Mills Wealth Advisors LLC
All 13F Filings
- Location
- Southlake, TX
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 317,561
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/7/2026 | 76 | 317,561 | 13F-HR | Mills Wealth Advisors LLC |
| Q1 2026 | 4/24/2026 | 80 | 286,283 | 13F-HR | Mills Wealth Advisors LLC |
| Q4 2025 | 1/27/2026 | 70 | 253,558 | 13F-HR | Mills Wealth Advisors LLC |
| Q3 2025 | 10/10/2025 | 71 | 245,800 | 13F-HR | Mills Wealth Advisors LLC |
| Q2 2025 | 7/30/2025 | 68 | 218,112 | 13F-HR | Mills Wealth Advisors LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 16.98 K | 5.3% | 113 | 0 | 113 |
| ETFs | 292.2 K | 92.0% | 30.95 K | 0 | 30.95 K |
| Debt | 8.357 K | 2.6% | 217 | 0 | 217 |
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Fund Snapshot
Q2 2026
Latest filed
7/7/2026
Total value ($000)
317,561
Holdings
76
QoQ value change ($000)
31,278
(10.9%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.