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:
47.53%
Gain +0.01%
Monthly
0.89%
Yearly
11.24%
Drawdown
12.41%
$314.7M
Equity
Holdings
$314.7M
Investment
$264.59M
$55.41M
Profit +$25,771.36
Realized
$5.3M
Unrealized
$50.11M
Dividends
$17.87M
Goals
Avg. 47.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.01%
Profit
$25,771.36
Win %
78%
This Week
Compared To Last Week
Gain
0.01%
Profit
$25,771.36
Win %
78%
This Month
Compared to last month
Gain
-1.05%
Profit
-$3.33M
Win %
78%
This Year
Compared to last year
Gain
-0.93%
Profit
-$2.95M
Win %
77%
ETHU 2X Ether ETF
+5.03%
+$22,570.24 
NVDA NVIDIA Corporation
+2.82%
+$6,911.2 
FBTC Fidelity Wise Origin Bitcoin Index Fund
+2.74%
+$42,486.66 
GBTC Grayscale Bitcoin Trust ETF
+2.67%
+$24,531.5 
GOOG Alphabet Inc
+1.89%
+$9,884.5 
AMZN Amazon.com Inc
+1.79%
+$4,643.44 
GOOGL Alphabet Inc
+1.74%
+$5,136.26 
R Ryder System Inc.
+1.71%
+$4,740 
EMXC iShares MSCI Emerging Markets ex China ETF
+1.52%
+$4,838.04 
VGT Vanguard Information Technology ETF
+1.49%
+$4,757.12 
FRDM Freedom 100 Emerging Markets ETF
+1.44%
+$8,734.48 
CSCO Cisco Systems, Inc.
+1.4%
+$4,178.48 
DFEV Dimensional Emerging Markets Value ETF
+1.34%
+$111,396.24 
QQQM Invesco NASDAQ 100 ETF
+1.33%
+$5,940.47 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
+1.3%
+$155,885.35 
DFAS Dimensional U.S. Small Cap ETF
+1.23%
+$27,056.1 
DIHP Dimensional International High Profitability Portfolio
+1.23%
+$170,494.81 
WMB The Williams Companies, Inc.
+1.17%
+$8,384.31 
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF
+1.15%
+$4,788.11 
CSRE Cohen & Steers Real Estate Active ETF
+1.15%
+$12,311.63 
VTI VANGUARD TOTAL STOCK MKT ETF
+1.08%
+$7,609.97 
DFSU Dimensional US Sustainability Core 1 ETF
+1.05%
+$16,745.35 
DFSV Dimensional US Small Cap Value ETF
+1.03%
+$2,669.55 
DEHP Dimensional Emerging Markets High Profitability ETF
+1.02%
+$32,536.53 
DFAT Dimensional US Targeted Value ETF
+1.02%
+$68,978.13 
TEI Templeton Emerging Markets Income Fund
+1%
+$11,554.74 
DFSI Dimensional International Sustainability Core 1 ETF
+1%
+$6,751.98 
VOO Vanguard S&P 500 ETF
+0.98%
+$4,345.77 
DFGR Dimensional Global Real Estate ETF
+0.97%
+$3,739.84 
DFAW Dimensional World Equity ETF
+0.94%
+$13,163.18 
DFIC Dimensional International Core Equity Market ETF
+0.93%
+$183,341.62 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.92%
+$438,725.42 
FPAG FPA Global Equity ETF
+0.91%
+$7,801.08 
HD The Home Depot, Inc.
+0.87%
+$1,798.27 
MSFT Microsoft Corp.
+0.86%
+$5,387.99 
LOW Lowe's Companies Inc.
+0.85%
+$3,213.15 
CSNR Cohen & Steers Natural Resources Active ETF
+0.65%
+$4,549.98 
VCRM Vanguard Core Tax-Exempt Bond Fund
+0.63%
+$202,875.3 
DFIV Dimensional International Value ETF
+0.61%
+$7,522.43 
T AT&T Inc.
+0.58%
+$1,524.46 
DFLV Dimensional US Large Cap Value ETF
+0.53%
+$30,921.73 
JOE The St. Joe Company
+0.52%
+$29,860.5 
DUHP Dimensional US High Profitability ETF
+0.47%
+$100,539.8 
DFNM Dimensional National Municipal Bond ETF
+0.47%
+$35,266.67 
DISV Dimensional International Small Cap Equity Fund
+0.45%
+$29,929.75 
AAPL Apple Inc.
+0.4%
+$1,426.35 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$2,318.69 
SMMU PIMCO Short Term Municipal Bond Active ETF
+0.36%
+$1,368.56 
DFCF Dimensional Core Fixed Income ETF
+0.31%
+$1,382.12 
VSDM Vanguard Short-Term Tax-Exempt Bond Fund
+0.31%
+$37,932.98 
SUB iShares Short-Term National Muni Bond ETF
+0.29%
+$1,755.6 
ENFR Alerian Energy Infrastructure ETF
+0.28%
+$4,454.94 
VCRB Vanguard Core Bond ETF
+0.28%
+$104,569.77 
ABBV AbbVie Inc.
+0.22%
+$593.35 
DFSD Dimensional Short-Duration Fixed Income ETF
+0.19%
+$24,976.89 
MCD McDonald's Corporation
+0.18%
+$476.83 
XOM Exxon Mobil Corporation
+0.17%
+$1,429.6 
MKL Markel Group Inc.
