDS — $44.2M (14.0%)
  4. DFIC DIMENSIONAL ETF TRUST — $21.1M (6.7%)
  5. DIHP DIMENSIONAL ETF TRUST — $14.6M (4.6%)
  6. DFEM DIMENSIONAL ETF TRUST — $12.2M (3.9%)
  7. DFSD DIMENSIONAL ETF TRUST — $9.73M (3.1%)
  8. DFEV DIMENSIONAL ETF TRUST — $8.97M (2.8%)
  9. DFNM DIMENSIONAL ETF TRUST — $8.69M (2.7%)
  10. DISV DIMENSIONAL ETF TRUST — $7.12M (2.3%)