MILLER WEALTH ADVISORS, LLC — 13F Holdings & Portfolio

CIK 1908158 · latest 13F-HR filed 2026-07-23

MILLER WEALTH ADVISORS, LLC manages $279.1M in 13F-reported U.S. long-equity assets across 122 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are AMD (21.02%), SBIL (16.35%), GILD (15.23%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 11 new positions, exited 6, added to 57, and trimmed 51.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
45 WHITE HOUSE VISTA PLACE
RIDGEWAY, CO 81432
Phone
(713) 252-1661
Filing Manager
MILLER WEALTH ADVISORS, LLC
OURAY, CO
Signatory
Bert Miller
President
Loading holdings…
AUM

$279.1M

Long-equity book

Holdings

122

Distinct positions

Period

2026-06-30

Filed 2026-07-23

Q/Q Activity

+11 / −6 / ↑57 / ↓51

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • AMAZON.COM INC$58.7M +2883767.1%
  • ALPHABET INC$42.5M +304924.4%
  • EXXON MOBIL CORP$39.5M +11630.5%
  • MICROSOFT CORP$18.3M +39107.6%
  • NVIDIA CORP$14.2M +419241.3%
Show all 57

Top Trims

  • APA CORP-$51.6M -99.7%
  • UNITED DEV FUNDING XXX-$49.5M -100.0%
  • ABBVIE INC-$40.4M -99.9%
  • GOLDMAN SACHS GROUP INC-$34.5M -99.1%
  • MICRON TECHNOLOGY INC-$18.2M -99.9%
Show all 51

New Positions

  • APPLE INC$45.6M
  • STATE STREET SPDR S&P$503.0K
  • HONEYWELL INTL INC$291.1K
  • HONEYWELL AEROSPACE INC$287.4K
  • ROBINHOOD MKTS INC$87.7K
Show all 11

Exited Positions

  • HONEYWELL INTL INC$587.7K
  • VANECK URANIUM AND$119.9K
  • ENTERPRISE PRODS PART LP$62.6K
  • OPENDOOR TECHNOLOGIES IN$19.0K
  • CLOROX CO$13.0K
Show all 6
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 AMAZON.COM INC AMD 007903107 $58.7M 21.02% 246,110 SH
2 APPLE INC SBIL 808515209 $45.6M 16.35% 157,683 SH
3 ALPHABET INC GILD 375558103 $42.5M 15.23% 120,316 SH
4 ALPHABET INC GOOG 02079K107 $42.5M 15.23% 120,316 SH
5 EXXON MOBIL CORP WMT 931142103 $39.9M 14.29% 291,745 SH
6 MICROSOFT CORP MS 617446448 $18.4M 6.59% 49,298 SH
7 NVIDIA CORP NTR 67077M108 $14.2M 5.10% 71,172 SH
8 PALANTIR TECHNOLOGIES IN PG 742718109 $6.5M 2.34% 55,994 SH
9 BERKSHIRE HATHAWAY BP 055622104 $2.8M 1.02% 5,667 SH
10 CATERPILLAR INC BWXT 05605H100 $1.1M 0.40% 1,056 SH
11 INTEL CORP HUN 447011107 $837.8K 0.30% 6,000 SH
12 STATE STREET SPDR S&P SPCX 84615Q103 $503.0K 0.18% 674 SH
13 MOBILEYE GLOBAL INC LMT 539830109 $392.5K 0.14% 40,551 SH
14 CHEVRON CORP NEW CVS 126650100 $340.7K 0.12% 2,056 SH
15 GOLDMAN SACHS GROUP INC GOOGL 02079K305 $325.7K 0.12% 322 SH
16 WALMART INC WBD 934423104 $309.9K 0.11% 2,736 SH
17 DEERE & CO D 25746U109 $301.9K 0.11% 476 SH
18 HONEYWELL INTL INC HD 437076102 $291.1K 0.10% 1,300 SH
19 HONEYWELL AEROSPACE INC HON 438516205 $287.4K 0.10% 1,300 SH
20 SPACE EX TECH SPACEX SOLS 83443Q103 $264.1K 0.09% 1,546 SH
21 META PLATFORMS INC MET 59156R108 $225.3K 0.08% 400 SH
22 VALERO ENERGY CORP NEW V 92826C839 $168.2K 0.06% 646 SH
23 APA CORP AMZN 023135106 $166.1K 0.06% 5,099 SH
24 APPLIED MATLS INC AFG 025932104 $144.6K 0.05% 200 SH
25 JPMORGAN CHASE & CO JNJ 478160104 $140.8K 0.05% 430 SH
26 PEPSICO INC OXY 674599105 $128.8K 0.05% 951 SH
27 PHILLIPS 66 PLTR 69608A108 $120.9K 0.04% 715 SH
28 ELI LILLY AND CO LKNCY 54951L109 $119.9K 0.04% 100 SH
29 ROBINHOOD MKTS INC HONA 43849R105 $87.7K 0.03% 875 SH
30 PROCTER & GAMBLE CO PFG 74251V102 $80.7K 0.03% 550 SH
31 ARCHER AVIATION INC ABBV 00287Y109 $65.2K 0.02% 13,782 SH
32 ABBVIE INC AAPL 037833100 $60.4K 0.02% 240 SH
33 MORGAN STANLEY MRK 58933Y105 $59.6K 0.02% 285 SH
34 CONOCOPHILLIPS COF 14040H105 $58.3K 0.02% 561 SH
35 SOLSTICE ADVANCED MATLS SO 842587107 $57.6K 0.02% 650 SH
36 ROCKET COMPANIES CLA A RECAF 75624R108 $54.7K 0.02% 3,475 SH
37 TESLA INC TOI 68236X100 $50.1K 0.02% 119 SH
38 NIKE INC NFLX 64110L106 $46.0K 0.02% 1,120 SH
39 3M CO META 30303M102 $43.6K 0.02% 269 SH
40 PRINCIPAL FINL GROUP INC PFE 717081103 $42.7K 0.02% 396 SH
41 ENTERPRISE PRODS PART LP 910CVR018 $42.0K 0.02% 1,143 SH
42 APPLIED DIGITAL CORP APA 03743Q108 $37.3K 0.01% 1,000 SH
43 ILLINOIS TOOL WKS INC IREN Q4982L109 $33.8K 0.01% 125 SH
44 VERTIV HLDGS CO VOO 922908363 $33.5K 0.01% 100 SH
45 VERIZON COMMUNICATIONS I VVV 92047W101 $32.4K 0.01% 765 SH
46 THE COCA-COLA CO JPM 46625H100 $31.7K 0.01% 390 SH
47 OCCIDENTAL PETE CORP OVV 69047Q102 $29.9K 0.01% 615 SH
48 DOLLAR GEN CORP NEW DE 244199105 $26.2K 0.01% 227 SH
49 BP P L C F BMY 110122108 $25.3K 0.01% 684 SH
50 SOUTHERN CO SNWGF 83342V104 $23.9K 0.01% 250 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-23 $279.1M 122 0001908158-26-000005
2026-03-31 2026-05-01 $259.7M 117 0001908158-26-000003
2025-12-31 2026-01-20 $270.7M 136 0001908158-26-000002