Mills Wealth Advisors LLC

CIK 0002029294 • 6 13F filings • Apr 29, 2025 – Jul 7, 2026

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Filer information

Filed by: Mills Wealth Advisors LLC, Owner
Address: 1207 S WHITE CHAPEL #150, SOUTHLAKE, TX, 76092
Phone: 8174167300
AUM: $253.6M

AUM over time

$317.6M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryFinancialsIndustrialsEnergyOther

Holdings by filing

Portfolio value: $253.6M70 positionsView on SEC.gov

			% of Portfolio
2023 ETF SERIES TRUST	BRANDES INTERNAT	$225K	0.1%Prev: 0.1%	5,597 SH	Increased-13 SH
ABBVIE INC	COM	$236K	0.1%Prev: 0.1%	1,034 SH	Decreased-10 SH
ADVISOR MANAGED PORTFOLIOS	MILLER VALUE PAR	$222K	0.1%Prev: 0.2%	6,700 SH	Decreased-7,111 SH
ALPHABET INC	CAP STK CL A	$280K	0.1%Prev: 0.1%	895 SH	Increased+42 SH
ALPHABET INC	CAP STK CL C	$488K	0.2%Prev: 0.2%	1,555 SH	Increased-67 SH
ALPS ETF TR	ALERIAN MLP	$2.6M	1.0%Prev: 1.3%	55,154 SH	Decreased-13,234 SH
AMAZON COM INC	COM	$247K	0.1%	1,069 SH	New
AMERICAN CENTY ETF TR	AVANTIS EMERGING	$957K	0.4%Prev: 0.4%	15,337 SH	Decreased-698 SH
APPLE INC	COM	$314K	0.1%Prev: 0.1%	1,154 SH	Increased+38 SH
AT&T INC	COM	$270K	0.1%Prev: 0.1%	10,889 SH	Decreased-29 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$418K	0.2%Prev: 0.2%	831 SH	Increased+11 SH
CISCO SYS INC	COM	$212K	0.1%	2,749 SH	New
DIMENSIONAL ETF TRUST	CORE FIXED INCOM	$1.1M	0.4%Prev: 0.5%	24,916 SH	Decreased-4,387 SH
DIMENSIONAL ETF TRUST	EMERGING MARKETS	$225K	0.1%Prev: 0.1%	5,421 SH	Increased+172 SH
DIMENSIONAL ETF TRUST	EMERGING MKTS CO	$10.4M	4.1%Prev: 4.1%	313,769 SH	Increased-3,163 SH
DIMENSIONAL ETF TRUST	EMERGING MKTS HI	$1.8M	0.7%Prev: 0.7%	56,972 SH	Increased+4,541 SH
DIMENSIONAL ETF TRUST	EMERGING MKTS VA	$5.6M	2.2%Prev: 2.1%	166,743 SH	Increased+7,631 SH
DIMENSIONAL ETF TRUST	EMERGING MRKTETS	$3.1M	1.2%Prev: 1.0%	51,435 SH	Increased+8,057 SH
DIMENSIONAL ETF TRUST	INTERNATIONAL	$295K	0.1%Prev: 0.1%	6,886 SH	Increased+215 SH
DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$1.1M	0.4%Prev: 0.4%	22,605 SH	Increased-217 SH
DIMENSIONAL ETF TRUST	INTL CORE EQUITY	$17.2M	6.8%Prev: 6.2%	497,943 SH	Increased+32,773 SH
DIMENSIONAL ETF TRUST	INTL HIGH PROFIT	$12.3M	4.8%Prev: 4.6%	387,374 SH	Increased+18,233 SH
DIMENSIONAL ETF TRUST	INTL SMALL CAP V	$5.7M	2.2%Prev: 2.1%	148,849 SH	Increased+5,773 SH
DIMENSIONAL ETF TRUST	NATL MUN BD ETF	$1.7M	0.7%Prev: 0.7%	34,419 SH	Decreased-437 SH
DIMENSIONAL ETF TRUST	SHORT DURATION F	$5.2M	2.0%Prev: 2.2%	107,739 SH	Decreased-2,877 SH
DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$38.4M	15.2%Prev: 14.6%	970,963 SH	Increased+37,244 SH
DIMENSIONAL ETF TRUST	US HIGH PROFITAB	$19.0M	7.5%Prev: 7.2%	499,923 SH	Increased+33,638 SH
DIMENSIONAL ETF TRUST	US LARGE CAP VAL	$3.9M	1.6%Prev: 1.5%	115,275 SH	Increased+4,698 SH
DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$1.7M	0.7%Prev: 0.6%	25,088 SH	Increased+5,098 SH
DIMENSIONAL ETF TRUST	US SMALL CAP VAL	$226K	0.1%Prev: 0.1%	6,857 SH	Increased+35 SH
DIMENSIONAL ETF TRUST	US SUSTAINABILTY	$1.1M	0.5%Prev: 0.4%	26,412 SH	Increased+509 SH
DIMENSIONAL ETF TRUST	US TARGETED VLU	$5.4M	2.1%Prev: 2.0%	90,726 SH	Increased+6,272 SH
DIMENSIONAL ETF TRUST	WORLD EQUITY ETF	$1.0M	0.4%Prev: 0.3%	13,865 SH	Increased+3,105 SH
