Mills Wealth Advisors LLC
Mills Wealth Advisors LLC reported 76 positions worth $317.6M as of June 30, 2026 (13F filed July 7, 2026). Largest holding: DFAC (14.9%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | DFAC | SH | $47.5M | 14.95% | 1,070,062 | — | — | |
| ▸ 2 | VCRB | SH | $39.7M | 12.49% | 513,604 | — | — | |
| ▸ 3 | VCRM | SH | $34.4M | 10.85% | 450,834 | — | — | |
| ▸ 4 | DUHP | SH | $21.0M | 6.61% | 502,699 | — | — | |
| ▸ 5 | DFIC | SH | $19.8M | 6.24% | 531,425 | — | — | |
| ▸ 6 | DIHP | SH | $14.2M | 4.47% | 415,841 | — | — | |
| ▸ 7 | DFSD | SH | $13.3M | 4.17% | 277,521 | — | — | |
| ▸ 8 | VSDM | SH | $12.6M | 3.98% | 164,926 | — | — | |
| ▸ 9 | DFEM | SH | $12.3M | 3.87% | 302,690 | — | — | |
| ▸ 10 | BSV | SH | $8.4M | 2.63% | 107,263 | — | — |
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Frequently Asked Questions
What stocks does Mills Wealth Advisors LLC hold as of Q2 2026?
Mills Wealth Advisors LLC reported 76 positions worth $317.6M in its Q2 2026 13F filing. Largest positions: DFAC (14.9%), VCRB (12.5%), VCRM (10.8%), DUHP (6.6%) and DFIC (6.2%).
What did Mills Wealth Advisors LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Mills Wealth Advisors LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.