Mills Wealth Advisors LLC reported 76 holdings worth US$318M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 7, 2026
Mills Wealth Advisors LLC reported 76 holdings worth US$318M as of Jun 30, 2026. Largest: St. Joe Company (the), General Motors Company and Alphabet Inc (google) Class C. Filed Jul 7, 2026 (Form 13F).
- Holdings
- 76
- Value as reported
- US$318M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| St. Joe Company (the) | 87,825 | US$5.5M | 1.7% |
| General Motors Company | 16,478 | US$1.27M | 0.40% |
| Alphabet Inc (google) Class C | 2,421 | US$865K | 0.27% |
| Williams Companies, Inc. (the) | 10,351 | US$769K | 0.24% |
| Exxon Mobil Corporation | 5,295 | US$724K | 0.23% |
| Berkshire Hathaway Inc. | 1,274 | US$637K | 0.20% |
| Lowe's Companies, Inc. | 2,073 | US$457K | 0.14% |
| Microsoft Corp. | 1,219 | US$455K | 0.14% |
| Markel Group Inc. | 186 | US$363K | 0.11% |
| Lockheed Martin Corporation | 652 | US$332K | 0.10% |
| Cisco Systems, Inc. | 2,749 | US$323K | 0.10% |
| Ryder System, Inc. | 1,200 | US$317K | 0.10% |
| Apple Inc | 1,093 | US$316K | 0.10% |
| Mcdonald's Corporation | 1,163 | US$314K | 0.10% |
| Home Depot, Inc. (the) | 731 | US$258K | 0.08% |
| Abbvie Inc. | 1,023 | US$257K | 0.08% |
| Amazon.com, Inc. | 1,047 | US$250K | 0.08% |
| At&t Inc. | 10,889 | US$225K | 0.07% |
| Nvidia Corporation | 1,060 | US$212K | 0.07% |
| Shell Plc | 0 | US$0 | 0.00% |