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Portfolio (Quarterly) Guide ↗

Mills Wealth Advisors LLC

· CIK 0002029294
13F Portfolio $318M AUM 76 positions Filed Jul 7, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 8 New 35 Added 28 Reduced 12 Exited
Page 2 of 2  ·  35 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 PAAA PGIM ETF TR 17,666.0 $906K 0.28% +11K +165.5% $51.27 +0.3%
22 WMB WILLIAMS COS INC Energy 10,351.0 $769K 0.24% +3K +41.4% $74.34 -1.2%
23 DFSI DIMENSIONAL ETF TRUST 15,173.0 $684K 0.21% +5K +44.2% $45.10 +5.2%
24 CSNR COHEN & STEERS ETF TRUST 19,553.0 $653K 0.21% +12K +170.2% $33.39 +11.4%
25 BERKSHIRE HATHAWAY INC DEL 1,274.0 $637K 0.20% +438.0 +52.4% $500.39
26 FRDM EA SERIES TRUST 8,648.0 $630K 0.20% +554.0 +6.8% $72.90 -5.3%
27 SUB ISHARES TR 5,852.0 $623K 0.20% +2K +60.1% $106.47 -0.2%
28 VGVT VANGUARD MALVERN FDS 6,469.0 $487K 0.15% +4K +134.3% $75.26 -1.5%
29 MSFT MICROSOFT CORP Technology 1,219.0 $455K 0.14% +39.0 +3.3% $373.11 +28.7%
30 QQQM INVESCO EXCH TRADED FD TR II 1,456.0 $441K 0.14% +512.0 +54.2% $302.88 -0.8%
31 VOO VANGUARD INDEX FDS 628.0 $432K 0.14% +53.0 +9.2% $687.28 +3.3%
32 DFSE DIMENSIONAL ETF TRUST 8,635.0 $422K 0.13% +589.0 +7.3% $48.88 +0.2%
33 DFGR DIMENSIONAL ETF TRUST 14,384.0 $417K 0.13% +1K +8.2% $28.97 +1.5%
34 VGT VANGUARD WORLD FD 2,517.0 $301K 0.10% +2K +631.7% $119.52 +2.5%
35 AVEE AMERICAN CENTY ETF TR 4,215.0 $292K 0.09% +148.0 +3.6% $69.32 -0.7%
Page 2 of 2  ·  35 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 35.5%
Real Estate 27.6%
Consumer Cyclical 12.8%
Energy 7.5%
Technology 6.6%
Communication Services 5.5%
Industrials 3.3%
Healthcare 1.3%