MILLER WEALTH ADVISORS, LLC — 13F Holdings & Portfolio
CIK 1908158 · latest 13F-HR filed 2026-07-29
MILLER WEALTH ADVISORS, LLC manages $236.6M 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 AMZN (24.79%), AAPL (19.28%), GOOG (17.97%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 10 new positions and exited 5; 58 existing positions rose in reported value and 36 fell.
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.
Long-equity book
Distinct positions
Filed 2026-07-29
vs 2026-03-31
Portfolio charts
Latest quarter's book, what changed, and how the portfolio has evolved across filings.
Portfolio map
Q2 26Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.
Sector mix
% of 13F valueSectors from each company's SIC code; funds and ETFs grouped separately.
Biggest buys and sells
Q1 26 → Q2 26Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.
13F assets and positions
3 quartersTotal reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.
Top positions over time
reported valueThe eight largest current positions, valued at each quarter end.
Concentration
top 10 = 97.5%Cumulative share of the portfolio held in the largest N positions.
As of the firm’s regulatory filing dated Aug 27, 2026.
| Name | Title / Status | Ownership | Type |
|---|---|---|---|
| MILLER, BERT, EARL Control | MANAGING MEMBER since Apr 2014 | 75% or more | Individual |
| GILBERT, DON, EDWARD | CHIEF COMPLIANCE OFFICER since Mar 2024 | Less than 5% | Individual |
Ownership & leadership changes · 1 filing with changes since Apr 29, 2014
From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.
- AddedGILBERT, DON, EDWARD · CHIEF COMPLIANCE OFFICER · Less than 5%
- ChangedMILLER, BERT, EARL · title MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER → MANAGING MEMBER
- ListedMILLER, BERT, EARL · MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER · 75% or more · control person
Quarter-over-quarter changes
Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.
Top Adds (vs prior quarter)
- ALPHABET INC$7.7M +22.2%
- AMAZON.COM INC$6.9M +13.4%
- APPLE INC$5.2M +12.8%
- NVIDIA CORP$1.8M +14.2%
- INTEL CORP$573.0K +216.4%
Top Trims
- ALPHABET INC-$34.7M -99.8%
- EXXON MOBIL CORP-$9.6M -19.4%
- PALANTIR TECHNOLOGIES IN-$1.7M -21.1%
- BERKSHIRE HATHAWAY-$196.2K -6.5%
- CHEVRON CORP NEW-$58.5K -14.7%
New Positions
- HONEYWELL INTL INC$291.1K
- HONEYWELL AEROSPACE INC$287.4K
- SPACE EX TECH SPACEX$264.1K
- MICRON TECHNOLOGY INC$23.1K
- ONCOLOGY INST INC$15.3K
Exited Positions
- HONEYWELL INTL INC$587.7K
- VANECK URANIUM AND$119.9K
- OPENDOOR TECHNOLOGIES IN$19.0K
- CLOROX CO$13.0K
- LITHIUM AMERS CORP F$229
MILLER WEALTH ADVISORS, LLC Holdings (2026-06-30)
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 | AMZN | 023135106 | $58.7M | 24.79% | 246,110 | SH |
| 2 | APPLE INC | AAPL | 037833100 | $45.6M | 19.28% | 157,683 | SH |
| 3 | ALPHABET INC | GOOG | 02079K107 | $42.5M | 17.97% | 120,316 | SH |
| 4 | EXXON MOBIL CORP | XOM | 30231G102 | $39.9M | 16.86% | 291,745 | SH |
| 5 | MICROSOFT CORP | MSFT | 594918104 | $18.4M | 7.77% | 49,298 | SH |
| 6 | NVIDIA CORP | NVDA | 67066G104 | $14.2M | 6.02% | 71,172 | SH |
| 7 | PALANTIR TECHNOLOGIES IN | PLTR | 69608A108 | $6.5M | 2.76% | 55,994 | SH |
| 8 | BERKSHIRE HATHAWAY | BRK.B | 084670702 | $2.8M | 1.20% | 5,667 | SH |
| 9 | CATERPILLAR INC | CAT | 149123101 | $1.1M | 0.48% | 1,056 | SH |
