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Mills Wealth Advisors LLC

13F filer · CIK 0002029294
Reported Jul 7, 2026
Net buyer this quarter
13F portfolio value$318MU.S. long equity reported on 13F
Positions314 new · 3 closed
Net flow last quarter+$1.71MBuys minus sells
Top 10 positions weight7.5%Concentration

Holdings

13F · last 4 quarters free
Scroll for earlier quarters
CompanyValue% of portfolio% of companyPOSITION CHANGE qoq %First reported
Q2 2026Reported Jul 7, 202631 positions
BSVNBank7 Corp.$8.36M2.63%1.13%+10.7%Q1 2025
JOEST JOE Co$5.5M1.73%0.15%-1.5%Q1 2025
GLDMWorld Gold Trust$3.56M1.12%0.01%+2.0%Q4 2022
TEITempleton Emerging Markets Income Fund$1.28M0.40%Not reported-7.1%Q4 2022
GMGeneral Motors Co$1.27M0.40%0.00%+27.2%Q4 2025
FBTCFidelity Wise Origin Bitcoin Fund$1.07M0.34%0.01%+11.9%Q1 2024
PULSPulse Electronics Corp$774K0.24%0.09%NewQ2 2026
WMBWilliams Companies, Inc.$769K0.24%0.00%+41.4%Q1 2025
XOMExxonMobil Holdings Corp$724K0.23%0.00%-40.9%Q4 2022
GBTCGrayscale Bitcoin Trust ETF$638K0.20%0.01%-0.8%Q1 2024
BRK.BBerkshire Hathaway Inc$637K0.20%Not reported+52.4%Q3 2023
FRDMFreedom Environmental Services, Inc.$630K0.20%Not reported+6.8%Q2 2025
GOOGAlphabet Inc.$553K0.17%Not reportedNot reportedQ4 2024
LOWLowes Companies Inc$457K0.14%0.00%-0.8%Q4 2022
MSFTMicrosoft Corp$455K0.14%0.00%+3.3%Q4 2022
EMBXEmbrex Inc$409K0.13%Not reportedNewQ2 2026
SMMUOasys Mobile, Inc.$390K0.12%Not reportedNewQ2 2026
MKLMarkel Group Inc.$363K0.11%0.00%-0.5%Q3 2024
LMTLockheed Martin Corp$332K0.10%0.00%-3.7%Q1 2023
EMXCEmax Holdings Corp$328K0.10%Not reportedNot reportedQ4 2022
CSCOCisco Systems, Inc.$323K0.10%0.00%-1.7%Q4 2025
RRyder System Inc$317K0.10%0.00%Not reportedQ1 2026
AAPLApple Inc.$316K0.10%0.00%-12.1%Q2 2024
MCDMcdonalds Corp$314K0.10%0.00%-0.6%Q4 2022
GOOGLAlphabet Inc.$313K0.10%0.00%-7.0%Q3 2025
HDHome Depot, Inc.$258K0.08%0.00%-2.1%Q4 2022
ABBVAbbVie Inc.$257K0.08%0.00%-3.8%Q1 2025
AMZNAmazon Com Inc$250K0.08%0.00%-7.0%Q2 2025
TAt&T Inc.$225K0.07%0.00%Not reportedQ1 2023
NVDANvidia Corp$212K0.07%0.00%NewQ2 2026
JOFJapan Smaller Capitalization Fund Inc$151K0.05%Not reported-48.3%Q2 2023
Q1 2026Reported Apr 24, 202630 positions
BSVNBank7 Corp.$7.6M2.65%1.02%+71.4%Q1 2025
JOEST JOE Co$5.6M1.96%0.16%-0.7%Q1 2025
GLDMWorld Gold Trust$4.07M1.42%0.01%+2.1%Q4 2022
