Mills Wealth Advisors LLC - Portfolio overview

Mills Wealth Advisors LLC has 90 reported holdings in this dataset, with the latest filing dated 2026-04-24.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Real Estate and Energy.

Largest reported holdings by portfolio allocation

1. DFAC - DIMENSIONAL ETF TRUST, 13.58%
2. VCRB - VANGUARD MALVERN FDS, 12.00%
3. VCRM - VANGUARD MUN BD FDS, 10.21%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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