MILLER WEALTH ADVISORS, LLC
CIK 1908158 · View on SEC EDGAR ↗
- Portfolio value
- $236.6M
- Positions
- 122
- As of
- June 30, 2026
#5,902 of 9,443 by 13F value · top 62.5%
Portfolio value QoQ: -8.9% 13F does not disclose cash
- Top 10 holdings weight
- 97.47%
- Top 25 holdings weight
- 99.16%
- Positions above 1%
- 8
- Effective number of positions
- 5.9
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 0.41% Est. buys $1,022,375 · sells $45,933,607
Median holding: 6.0 quarters Tracked Q4 2024–Q2 2026 · 75.3% still held
- New positions
- 10
- Increased
- 8
- Decreased
- 13
- Closed
- 5
On this page
- Performance vs S&P How this manager's 13F portfolio performed against the S&P 500.
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- High-conviction bets The holdings this manager is most concentrated in.
- Biggest new bets Brand-new positions opened in the latest quarter.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
Performance vs S&P 500
Annualized: +20.9% · S&P 500: +18.0%
Approximates a buy-and-hold portfolio built from quarterly SEC 13F snapshots. Excludes cash, short positions, options/derivatives, and non-13(f) securities — reflects the disclosed long-equity book only, not total fund AUM. SEC filing lag is up to 45 days; this is not a real-time-copyable timing.
Priceable coverage: 98.5% · Options excluded: 0.0%
Sector breakdown
Technology
36.3%
Retail
24.9%
Communication Services
18.1%
Energy
17.3%
Industrials
0.7%
Consumer Discretionary
0.2%
Financial Services
0.2%
Financials
0.1%
Consumer Staples
0.1%
Healthcare
0.1%
Consumer products
0.0%
Materials
0.0%
Telecommunication
0.0%
Utilities
0.0%
Real Estate
0.0%
Other/Unmapped
1.8%
Full portfolio 122 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| AMZN Amazon.com, Inc. - Common Stock | $58,657,857 | 24.79% | 246,110 | $6,921,715 | Down ×6 | ||
| AAPL Apple Inc. - Common Stock | $45,627,153 | 19.28% | 157,683 | $5,160,845 | Down ×6 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $42,511,252 | 17.97% | 120,316 | $7,718,863 | Down ×2 | ||
| XOM Exxon Mobil Corporation Common Stock | $39,887,384 | 16.86% | 291,745 | $-9,570,646 | Up ×1 | ||
| MSFT Microsoft Corporation - Common Stock | $18,389,140 | 7.77% | 49,298 | $178,627 | Up ×6 | ||
| NVDA NVIDIA Corporation - Common Stock | $14,240,829 | 6.02% | 71,172 | $1,772,450 | Down ×1 | ||
| PLTR Palantir Technologies Inc. - Class A Common Stock | $6,532,820 | 2.76% | 55,994 | $-1,744,141 | Down ×2 | ||
| BRKB | $2,835,710 | 1.20% | 5,667 | $-196,188 | Down ×3 | ||
| CAT Caterpillar, Inc. Common Stock | $1,124,534 | 0.48% | 1,056 | $376,400 | |||
| INTC Intel Corporation - Common Stock | $837,780 | 0.35% | 6,000 | $573,000 | |||
| SPY SPY | $502,993 | 0.21% | 674 | $64,951 | |||
| MBLY Mobileye Global Inc. - Class A Common Stock | $392,534 | 0.17% | 40,551 | $107,079 | Down ×2 | ||
| CVX Chevron Corporation Common Stock | $340,731 | 0.14% | 2,056 | $-58,497 | Up ×6 | ||
| GS Goldman Sachs Group, Inc. (The) Common Stock | $325,661 | 0.14% | 322 | $53,252 | |||
| WMT Walmart Inc. - Common Stock | $309,879 | 0.13% | 2,736 | $-30,151 | |||
| DE Deere & Company Common Stock | $301,941 | 0.13% | 476 | $33,810 | |||
| Unknown issuer (CUSIP: 438516205) | $291,070 | 0.12% | 1,300 | Up ×1 | |||
| Unknown issuer (CUSIP: 43849R105) | $287,404 | 0.12% | 1,300 | Up ×1 | |||
