Portfolio (Quarterly) Guide ↗

Mills Wealth Advisors LLC

· CIK 0002029294

13F Portfolio $286M AUM 80 positions Filed Apr 24, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 16 New 37 Added 17 Reduced 6 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	—	J P MORGAN EXCHANGE TRADED	—	64,873	$3.3M	1.29%	SOLD
2	MLPA	GLOBAL X FDS	—	18,055	$874K	0.34%	SOLD
3	RRC	RANGE RES CORP	Energy	11,436	$403K	0.16%	SOLD
4	ORCL	ORACLE CORP	Technology	1,144	$223K	0.09%	SOLD
5	MVPA	ADVISOR MANAGED PORTFOLIOS	—	6,700	$222K	0.09%	SOLD
6	BTC	GRAYSCALE BITCOIN MINI TR	Financial Services	5,240	$203K	0.08%	SOLD

Sector Allocation

Financial Services 38.2%

Real Estate 26.5%

Consumer Cyclical 10.9%

Energy 10.7%

Communication Services 4.9%

Technology 4.6%

Industrials 3.1%

Healthcare 1.1%