Michael Mills Portfolio
Invests via Mills Wealth Advisors LLC | Managed by Michael Mills
Invests via Mills Wealth Advisors LLC
Managed by Michael Mills
Automatically Tracked
Michael Mills Profile
Seasoned investor and operating executive Michael Mills is known for directing growth-stage and middle-market investments across technology and services, with experience spanning corporate development, M&A and portfolio operations. He focuses on value creation through revenue acceleration, operational improvements and strategic partnerships, often collaborating with PE sponsors and management teams to scale companies.
Seasoned investor and operating executive Michael Mills is known for directing growth-stage and middle-market investments across technology and services, with experience spanning corporate development, M&A and portfolio operations. He focuses on value creation through revenue acceleration, operational improvements and strategic partnerships, often collaborating with PE sponsors and management teams to scale companies.
Investment Philosophy & Strategy
Growth-oriented investor focused on scaling technology and services businesses through revenue acceleration, operational improvement and strategic partnerships. Prefers growth-stage and middle-market opportunities where hands-on corporate development, M&A and portfolio operations can unlock value. Deploys pragmatic capital with sponsor-friendly co-investment structures, prioritizes measurable KPIs, disciplined cash flow improvement and exit-ready business models over a 3–7 year horizon.
Growth-oriented investor focused on scaling technology and services businesses through revenue acceleration, operational improvement and strategic partnerships. Prefers growth-stage and middle-market opportunities where hands-on corporate development, M&A and portfolio operations can unlock value. Deploys pragmatic capital with sponsor-friendly co-investment structures, prioritizes measurable KPIs, disciplined cash flow improvement and exit-ready business models over a 3–7 year horizon.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
46.48%
Gain +0.09%
Monthly
1%
Yearly
12.68%
Drawdown
12.41%
$320.27M
Equity
Holdings
$320.27M
Investment
$264.59M
$60.98M
Profit +$149,450.03
Realized
$5.3M
Unrealized
$55.69M
Dividends
$16.67M
Goals
Avg. 58% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.09%
Profit
$149,450.03
Win %
82%
This Week
Compared To Last Week
Gain
1.51%
Profit
$4.77M
Win %
82%
This Month
Compared to last month
Gain
1.51%
Profit
$4.77M
Win %
82%
This Year
Compared to last year
Gain
0.82%
Profit
$2.62M
Win %
81%
AMZN Amazon.com Inc
+15.32%
+$37,775.75 
GOOG Alphabet Inc
+6.88%
+$35,925.08 
GOOGL Alphabet Inc
+6.73%
+$19,661.25 
MSFT Microsoft Corp.
+3.02%
+$16,602.77 
NVDA NVIDIA Corporation
+2.93%
+$6,052.61 
CSCO Cisco Systems, Inc.
+2.14%
+$6,680.07 
LMT Lockheed Martin Corporation
+1.5%
+$5,626.76 
EMXC iShares MSCI Emerging Markets ex China ETF
+1.03%
+$3,011.76 
AMLP Alerian MLP ETF
+0.89%
+$32,246.9 
WMB The Williams Companies, Inc.
+0.89%
+$6,521.13 
MCD McDonald's Corporation
+0.82%
+$2,558.61 
VOO Vanguard S&P 500 ETF
+0.71%
+$3,052.11 
QQQM Invesco NASDAQ 100 ETF
+0.69%
+$2,824.64 
DFSU Dimensional US Sustainability Core 1 ETF
+0.67%
+$10,622.31 
FRDM Freedom 100 Emerging Markets ETF
+0.67%
+$3,718.64 
DEHP Dimensional Emerging Markets High Profitability ETF
+0.62%
+$18,491.04 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$3,645.26 
GM General Motors Company
+0.52%
+$7,579.88 
FPAG FPA Global Equity ETF
+0.48%
+$4,216.8 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
+0.43%
+$48,430.4 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$2,369.64 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.36%
+$171,209.92 
DFLV Dimensional US Large Cap Value ETF
+0.32%
+$18,696.86 
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF
+0.32%
+$1,269.35 
ENFR Alerian Energy Infrastructure ETF
+0.25%
+$4,242.8 
DFAW Dimensional World Equity ETF
+0.22%
+$3,077.1 
DEXC Dimensional Emerging Markets ex China Core Equity ETF
+0.21%
+$8,513.38 
T AT&T Inc.
+0.17%
+$435.56 
DFEV Dimensional Emerging Markets Value ETF
+0.08%
+$5,862.96 
EMBX VanEck Emerging Markets Bond ETF
+0.06%
+$238.98 
VBIL Vanguard 3-Month Treasury Bill ETF
+0.04%
+$481.74 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.02%
+$120.22 
SGVT Schwab Government Money Market ETF
+0.02%
+$135.06 
SMMU PIMCO Short Term Municipal Bond Active ETF
+0.02%
+$77.32 
VGUS Vanguard Ultra Short-Term Treasury Fund
+0.02%
+$154.62 
SUB iShares Short-Term National Muni Bond ETF
+0.01%
+$58.52 
DFSV Dimensional US Small Cap Value ETF
0%
$0 
TEI Templeton Emerging Markets Income Fund
0%
$0 
AAPL Apple Inc.
