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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 Chg Shares Chg % Period Price ① Since Period ①
1 DFEM DIMENSIONAL ETF TRUST 304,956.0 $10.5M 3.68% -9K -2.8% $34.55 +15.3%
2 JOE ST JOE CO Real Estate 89,188.0 $5.6M 1.96% -635.0 -0.7% $62.80 +5.1%
3 JMUB J P MORGAN EXCHANGE TRADED F 42,956.0 $2.1M 0.75% -15K -25.6% $49.99 +1.3%
4 BIL SPDR SERIES TRUST 21,192.0 $1.9M 0.68% -1K -5.1% $91.64 -0.0%
5 JMST J P MORGAN EXCHANGE TRADED F 35,696.0 $1.8M 0.64% -34K -48.6% $50.98 -0.0%
6 VANGUARD MALVERN FDS 17,314.0 $1.3M 0.46% -832.0 -4.6% $76.25
7 TEI TEMPLETON EMERGING MKTS INCO Financial Services 203,809.0 $1.2M 0.43% -11K -5.2% $6.02 +9.2%
8 SGOV ISHARES TR 9,848.0 $991K 0.35% -3K -24.5% $100.66 -0.0%
9 FPAG INVESTMENT MANAGERS SER TR I 24,800.0 $900K 0.31% -24K -49.4% $36.28 +9.5%
10 DFCF DIMENSIONAL ETF TRUST 19,836.0 $837K 0.29% -5K -20.4% $42.22 +0.3%
11 VTI VANGUARD INDEX FDS 2,440.0 $783K 0.27% -3K -55.5% $320.81 +13.0%
12 GBTC GRAYSCALE BITCOIN TRUST ETF Financial Services 14,134.0 $746K 0.26% -181.0 -1.3% $52.76 -12.3%
13 WMB WILLIAMS COS INC Energy 7,322.0 $533K 0.19% -586.0 -7.4% $72.78 +7.1%
14 VUSB VANGUARD BD INDEX FDS 9,471.0 $472K 0.17% -3K -26.7% $49.79 -0.0%
15 LMT LOCKHEED MARTIN CORP Industrials 677.0 $409K 0.14% -67.0 -9.0% $604.58 -16.1%
16 VOO VANGUARD INDEX FDS 575.0 $343K 0.12% -618.0 -51.8% $597.38 +12.2%
17 AVEE AMERICAN CENTY ETF TR 4,067.0 $258K 0.09% -11K -73.5% $63.42 +7.0%

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 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%