XOMExxonMobil Holdings Corp$1.52M0.53%0.00%+124.2%Q4 2022
TEITempleton Emerging Markets Income Fund$1.23M0.43%Not reported-5.2%Q4 2022
FBTCFidelity Wise Origin Bitcoin Fund$1.11M0.39%0.01%+21.3%Q1 2024
GMGeneral Motors Co$965K0.34%0.00%Not reportedQ4 2025
GBTCGrayscale Bitcoin Trust ETF$746K0.26%0.01%-1.3%Q1 2024
WMBWilliams Companies, Inc.$533K0.19%0.00%-7.4%Q1 2025
LOWLowes Companies Inc$494K0.17%0.00%Not reportedQ4 2022
GOOGAlphabet Inc.$449K0.16%Not reported+0.6%Q4 2024
FRDMFreedom Environmental Services, Inc.$442K0.15%Not reported+7.5%Q2 2025
MSFTMicrosoft Corp$437K0.15%0.00%+14.2%Q4 2022
LMTLockheed Martin Corp$409K0.14%0.00%-9.0%Q1 2023
BRK.BBerkshire Hathaway Inc$401K0.14%Not reported+0.6%Q3 2023
MCDMcdonalds Corp$364K0.13%0.00%-0.2%Q4 2022
MKLMarkel Group Inc.$358K0.13%0.00%+0.5%Q3 2024
TAt&T Inc.$316K0.11%0.00%Not reportedQ1 2023
AAPLApple Inc.$316K0.11%0.00%+7.7%Q2 2024
SLViShares Silver Trust$274K0.10%0.00%NewQ1 2026
GOOGLAlphabet Inc.$271K0.09%0.00%+5.1%Q3 2025
JOFJapan Smaller Capitalization Fund Inc$271K0.09%Not reported0.0%Q2 2023
EMXCEmax Holdings Corp$252K0.09%Not reportedNot reportedQ4 2022
HDHome Depot, Inc.$246K0.09%0.00%Not reportedQ4 2022
RRyder System Inc$246K0.09%0.00%NewQ1 2026
AMZNAmazon Com Inc$235K0.08%0.00%+5.3%Q2 2025
ABBVAbbVie Inc.$231K0.08%0.00%+2.8%Q1 2025
SILGolden Minerals Co$222K0.08%Not reportedNewQ1 2026
CSCOCisco Systems, Inc.$217K0.08%0.00%+1.7%Q4 2025
SHELShell plc$205K0.07%0.00%NewQ1 2026
Q4 2025Reported Jan 27, 202629 positions
JOEST JOE Co$5.33M2.10%0.16%-0.3%Q1 2025
BSVNBank7 Corp.$4.46M1.76%0.60%-3.7%Q1 2025
GLDMWorld Gold Trust$3.67M1.45%0.02%+3.9%Q4 2022
TEITempleton Emerging Markets Income Fund$1.39M0.55%Not reported-3.5%Q4 2022
FBTCFidelity Wise Origin Bitcoin Fund$1.18M0.47%0.01%-2.9%Q1 2024
GMGeneral Motors Co$1.05M0.42%0.00%NewQ4 2025
GBTCGrayscale Bitcoin Trust ETF$979K0.39%0.01%-0.2%Q1 2024
LOWLowes Companies Inc$504K0.20%0.00%Not reportedQ4 2022
MSFTMicrosoft Corp$500K0.20%0.00%+0.3%Q4 2022
GOOGAlphabet Inc.$488K0.19%Not reported-4.1%Q4 2024
XOMExxonMobil Holdings Corp$481K0.19%0.00%+1.2%Q4 2022
WMBWilliams Companies, Inc.$475K0.19%0.00%-2.0%Q1 2025
BRK.BBerkshire Hathaway Inc$418K0.16%Not reported+1.3%Q3 2023
RRCRange Resources Corp$403K0.16%0.00%-10.0%Q2 2025
MKLMarkel Group Inc.$400K0.16%0.00%-24.4%Q3 2024
FRDMFreedom Environmental Services, Inc.$386K0.15%Not reported+39.6%Q2 2025