| 10 | INTEL CORP | INTC | 458140100 | $837.8K | 0.35% | 6,000 | SH |
| 11 | STATE STREET SPDR S&P | SPY | 78462F103 | $503.0K | 0.21% | 674 | SH |
| 12 | MOBILEYE GLOBAL INC | MBLY | 60741F104 | $392.5K | 0.17% | 40,551 | SH |
| 13 | CHEVRON CORP NEW | CVX | 166764100 | $340.7K | 0.14% | 2,056 | SH |
| 14 | GOLDMAN SACHS GROUP INC | GS | 38141G104 | $325.7K | 0.14% | 322 | SH |
| 15 | WALMART INC | WMT | 931142103 | $309.9K | 0.13% | 2,736 | SH |
| 16 | DEERE & CO | DE | 244199105 | $301.9K | 0.13% | 476 | SH |
| 17 | HONEYWELL INTL INC | HON | 438516205 | $291.1K | 0.12% | 1,300 | SH |
| 18 | HONEYWELL AEROSPACE INC | HONA | 43849R105 | $287.4K | 0.12% | 1,300 | SH |
| 19 | SPACE EX TECH SPACEX | SPCX | 84615Q103 | $264.1K | 0.11% | 1,546 | SH |
| 20 | META PLATFORMS INC | META | 30303M102 | $225.3K | 0.10% | 400 | SH |
| 21 | VALERO ENERGY CORP NEW | VLO | 91913Y100 | $168.2K | 0.07% | 646 | SH |
| 22 | APA CORP | APA | 03743Q108 | $166.1K | 0.07% | 5,099 | SH |
| 23 | APPLIED MATLS INC | AMAT | 038222105 | $144.6K | 0.06% | 200 | SH |
| 24 | JPMORGAN CHASE & CO | JPM | 46625H100 | $140.8K | 0.06% | 430 | SH |
| 25 | PEPSICO INC | PEP | 713448108 | $128.8K | 0.05% | 951 | SH |
| 26 | PHILLIPS 66 | PSX | 718546104 | $120.9K | 0.05% | 715 | SH |
| 27 | ELI LILLY AND CO | LLY | 532457108 | $119.9K | 0.05% | 100 | SH |
| 28 | ROBINHOOD MKTS INC | HOOD | 770700102 | $87.7K | 0.04% | 875 | SH |
| 29 | PROCTER & GAMBLE CO | PG | 742718109 | $80.7K | 0.03% | 550 | SH |
| 30 | ALPHABET INC | GOOGL | 02079K305 | $80.4K | 0.03% | 225 | SH |
| 31 | ARCHER AVIATION INC | ACHR | 03945R102 | $65.2K | 0.03% | 13,782 | SH |
| 32 | ABBVIE INC | ABBV | 00287Y109 | $60.4K | 0.03% | 240 | SH |
| 33 | MORGAN STANLEY | MS | 617446448 | $59.6K | 0.03% | 285 | SH |
| 34 | CONOCOPHILLIPS | COP | 20825C104 | $58.3K | 0.02% | 561 | SH |
| 35 | SOLSTICE ADVANCED MATLS | SOLS | 83443Q103 | $57.6K | 0.02% | 650 | SH |
| 36 | ROCKET COMPANIES CLA A | RKT | 77311W101 | $54.7K | 0.02% | 3,475 | SH |
| 37 | TESLA INC | TSLA | 88160R101 | $50.1K | 0.02% | 119 | SH |
| 38 | NIKE INC | NKE | 654106103 | $46.0K | 0.02% | 1,120 | SH |
| 39 | 3M CO | MMM | 88579Y101 | $43.6K | 0.02% | 269 | SH |
| 40 | PRINCIPAL FINL GROUP INC | PFG | 74251V102 | $42.7K | 0.02% | 396 | SH |
| 41 | ENTERPRISE PRODS PART LP | EPD | 293792107 | $42.0K | 0.02% | 1,143 | SH |
| 42 | APPLIED DIGITAL CORP | APLD | 038169207 | $37.3K | 0.02% | 1,000 | SH |
| 43 | ILLINOIS TOOL WKS INC | ITW | 452308109 | $33.8K | 0.01% | 125 | SH |
| 44 | VERTIV HLDGS CO | VRT | 92537N108 | $33.5K | 0.01% | 100 | SH |
| 45 | VERIZON COMMUNICATIONS I | VZ | 92343V104 | $32.4K | 0.01% | 765 | SH |
| 46 | THE COCA-COLA CO | KO | 191216100 | $31.7K | 0.01% | 390 | SH |
| 47 | OCCIDENTAL PETE CORP | OXY | 674599105 | $29.9K | 0.01% | 615 | SH |
| 48 | DOLLAR GEN CORP NEW | DG | 256677105 | $26.2K | 0.01% | 227 | SH |
| 49 | BP P L C F | BP | 055622104 | $25.3K | 0.01% | 684 | SH |
| 50 | SOUTHERN CO | SO | 842587107 | $23.9K | 0.01% | 250 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-07-23 | $279.1M | 122 | 0001908158-26-000005 |
| 2026-06-30 | 2026-07-29 | $236.6M | 122 | 0001908158-26-000006 |
| 2026-03-31 | 2026-05-01 | $259.7M | 117 | 0001908158-26-000003 |
| 2025-12-31 | 2026-01-20 | $270.7M | 136 | 0001908158-26-000002 |
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