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CIK: 0001908158
Total reported value
$236.6M
$236.6M
100 檔
70.3%
The Q2 2025 SEC filing reveals that Miller Wealth Advisors, LLC held a total portfolio value of $236.6M, covering 100 public equity positions.
In Q2 2025, Miller Wealth Advisors, LLC displayed an active expansion posture, initiating 3 new positions and adding to 14 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 26.31% | +4.87% | -1.56% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 15.64% | +3.70% | -1.36% | |
| 3 | XOM | Exxon Mobil CORP | Stock-Energy | 14.69% | -2.18% | -6.72% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 11.04% | +0.76% | +0.06% | |
| 5 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 10.14% | -13.37% | — | |
| 6 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 10.14% | +4.57% | -1.55% | |
| 7 | NVDA | Nvidia CORP | Stock-Tech | 4.74% | +1.22% | +4.32% | |
| 8 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 3.17% | -0.43% | -0.46% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.60% | +0.03% | +0.54% | |
| 10 | MBLY | Mobileye Global Inc-a | Stock-Other | 0.36% | +0.06% | -5.88% | |
| 11 | HON | Honeywell International Inc | Stock-Industrials | 0.28% | -0.23% | EXIT | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.19% | +0.04% | +0.30% | |
| 13 | CAT | Caterpillar Inc | Stock-Industrials | 0.19% | +0.19% | — | |
| 14 | WMT | Walmart Inc | Stock-Consumer Staples | 0.13% | — | — | |
| 15 | DE | Deere & Co | Stock-Industrials | 0.11% | +0.03% | — | |
| 16 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.11% | — | — | |
| 17 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.11% | +0.04% | — | |
| 18 | CVX | Chevron CORP | Stock-Energy | 0.09% | -0.01% | +0.93% | |
| 19 | INTC | Intel CORP | Stock-Tech | 0.06% | +0.25% | — | |
| 20 | EPD | Enterprise Products Partners | Stock-Energy | 0.06% | — | +0.32% | |
| 21 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.06% | -0.01% | — | |
| 22 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.06% | +0.01% | — | |
| 23 | ACHR | Archer Aviation Inc-a | Stock-Industrials | 0.05% | — | +28.65% | |
| 24 | APA | Apa CORP | Stock-Energy | 0.04% | -0.01% | — | |
| 25 | VLO | Valero Energy CORP | Stock-Energy | 0.04% | +0.01% | +0.63% | |
| 26 | PSX | Phillips 66 | Stock-Energy | 0.04% | — | +0.72% | |
| 27 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.04% | +0.01% | — | |
| 28 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.04% | — | +0.46% | |
| 29 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.03% | — | -36.72% | |
| 30 | COP | Conocophillips | Stock-Energy | 0.02% | -0.01% | +0.92% | |
| 31 | ABBV | Abbvie Inc | Stock-Healthcare | 0.02% | +0.01% | — | |
| 32 | MMM | 3m Co | Stock-Industrials | 0.02% | — | — | |
| 33 | MS | Morgan Stanley | Stock-Financials | 0.02% | +0.01% | — | |
| 34 | HWM | Howmet Aerospace Inc | Stock-Industrials | 0.02% | — | — | |
| 35 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.02% | — | — | |
| 36 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.01% | — | -11.39% | |
| 37 | PFG | Principal Financial Group | Stock-Financials | 0.01% | +0.01% | — | |
| 38 | ITW | Illinois Tool Works | Stock-Industrials | 0.01% | — | — | |
| 39 | T | At&t Inc | Stock-Comm Services | 0.01% | — | — | |
| 40 | NLR | Vaneck Urani & Nuclr Etf-usd | ETF-Other | 0.01% | -0.05% | EXIT | |
| 41 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.01% | — | — | |
| 42 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.01% | — | — | |
| 43 | OXY | Occidental Petroleum CORP | Stock-Energy | 0.01% | -0.01% | — | |
| 44 | DG | Dollar General CORP | Stock-Consumer Staples | 0.01% | — | +0.90% | |
| 45 | NFLX | Netflix Inc | Stock-Comm Services | 0.01% | — | — | |
| 46 | SO | Southern Co/the | Stock-Utilities | 0.01% | — | — | |
| 47 | ANET | Arista Networks Inc | Stock-Tech | 0.01% | — | — | |
