Miller Wealth Advisors, LLC 13F holdings
Miller Wealth Advisors, LLC reported 119 positions with a total reported value of $515.7M as of 2026-06-30, in its 13F for Q2 2026, filed 2026-07-29. Top holdings by reported value: GOOGL ALPHABET INC (16.6%), AMZN AMAZON.COM INC (11.4%), AMD ADVANCED MICRO DEVICES I (11.4%), AAPL ABBVIE INC (8.9%), APPLE INC (8.8%). Against 2026-03-31 it opened 17 new positions and exited 11. Next 13F due by 2026-11-14, the legal deadline 45 days after the quarter ending 2026-09-30.
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Top holdings
25 largest of 119 positions · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| GOOGL ALPHABET INC | 241,179 | $85.4M | 16.6% |
| AMZN AMAZON.COM INC | 251,209 | $58.8M | 11.4% |
| AMD ADVANCED MICRO DEVICES I | 246,120 | $58.7M | 11.4% |
| AAPL ABBVIE INC | 157,923 | $45.7M | 8.9% |
| APPLE INC | 157,683 | $45.6M | 8.8% |
| GILD ALPHABET INC | 120,416 | $42.5M | 8.2% |
| WMT EXXON MOBIL CORP | 294,481 | $40.2M | 7.8% |
| XOM EXXON MOBIL CORP | 292,519 | $39.9M | 7.7% |
| MS MICROSOFT CORP | 49,583 | $18.4M | 3.6% |
| MSFT MICRON TECHNOLOGY INC | 49,318 | $18.4M | 3.6% |
| NTR NUTRIEN LTD F | 71,217 | $14.2M | 2.8% |
| NVDA NVIDIA CORP | 71,210 | $14.2M | 2.8% |
| PLTR PALANTIR TECHNOLOGIES IN | 56,709 | $6.7M | 1.3% |
| PG PALANTIR TECHNOLOGIES IN | 56,544 | $6.6M | 1.3% |
| BP BERKSHIRE HATHAWAY | 6,351 | $2.9M | 0.6% |
| BRK-B BERKSHIRE HATHAWAY | 5,722 | $2.8M | 0.6% |
| BWXT BWX TECHNOLOGIES INC | 1,111 | $1.1M | 0.2% |
| CAT CAMECO CORP F | 1,156 | $1.1M | 0.2% |
| INTC INTEL CORP | 6,280 | $850.6K | 0.2% |
| HUN HUNTSMAN CORP | 6,004 | $837.8K | 0.2% |
| SPCX SPACE EX TECH SPACEX | 2,220 | $767.1K | 0.1% |
| HONEYWELL AEROSPACE INC | 2,600 | $578.5K | 0.1% |
| SPY AT&T INC | 1,696 | $524.1K | 0.1% |
| LMT LOCKHEED MARTIN CORP | 40,593 | $413.9K | <0.1% |
| MBLY MCDONALDS CORP | 40,622 | $411.7K | <0.1% |
SEC FORM 13F · Q2 2026 · VALUES AS REPORTED, NOT PRICES
New positions this quarter
Held at 2026-06-30, not at 2026-03-31 · 17 in all · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| APPLE INC | 157,683 | $45.6M | 8.8% |
| SPCX SPACE EX TECH SPACEX | 2,220 | $767.1K | 0.1% |
| HONEYWELL AEROSPACE INC | 2,600 | $578.5K | 0.1% |
| HONA HONEYWELL AEROSPACE INC | 2,175 | $375.1K | <0.1% |
| HD HOME DEPOT INC | 1,336 | $303.8K | <0.1% |
| ADVANCED MICRO DEVICES I | 210 | $150.4K | <0.1% |
| ONCOLOGY INST INC | 6,009 | $93.1K | <0.1% |
| HUNTSMAN CORP | 879 | $87.8K | <0.1% |
| COF CAPITAL ONE FINL CORP | 583 | $62.8K | <0.1% |
