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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
Page 4 of 4  ·  80 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 CSNR COHEN & STEERS ETF TRUST 7,237.0 $272K 0.10% NEW $37.58 -10.0%
62 GOOGL ALPHABET INC Communication Services 941.0 $271K 0.10% +46.0 +5.1% $287.57 +17.3%
63 JOF JAPAN SMALLER CAPITALIZATION Financial Services 24,820.0 $271K 0.09% $10.90 +5.2%
64 BSMQ INVESCO EXCH TRD SLF IDX FD 11,185.0 $264K 0.09% NEW $23.63 -0.4%
65 AVEE AMERICAN CENTY ETF TR 4,067.0 $258K 0.09% -11K -73.5% $63.42 +7.0%
66 EMXC ISHARES INC 3,204.0 $252K 0.09% $78.66 +27.2%
67 SPLV INVESCO EXCH TRADED FD TR II 3,435.0 $251K 0.09% NEW $73.14 +3.6%
68 XLE SELECT SECTOR SPDR TR 4,021.0 $246K 0.09% NEW $61.27 -12.1%
69 HD HOME DEPOT INC Consumer Cyclical 747.0 $246K 0.09% $328.89 +6.1%
70 R RYDER SYS INC Industrials 1,200.0 $246K 0.09% NEW $204.71 +27.5%
71 DFSV DIMENSIONAL ETF TRUST 6,863.0 $240K 0.08% $35.04 +11.0%
72 VGT VANGUARD WORLD FD 344.0 $240K 0.08% +7.0 +2.1% $696.93 -83.7%
73 AMZN AMAZON COM INC Consumer Cyclical 1,126.0 $235K 0.08% +57.0 +5.3% $208.28 +11.7%
74 ABBV ABBVIE INC Healthcare 1,063.0 $231K 0.08% +29.0 +2.8% $217.49 +15.6%
75 BINV 2023 ETF SERIES TRUST 5,597.0 $231K 0.08% $41.22 +3.7%
76 QQQM INVESCO EXCH TRADED FD TR II 944.0 $224K 0.08% NEW $237.51 +22.5%
77 SIL GLOBAL X FDS 2,467.0 $222K 0.08% NEW $90.07 -12.9%
78 CSCO CISCO SYS INC Technology 2,795.0 $217K 0.08% +46.0 +1.7% $77.59 +46.6%
79 VGVT VANGUARD MALVERN FDS 2,761.0 $209K 0.07% NEW $75.65 -0.3%
80 SHEL SHELL PLC Energy 2,209.0 $205K 0.07% NEW $93.01 -17.7%
Page 4 of 4  ·  80 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 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%