Mills Wealth Advisors LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing equity securities held for the period ending September 30, 2026. The filing lists 78 separate holdings, with Michael Mills identified as the owner of record for the firm.
The portfolio is heavily weighted toward exchange-traded funds (ETFs), with a significant portion of the assets managed through Dimensional ETF Trust funds. The top individual stock holdings include Rackspace Technology Inc., with 78,615 shares, and Rayonier Inc., with 22,411 shares. Other notable individual equity positions include General Motors Co. (16,478 shares), Lockheed Martin Corp. (650 shares), and Markel Group Inc. (181 shares).
The filing also includes exposure to the cryptocurrency market through Grayscale Bitcoin Trust ETF Shares and Fidelity Wise Origin Bitcoin Shares, holding 14,018 and 21,366 shares, respectively. The portfolio also features substantial allocations to various Vanguard ETFs, including Vanguard Malvern Funds Core Bond ETF, Vanguard Malvern Funds Short Duration Bond ETF, and Vanguard Muni Bond Funds Core Tax Exempt.
