MILLER WEALTH ADVISORS, LLC
Sector Allocation
- Technology54.7%$129.4M
- Consumer Discretionary24.9%$58.8M
- Energy17.3%$40.9M
- Financials1.5%$3.6M
- Industrials0.9%$2.2M
- Consumer Staples0.3%$599,132
- Other0.3%$590,593
- Healthcare0.1%$364,970
- Communication Services0.0%$89,288
- Utilities0.0%$66,231
AUM History
13fpro.ai/research/fund/miller-wealth-advisors-llc-1908158
Conviction and streaks
Stable · top 10 = 97.5%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
AMZN
$58.7MAAPL
$45.6MGOOG
$42.5MXOM.R34088
$39.9MMSFT
$18.4MNVDA
$14.2MPLTR
$6.5MBRK.B
$2.8MCAT
$1.1MINTC
$838KSPY
$503KMBLY
$393KCVX
$341KGS
$326KWMT
$310KDE
$302KHON
$291KHONA
$287K
SPCX$264KMETA
$225K
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/miller-wealth-advisors-llc-1908158
MILLER WEALTH ADVISORS, LLC 13F holdings — Q2 2026
$236.6M portfolio (-8.9% QoQ) · 122 holdings · Q2 2026 13F · top 10 are 98% of the stock portfolio
$58.7M
24.8% of stocks
-0.9%This quarter+9.9%Since filed2+ qtrsHeld$45.6M
19.3% of stocks
-1%This quarter+1.7%Since filed2+ qtrsHeld$42.5M
18.0% of stocks
-0.8%This quarter-6.4%Since filed2+ qtrsHeld$39.9M
16.9% of stocks
+0.1%This quarter—Since filed2+ qtrsHeld$18.4M
7.8% of stocks
+0.2%This quarter+36.4%Since filed2+ qtrsHeld$14.2M
6.0% of stocks
-0.4%This quarter+13.7%Since filed2+ qtrsHeld$6.5M
2.8% of stocks
-1%This quarter+61.7%Since filed2+ qtrsHeld$2.8M
1.2% of stocks
-10%This quarter—Since filed2+ qtrsHeld$1.1M
0.5% of stocks
No changeThis quarter-11.6%Since filed2+ qtrsHeld$837.8K
0.3% of stocks
No changeThis quarter+10.5%Since filed2+ qtrsHeld
All holdings — MILLER WEALTH ADVISORS, LLC (Q2 2026)
122 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | SPDR S&P 500 ETF TRUSTetf/fund | — | $503K | 0.2% | 674 | — | 2+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | Mobileye Global Inc. | Technology | $393K | 0.2% | 41K | -2% | 2+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | CHEVRON CORP | Energy | $341K | 0.1% | 2,056 | +7% | 2+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | GOLDMAN SACHS GROUP INC | Financials | $326K | 0.1% | 322 | — | 2+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | Walmart Inc. | Consumer Staples | $310K | 0.1% | 2,736 | — | 2+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | DEERE & CO | Industrials | $302K | 0.1% | 476 | — | 2+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | HONEYWELL INTERNATIONAL INC | Industrials | $291K | 0.1% | 1,300 | -50% | 2+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | Honeywell Aerospace Inc. | Industrials | $287K | 0.1% | 1,300 | New | 1 qtr | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | $SPCX | SPACE EXPLORATION TECHNOLOGIES CORP | Technology | $264K | 0.1% | 1,546 | New | 1 qtr | AI quality score is Pro: unlock with a free trial | 13F |
| 20 | Meta Platforms, Inc. | Technology | $225K | 0.1% | 400 | — | 2+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | VALERO ENERGY CORP/TX | Energy | $168K | 0.1% | 646 | — | 2+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | APA Corp | Energy | $166K | 0.1% | 5,099 | — | 2+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | APPLIED MATERIALS INC /DE | Technology | $145K | 0.1% | 200 | — | 2+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | JPMORGAN CHASE & CO | Financials | $141K | 0.1% | 430 | — | 2+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | PEPSICO INC | Consumer Staples | $129K | 0.1% | 951 | — | 2+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $PSX | Phillips 66 | Energy | $121K | 0.1% | 715 | — | |||
