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CIK: 0001908158
Total reported value
$236.6M
$236.6M
117 檔
89.3%
During the Q1 2026 filing period, Miller Wealth Advisors, LLC (CIK: 0001908158) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $236.6M across 117 reported positions.
In Q1 2026, Miller Wealth Advisors, LLC adopted a defensive or profit-taking posture, trimming 18 positions and completely liquidating 23 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 19.92% | +4.87% | -1.49% | |
| 2 | XOM | Exxon Mobil CORP | Stock-Energy | 19.04% | -2.18% | -0.84% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 15.58% | +3.70% | -1.16% | |
| 4 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 13.40% | +4.57% | -1.14% | |
| 5 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 13.40% | -13.37% | -1.14% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 7.01% | +0.76% | +1.20% | |
| 7 | NVDA | Nvidia CORP | Stock-Tech | 4.80% | +1.22% | +0.26% | |
| 8 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 3.19% | -0.43% | -0.19% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.17% | +0.03% | -1.71% | |
| 10 | CAT | Caterpillar Inc | Stock-Industrials | 0.29% | +0.19% | — | |
| 11 | HON | Honeywell International Inc | Stock-Industrials | 0.23% | -0.23% | EXIT | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.17% | +0.04% | +0.30% | |
| 13 | CVX | Chevron CORP | Stock-Energy | 0.15% | -0.01% | +46.21% | |
| 14 | WMT | Walmart Inc | Stock-Consumer Staples | 0.13% | — | — | |
| 15 | MBLY | Mobileye Global Inc-a | Stock-Other | 0.11% | +0.06% | -0.01% | |
| 16 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.10% | +0.04% | — | |
| 17 | DE | Deere & Co | Stock-Industrials | 0.10% | +0.03% | — | |
| 18 | INTC | Intel CORP | Stock-Tech | 0.10% | +0.25% | -2.76% | |
| 19 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.09% | +0.01% | — | |
| 20 | APA | Apa CORP | Stock-Energy | 0.08% | -0.01% | — | |
| 21 | VLO | Valero Energy CORP | Stock-Energy | 0.06% | +0.01% | +0.47% | |
| 22 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.06% | -0.01% | — | |
| 23 | PSX | Phillips 66 | Stock-Energy | 0.05% | — | +0.56% | |
| 24 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.05% | +0.01% | — | |
| 25 | NLR | Vaneck Urani & Nuclr Etf-usd | ETF-Other | 0.05% | -0.05% | EXIT | |
| 26 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.04% | +0.01% | — | |
| 27 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.03% | — | — | |
| 28 | HOOD | Robinhood Markets Inc - A | Stock-Financials | 0.03% | +0.01% | — | |
| 29 | COP | Conocophillips | Stock-Energy | 0.03% | -0.01% | +0.72% | |
| 30 | ACHR | Archer Aviation Inc-a | Stock-Industrials | 0.03% | — | -1.43% | |
| 31 | AMAT | Applied Materials Inc | Stock-Tech | 0.03% | +0.03% | — | |
| 32 | EPD | Enterprise Products Partners | Stock-Energy | 0.02% | — | -47.56% | |
| 33 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.02% | — | +0.54% | |
| 34 | ABBV | Abbvie Inc | Stock-Healthcare | 0.02% | +0.01% | — | |
| 35 | RKT | Rocket Cos Inc-class A | Stock-Financials | 0.02% | — | — | |
| 36 | SOLS | Solstice Adv Materials Inc | Stock-Materials | 0.02% | — | — | |
| 37 | MS | Morgan Stanley | Stock-Financials | 0.02% | +0.01% | — | |
| 38 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.02% | — | -20.13% | |
| 39 | OXY | Occidental Petroleum CORP | Stock-Energy | 0.02% | -0.01% | — | |
| 40 | MMM | 3m Co | Stock-Industrials | 0.02% | — | — | |
| 41 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.01% | — | — | |
| 42 | PFG | Principal Financial Group | Stock-Financials | 0.01% | +0.01% | — | |
| 43 | ITW | Illinois Tool Works | Stock-Industrials | 0.01% | — | — | |
| 44 | BP | Bp Plc-spons Adr | Stock-Energy | 0.01% | — | +1.05% | |
| 45 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.01% | — | — | |
| 46 | T | At&t Inc | Stock-Comm Services | 0.01% | — | — | |
