MILLER WEALTH ADVISORS, LLC — 13F Holdings & Portfolio

CIK 1908158 · latest 13F-HR filed 2026-05-01

MILLER WEALTH ADVISORS, LLC manages $259.7M in 13F-reported U.S. long-equity assets across 117 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are AMZN (19.92%), XOM (19.04%), AAPL (15.58%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 4 new positions, exited 23, added to 44, and trimmed 46.

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.

Loading holdings…
AUM

$259.7M

Long-equity book

Holdings

117

Distinct positions

Period

2026-03-31

Filed 2026-05-01

Q/Q Activity

+4 / −23 / ↑44 / ↓46

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • EXXON MOBIL CORP$14.1M +39.8%
  • CHEVRON CORP NEW$198.1K +98.5%
  • CATERPILLAR INC$143.2K +23.7%
  • APA CORP$91.7K +73.5%
  • HONEYWELL INTL INC$80.4K +15.9%
Show all 44

Top Trims

  • AMAZON.COM INC-$6.5M -11.1%
  • MICROSOFT CORP-$5.3M -22.5%
  • ALPHABET INC-$3.7M -9.6%
  • ALPHABET INC-$3.7M -9.6%
  • APPLE INC-$3.4M -7.7%
Show all 46

New Positions

  • 3M CO$39.1K
  • ASML HLDG N V F$9.2K
  • SONIDA SENIOR LIVING INC$3.0K
  • VERSANT MEDIA GROUP INC$888
Show all 4

Exited Positions

  • LANDBRIDGE CO LLC CL A$14.2K
  • GAMESTOP CORP NEW$12.0K
  • UNITEDHEALTH GROUP INC$8.3K
  • SNOW LAKE RES LTD F$7.5K
  • CNL HEALTHCARE PROPERTIE$4.7K
Show all 23
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 AMZN 023135106 $51.7M 19.92% 248,409 SH
2 EXXON MOBIL CORP XOM 30231G102 $49.5M 19.04% 291,513 SH
3 APPLE INC AAPL 037833100 $40.5M 15.58% 159,448 SH
4 ALPHABET INC GOOG 02079K107 $34.8M 13.40% 121,287 SH
5 ALPHABET INC GOOGL 02079K305 $34.8M 13.40% 121,287 SH
6 MICROSOFT CORP MSFT 594918104 $18.2M 7.01% 49,195 SH
7 NVIDIA CORP NVDA 67066G104 $12.5M 4.80% 71,493 SH
8 PALANTIR TECHNOLOGIES IN PLTR 69608A108 $8.3M 3.19% 56,583 SH
9 BERKSHIRE HATHAWAY BRK.B 084670702 $3.0M 1.17% 6,327 SH
10 CATERPILLAR INC CAT 149123101 $748.1K 0.29% 1,056 SH
11 HONEYWELL INTL INC HON 438516106 $587.7K 0.23% 2,600 SH
12 STATE STREET SPDR S&P SPY 78462F103 $438.0K 0.17% 674 SH
13 CHEVRON CORP NEW CVX 166764100 $399.2K 0.15% 1,930 SH
14 WALMART INC WMT 931142103 $340.0K 0.13% 2,736 SH
15 MOBILEYE GLOBAL INC MBLY 60741F104 $285.5K 0.11% 41,551 SH
16 GOLDMAN SACHS GROUP INC GS 38141G104 $272.4K 0.10% 322 SH
17 DEERE & CO DE 244199105 $268.1K 0.10% 476 SH
18 INTEL CORP INTC 458140100 $264.8K 0.10% 6,000 SH
19 META PLATFORMS INC META 30303M102 $228.9K 0.09% 400 SH
20 APA CORP APA 03743Q108 $216.4K 0.08% 5,099 SH
21 VALERO ENERGY CORP NEW VLO 91913Y100 $159.6K 0.06% 646 SH
22 PEPSICO INC PEP 713448108 $147.7K 0.06% 951 SH
23 PHILLIPS 66 PSX 718546104 $130.3K 0.05% 715 SH
24 JPMORGAN CHASE & CO JPM 46625H100 $126.5K 0.05% 430 SH
25 VANECK URANIUM AND NLR 92189F601 $119.9K 0.05% 900 SH
26 ELI LILLY AND CO LLY 532457108 $92.0K 0.04% 100 SH
27 PROCTER & GAMBLE CO PG 742718109 $79.4K 0.03% 550 SH
28 ROBINHOOD MKTS INC HOOD 770700102 $74.5K 0.03% 1,075 SH
29 CONOCOPHILLIPS COP 20825C104 $74.1K 0.03% 561 SH
30 ARCHER AVIATION INC ACHR 03945R102 $71.3K 0.03% 13,782 SH
31 APPLIED MATLS INC AMAT 038222105 $68.4K 0.03% 200 SH
32 ENTERPRISE PRODS PART LP EPD 293792107 $62.6K 0.02% 1,656 SH
33 NIKE INC NKE 654106103 $58.7K 0.02% 1,112 SH
34 ABBVIE INC ABBV 00287Y109 $52.2K 0.02% 240 SH
35 ROCKET COMPANIES CLA A RKT 77311W101 $49.5K 0.02% 3,475 SH
36 SOLSTICE ADVANCED MATLS SOLS 83443Q103 $49.5K 0.02% 650 SH
37 MORGAN STANLEY MS 617446448 $46.9K 0.02% 285 SH
38 TESLA INC TSLA 88160R101 $44.2K 0.02% 119 SH
39 OCCIDENTAL PETE CORP OXY 674599105 $40.0K 0.02% 615 SH
40 3M CO MMM 88579Y101 $39.1K 0.02% 269 SH
41 VERIZON COMMUNICATIONS I VZ 92343V104 $38.4K 0.01% 765 SH
42 PRINCIPAL FINL GROUP INC PFG 74251V102 $35.7K 0.01% 396 SH
43 ILLINOIS TOOL WKS INC ITW 452308109 $32.5K 0.01% 125 SH
44 BP P L C F BP 055622104 $31.7K 0.01% 675 SH
45 THE COCA-COLA CO KO 191216100 $29.7K 0.01% 390 SH
46 AT&T INC T 00206R102 $29.6K 0.01% 1,022 SH
47 DOLLAR GEN CORP NEW DG 256677105 $27.0K 0.01% 227 SH
48 LOCKHEED MARTIN CORP LMT 539830109 $25.4K 0.01% 42 SH
49 VERTIV HLDGS CO VRT 92537N108 $25.1K 0.01% 100 SH
50 SOUTHERN CO SO 842587107 $24.1K 0.01% 250 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-05-01 $259.7M 117 0001908158-26-000003
2025-12-31 2026-01-20 $270.7M 136 0001908158-26-000002