+0.16%
+$505.19 
GLDM SPDR Gold MiniShares Trust
+0.16%
+$5,823.09 
VSDB Vanguard Short Duration Bond ETF
+0.15%
+$1,595.99 
BSV Vanguard Short-Term Bond ETF
+0.09%
+$7,508.41 
VGSH Vanguard Short-Term Treasury Fund
+0.09%
+$2,565.1 
PAAA PGIM AAA CLO ETF
+0.07%
+$618.31 
SGVT Schwab Government Money Market ETF
+0.04%
+$279.57 
AMLP Alerian MLP ETF
+0.04%
+$1,316.2 
VGUS Vanguard Ultra Short-Term Treasury Fund
+0.04%
+$279.35 
VBIL Vanguard 3-Month Treasury Bill ETF
+0.03%
+$334.01 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.03%
+$150.28 
PULS PGIM Ultra Short Bond ETF
+0.01%
+$78.12 
DEXC Dimensional Emerging Markets ex China Core Equity ETF
0%
+$16.69 
LMT Lockheed Martin Corporation
-0.91%
-$2,999.2 
EMBX VanEck Emerging Markets Bond ETF
-0.77%
-$3,027.08 
JOF Japan Smaller Capitalization Fund Inc.
-0.71%
-$1,154.07 
GM General Motors Company
-0.68%
-$8,898.12 
AVEE Avantis Emerging Markets Small Cap Equity ETF
-0.09%
-$252.9 
VGVT Vanguard Government Securities Active ETF
-0.07%
-$342.88 Events
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Dividends
Dividend Analysis
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| Trades 834 | Longs Won 637/834 76% | Profit Factor 10.27 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $368,327.35 |
| Average Win $96,367.99 | Best Trade (Aug 14) $9.02M | Sharpe Ratio -10.36 |
| Average Loss -$30,341.38 | Worst Trade (Oct 01) -$826,223.04 | Z-Score 11.49 (100%) |
| Commissions $0 | Avg. Trade Length 1y 4m 3w 5d | Expectancy $66,437.84 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 10,417 | 9,375 | 8,333 | 7,292 | 6,250 | 5,208 | 4,167 | 3,125 | 2,083 | 1,042 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 1,093 | $240,444.58 | $362,466.12 | - | $122,021.54 | 50.75% | +0.395% |
| ABBV AbbVie Inc. | 1,023 | $236,458.2 | $266,501.73 | - | $30,043.53 | 12.71% | +0.223% |
| AMLP Alerian MLP ETF | 65,810 | $3.09M | $3.44M | - | $354,938.32 | 11.5% | +0.038% |
| AMZN Amazon.com Inc | 1,047 | $240,390.36 | $264,540.25 | - | $24,149.89 | 10.05% | +1.787% |
| AVEE Avantis Emerging Markets Small Cap Equity ETF | 4,215 | $229,072.02 | $288,811.8 | - | $59,739.78 | 26.08% | -0.087% |
| BRK-B Berkshire Hathaway Inc. | 1,274 | $528,169.3 | $639,955.69 | - | $111,786.39 | 21.16% | +0.364% |
| BSV Vanguard Short-Term Bond ETF | 107,263 | $8.4M | $8.19M | - | -$213,189.27 | -2.54% | +0.092% |
| CSCO Cisco Systems, Inc. | 2,749 | $211,780.77 | $303,159.72 | - | $91,378.95 | 43.15% | +1.398% |
| CSNR Cohen & Steers Natural Resources Active ETF | 19,553 | $707,829.24 | $707,994.58 | - | $165.34 | 0.02% | +0.647% |
| CSRE Cohen & Steers Real Estate Active ETF | 40,366 | $1.15M | $1.09M | - | -$60,336.09 | -5.27% | +1.147% |
| DEHP Dimensional Emerging Markets High Profitability ETF | 77,046 | $2.15M | $3.21M | - | $1.06M | 49.26% | +1.023% |
| DEXC Dimensional Emerging Markets ex China Core Equity ETF | 55,643 | $3M | $4.43M | - | $1.44M | 48.02% | 0.0 |
| DFAC Dimensional U.S. Core Equity 2 ETF | 1.07M | $32.04M | $48.23M | - | $16.19M | 50.52% | +0.918% |
| DFAS Dimensional U.S. Small Cap ETF | 28,331 | $1.88M | $2.24M | - | $357,334.61 | 19.02% | +1.225% |
| DFAT Dimensional US Targeted Value ETF | 100,698 | $5.22M | $6.83M | - | $1.61M | 30.78% | +1.02% |
| DFAW Dimensional World Equity ETF | 17,095 | $1.17M | $1.42M | - | $246,861.49 | 21.04% | +0.935% |
| DFCF Dimensional Core Fixed Income ETF | 11,057 | $446,369.68 | $445,762.95 | - | -$606.73 | -0.14% | +0.311% |
| DFEM Dimensional Emerging Markets Core Equity 2 ETF | 302,690 | $7.66M | $12.18M | - | $4.52M | 58.95% | +1.296% |
| DFEV Dimensional Emerging Markets Value ETF | 195,432 | $5.53M | $8.39M | - | $2.86M | 51.81% | +1.345% |
| DFGR Dimensional Global Real Estate ETF | 14,384 | $384,947.76 | $389,518.72 | - | $4,570.96 | 1.19% | +0.969% |
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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 - $2.69M, JPMorgan Ultra-Short Income ETF - $1.92M, JPMorgan Ultra-Short Municipal Income Fund - $1.77M, Alerian MLP ETF - $1.18M, and Vanguard Core Tax-Exempt Bond Fund - $1.17M. 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 $17.87M earned over time. The largest contributors to dividend income include Vanguard Core Bond ETF - $2.58M, JPMorgan Ultra-Short Income ETF - $1.79M, JPMorgan Ultra-Short Municipal Income Fund - $1.68M, Vanguard Core Tax-Exempt Bond Fund - $1.17M, and Dimensional International Core Equity Market ETF - $1.05M. 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.
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