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:
17.51%
Gain -0.06%
Monthly
0.47%
Yearly
5.81%
Drawdown
10.67%
$303.16M
Equity
Holdings
$303.16M
Investment
$249.52M
$57.66M
Profit -$192,190.58
Realized
$4.01M
Unrealized
$53.65M
Dividends
$14.17M
Goals
Avg. 74% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.06%
Profit
-$192,190.58
Win %
84%
This Week
Compared To Last Week
Gain
-0.07%
Profit
-$207,346.09
Win %
84%
This Month
Compared to last month
Gain
-0.02%
Profit
-$44,058.76
Win %
84%
This Year
Compared to last year
Gain
2.4%
Profit
$8.51M
Win %
83%
SIL Global X Silver Miners UCITS ETF USD Accumulating
+3.27%
+$6,389.54 
T AT&T Inc.
+2.52%
+$6,315.62 
ABBV AbbVie Inc.
+1.32%
+$3,146.48 
CSNR Cohen & Steers Natural Resources Active ETF
+1.2%
+$3,133.62 
DFSV Dimensional US Small Cap Value ETF
+1.17%
+$3,088.35 
TEI Templeton Emerging Markets Income Fund
+1.09%
+$14,266.63 
DFAS Dimensional U.S. Small Cap ETF
+1.02%
+$20,661.48 
BINV Brandes International Equity Fund
+0.98%
+$2,350.74 
DFAT Dimensional US Targeted Value ETF
+0.96%
+$63,309.18 
MKL Markel Group Inc.
+0.87%
+$2,992 
SPLV Invesco S&P 500 Low Volatility ETF
+0.85%
+$2,164.05 
DFLV Dimensional US Large Cap Value ETF
+0.83%
+$40,346.46 
DISV Dimensional International Small Cap Equity Fund
+0.82%
+$52,697.37 
GM General Motors Company
+0.8%
+$8,422.05 
DFGR Dimensional Global Real Estate ETF
+0.79%
+$3,056.7 
SLV iShares Silver Trust
+0.77%
+$1,891.75 
XLE Energy Select Sector SPDR Fund
+0.75%
+$1,729.03 
HD The Home Depot, Inc.
+0.73%
+$1,777.86 
ENFR Alerian Energy Infrastructure ETF
+0.73%
+$3,426.92 
BRK-B Berkshire Hathaway Inc.
+0.71%
+$2,892.56 
QQQM Invesco NASDAQ 100 ETF
+0.68%
+$1,878.56 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.66%
+$297,656.87 
WMB The Williams Companies, Inc.
+0.64%
+$3,368.12 
AVEE Avantis Emerging Markets Small Cap Equity ETF
+0.64%
+$1,826.08 
VGT Vanguard Information Technology ETF
+0.58%
+$1,843.84 
DFIV Dimensional International Value ETF
+0.58%
+$7,233.6 
DFAW Dimensional World Equity ETF
+0.57%
+$7,308.03 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.56%
+$5,026.4 
EMXC iShares MSCI Emerging Markets ex China ETF
+0.55%
+$1,762.2 
VOO Vanguard S&P 500 ETF
+0.55%
+$2,139.02 
GOOGL Alphabet Inc
+0.53%
+$1,797.31 
DFSU Dimensional US Sustainability Core 1 ETF
+0.52%
+$7,436.88 
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF
+0.51%
+$2,019.55 
FRDM Freedom 100 Emerging Markets ETF
+0.49%
+$2,832.9 
GOOG Alphabet Inc
+0.45%
+$2,502.38 
DFEV Dimensional Emerging Markets Value ETF
+0.42%
+$31,640.4 
DFIC Dimensional International Core Equity Market ETF
+0.42%
+$81,321.5 
DEXC Dimensional Emerging Markets ex China Core Equity ETF
+0.41%
+$18,481.54 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
+0.37%
+$45,743.4 
DUHP Dimensional US High Profitability ETF
+0.37%
+$76,454.94 
DFSI Dimensional International Sustainability Core 1 ETF
+0.31%
+$1,473.08 
XOM Exxon Mobil Corporation
+0.28%
+$3,625.97 
DIHP Dimensional International High Profitability Portfolio
+0.17%
+$23,892.9 
FPAG FPA Global Equity ETF
+0.14%
+$1,364 
FBTC Fidelity Wise Origin Bitcoin Index Fund
+0.11%
+$1,128 
GLDM SPDR Gold MiniShares Trust
+0.11%
+$3,953.52 
MSFT Microsoft Corp.
