Mills Wealth Advisors LLC MVPA β€” ADVISOR MANAGED PORTFOLIOS

Ownership history in Mills Wealth Advisors LLC  Β·  6 quarters on record

AI Ownership Summary

Mills Wealth Advisors LLC reported ADVISOR MANAGED PORTFOLIOS (MVPA) in 6 quarterly 13F filings from 2024 Q3 through 2025 Q4. Peak portfolio weight reached 0.4% in 2025 Q1. The latest visible filing shows MVPA at 0.09% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this MVPA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Mills Wealth Advisors LLC's position in ADVISOR MANAGED PORTFOLIOS, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

MVPA was reported at 0.09% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.4% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

MVPA stock page Mills Wealth Advisors LLC fund profile Mills Wealth Advisors LLC full holdings
How Mills Wealth Advisors LLC held MVPA β€” position size vs. price
% of Fund (quarterly)    MVPA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 51.5% -5.7% βœ… 6,700 -7,111 -51.5% 0.09% $222K 2026-01-27 $34.27
2025 Q3 REDUCED 30.1% -2.7% βœ… 13,811 -5,944 -30.1% 0.19% $479K 2025-10-10 $32.73
2025 Q2 REDUCED 17.1% +1.3% ❌ 19,755 -4,064 -17.1% 0.31% $682K 2025-07-30 $33.50
2025 Q1 ADDED β€” β€” β€” 23,819 +10,349 +76.8% 0.40% $746K 2025-04-29 $30.64
2024 Q4 ADDED β€” β€” β€” 13,470 +4,434 +49.1% 0.26% $463K 2025-02-05 $35.47
2024 Q3 INITIATED β€” β€” β€” 9,036 β€” β€” 0.20% $294K 2024-10-21 $32.46

🏒 Other funds also holding MVPA

As of 2026 Q1 β€” sorted by position size

COMMONWEALTH EQUITY SERVICES, LLC 3Y 7Y 0.0%

FAQ About Mills Wealth Advisors LLC and MVPA

These are the practical questions this page is built to answer before you even open the full history table.

How long has Mills Wealth Advisors LLC reported owning MVPA?

Mills Wealth Advisors LLC reported MVPA across 6 quarterly 13F filings, from 2024 Q3 through 2025 Q4.

What was the largest reported MVPA position in Mills Wealth Advisors LLC's portfolio?

The largest reported portfolio weight for MVPA was 0.40% in 2025 Q1.

What is the latest reported MVPA position on this page?

The most recent filing on this page is 2025 Q4, when Mills Wealth Advisors LLC reported 6,700 shares, equal to 0.09% of portfolio, with an estimated market value of $222K.

What does the chart on this MVPA ownership page compare?

The chart compares Mills Wealth Advisors LLC's quarterly MVPA portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Mills Wealth Advisors LLC time their MVPA position?

Based on 13F filing dates vs. subsequent MVPA price moves, Mills Wealth Advisors LLC correctly timed 3 out of 5 reported position changes (60%). The annualised alpha on MVPA relative to SPY over the holding period was -10.2%.

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