Mills Wealth Advisors LLC - Portfolio Stock Holdings
Mills Wealth Advisors LLC disclosed 88 stock positions in a recent SEC 13F filing. $317,562,127 of stock holdings were filed, with the largest holdings including DFAC, VCRB, and VCRM. This filing represented positions held on June 30, 2026, and was filed today.We estimate the fund has a total AUM of $548,737,909 and has 8 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
88Est. Stock Holding Value:
$317,562,127Top Stock Holdings By Sector
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Portfolio Stock Holdings - Mills Wealth Advisors LLC
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Stock
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Holdings (Shares)
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Holdings (USD)
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% of Portfolio
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