+0.1%
+$471.99 
IBMO iShares iBonds Dec 2026 Term ETF
+0.1%
+$525.73 
JOF Japan Smaller Capitalization Fund Inc.
+0.09%
+$248.2 
VSDB Vanguard Short Duration Bond ETF
+0.05%
+$692.56 
GBTC Grayscale Bitcoin Trust ETF
+0.04%
+$282.68 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.03%
+$635.76 
SUB iShares Short-Term National Muni Bond ETF
+0.03%
+$109.62 
JMST JPMorgan Ultra-Short Municipal Income Fund
+0.02%
+$356.96 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.02%
+$196.96 
DEHP Dimensional Emerging Markets High Profitability ETF
+0.01%
+$486.33 
MCD McDonald's Corporation
+0.01%
+$46.8 
VSDM Vanguard Short-Term Tax-Exempt Bond Fund
+0.01%
+$1,700.12 
BSV Vanguard Short-Term Bond ETF
0%
$0 
PAAA PGIM AAA CLO ETF
0%
$0 
VBIL Vanguard 3-Month Treasury Bill ETF
0%
$0 
VCRM
0%
$0 
VUSB Vanguard Ultra-Short Bond ETF
0%
$0 
AAPL Apple Inc.
-1.52%
-$5,593.5 
LMT Lockheed Martin Corporation
-1.52%
-$5,652.95 
AMZN Amazon.com Inc
-1.23%
-$3,332.95 
CSCO Cisco Systems, Inc.
-0.6%
-$2,040.35 
AMLP Alerian MLP ETF
-0.34%
-$12,479.94 
SHEL Shell plc
-0.22%
-$419.71 
JMUB JPMorgan Municipal Bond ETF
-0.16%
-$3,436.48 
LOW Lowe's Companies Inc.
-0.12%
-$564.3 
DFCF Dimensional Core Fixed Income ETF
-0.1%
-$793.44 
JOE The St. Joe Company
-0.06%
-$3,567.52 
BSMQ Invesco BulletShares 2026 Municipal Bond Fund
-0.04%
-$111.85 
DFNM Dimensional National Municipal Bond ETF
-0.04%
-$2,596.4 
VCRB Vanguard Core Bond ETF
-0.04%
-$13,671.15 
VGVT Vanguard Government Securities Active ETF
-0.04%
-$77.31 
VGSH Vanguard Short-Term Treasury Fund
-0.03%
-$489.78 
DFSD Dimensional Short-Duration Fixed Income ETF
-0.02%
-$2,570.48 
R Ryder System Inc.
0%
-$12 Events
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Dividends
Dividend Analysis
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| Trades 762 | Longs Won 586/762 76% | Profit Factor 34.18 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $369,118.11 |
| Average Win $101,362.7 | Best Trade (Jun 14) $8.11M | Sharpe Ratio -6.15 |
| Average Loss -$9,874.25 | Worst Trade (Dec 30) -$222,929.65 | Z-Score 16.62 (100%) |
| Commissions $0 | Avg. Trade Length 1y 3m 2w 4d | Expectancy $75,670.18 |
| 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 | 30,303 | 27,273 | 24,242 | 21,212 | 18,182 | 15,152 | 12,121 | 9,091 | 6,061 | 3,030 |
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Returns
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