| 47 | DG | Dollar General CORP | Stock-Consumer Staples | 0.01% | — | +0.44% | |
| 48 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.01% | — | — | |
| 49 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 0.01% | — | -38.27% | |
| 50 | SO | Southern Co/the | Stock-Utilities | 0.01% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | XOM | Exxon Mobil CORP | +6% | -0.84% | Trim |
| 2 | CVX | Chevron CORP | +0.1% | +46.21% | Add |
| 3 | CAT | Caterpillar Inc | +0.1% | — | Unchanged |
| 4 | HON | Honeywell International Inc | 0% | — | Unchanged |
| 5 | APA | Apa CORP | 0% | — | Unchanged |
| 6 | VLO | Valero Energy CORP | 0% | +0.47% | Add |
| 7 | DE | Deere & Co | 0% | — | Unchanged |
| 8 | PSX | Phillips 66 | 0% | +0.56% | Add |
| 9 | INTC | Intel CORP | 0% | -2.76% | Trim |
| 10 | WMT | Walmart Inc | 0% | — | Unchanged |
| 11 | COP | Conocophillips | 0% | +0.72% | Add |
| 12 | SOLS | Solstice Adv Materials Inc | 0% | — | Unchanged |
| 13 | AMAT | Applied Materials Inc | 0% | — | Unchanged |
| 14 | OXY | Occidental Petroleum CORP | 0% | — | Unchanged |
| 15 | PEP | Pepsico Inc | 0% | — | Unchanged |
| 16 | NLR | Vaneck Urani & Nuclr Etf-usd | 0% | — | Unchanged |
| 17 | OVV | Ovintiv Inc | 0% | — | Unchanged |
| 18 | FIX | Comfort Systems USA Inc | 0% | — | Unchanged |
| 19 | RECAF | Reconnaissance Energy Africa | 0% | — | Unchanged |
| 20 | GILD | Gilead Sciences Inc | 0% | — | Unchanged |
| 21 | TSLA | Tesla Inc | — | -20.13% | Trim |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | +0.30% | Add |
| 23 | RKT | Rocket Cos Inc-class A | — | — | Unchanged |
| 24 | LLY | Eli Lilly & Co | — | — | Unchanged |
| 25 | JPM | Jpmorgan Chase & Co | — | — | Unchanged |
| 26 | GS | Goldman Sachs Group Inc | — | — | Unchanged |
| 27 | IREN | IREN Limited | — | -29.41% | Trim |
| 28 | BP | Bp Plc-spons Adr | — | +1.05% | Add |
| 29 | VZ | Verizon Communications Inc | — | — | Unchanged |
| 30 | LMT | Lockheed Martin CORP | — | — | Unchanged |
| 31 | BKR | Baker Hughes Co | — | — | Unchanged |
| 32 | OPEN | Opendoor Technologies Inc | — | — | Unchanged |
| 33 | T | At&t Inc | — | — | Unchanged |
| 34 | MS | Morgan Stanley | — | — | Unchanged |
| 35 | JEPI | Jpmorgan Equity Premium Inco | — | -13.61% | Trim |
| 36 | DG | Dollar General CORP | — | +0.44% | Add |
| 37 | ARKK | Ark Innovation ETF | — | +4400.00% | Add |
| 38 | ABBV | Abbvie Inc | — | — | Unchanged |
| 39 | SNWGF | Snowline Gold CORP | — | — | Unchanged |
| 40 | KO | Coca-cola Co/the | — | — | Unchanged |
| 41 | SO | Southern Co/the | — | — | Unchanged |
| 42 | OHI | Omega Healthcare Investors | — | -7.85% | Trim |
| 43 | SLG | Sl Green Realty CORP | — | — | Unchanged |
| 44 | BMY | Bristol-myers Squibb Co | — | +1.44% | Add |
| 45 | OKLO | Oklo Inc | — | — | Unchanged |
| 46 | ITW | Illinois Tool Works | — | — | Unchanged |
| 47 | BWXT | Bwx Technologies Inc | — | — | Unchanged |
| 48 | CCJ | Cameco CORP | — | — | Unchanged |
| 49 | OKE | Oneok Inc | — | — | Unchanged |
| 50 | MRK | Merck & Co. Inc. | — | — | Unchanged |
According to official SEC Form 13F filings, Miller Wealth Advisors, LLC reported a total U.S. public equity portfolio value of $236.6M across 117 disclosed positions in Q1 2026.
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, XOM, AAPL) accounted for 89.3% of total reported equity market value during Q1 2026.
Top New Position Initiated
MMM
市值: $39.1K
Top Position Liquidated / Trimmed
LB
前期市值: $14.2K
During Q1 2026, Miller Wealth Advisors, LLC's top holdings by market value included AMZN (19.9%)、XOM (19.0%)、AAPL (15.6%). The largest single position, AMZN, represented 19.9% of total portfolio value.
In Q1 2026, Miller Wealth Advisors, LLC made 57 total portfolio adjustments, initiating 4 new buys, adding to 12 positions, trimming 18 holdings, and fully liquidating 23 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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