EA SERIES TRUST	FREEDOM 100 EM	$386K	0.2%Prev: 0.1%	7,531 SH	Increased+2,136 SH
EXXON MOBIL CORP	COM	$481K	0.2%Prev: 0.2%	3,994 SH	Increased+49 SH
FIDELITY WISE ORIGIN	SHS	$1.2M	0.5%	15,503 SH	New
GENERAL MTRS CO	COM	$1.1M	0.4%	12,957 SH	New
GLOBAL X FDS	GLBL X MLP ETF	$874K	0.3%	18,055 SH	New
GRAYSCALE BITCOIN MINI TR	SHS NEW	$203K	0.1%	5,240 SH	New
GRAYSCALE BITCOIN TRUST ETF	SHS REP COM UT	$979K	0.4%Prev: 0.5%	14,315 SH	Decreased-31 SH
HOME DEPOT INC	COM	$257K	0.1%Prev: 0.1%	747 SH	Decreased
INVESTMENT MANAGERS SER TR	FPA GBL EQTY ETF	$1.8M	0.7%	49,031 SH	New
ISHARES INC	MSCI EMRG CHN	$233K	0.1%Prev: 0.1%	3,204 SH	Increased-100 SH
ISHARES TR	0-3 MNTH TREASRY	$1.3M	0.5%Prev: 1.3%	13,043 SH	Decreased-17,999 SH
J P MORGAN EXCHANGE TRADED	MUNICIPAL ETF	$2.9M	1.1%	57,725 SH	New
J P MORGAN EXCHANGE TRADED	ULTRA SHRT ETF	$3.3M	1.3%	64,873 SH	New
J P MORGAN EXCHANGE TRADED	ULTRA SHT MUNCPL	$3.5M	1.4%	69,474 SH	New
JAPAN SMALLER	COM	$275K	0.1%	24,818 SH	New
LOCKHEED MARTIN CORP	COM	$360K	0.1%Prev: 0.2%	744 SH	Decreased
LOWES COS INC	COM	$504K	0.2%Prev: 0.2%	2,090 SH	Decreased
MARKEL GROUP INC	COM	$400K	0.2%Prev: 0.2%	186 SH	Decreased-60 SH
MCDONALDS CORP	COM	$358K	0.1%Prev: 0.3%	1,172 SH	Decreased-905 SH
MICROSOFT CORP	COM	$500K	0.2%Prev: 0.2%	1,033 SH	Decreased+3 SH
ORACLE CORP	COM	$223K	0.1%Prev: 0.1%	1,144 SH	Decreased-119 SH
RANGE RES CORP	COM	$403K	0.2%Prev: 0.2%	11,436 SH	Decreased-1,271 SH
SPDR SERIES TRUST	STATE STREET SPD	$2.0M	0.8%	22,329 SH	New
ST JOE CO	COM	$5.3M	2.1%Prev: 1.8%	89,823 SH	Increased-279 SH
TEMPLETON EMERGING MKTS	COM	$1.4M	0.5%	214,944 SH	New
VANGUARD BD INDEX FDS	SHORT TRM BOND	$4.5M	1.8%Prev: 1.9%	56,563 SH	Decreased-2,157 SH
VANGUARD BD INDEX FDS	VANGUARD ULTRA	$644K	0.3%Prev: 0.3%	12,922 SH	Decreased-3,672 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$748K	0.3%Prev: 0.3%	1,193 SH	Increased-11 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$1.8M	0.7%Prev: 0.7%	5,483 SH	Increased-127 SH
VANGUARD INSTL INDEX FD	0-3 MO TREAS BIL	$2.1M	0.8%Prev: 3.0%	28,406 SH	Decreased-69,219 SH
VANGUARD MALVERN FDS	CORE BD ETF	$33.3M	13.1%Prev: 12.7%	427,507 SH	Increased+29,226 SH
VANGUARD MALVERN FDS	SHORT DURATION B	$1.4M	0.5%Prev: 0.3%	18,146 SH	Increased+7,022 SH
VANGUARD MUN BD FDS	CORE TAX EXEMPT	$25.5M	10.1%Prev: 9.2%	337,461 SH	Increased+38,126 SH
VANGUARD MUN BD FDS	SHORT TAX EXEMPT	$5.9M	2.3%Prev: 2.4%	76,701 SH	Increased+377 SH
VANGUARD WORLD FD	INF TECH ETF	$254K	0.1%Prev: 0.1%	337 SH	Increased-1 SH
WILLIAMS COS INC	COM	$475K	0.2%Prev: 0.2%	7,908 SH	Decreased-164 SH
WORLD GOLD TR	SPDR GLD MINIS	$3.7M	1.4%Prev: 1.3%	43,029 SH	Increased+1,627 SH

Sold (vs prior filing)

FIDELITY WISE ORIGIN BITCOIN — $1.6M
GRAYSCALE BITCOIN MINI TR ET — $266K
INVESTMENT MANAGERS SER TR I — $1.5M
ISHARES TR — $273K
J P MORGAN EXCHANGE TRADED F — $3.1M
J P MORGAN EXCHANGE TRADED F — $3.5M
J P MORGAN EXCHANGE TRADED F — $4.8M
JAPAN SMALLER CAPITALIZATION — $262K
MARSH & MCLENNAN COS INC — $278K
SPDR S&P 500 ETF TR — $259K
SPDR SERIES TRUST — $679K
SPDR SERIES TRUST — $1.4M
TEMPLETON EMERGING MKTS INCO — $1.4M
VANGUARD INDEX FDS — $204K

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Jan 27, 2026	Q4 2025	13F-HR	0001214659-26-000870	$253.6M	View
Oct 10, 2025	Q3 2025	13F-HR	0001214659-25-014832	$245.8M	View
Jul 7, 2026	Q2 2026