| Unknown issuer (CUSIP: 84615Q103) | $264,150 | 0.11% | 1,546 | Up ×1 | |||
| META Meta Platforms, Inc. - Class A Common Stock | $225,316 | 0.10% | 400 | $-3,536 | |||
| VLO Valero Energy Corporation Common Stock | $168,245 | 0.07% | 646 | $8,630 | |||
| APA APA Corporation - Common Stock | $166,075 | 0.07% | 5,099 | $-50,327 | |||
| AMAT Applied Materials, Inc. - Common Stock | $144,600 | 0.06% | 200 | $76,242 | |||
| JPM JP Morgan Chase & Co. Common Stock | $140,752 | 0.06% | 430 | $14,263 | |||
| PEP PepsiCo, Inc. - Common Stock | $128,765 | 0.05% | 951 | $-18,916 | |||
| PSX Phillips 66 Common Stock | $120,865 | 0.05% | 715 | $-9,387 | |||
| LLY Eli Lilly and Company Common Stock | $119,943 | 0.05% | 100 | $27,966 | |||
| HOOD Robinhood Markets, Inc. - Class A Common Stock | $87,745 | 0.04% | 875 | $13,247 | Down ×1 | ||
| PG Procter & Gamble Company (The) Common Stock | $80,652 | 0.03% | 550 | $1,210 | |||
| GOOGL Alphabet Inc. - Class A Common Stock | $80,408 | 0.03% | 225 | $-34,711,981 | Down ×2 | ||
| ACHR Archer Aviation Inc. Class A Common Stock | $65,189 | 0.03% | 13,782 | $-6,064 | |||
| ABBV AbbVie Inc. Common Stock | $60,394 | 0.03% | 240 | $8,196 | |||
| MS Morgan Stanley Common Stock | $59,576 | 0.03% | 285 | $12,674 | |||
| COP ConocoPhillips Common Stock | $58,329 | 0.02% | 561 | $-15,733 | |||
| SOLS Solstice Advanced Materials Inc. - Common Stock | $57,590 | 0.02% | 650 | $8,086 | |||
| RKT Rocket Companies, Inc. Class A Common Stock | $54,731 | 0.02% | 3,475 | $5,212 | |||
| TSLA Tesla, Inc. - Common Stock | $50,051 | 0.02% | 119 | $5,813 | |||
| NKE Nike, Inc. Common Stock | $45,988 | 0.02% | 1,120 | $-12,753 | Up ×6 | ||
| MMM 3M Company Common Stock | $43,554 | 0.02% | 269 | $4,487 | |||
| PFG Principal Financial Group Inc - Common Stock | $42,681 | 0.02% | 396 | $6,997 | |||
| EPD Enterprise Products Partners L.P. Common Stock | $42,013 | 0.02% | 1,143 | $-20,636 | Down ×4 | ||
| APLD Applied Digital Corporation - Common Stock | $37,300 | 0.02% | 1,000 | $13,560 | |||
| ITW Illinois Tool Works Inc. Common Stock | $33,809 | 0.01% | 125 | $1,273 | |||
| VRT Vertiv Holdings, LLC Class A Common Stock | $33,482 | 0.01% | 100 | $8,424 | |||
| VZ Verizon Communications Inc. Common Stock | $32,390 | 0.01% | 765 | $-6,013 | |||
| KO Coca-Cola Company (The) Common Stock | $31,695 | 0.01% | 390 | $2,035 | |||
| OXY Occidental Petroleum Corporation Common Stock | $29,871 | 0.01% | 615 | $-10,104 | |||
| DG Dollar General Corporation Common Stock | $26,158 | 0.01% | 227 | $-822 | |||
| BP BP p.l.c. Common Stock | $25,264 | 0.01% | 684 | $-6,450 | Up ×6 | ||
| SO Southern Company (The) Common Stock | $23,928 | 0.01% | 250 | $-202 | |||
| OHI Omega Healthcare Investors, Inc. Common Stock | $23,172 | 0.01% | 486 | $35 | Down ×2 | ||
| MU Micron Technology, Inc. - Common Stock | $23,086 | 0.01% | 20 | Up ×1 | |||
| VOO | $22,930 | 0.01% | 33 | $22,332 | Up ×1 | ||
| LMT Lockheed Martin Corporation Common Stock | $21,397 | 0.01% | 42 | $-3,987 | |||
| T AT&T Inc. | $21,155 | 0.01% | 1,022 | $-8,473 | |||
| JEPQ JPMorgan Nasdaq Equity Premium Income ETF | $19,913 | 0.01% | 324 | $1,925 | |||
| FIX Comfort Systems USA, Inc. Common Stock | $19,820 | 0.01% | 10 | $6,030 | |||
| MCD McDonald's Corporation Common Stock | $19,192 | 0.01% | 71 | $-2,563 | Up ×1 | ||
| D Dominion Energy, Inc. Common Stock | $19,121 | 0.01% | 280 | $1,811 | |||
