Mills Wealth Advisors LLC
Mills Wealth Advisors, LLC is a registered investment advisor based in Southlake, Texas, providing investment advisory and financial planning services since 2012. The firm serves a national and international client base, including individuals, high-net-worth individuals, and select institutional investors. It is led by founder Mike Mills and has 6-7 employees. The firm offers tailored portfolio management, financial planning, and access to private pooled investment vehicles for sophisticated investors.
Investment Strategy
Mills Wealth Advisors employs a comprehensive financial planning approach, structuring portfolios based on clients’ specific financial goals. Investment advice covers a range of asset classes, including mutual funds, ETFs, equities, bonds, real estate, private placements, and alternative investments. The firm also sponsors private pooled investment vehicles targeting distressed companies or securitized assets, but these are closed to new investors. The firm emphasizes objective, client-centric advice, leveraging technology to serve clients globally.
Top Holdings
Equity Positions (68)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
D DFAC | DIMENSIONAL ETF TRUST | 14.65% | $36.0M | 933,719 | $28.35 | $38.57 | +$3.2M |
V VCRB | VANGUARD MALVERN FDS | 12.71% | $31.2M | 398,281 | $76.23 | $78.41 | +$1.1M |
D DUHP | DIMENSIONAL ETF TRUST | 7.16% | $17.6M | 466,285 | $30.29 | $37.77 | +$1.5M |
D DFIC | DIMENSIONAL ETF TRUST | 6.21% | $15.3M | 465,170 | $25.72 | $32.79 | +$1.5M |
D DIHP | DIMENSIONAL ETF TRUST | 4.56% | $11.2M | 369,141 | $25.27 | $30.40 | +$759.7K |