| 48 | OHI | Omega Healthcare Investors | Stock-Real Estate | 0.01% | — | — | |
| 49 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.01% | — | — | |
| 50 | BP | Bp Plc-spons Adr | Stock-Energy | 0.01% | — | +1.72% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +10.1% | NEW | New buy |
| 2 | MSFT | Microsoft CORP | +1.2% | +0.06% | Add |
| 3 | NVDA | Nvidia CORP | +1% | +4.32% | Add |
| 4 | PLTR | Palantir Technologies Inc-a | +0.8% | -0.46% | Trim |
| 5 | ACHR | Archer Aviation Inc-a | 0% | +28.65% | Add |
| 6 | GS | Goldman Sachs Group Inc | 0% | — | Unchanged |
| 7 | RKT | Rocket Cos Inc-class A | 0% | NEW | New buy |
| 8 | HWM | Howmet Aerospace Inc | 0% | — | Unchanged |
| 9 | MBLY | Mobileye Global Inc-a | — | -5.88% | Trim |
| 10 | CAT | Caterpillar Inc | — | — | Unchanged |
| 11 | WMT | Walmart Inc | — | — | Unchanged |
| 12 | JPM | Jpmorgan Chase & Co | — | — | Unchanged |
| 13 | NLR | Vaneck Urani & Nuclr Etf-usd | — | — | Unchanged |
| 14 | NKE | Nike Inc -cl B | — | +0.46% | Add |
| 15 | NFLX | Netflix Inc | — | — | Unchanged |
| 16 | MS | Morgan Stanley | — | — | Unchanged |
| 17 | ASTS | Ast Spacemobile Inc | — | EXIT | Sold out |
| 18 | DG | Dollar General CORP | — | +0.90% | Add |
| 19 | ANET | Arista Networks Inc | — | — | Unchanged |
| 20 | CHTH | Cnl Healthcare Properties In | — | NEW | New buy |
| 21 | AMD | Advanced Micro Devices | — | — | Unchanged |
| 22 | BMY | Bristol-myers Squibb Co | — | +1.12% | Add |
| 23 | BP | Bp Plc-spons Adr | — | +1.72% | Add |
| 24 | BABA | Alibaba Group Holding-sp Adr | — | — | Unchanged |
| 25 | EMR | Emerson Electric Co | — | — | Unchanged |
| 26 | BKR | Baker Hughes Co | — | — | Unchanged |
| 27 | DE | Deere & Co | 0% | — | Unchanged |
| 28 | SMCI | Super Micro Computer Inc | 0% | EXIT | Sold out |
| 29 | COP | Conocophillips | 0% | +0.92% | Add |
| 30 | ABBV | Abbvie Inc | 0% | — | Unchanged |
| 31 | LLY | Eli Lilly & Co | 0% | — | Unchanged |
| 32 | OXY | Occidental Petroleum CORP | 0% | — | Unchanged |
| 33 | JEPI | Jpmorgan Equity Premium Inco | 0% | -11.39% | Trim |
| 34 | PSX | Phillips 66 | 0% | +0.72% | Add |
| 35 | VLO | Valero Energy CORP | 0% | +0.63% | Add |
| 36 | PFG | Principal Financial Group | 0% | — | Unchanged |
| 37 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +0.30% | Add |
| 38 | TSLA | Tesla Inc | 0% | -36.72% | Trim |
| 39 | PEP | Pepsico Inc | 0% | — | Unchanged |
| 40 | APA | Apa CORP | 0% | — | Unchanged |
| 41 | EPD | Enterprise Products Partners | 0% | +0.32% | Add |
| 42 | INTC | Intel CORP | 0% | — | Unchanged |
| 43 | HON | Honeywell International Inc | 0% | — | Unchanged |
| 44 | CVX | Chevron CORP | 0% | +0.93% | Add |
| 45 | PG | Procter & Gamble Co/the | 0% | — | Unchanged |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | -0.5% | +0.54% | Add |
| 47 | GOOG | Alphabet Inc-cl C | -0.6% | -1.55% | Trim |
| 48 | AMZN | Amazon.com Inc | -1.2% | -1.56% | Trim |
| 49 | AAPL | Apple Inc | -4.7% | -1.36% | Trim |
| 50 | XOM | Exxon Mobil CORP | -5.9% | -6.72% | Trim |
According to official SEC Form 13F filings, Miller Wealth Advisors, LLC reported a total U.S. public equity portfolio value of $236.6M across 100 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AMZN, AAPL, XOM) accounted for 70.3% of total reported equity market value during Q2 2025.
Top New Position Initiated
GOOGL
市值: $21.7M
Top Position Liquidated / Trimmed
SMCI
前期市值: $12.5K
During Q2 2025, Miller Wealth Advisors, LLC's top holdings by market value included AMZN (26.3%)、AAPL (15.6%)、XOM (14.7%). The largest single position, AMZN, represented 26.3% of total portfolio value.
In Q2 2025, Miller Wealth Advisors, LLC made 27 total portfolio adjustments, initiating 3 new buys, adding to 14 positions, trimming 8 holdings, and fully liquidating 2 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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