| CINF Cincinnati Financial Corporation - Common Stock | $18,514 | 0.01% | 100 | $2,779 | |||
| BKR Baker Hughes Company - Common Stock | $17,483 | 0.01% | 315 | $-1,748 | |||
| OVV Ovintiv Inc. (DE) | $17,480 | 0.01% | 332 | $-2,228 | |||
| CL Colgate-Palmolive Company Common Stock | $16,777 | 0.01% | 183 | $1,180 | |||
| BMY Bristol-Myers Squibb Company Common Stock | $16,165 | 0.01% | 281 | $-850 | |||
| CMCSA Comcast Corporation - Class A Common Stock | $15,442 | 0.01% | 629 | $-2,617 | |||
| TOI The Oncology Institute, Inc. - Common Stock | $15,313 | 0.01% | 2,820 | Up ×1 | |||
| RECAF | $15,000 | 0.01% | 20,000 | $-1,000 | |||
| ASML ASML Holding N.V. - New York Registry Shares | $13,926 | 0.01% | 7 | $4,680 | |||
| JEPI | $13,273 | 0.01% | 235 | $-5,431 | Down ×5 | ||
| USAR USA Rare Earth, Inc. - Common Stock | $12,948 | 0.01% | 600 | $3,867 | |||
| CVS CVS Health Corporation Common Stock | $12,931 | 0.01% | 125 | $3,953 | |||
| SLG SL Green Realty Corp Common Stock | $12,891 | 0.01% | 249 | $3,693 | |||
| NFLX Netflix, Inc. - Common Stock | $12,852 | 0.01% | 180 | $-4,455 | |||
| MRK Merck & Company, Inc. Common Stock (new) | $12,850 | 0.01% | 100 | $821 | |||
| IREN IREN Limited - Ordinary Shares | $12,804 | 0.01% | 280 | $-3,650 | Down ×2 | ||
| HD Home Depot, Inc. (The) Common Stock | $12,776 | 0.01% | 36 | Up ×1 | |||
| DUK Duke Energy Corporation (Holding Company) Common Stock | $12,658 | 0.01% | 100 | $-436 | |||
| GILD Gilead Sciences, Inc. - Common Stock | $12,634 | 0.01% | 100 | $-1,303 | |||
| TFC Truist Financial Corporation Common Stock | $12,455 | 0.01% | 250 | $962 | |||
| EMR Emerson Electric Company Common Stock | $10,736 | 0.00% | 75 | $909 | |||
| BWXT BWX Technologies, Inc. Common Stock | $10,706 | 0.00% | 55 | $-541 | |||
| AFG American Financial Group, Inc. Common Stock | $10,496 | 0.00% | 75 | $918 | |||
| CCJ Cameco Corporation Common Stock | $10,186 | 0.00% | 100 | $-675 | |||
| BABA Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share | $9,598 | 0.00% | 100 | $-2,948 | |||
| GEV GE Vernova Inc. Common Stock | $9,414 | 0.00% | 8 | Up ×1 | |||
| MP MP Materials Corp. Common Stock | $9,242 | 0.00% | 165 | $1,279 | |||
| SCHW Charles Schwab Corporation (The) Common Stock | $9,227 | 0.00% | 100 | $-171 | |||
| SNWGF | $9,050 | 0.00% | 1,000 | $-914 | |||
| OKE ONEOK, Inc. Common Stock | $8,694 | 0.00% | 100 | $-345 | |||
| JNJ Johnson & Johnson Common Stock | $6,603 | 0.00% | 26 | $492 | Up ×1 | ||
| WBD Warner Bros. Discovery, Inc. - Series A Common Stock | $6,585 | 0.00% | 247 | $-198 | |||
| NNE Nano Nuclear Energy Inc. - common stock | $5,814 | 0.00% | 275 | $182 | |||
| AMD Advanced Micro Devices, Inc. - Common Stock | $5,809 | 0.00% | 10 | $3,775 | |||
| VVV Valvoline Inc. Common Stock | $5,417 | 0.00% | 137 | $803 | |||
| OKLO Oklo Inc. Class A common stock | $4,710 | 0.00% | 90 | $247 | |||
| COF Capital One Financial Corporation Common Stock | $4,467 | 0.00% | 22 | Up ×1 | |||
| SNDA Sonida Senior Living, Inc. Common Stock | $3,835 | 0.00% | 94 | $803 | |||
| QQQ Invesco QQQ Trust, Series 1 | $3,682 | 0.00% | 5 | $796 | |||
| ARKK | $3,637 | 0.00% | 45 | $595 | |||
| ASH Ashland Inc. Common Stock | $3,295 | 0.00% | 50 | $514 | |||
| No matches | |||||||
Conviction holdings
Positions increased for 3+ consecutive quarters.
