Mills Wealth Advisors LLC
Annual return
—
SPY
—
Alpha
—
Invested
$572.6M
Holdings
80
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 3 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$DFAC
DIMENSIONAL ETF TRUST
Q4 2025: Exited (was 933.7k shares)
13.9%
02
$VCRB
VANGUARD MALVERN FDS
Q4 2025: Exited (was 398.3k shares)
12.3%
03
$VCRM
VANGUARD MUN BD FDS
Q4 2025: Exited (was 299.3k shares)
10.5%
04
$DUHP
DIMENSIONAL ETF TRUST
Q4 2025: Exited (was 466.3k shares)
6.5%
05
$DFIC
DIMENSIONAL ETF TRUST
Q4 2025: Exited (was 465.2k shares)
6.3%
06
$VSDM
VANGUARD MUN BD FDS
Q4 2025: Exited (was 76.3k shares)
4.5%
07
$DIHP
DIMENSIONAL ETF TRUST
Q4 2025: Exited (was 369.1k shares)
4.5%
08
$DFSD
DIMENSIONAL ETF TRUST
Q4 2025: Exited (was 110.6k shares)
4.3%
09
$DFEM
DIMENSIONAL ETF TRUST
Q4 2025: Exited (was 316.9k shares)
3.7%
10
$BSV
VANGUARD BD INDEX FDS
Q4 2025: Exited (was 58.7k shares)
2.7%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Last refreshed 10:43 UTC.