| 27 | $LLY | ELI LILLY & Co | Healthcare | $120K | 0.1% | 100 | — | |||
| 28 | $HOOD | Robinhood Markets, Inc. | Financials | $88K | 0.0% | 875 | -19% | |||
| 29 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $81K | 0.0% | 550 | — | |||
| 30 | $GOOGL | Alphabet Inc. | Technology | $80K | 0.0% | 225 | -100% | |||
| 31 | $ACHR | Archer Aviation Inc. | Industrials | $65K | 0.0% | 14K | — | |||
| 32 | $ABBV | AbbVie Inc. | Healthcare | $60K | 0.0% | 240 | — | |||
| 33 | $MS | MORGAN STANLEY | Financials | $60K | 0.0% | 285 | — | |||
| 34 | $COP | CONOCOPHILLIPS | Energy | $58K | 0.0% | 561 | — | |||
| 35 | $SOLS | Solstice Advanced Materials Inc. | Healthcare | $58K | 0.0% | 650 | — | |||
| 36 | $RKT | Rocket Companies, Inc. | Financials | $55K | 0.0% | 3,475 | — | |||
| 37 | $TSLA | Tesla, Inc. | Consumer Discretionary | $50K | 0.0% | 119 | — | |||
| 38 | $NKE | NIKE, Inc. | Consumer Discretionary | $46K | 0.0% | 1,120 | +0.7% | |||
| 39 | $MMM | 3M CO | Healthcare | $44K | 0.0% | 269 | — | |||
| 40 | $PFG | PRINCIPAL FINANCIAL GROUP INC | Financials | $43K | 0.0% | 396 | — | |||
| 41 | $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | Energy | $42K | 0.0% | 1,143 | -31% | |||
| 42 | $APLD | Applied Digital Corp. | Technology | $37K | 0.0% | 1,000 | — | |||
| 43 | $ITW | ILLINOIS TOOL WORKS INC | Industrials | $34K | 0.0% | 125 | — | |||
| 44 | $VRT | Vertiv Holdings Co | Technology | $33K | 0.0% | 100 | — | |||
| 45 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $32K | 0.0% | 765 | — | |||
| 46 | $KO | COCA COLA CO | Consumer Staples | $32K | 0.0% | 390 | — | |||
| 47 | $OXY | OCCIDENTAL PETROLEUM CORP /DE/ | Energy | $30K | 0.0% | 615 | — | |||
| 48 | $DG | DOLLAR GENERAL CORP | Consumer Staples | $26K | 0.0% | 227 | — | |||
| 49 | $BP | BP PLC | Energy | $25K | 0.0% | 684 | +1% | |||
| 50 | $SO | SOUTHERN CO | Utilities | $24K | 0.0% | 250 | — | |||
| 51 | $OHI | OMEGA HEALTHCARE INVESTORS INC | Real Estate | $23K | 0.0% | 486 | -8% | |||
| 52 | $MU | MICRON TECHNOLOGY INC | Technology | $23K | 0.0% | 20 | New | |||
| 53 | — | VANGUARD S&P 500 ETF - UIE | — | $23K | 0.0% | 33 | +3200% | |||
| 54 | $LMT | LOCKHEED MARTIN CORP | Industrials | $21K | 0.0% | 42 | — | |||
| 55 | $T | AT&T INC. | Communication Services | $21K | 0.0% | 1,022 | — | |||
| 56 | — | JPMORGAN NASDAQ EQUITY - UIE | — | $20K | 0.0% | 324 | — | |||
| 57 | $FIX | COMFORT SYSTEMS USA INC | Industrials | $20K | 0.0% | 10 | — | |||
| 58 | $MCD | MCDONALDS CORP | Consumer Discretionary | $19K | 0.0% | 71 | +1% | |||
| 59 | $D | DOMINION ENERGY, INC | Utilities | $19K | 0.0% | 280 | — | |||
| 60 | $CINF | CINCINNATI FINANCIAL CORP | Financials | $19K | 0.0% | 100 | — | |||
| 61 | $BKR | Baker Hughes Co | Energy | $17K | 0.0% | 315 | — | |||
| 62 | $OVV | Ovintiv Inc. | Energy | $17K | 0.0% | 332 | — | |||
| 63 | $CL | COLGATE PALMOLIVE CO | Consumer Staples | $17K | 0.0% | 183 | — | |||
| 64 | $BMY | BRISTOL MYERS SQUIBB CO | Healthcare | $16K | 0.0% | 281 | — | |||
| 65 | $CCZ | COMCAST CORP | Communication Services | $15K | 0.0% | 629 | — | |||