Share counts are as reported in 13F filings (not split-adjusted)
Biggest new bets
New positions opened this quarter, largest first.
| Security | Value | Shares | % of portfolio |
|---|---|---|---|
| Unknown issuer (CUSIP: 438516205) | $291,070 | 1,300 | 0.12% |
| Unknown issuer (CUSIP: 43849R105) | $287,404 | 1,300 | 0.12% |
| Unknown issuer (CUSIP: 84615Q103) | $264,150 | 1,546 | 0.11% |
| MU | $23,086 | 20 | 0.01% |
| TOI | $15,313 | 2,820 | 0.01% |
| HD | $12,776 | 36 | 0.01% |
| GEV | $9,414 | 8 | 0.00% |
| COF | $4,467 | 22 | 0.00% |
| NEXT | $249 | 33 | 0.00% |
| FLYYQ | $4 | 200 | 0.00% |
Top movers (QoQ)
| Security | Action | Shares Δ | Value Δ |
|---|---|---|---|
| XOM | Bought more | +232 | -$9.6M |
| GOOG | Trimmed | -971 | +$7.7M |
| AMZN | Trimmed | -2K | +$6.9M |
| AAPL | Trimmed | -2K | +$5.2M |
| NVDA | Trimmed | -321 | +$1.8M |
| PLTR | Trimmed | -589 | -$1.7M |
| INTC | Price move only | +0 | +$573K |
| CAT | Price move only | +0 | +$376K |
| BRKB | Trimmed | -660 | -$196K |
| MSFT | Bought more | +103 | +$179K |
1 position hidden (data completeness check)
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.
| Security | Quarter | Shares before | Value before | Price since exit |
|---|---|---|---|---|
| HON | June 30, 2026 | 2,600 | $587,678 | 0.8% |
| NLR | June 30, 2026 | 900 | $119,871 | No longer tracked |
| MMM | Dec. 31, 2025 | 269 | $41,743 | 14.4% |
| HWM | Dec. 31, 2025 | 200 | $39,246 | 41.2% |
| ANET | Dec. 31, 2025 | 220 | $32,056 | 44.1% |
| VRT | March 31, 2025 | 200 | $22,722 | 261.0% |
| OPEN | June 30, 2026 | 4,065 | $19,024 | -23.9% |
| LB | March 31, 2026 | 290 | $14,207 | 19.2% |
| BULL | Dec. 31, 2025 | 900 | $13,311 | 3.6% |
| CLX | June 30, 2026 | 125 | $12,954 | 13.1% |
| SMCI | June 30, 2025 | 365 | $12,498 | -26.0% |
| GME | March 31, 2026 | 600 | $12,048 | -21.8% |
| UNH | March 31, 2026 | 25 | $8,253 | 45.9% |
| LITM | March 31, 2026 | 2,500 | $7,500 | No longer tracked |
| ASTS | June 30, 2025 | 273 | $6,208 | 38.0% |
| SOLV | Sept. 30, 2025 | 67 | $5,081 | 22.3% |
| LUNR | March 31, 2026 | 271 | $4,398 | -4.3% |
| BMXI | March 31, 2026 | 100,000 | $3,675 | No longer tracked |
| RC | Dec. 31, 2025 | 774 | $2,995 | -19.7% |
| JOBY | March 31, 2026 | 200 | $2,640 | -9.0% |
| SOFI | March 31, 2026 | 100 | $2,618 | 13.7% |
| GNPX | March 31, 2026 | 1,200 | $2,100 | 116.7% |
| FUSE | March 31, 2026 | 1,200 | $1,980 | -15.1% |
| KPRX | March 31, 2026 | 1,000 | $1,970 | 31.6% |
| EOSE | March 31, 2026 | 170 | $1,948 | -28.5% |
| NIXX | March 31, 2026 | 2,000 | $1,921 | -32.3% |
| WKEY | March 31, 2026 | 240 | $1,884 | 4.4% |
| GSIT | March 31, 2026 | 300 | $1,863 | 18.3% |
| CNX | March 31, 2026 | 50 | $1,839 | -6.6% |
| PNC | June 30, 2025 | 7 | $1,230 | 36.2% |
| SOUN | March 31, 2026 | 100 | $997 | -0.1% |
| KLYG | March 31, 2026 | 6,000 | $699 | No longer tracked |
| OXYWS | March 31, 2025 | 25 | $689 | No longer tracked |
| WWR | March 31, 2026 | 918 | $689 | No longer tracked |
| DVLT | March 31, 2026 | 882 | $575 | -50.6% |
| CHWY | Sept. 30, 2025 | 10 | $426 | -41.0% |
| BBW | March 31, 2026 | 5 | $306 | 4.7% |
| LAC | June 30, 2026 | 58 | $229 | -23.0% |
| DVN | June 30, 2025 | 5 | $187 | 52.6% |