BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 4 of 4  ·  76 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 EMXC ISHARES INC 3,204.0 $328K 0.10% $102.30 -3.9%
62 CSCO CISCO SYS INC Technology 2,749.0 $323K 0.10% -46.0 -1.6% $117.46 -3.9%
63 R RYDER SYS INC Industrials 1,200.0 $317K 0.10% $263.77 +0.4%
64 AAPL APPLE INC Technology 1,093.0 $316K 0.10% -150.0 -12.1% $289.47 +5.6%
65 MCD MCDONALDS CORP Consumer Cyclical 1,163.0 $314K 0.10% -7.0 -0.6% $270.31 -1.8%
66 GOOGL ALPHABET INC Communication Services 875.0 $313K 0.10% -66.0 -7.0% $357.38 -3.7%
67 VGT VANGUARD WORLD FD 2,517.0 $301K 0.10% +2K +631.7% $119.52 +2.5%
68 AVEE AMERICAN CENTY ETF TR 4,215.0 $292K 0.09% +148.0 +3.6% $69.32 -0.7%
69 DFSV DIMENSIONAL ETF TRUST 6,845.0 $266K 0.08% $38.79 +4.9%
70 HD HOME DEPOT INC Consumer Cyclical 731.0 $258K 0.08% -16.0 -2.1% $352.68 -4.2%
71 ABBV ABBVIE INC Healthcare 1,023.0 $257K 0.08% -40.0 -3.8% $251.64 -0.5%
72 AMZN AMAZON COM INC Consumer Cyclical 1,047.0 $250K 0.08% -79.0 -7.0% $238.35 +9.6%
73 T AT&T INC Communication Services 10,889.0 $225K 0.07% $20.70 +19.2%
74 NVDA NVIDIA CORPORATION Technology 1,060.0 $212K 0.07% NEW $200.09 +12.5%
75 ETHU VOLATILITY SHS TR 14,656.0 $167K 0.05% NEW $11.41 +41.5%
76 JOF JAPAN SMALLER CAPITALIZATION Financial Services 12,823.0 $151K 0.05% -12K -48.3% $11.78 +6.3%
Page 4 of 4  ·  76 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%