Miller Wealth Advisors
Latest statistics and disclosures from Miller Wealth Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AMD, SWGXX, GILD, GOOG, WMT, and represent 82.13% of Miller Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: AMD (+$59M), SWGXX (+$46M), GILD (+$43M), WMT (+$40M), MS (+$18M), NTR (+$14M), PG (+$6.5M), BP, BWXT, HUN.
- Started 11 new stock positions in COF, NEXT, MU, HON, SWGXX, GEV, FLYYQ, TOI, HONA, SPCX. HD.
- Reduced shares in these 10 stocks: GOOGL (-$122M), MSFT (-$57M), AAPL (-$40M), MBLY (-$11M), PLTR (-$9.4M), AMZN (-$7.9M), ACHR, BRK.B, NVDA, Honeywell International.
- Sold out of its positions in CLX, EPD, Honeywell International, LAC, OPEN, NLR.
- Miller Wealth Advisors was a net seller of stock by $-23M.
- Miller Wealth Advisors has $279M in assets under management (AUM), dropping by 7.44%.
- Central Index Key (CIK): 0001908158
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Portfolio Holdings for Miller Wealth Advisors
Miller Wealth Advisors holds 122 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Advanced Micro Devices (AMD) | 21.0 | $59M | +2461000% | 246k | 238.34 |
|
| Schwab Govt Money Fund mf (SWGXX) | 16.4 | $46M | NEW | 158k | 289.36 |
|
| Gilead Sciences (GILD) | 15.2 | $43M | +120216% | 120k | 353.33 |
|
| Alphabet Inc Class C cs (GOOG) | 15.2 | $43M | 120k | 353.33 |
|
|
| Wal-Mart Stores (WMT) | 14.3 | $40M | +10563% | 292k | 136.72 |
|
| Morgan Stanley (MS) | 6.6 | $18M | +17197% | 49k | 373.02 |
|
| Nutrien (NTR) | 5.1 | $14M | +158060% | 71k | 200.09 |
|
| Procter & Gamble Company (PG) | 2.3 | $6.5M | +10080% | 56k | 116.67 |
|
| BP (BP) | 1.0 | $2.8M | +739% | 5.7k | 500.39 |
|
| Bwx Technologies (BWXT) | 0.4 | $1.1M | +1820% | 1.1k | 1064.90 |
|
| Huntsman Corporation (HUN) | 0.3 | $838k | +149900% | 6.0k | 139.63 |
|
| State Street Spdr S&p Uie (SPCX) | 0.2 | $503k | NEW | 674.00 | 746.28 |
|
| Lockheed Martin Corporation (LMT) | 0.1 | $393k | +96450% | 41k | 9.68 |
|
| CVS Caremark Corporation (CVS) | 0.1 | $341k | +1544% | 2.1k | 165.73 |
|
| Alphabet Inc Class A cs (GOOGL) | 0.1 | $326k | -99% | 322.00 | 1011.37 |
|
| Warner Bros. Discovery (WBD) | 0.1 | $310k | +1007% | 2.7k | 113.26 |
|
| Dominion Resources (D) | 0.1 | $302k | +70% | 476.00 | 634.33 |
|
| Home Depot (HD) | 0.1 | $291k | NEW | 1.3k | 223.90 |
|
| Honeywell International (HON) | 0.1 | $287k | NEW | 1.3k | 221.08 |
|
| Solstice Advanced Matls (SOLS) | 0.1 | $264k | +137% | 1.5k | 170.86 |
|
| MetLife (MET) | 0.1 | $225k | +1900% | 400.00 | 563.29 |
|
| Visa (V) | 0.1 | $168k | +32200% | 646.00 | 260.44 |
|
| Amazon (AMZN) | 0.1 | $166k | -97% | 5.1k | 32.57 |
|
| American Financial (AFG) | 0.1 | $145k | +166% | 200.00 | 723.00 |
|
