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 2026-06-30 filing) the fund opened 1 new position, exited 1, added to 56, and trimmed 58.

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

$236.6M

Long-equity book

Holdings

122

Distinct positions

Period

2026-06-30

Filed 2026-07-29

Q/Q Activity

+1 / −1 / ↑56 / ↓58

vs 2026-06-30

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • AMAZON.COM INC$58.5M +35220.1%
  • APPLE INC$45.6M +75449.1%
  • EXXON MOBIL CORP$39.9M +3988738400.0%
  • MICROSOFT CORP$18.4M +79554.9%
  • NVIDIA CORP$14.2M +2754412.4%
Show all 56

Top Trims

  • ADVANCED MICRO DEVICES I-$58.7M -100.0%
  • GILEAD SCIENCES INC-$42.5M -100.0%
  • WALMART INC-$39.6M -99.2%
  • MORGAN STANLEY-$18.3M -99.7%
  • NUTRIEN LTD F-$14.2M -100.0%
Show all 58

New Positions

  • ENTERPRISE PRODS PART LP$42.0K
Show all 1

Exited Positions

  • APPLE INC$45.6M
Show all 1
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 $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
Filing History
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