Notify me when Mills Wealth Advisors LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 71 | $245,800,035 | +$22,319,890 | -$4,179,762 | +$18,140,128 | DFAC, VCRB, VCRM, DUHP, DFIC | 13F-HR | 10 Oct 2025, 12:41 |
| Q2 2025 | 68 | $218,112,074 | +$35,633,711 | -$14,838,559 | +$20,795,152 | DFAC, VCRB, VCRM, DUHP, DFIC | 13F-HR | 30 Jul 2025, 09:57 |
| Q1 2025 | 63 | $188,283,058 | +$30,379,914 | -$18,439,846 | +$11,940,068 | DFAC, VCRB, VCRM, DFIC, DUHP | 13F-HR | 29 Apr 2025, 11:52 |
| Q4 2024 | 62 | $175,753,718 | +$44,859,371 | -$12,196,810 | +$32,662,561 | DFAC, VCRB, VCRM, JPST, JMST | 13F-HR | 05 Feb 2025, 10:53 |
| Q3 2024 | 55 | $145,260,524 | +$7,718,109 | -$8,237,239 | -$519,130 | DFAC, JMST, JPST, VCRB, DUHP | 13F-HR | 21 Oct 2024, 10:16 |
| Q2 2024 | 53 | $139,936,278 | +$17,872,946 | -$13,828,141 | +$4,044,805 | DFAC, JMST, JPST, VCRB, DFIC | 13F-HR | 08 Aug 2024, 14:34 |
| Q1 2024 | 54 | $136,258,518 | +$14,748,915 | -$14,377,236 | +$371,679 | JMST, DFAC, JPST, DFIC, DUHP | 13F-HR | 03 Jul 2024, 13:50 |
| Q4 2023 | 51 | $131,250,296 | +$8,140,668 | -$8,514,292 | -$373,624 | JMST, DFAC, JPST, DFNM, DUHP | 13F-HR | 03 Jul 2024, 13:50 |
| Q3 2023 | 49 | $124,928,910 | +$14,589,870 | -$18,835,483 | -$4,245,613 | JMST, JPST, DFAC, DFNM, VUSB | 13F-HR | 03 Jul 2024, 13:50 |
| Q2 2023 | 47 | $131,575,811 | +$9,176,599 | -$3,512,265 | +$5,664,334 | JMST, JPST, DFAC, VUSB, DUHP | 13F-HR | 03 Jul 2024, 13:50 |
| Q1 2023 | 45 | $124,147,202 | +$25,677,763 | -$14,440,842 | +$11,236,921 | JMST, JPST, DFAC, DUHP, DFIC | 13F-HR | 03 Jul 2024, 13:50 |
| Q4 2022 | 51 | $110,629,839 | $0 | $0 | $0 | JMST, JPST, DFAC, DFNM, DUHP | 13F-HR | 03 Jul 2024, 13:50 |