| Johnson & Johnson (JNJ) | 0.1 | $141k | +1620% | 430.00 | 327.33 |
|
| Occidental Petroleum Corporation (OXY) | 0.0 | $129k | +54% | 951.00 | 135.40 |
|
| Palantir Technologies (PLTR) | 0.0 | $121k | -98% | 715.00 | 169.04 |
|
| Luckin Coffee (LKNCY) | 0.0 | $120k | +2400% | 100.00 | 1199.43 |
|
| Honeywell Aerospace (HONA) | 0.0 | $88k | NEW | 875.00 | 100.28 |
|
| Principal Financial (PFG) | 0.0 | $81k | +38% | 550.00 | 146.64 |
|
| Abbvie (ABBV) | 0.0 | $65k | +5642% | 14k | 4.73 |
|
| Apple (AAPL) | 0.0 | $60k | -99% | 240.00 | 251.64 |
|
| Merck & Co (MRK) | 0.0 | $60k | +185% | 285.00 | 209.04 |
|
| Capital One Financial (COF) | 0.0 | $58k | NEW | 561.00 | 103.97 |
|
| Southern Company (SO) | 0.0 | $58k | +160% | 650.00 | 88.60 |
|
| Reconnaissance Enry Africa L (RECAF) | 0.0 | $55k | -82% | 3.5k | 15.75 |
|
| Oncology Institu (TOI) | 0.0 | $50k | NEW | 119.00 | 420.60 |
|
| Netflix (NFLX) | 0.0 | $46k | +522% | 1.1k | 41.06 |
|
| Facebook Inc cl a (META) | 0.0 | $44k | -32% | 269.00 | 161.91 |
|
| Pfizer (PFE) | 0.0 | $43k | +296% | 396.00 | 107.78 |
|
| Enterprise Prods Part MLP | 0.0 | $42k | +47% | 1.1k | 36.76 |
|
| Apa Corporation (APA) | 0.0 | $37k | -80% | 1.0k | 37.30 |
|
| Iris Energy (IREN) | 0.0 | $34k | -73% | 125.00 | 270.47 |
|
| Vanguard S&p 500 Etf idx (VOO) | 0.0 | $34k | +9900% | 100.00 | 334.82 |
|
| Valvoline Inc Common (VVV) | 0.0 | $32k | +458% | 765.00 | 42.34 |
|
| JPMorgan Chase & Co. (JPM) | 0.0 | $32k | -9% | 390.00 | 81.27 |
|
| Encana Corporation (OVV) | 0.0 | $30k | +85% | 615.00 | 48.57 |
|
| Deere & Company (DE) | 0.0 | $26k | -52% | 227.00 | 115.23 |
|
| BP P L C F Adr (BMY) | 0.0 | $25k | +143% | 684.00 | 36.94 |
|
| Snowline Gold Ord (SNWGF) | 0.0 | $24k | -75% | 250.00 | 95.71 |
|
| Omega Healthcare Invs In Ret (OHI) | 0.0 | $23k | -7% | 486.00 | 47.68 |
|
| Microsoft Corporation (MSFT) | 0.0 | $23k | -99% | 20.00 | 1154.30 |
|
| Vanguard S&p 500 Etf Uie (VLO) | 0.0 | $23k | -94% | 33.00 | 694.85 |
|
| Eli Lilly & Co. (LLY) | 0.0 | $21k | -58% | 42.00 | 509.45 |
|
| Spdr S&p 500 Etf (SPY) | 0.0 | $21k | +51% | 1.0k | 20.70 |
|
| Jpmorgan Nasdaq Equity Uie (JEPI) | 0.0 | $20k | 324.00 | 61.46 |
|
|
| Fidelity National Information Services (FIS) | 0.0 | $20k | -80% | 10.00 | 1982.00 |
|
| Mobileye Global (MBLY) | 0.0 | $19k | -99% | 71.00 | 270.31 |
|
| Chevron Corporation (CVX) | 0.0 | $19k | -85% | 280.00 | 68.29 |
|
| Cameco Corporation (CCJ) | 0.0 | $19k | 100.00 | 185.14 |
|
|
| Alibaba Group Holding (BABA) | 0.0 | $18k | +215% | 315.00 | 55.50 |
|
| Altc Acquisition Corp (OKLO) | 0.0 | $18k | +268% | 332.00 | 52.65 |
|
| Cincinnati Financial Corporation (CINF) | 0.0 | $17k | +83% | 183.00 | 91.68 |
|