| ENTERPRISE PRODS PART LP | 1,917 | $42.0K | <0.1% |
| JOHNSON & JOHNSON | 350 | $26.5K | <0.1% |
| MU MICRON TECHNOLOGY INC | 53 | $23.3K | <0.1% |
| MERCK & CO. INC. | 265 | $22.1K | <0.1% |
| GEV GE VERNOVA INC | 108 | $22.0K | <0.1% |
| NEXT NETFLIX INC | 213 | $13.1K | <0.1% |
| GE VERNOVA INC | 208 | $9.4K | <0.1% |
| CHARLES SCHWAB CORP | 101 | $9.2K | <0.1% |
Sold out
Held at 2026-03-31, gone by 2026-06-30 · 11 in all · reported value as of 2026-03-31
| Holding | Shares 2026-03-31 | Reported value | % of portfolio then |
|---|---|---|---|
| HONEYWELL INTL INC | 2,600 | $587.7K | 0.2% |
| VANECK URANIUM AND | 900 | $119.9K | <0.1% |
| ROBINHOOD MKTS INC | 1,075 | $74.5K | <0.1% |
| APPLIED MATLS INC | 200 | $68.4K | <0.1% |
| ROCKET COMPANIES CLA A | 3,475 | $49.5K | <0.1% |
| JPMORGAN NASDAQ EQUITY | 324 | $18.0K | <0.1% |
| CLX CLOROX CO | 125 | $13.0K | <0.1% |
| TRUIST FINL CORP | 250 | $11.5K | <0.1% |
| MP MATLS CORP | 165 | $8.0K | <0.1% |
| LITHIUM AMERS CORP F | 58 | $229 | <0.1% |
| UNITED DEV FUNDING XXX | 774 | $0 | <0.1% |
Biggest increases and decreases
Positions held at both quarter ends, by change in shares · reported value as of 2026-06-30
Increases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| AMD ADVANCED MICRO DEVICES I | 10 | 246,120 | +2,461,100.0% | $58.7M |
| GILD ALPHABET INC | 100 | 120,416 | +120,316.0% | $42.5M |
| WMT EXXON MOBIL CORP | 2,736 | 294,481 | +10,663.2% | $40.2M |
| MS MICROSOFT CORP | 285 | 49,583 | +17,297.5% | $18.4M |
| NTR NUTRIEN LTD F | 45 | 71,217 | +158,160.0% | $14.2M |
| PG PALANTIR TECHNOLOGIES IN | 550 | 56,544 | +10,180.7% | $6.6M |
| BP BERKSHIRE HATHAWAY | 675 | 6,351 | +840.9% | $2.9M |
| BWXT BWX TECHNOLOGIES INC | 55 | 1,111 | +1,920.0% | $1.1M |
| HUN HUNTSMAN CORP | 4 | 6,004 | +150,000.0% | $837.8K |
| AMZN AMAZON.COM INC | 248,409 | 251,209 | +1.1% | $58.8M |
| LMT LOCKHEED MARTIN CORP | 42 | 40,593 | +96,550.0% | $413.9K |
| CVS CHEVRON CORP NEW | 125 | 2,181 | +1,644.8% | $353.7K |
Decreases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| GOOGL ALPHABET INC | 242,574 | 241,179 | -0.6% | $85.4M |
| AAPL ABBVIE INC | 159,448 | 157,923 | -1.0% | $45.7M |
| BRK-B BERKSHIRE HATHAWAY | 6,327 | 5,722 | -9.6% | $2.8M |
| NVDA NVIDIA CORP | 71,493 | 71,210 | -0.4% | $14.2M |
| EPD ENTERPRISE PRODS PART LP | 1,656 | 1,143 | -31.0% | $42.0K |
| MBLY MCDONALDS CORP | 41,551 | 40,622 | -2.2% | $411.7K |
| IREN ILLINOIS TOOL WKS INC | 480 | 405 | -15.6% | $46.6K |
| OPEN OPENDOOR TECHNOLO 26 WTS | 4,470 | 810 | -81.9% | $228 |
CIK 1908158 · 13F FILINGS ON EDGAR · INFORMATIONAL ONLY