| 66 | $STLN | Starling Oncology, Inc. | Healthcare | $15K | 0.0% | 2,820 | New | |||
| 67 | — | RECONNAISSANCE ENERGY F - FGC | — | $15K | 0.0% | 20K | — | |||
| 68 | $ASML | ASML HOLDING NV | Technology | $14K | 0.0% | 7 | — | |||
| 69 | — | JPMORGAN EQUITY PREMIUM - UIE | — | $13K | 0.0% | 235 | -29% | |||
| 70 | $USAR | USA Rare Earth, Inc. | Materials | $13K | 0.0% | 600 | — | |||
| 71 | $CVS | CVS HEALTH Corp | Healthcare | $13K | 0.0% | 125 | — | |||
| 72 | $SLG | SL GREEN REALTY CORP | Real Estate | $13K | 0.0% | 249 | — | |||
| 73 | $NFLX | NETFLIX INC | Communication Services | $13K | 0.0% | 180 | — | |||
| 74 | $MRK | Merck & Co., Inc. | Healthcare | $13K | 0.0% | 100 | — | |||
| 75 | $IREN | IREN Ltd | Financials | $13K | 0.0% | 280 | -42% | |||
| 76 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $13K | 0.0% | 36 | New | |||
| 77 | $DUK | Duke Energy CORP | Utilities | $13K | 0.0% | 100 | — | |||
| 78 | $GILD | GILEAD SCIENCES, INC. | Healthcare | $13K | 0.0% | 100 | — | |||
| 79 | $TFC | TRUIST FINANCIAL CORP | Financials | $12K | 0.0% | 250 | — | |||
| 80 | $EMR | EMERSON ELECTRIC CO | Industrials | $11K | 0.0% | 75 | — | |||
| 81 | $BWXT | BWX Technologies, Inc. | Industrials | $11K | 0.0% | 55 | — | |||
| 82 | $AFG | AMERICAN FINANCIAL GROUP INC | Financials | $10K | 0.0% | 75 | — | |||
| 83 | $CCJ | CAMECO CORP | Materials | $10K | 0.0% | 100 | — | |||
| 84 | $BABA | Alibaba Group Holding Ltd | Consumer Discretionary | $10K | 0.0% | 100 | — | |||
| 85 | $GEV | GE Vernova Inc. | Industrials | $9K | 0.0% | 8 | New | |||
| 86 | $MP | MP Materials Corp. / DE | Materials | $9K | 0.0% | 165 | — | |||
| 87 | $SCHW | SCHWAB CHARLES CORP | Financials | $9K | 0.0% | 100 | — | |||
| 88 | — | SNOWLINE GOLD CORP F - FGC | — | $9K | 0.0% | 1,000 | — | |||
| 89 | $OKE | ONEOK INC /NEW/ | Energy | $9K | 0.0% | 100 | — | |||
| 90 | $JNJ | JOHNSON & JOHNSON | Healthcare | $7K | 0.0% | 26 | +4% | |||
| 91 | $WBD | Warner Bros. Discovery, Inc. | Communication Services | $7K | 0.0% | 247 | — | |||
| 92 | $NNE | Nano Nuclear Energy Inc. | Utilities | $6K | 0.0% | 275 | — | |||
| 93 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $6K | 0.0% | 10 | — | |||
| 94 | $VVV | VALVOLINE INC | Energy | $5K | 0.0% | 137 | — | |||
| 95 | $OKLO | Oklo Inc. | Utilities | $5K | 0.0% | 90 | — | |||
| 96 | $COF | CAPITAL ONE FINANCIAL CORP | Financials | $4K | 0.0% | 22 | New | |||
| 97 | $SNDA | SONIDA SENIOR LIVING, INC. | Healthcare | $4K | 0.0% | 94 | — | |||
| 98 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $4K | 0.0% | 5 | — | |||
| 99 | — | ARK INNOVATION ETF - UIE | — | $4K | 0.0% | 45 | — | |||
| 100 | $ASH | ASHLAND INC. | Consumer Staples | $3K | 0.0% | 50 | — | |||
| 101 | $NTR | Nutrien Ltd. | Materials | $3K | 0.0% | 45 | — | |||
| 102 | $PFE | PFIZER INC | Healthcare | $2K | 0.0% | 100 | — | |||
| 103 | $FIS | Fidelity National Information Services, Inc. | Financials | $2K | 0.0% | 50 | — | |||
| 104 | $KVUE | Kenvue Inc. | Consumer Staples | $2K | 0.0% | 100 | — | |||
| 105 | $MET | METLIFE INC | Financials | $2K | 0.0% | 20 | — | |||
| 106 | $DJT | Trump Media & Technology Group Corp. | Technology | $2K | 0.0% | 205 | — | |||
| 107 | $KIM | KIMCO REALTY CORP | Real Estate | $1K | 0.0% | 56 | — | |||