| Baker Hughes A Ge Company (BKR) | 0.0 | $16k | -10% | 281.00 | 57.53 |
|
| Colgate-Palmolive Company (CL) | 0.0 | $15k | +243% | 629.00 | 24.55 |
|
| Truist Financial Corp equities (TFC) | 0.0 | $15k | +1028% | 2.8k | 5.43 |
|
| Reconnaissance Energy F FGC (QQQM) | 0.0 | $15k | +1999900% | 20k | 0.75 |
|
| Asml Hldg N V F Adr (ASH) | 0.0 | $14k | -86% | 7.00 | 1989.43 |
|
| Jpmorgan Equity Premium Uie (ITW) | 0.0 | $13k | +88% | 235.00 | 56.48 |
|
| Tesla Motors (TSLA) | 0.0 | $13k | +404% | 600.00 | 21.58 |
|
| ConocoPhillips (COP) | 0.0 | $13k | -77% | 125.00 | 103.45 |
|
| Charles Schwab Corporation (SCHW) | 0.0 | $13k | +149% | 249.00 | 51.77 |
|
| Nextdecade Corp (NEXT) | 0.0 | $13k | NEW | 180.00 | 71.40 |
|
| Mp Materials Corp (MP) | 0.0 | $13k | -39% | 100.00 | 128.50 |
|
| Iren Ltd F Fgo (INTC) | 0.0 | $13k | -95% | 280.00 | 45.73 |
|
| Goldman Sachs (GS) | 0.0 | $13k | -88% | 36.00 | 354.89 |
|
| Digital World Acquisition Co Class A (DJT) | 0.0 | $13k | -51% | 100.00 | 126.58 |
|
| Ge Vernova (GEV) | 0.0 | $13k | NEW | 100.00 | 126.34 |
|
| At&t (T) | 0.0 | $13k | -75% | 250.00 | 49.82 |
|
| Edgetech Intl (EGIL) | 0.0 | $11k | -90% | 75.00 | 143.15 |
|
| Berkshire Hathaway (BRK.B) | 0.0 | $11k | -99% | 55.00 | 194.65 |
|
| Archer Aviation Inc-a (ACHR) | 0.0 | $11k | -99% | 75.00 | 139.95 |
|
| Cameco Corp F FGC (CAT) | 0.0 | $10k | -90% | 100.00 | 101.86 |
|
| Alibaba Group Hldg Ltd F Adr (ASML) | 0.0 | $9.6k | +1328% | 100.00 | 95.98 |
|
| Spirit Aviation Holding (FLYYQ) | 0.0 | $9.4k | NEW | 8.00 | 1176.75 |
|
| 3M Company (MMM) | 0.0 | $9.2k | -38% | 165.00 | 56.01 |
|
| Remote Dynamics Inc. u.s (RMTD) | 0.0 | $9.2k | +9900% | 100.00 | 92.27 |
|
| Snowline Gold Corp F FGC (SNDA) | 0.0 | $9.1k | +963% | 1.0k | 9.05 |
|
| Organon & Co (OGN) | 0.0 | $8.7k | +163% | 100.00 | 86.94 |
|
| Jpmorgan Nasdaq Equity Premium Income Etf (JEPQ) | 0.0 | $6.6k | -91% | 26.00 | 253.96 |
|
| Verizon Communications (VZ) | 0.0 | $6.6k | -67% | 247.00 | 26.66 |
|
| Nike (NKE) | 0.0 | $5.8k | -75% | 275.00 | 21.14 |
|
| Applied Materials (AMAT) | 0.0 | $5.8k | -95% | 10.00 | 580.90 |
|
| Viatris (VTRS) | 0.0 | $5.4k | +1041% | 137.00 | 39.54 |
|
| Oneok (OKE) | 0.0 | $4.7k | -10% | 90.00 | 52.33 |
|
| Comcast Corporation (CMCSA) | 0.0 | $4.5k | -96% | 22.00 | 203.05 |
|
| Sl Green Realty Corp (SLG) | 0.0 | $3.8k | -62% | 94.00 | 40.80 |
|
| Invesco Qqq Tr Uie (PSX) | 0.0 | $3.7k | -99% | 5.00 | 736.40 |
|
| Ark Innovation Etf Uie (APLD) | 0.0 | $3.6k | -95% | 45.00 | 80.82 |
|
| Ark Etf Tr innovation etf (ARKK) | 0.0 | $3.3k | +11% | 50.00 | 65.90 |
|
| Nutrien Ltd F FGC (NNE) | 0.0 | $2.8k | -83% | 45.00 | 62.96 |
|
| Pepsi (PEP) | 0.0 | $2.4k | -89% | 100.00 | 24.08 |
|
| Emerson Electric (EMR) | 0.0 | $1.9k | -33% | 50.00 | 38.88 |