-7.35%
-$26,800.35 
ETHU 2X Ether ETF
-5.8%
-$14,069.76 
FBTC Fidelity Wise Origin Bitcoin Index Fund
-2.93%
-$34,704.45 
GBTC Grayscale Bitcoin Trust ETF
-2.85%
-$20,045.74 
ABBV AbbVie Inc.
-2.51%
-$6,618.81 
GLDM SPDR Gold MiniShares Trust
-1.46%
-$53,303.67 
JOE The St. Joe Company
-1.32%
-$72,894.75 
LOW Lowe's Companies Inc.
-1.08%
-$4,705.71 
XOM Exxon Mobil Corporation
-0.97%
-$8,101.35 
CSNR Cohen & Steers Natural Resources Active ETF
-0.69%
-$4,849.14 
R Ryder System Inc.
-0.68%
-$2,100 
DIHP Dimensional International High Profitability Portfolio
-0.63%
-$91,485.02 
DFSI Dimensional International Sustainability Core 1 ETF
-0.61%
-$4,248.44 
DFIC Dimensional International Core Equity Market ETF
-0.57%
-$116,913.5 
DISV Dimensional International Small Cap Equity Fund
-0.52%
-$34,655.5 
DFGR Dimensional Global Real Estate ETF
-0.5%
-$2,157.6 
DFIV Dimensional International Value ETF
-0.47%
-$6,062.85 
HD The Home Depot, Inc.
-0.42%
-$1,016.1 
VGVT Vanguard Government Securities Active ETF
-0.38%
-$1,837.18 
VGT Vanguard Information Technology ETF
-0.38%
-$1,082.31 
PAAA PGIM AAA CLO ETF
-0.37%
-$3,356.54 
AVEE Avantis Emerging Markets Small Cap Equity ETF
-0.36%
-$961.02 
CSRE Cohen & Steers Real Estate Active ETF
-0.34%
-$4,036.6 
PULS PGIM Ultra Short Bond ETF
-0.3%
-$2,343.75 
DFCF Dimensional Core Fixed Income ETF
-0.29%
-$1,326.84 
DUHP Dimensional US High Profitability ETF
-0.27%
-$55,296.89 
VCRB Vanguard Core Bond ETF
-0.25%
-$99,075.75 
MKL Markel Group Inc.
-0.2%
-$710.53 
JOF Japan Smaller Capitalization Fund Inc.
-0.18%
-$256.46 
DFAS Dimensional U.S. Small Cap ETF
-0.17%
-$3,966.37 
DFAT Dimensional US Targeted Value ETF
-0.15%
-$11,076.78 
BSV Vanguard Short-Term Bond ETF
-0.08%
-$6,435.78 
DFSD Dimensional Short-Duration Fixed Income ETF
-0.06%
-$8,325.63 
VGSH Vanguard Short-Term Treasury Fund
-0.05%
-$1,539.16 
DFNM Dimensional National Municipal Bond ETF
-0.04%
-$3,280.62 
VSDM Vanguard Short-Term Tax-Exempt Bond Fund
-0.03%
-$3,299.18 
VSDB Vanguard Short Duration Bond ETF
-0.02%
-$217.63 
VCRM Vanguard Core Tax-Exempt Bond Fund
-0.02%
-$5,860.12 Events
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Dividends
Dividend Analysis
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| Trades 834 | Longs Won 655/834 78% | Profit Factor 25.13 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $376,926.88 |
| Average Win $96,959.23 | Best Trade (Aug 05) $8.85M | Sharpe Ratio -10.36 |
| Average Loss -$14,117.97 | Worst Trade (Dec 30) -$222,929.65 | Z-Score 16.18 (100%) |
| Commissions $0 | Avg. Trade Length 1y 3m 3w 6d | Expectancy $73,118.92 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 22,727 | 20,455 | 18,182 | 15,909 | 13,636 | 11,364 | 9,091 | 6,818 | 4,545 | 2,273 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Michael Mills?
The largest contributions to the portfolio's profits come from the following stocks: Vanguard Core Bond ETF - $2.54M, JPMorgan Ultra-Short Income ETF - $1.92M, JPMorgan Ultra-Short Municipal Income Fund - $1.77M, Alerian MLP ETF - $1.11M, and Vanguard Core Tax-Exempt Bond Fund - $1.06M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Vanguard S&P Small-Cap 600 Value ETF - $352,428.03, Range Resources Corporation - $65,314.72, iShares Silver Trust - $59,047.25, Marsh & McLennan Companies, Inc - $51,743.38, and Fathom Holdings Inc - $49,057.15. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Michael Mills's portfolio generate?
The portfolio generates substantial dividend income, with a total of $16.67M earned over time. The largest contributors to dividend income include Vanguard Core Bond ETF - $2.43M, JPMorgan Ultra-Short Income ETF - $1.79M, JPMorgan Ultra-Short Municipal Income Fund - $1.68M, Vanguard Core Tax-Exempt Bond Fund - $1.06M, and Dimensional International Core Equity Market ETF - $956,650.56. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Michael Mills's monthly returns?
Michael Mills's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Michael Mills's strategy be considered aggressive or moderate?
Michael Mills's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Michael Mills's strategy?
Michael Mills's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