| 108 | $VSNT | Versant Media Group, Inc. | Communication Services | $864 | 0.0% | 24 | — | |||
| 109 | $V | VISA INC. | Financials | $686 | 0.0% | 2 | — | |||
| 110 | $OGN | Organon & Co. | Healthcare | $517 | 0.0% | 38 | — | |||
| 111 | $IVZ | Invesco Ltd. | Financials | $303 | 0.0% | 1 | — | |||
| 112 | $NEXT | NextDecade Corp | Energy | $249 | 0.0% | 33 | New | |||
| 113 | $VTRS | Viatris Inc | Healthcare | $191 | 0.0% | 12 | — | |||
| 114 | — | LUCKIN COFFEE INC F - ADR | — | $111 | 0.0% | 4 | — | |||
| 115 | $HUN | Huntsman CORP | Healthcare | $42 | 0.0% | 4 | — | |||
| 116 | $OPEN | Opendoor Technologies Inc. | Real Estate | $38 | 0.0% | 135 | — | |||
| 117 | $OPEN | Opendoor Technologies Inc. | Real Estate | $38 | 0.0% | 135 | — | |||
| 118 | $OPEN | Opendoor Technologies Inc. | Real Estate | $38 | 0.0% | 135 | — | |||
| 119 | — | SPIRIT AVIATION HLDGS IN - COM | — | $4 | 0.0% | 200 | New | |||
| 120 | — | UNITED DEV FUNDING XXX - RES | — | $0 | 0.0% | 774 | — | |||
| 121 | — | REMOTE DYNAMICS INC - COM | — | $0 | 0.0% | 1 | — | |||
| 122 | — | EDGETECH INTL INC - COM | — | $0 | 0.0% | 750 | — |
What changed in Q2 2026
Against the previous quarter's 13F: 9 new, 8 added to, 14 trimmed, 3 sold out. Share-count changes; largest moves by dollar size first.
New positions (9)
first bought this quarter
- $SPCXSPACE EXPLORATION TECHNOLOGIES CORP$264K
first bought this quarter
$MUMICRON TECHNOLOGY INC$23K
first bought this quarter
$STLNStarling Oncology, Inc.$15K
first bought this quarter
$HDHOME DEPOT, INC.$13K
first bought this quarter
$GEVGE Vernova Inc.$9K
first bought this quarter
+3 more in the Excel export
Added to (8)
now $18.4M · held 2+ qtrs
now $39.9M · held 2+ qtrs
- VANGUARD S&P 500 ETF - UIE+3200%
now $23K
now $341K · held 2+ qtrs
$BPBP PLC+1%
now $25K · held 2+ qtrs
$NKENIKE, Inc.+0.7%
now $46K · held 2+ qtrs
+2 more in the Excel export
Trimmed (14)
$GOOGLAlphabet Inc.-100%
now $80K · held 2+ qtrs
now $58.7M · held 2+ qtrs
now $45.6M · held 2+ qtrs
now $42.5M · held 2+ qtrs
now $2.8M · held 2+ qtrs
now $291K · held 2+ qtrs
+8 more in the Excel export
Holdings by quarter
Every 13F MILLER WEALTH ADVISORS, LLC has filed, 18 earlier quarters. Pick one to see what it held then.
Is it too late to follow MILLER WEALTH ADVISORS?
Q2 2026 13F filed with the SEC on Jul 29, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of MILLER WEALTH ADVISORS's top 20 holdings: 72/100 (our AI quality score, weighted by position size; 17 of the 20 are scored)
Top 10 since filing
+8.8%
Value-weighted move of the 10 largest stock positions
Turnover
0%
Last quarter
Top 10 weight
98%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
0%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2026 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
MILLER WEALTH ADVISORS, LLC disclosed 122 positions worth $236.6M in its Form 13F-HR for Q2 2026, led by $AMZN (AMAZON COM INC) at 24.8% of the equity portfolio, followed by $AAPL and $GOOG. During the quarter the fund opened 9 new positions and exited 3 — including a new stake in $HONA. The portfolio is most concentrated in Technology (54.7% of disclosed assets). All figures are sourced directly from MILLER WEALTH ADVISORS, LLC’s Form 13F-HR filing with the SEC under CIK 1908158.
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