|
| Coca-Cola Company (KO) | 0.0 | $1.9k | -74% | 100.00 | 19.11 |
|
| McDonald's Corporation (MCD) | 0.0 | $1.7k | -71% | 20.00 | 84.60 |
|
| Dollar General (DG) | 0.0 | $1.6k | -9% | 205.00 | 7.74 |
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| Kimco Rlty Corp Ret (KIM) | 0.0 | $1.4k | 56.00 | 25.36 |
|
|
| Vertiv Holdings Llc vertiv holdings (VRT) | 0.0 | $864.000000 | -76% | 24.00 | 36.00 |
|
| USA Rare Earth Inc A (USAR) | 0.0 | $686.000000 | -99% | 2.00 | 343.00 |
|
| NVIDIA Corporation (NVDA) | 0.0 | $517.001400 | -99% | 38.00 | 13.61 |
|
| Invesco Nasdaq 100 Etf Uie (QQQ) | 0.0 | $303.000000 | -80% | 1.00 | 303.00 |
|
| Micron Technology (MU) | 0.0 | $249.001500 | NEW | 33.00 | 7.55 |
|
| Versant Media Group (VSNT) | 0.0 | $191.000400 | -50% | 12.00 | 15.92 |
|
| Luckin Coffee Inc F Adr (KVUE) | 0.0 | $111.000000 | -96% | 4.00 | 27.75 |
|
| Robinhood Mkts (HOOD) | 0.0 | $42.000000 | -99% | 4.00 | 10.50 |
|
| Opendoor Technolo 26 Wts War (OPENW) | 0.0 | $38.002500 | 135.00 | 0.28 |
|
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| Opendoor Technolo 26 Wts War (OPENL) | 0.0 | $38.002500 | 135.00 | 0.28 |
|
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| Opendoor Technolo 26 Wts War (OPENZ) | 0.0 | $38.002500 | 135.00 | 0.28 |
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| Comfort Systems USA (FIX) | 0.0 | $4.000000 | +1900% | 200.00 | 0.02 |
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| United Dev Funding Xxx Res (XOM) | 0.0 | $0 | -99% | 774.00 | 0.00 |
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| Duke Energy (DUK) | 0.0 | $0 | +650% | 750.00 | 0.00 |
|
| Rocket Cos (RKT) | 0.0 | $0 | -99% | 1.00 | 0.00 |
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Past Filings by Miller Wealth Advisors
SEC 13F filings are viewable for Miller Wealth Advisors going back to 2022
- Miller Wealth Advisors 2026 Q2 filed July 23, 2026
- Miller Wealth Advisors 2026 Q1 filed May 1, 2026
- Miller Wealth Advisors 2025 Q4 filed Jan. 20, 2026
- Miller Wealth Advisors 2025 Q4 restated filed Jan. 20, 2026
- Miller Wealth Advisors 2025 Q3 filed Oct. 23, 2025
- Miller Wealth Advisors 2025 Q2 filed July 18, 2025
- Miller Wealth Advisors 2025 Q1 filed May 13, 2025
- Miller Wealth Advisors 2024 Q4 filed Feb. 5, 2025
- Miller Wealth Advisors 2024 Q3 filed Oct. 30, 2024
- Miller Wealth Advisors 2024 Q2 filed July 18, 2024
- Miller Wealth Advisors 2024 Q1 filed May 8, 2024
- Miller Wealth Advisors 2023 Q4 filed Feb. 6, 2024
- Miller Wealth Advisors 2023 Q4 restated filed Feb. 6, 2024
- Miller Wealth Advisors 2023 Q3 filed Nov. 7, 2023
- Miller Wealth Advisors 2023 Q2 filed July 27, 2023
- Miller Wealth Advisors 2023 Q1 filed May 5, 2023