LMTLockheed Martin Corp$360K0.14%0.00%Not reportedQ1 2023
MCDMcdonalds Corp$358K0.14%0.00%-43.6%Q4 2022
AAPLApple Inc.$314K0.12%0.00%+3.4%Q2 2024
GOOGLAlphabet Inc.$280K0.11%0.00%+4.9%Q3 2025
JOFJapan Smaller Capitalization Fund Inc$275K0.11%Not reported-0.2%Q2 2023
TAt&T Inc.$270K0.11%0.00%-0.3%Q1 2023
HDHome Depot, Inc.$257K0.10%0.00%Not reportedQ4 2022
AMZNAmazon Com Inc$247K0.10%0.00%Not reportedQ2 2025
ABBVAbbVie Inc.$236K0.09%0.00%-1.0%Q1 2025
EMXCEmax Holdings Corp$233K0.09%Not reported-3.0%Q4 2022
ORCLOracle Corp$223K0.09%0.00%-9.4%Q2 2023
CSCOCisco Systems, Inc.$212K0.08%0.00%NewQ4 2025
BTCGrayscale Bitcoin Mini Trust ETF$203K0.08%0.00%-0.2%Q3 2024
Q3 2025Reported Oct 10, 202528 positions
BSVNBank7 Corp.$4.63M1.89%0.62%-1.6%Q1 2025
JOEST JOE Co$4.46M1.81%0.16%+1.7%Q1 2025
GLDMWorld Gold Trust$3.17M1.29%0.02%+0.7%Q4 2022
FBTCFidelity Wise Origin Bitcoin Fund$1.59M0.65%0.01%+2.7%Q1 2024
TEITempleton Emerging Markets Income Fund$1.38M0.56%Not reported-1.4%Q4 2022
GBTCGrayscale Bitcoin Trust ETF$1.28M0.52%0.01%-0.1%Q1 2024
MCDMcdonalds Corp$631K0.26%0.00%+76.5%Q4 2022
MSFTMicrosoft Corp$534K0.22%0.00%-0.1%Q4 2022
LOWLowes Companies Inc$525K0.21%0.00%Not reportedQ4 2022
WMBWilliams Companies, Inc.$511K0.21%0.00%+10.2%Q1 2025
RRCRange Resources Corp$478K0.19%0.01%Not reportedQ2 2025
MKLMarkel Group Inc.$470K0.19%0.00%Not reportedQ3 2024
XOMExxonMobil Holdings Corp$445K0.18%0.00%Not reportedQ4 2022
BRK.BBerkshire Hathaway Inc$412K0.17%Not reported+0.6%Q3 2023
GOOGAlphabet Inc.$395K0.16%Not reported-0.1%Q4 2024
LMTLockheed Martin Corp$372K0.15%0.00%Not reportedQ1 2023
ORCLOracle Corp$355K0.14%0.00%-5.4%Q2 2023
TAt&T Inc.$308K0.13%0.00%+0.1%Q1 2023
HDHome Depot, Inc.$303K0.12%0.00%Not reportedQ4 2022
AAPLApple Inc.$284K0.12%0.00%Not reportedQ2 2024
MRSHMarsh & Mclennan Companies, Inc.$278K0.11%0.00%Not reportedQ3 2024
BTCGrayscale Bitcoin Mini Trust ETF$266K0.11%0.01%-0.1%Q3 2024
JOFJapan Smaller Capitalization Fund Inc$262K0.11%Not reported+0.1%Q2 2023
SPYSPDR S&P 500 ETF Trust$259K0.11%Not reportedNewQ3 2025
ABBVAbbVie Inc.$242K0.10%0.00%Not reportedQ1 2025
FRDMFreedom Environmental Services, Inc.$239K0.10%Not reported+2.2%Q2 2025
EMXCEmax Holdings Corp$223K0.09%Not reportedNot reportedQ4 2022
GOOGLAlphabet Inc.$207K0.08%0.00%NewQ3 2025
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