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Miller Wealth Advisors, LLC

Momentum followerSector-focusedLong-term holder

Total reported value

$259.7M

Reporting period: 2026-03-31 · Number of holdings: 117

MILLER WEALTH ADVISORS, LLC disclosed 117 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $259.7M and a quarterly turnover rate of 15.5%.

Personality snowflake

Concentration
57.8
Portfolio Stability
15.45
Momentum/Contrarian
100
Sector conviction
74.05
Diversification
100
Sizing Uniformity
59.95

Recent moves

  • Add XOM

    -0.8%　$14.1M

  • Trim MSFT

    +1.2%　-$5.3M

  • Trim AMZN

    -1.5%　-$6.5M

  • Trim GOOG

    -1.1%　-$3.7M

  • Trim GOOGL

    -1.1%　-$3.7M

  • Trim AAPL

    -1.2%　-$3.4M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1AMZNAmazon.com INCStock-Consumer Disc19.92%-1.58%-1.49%
2XOMExxon Mobil CORPStock-Energy19.04%+5.97%-0.84%
3AAPLApple INCStock-Tech15.58%-0.62%-1.16%
4GOOGAlphabet Inc-cl CStock-Comm Services13.40%-0.82%-1.14%
5GOOGLAlphabet Inc-cl AStock-Comm Services13.40%-0.82%-1.14%
6MSFTMicrosoft CORPStock-Tech7.01%-1.68%+1.20%
7NVDANvidia CORPStock-Tech4.80%-0.11%+0.26%
8PLTRPalantir Technologies Inc-aStock-Tech3.19%-0.53%-0.19%
9BRK-BBerkshire Hathaway Inc-cl BStock-Other1.17%-0.03%-1.71%
10CATCaterpillar INCStock-Industrials0.29%+0.07%—
11HONHoneywell International INCStock-Industrials0.23%+0.04%—
12SPYSs Spdr S&p 500 ETF Trust-usETF-Large Cap & Growth0.17%—+0.30%
13CVXChevron CORPStock-Energy0.15%+0.08%+46.21%
14WMTWalmart INCStock-Consumer Staples0.13%+0.02%—
15MBLYMobileye Global Inc-aStock-Other0.11%-0.05%-0.01%
16GSGoldman Sachs Group INCStock-Financials0.10%——
17DEDeere & CoStock-Industrials0.10%+0.02%—
18INTCIntel CORPStock-Tech0.10%+0.02%-2.76%
19METAMeta Platforms Inc-class AStock-Comm Services0.09%-0.01%—
20APAApa CORPStock-Energy0.08%+0.03%—
21VLOValero Energy CORPStock-Energy0.06%+0.02%+0.47%
22PEPPepsico INCStock-Consumer Staples0.06%+0.01%—
23PSXPhillips 66Stock-Energy0.05%+0.02%+0.56%
24JPMJpmorgan Chase & CoStock-Financials0.05%——
25NLRVaneck Urani & Nuclr Etf-usdETF-Other0.05%+0.01%—
26LLYEli Lilly & CoStock-Healthcare0.04%——
27PGProcter & Gamble Co/theStock-Consumer Staples0.03%——
28HOODRobinhood Markets INC - AStock-Financials0.03%-0.01%—
29COPConocophillipsStock-Energy0.03%+0.01%+0.72%
30ACHRArcher Aviation Inc-aStock-Industrials0.03%-0.01%-1.43%
31AMATApplied Materials INCStock-Tech0.03%+0.01%—
32EPDEnterprise Products PartnersStock-Energy0.02%-0.02%-47.56%
33NKENike INC -cl BStock-Consumer Disc0.02%-0.01%+0.54%
34ABBVAbbvie INCStock-Healthcare0.02%——
35RKTRocket Cos Inc-class AStock-Financials0.02%——
36SOLSSolstice Adv Materials INCStock-Materials0.02%+0.01%—
37MSMorgan StanleyStock-Financials0.02%——
38TSLATesla INCStock-Consumer Disc0.02%—-20.13%
39OXYOccidental Petroleum CORPStock-Energy0.02%+0.01%—
40MMM3m CoStock-Industrials0.02%+0.02%NEW
41VZVerizon Communications INCStock-Comm Services0.01%——
42PFGPrincipal Financial GroupStock-Financials0.01%——
43ITWIllinois Tool WorksStock-Industrials0.01%——
44BPBp Plc-spons AdrStock-Energy0.01%—+1.05%
45KOCoca-cola Co/theStock-Consumer Staples0.01%——
46TAt&t INCStock-Comm Services0.01%——
47DGDollar General CORPStock-Consumer Staples0.01%—+0.44%
48LMTLockheed Martin CORPStock-Industrials0.01%——
49VRTVertiv Holdings Co-aStock-Industrials0.01%—-38.27%
50SOSouthern Co/theStock-Utilities0.01%——
1–50 of 117

Holding changes this quarter

Miller Wealth Advisors, LLC's most significant position changes for 2026-03-31: New buy: 3m Co (MMM); Sold out: Landbridge Co Llc-a (LB); Sold out: Gamestop Corp-class A (GME); New buy: ASML Holding N.V. (ASML); Sold out: Unitedhealth Group INC (UNH).

Position changes disclosed by Miller Wealth Advisors, LLC for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1XOMExxon Mobil CORP+6%-0.84%Trim
2CVXChevron CORP+0.1%+46.21%Add
3CATCaterpillar INC+0.1%—Unchanged
4HONHoneywell International INC0%—Unchanged
5APAApa CORP0%—Unchanged
6VLOValero Energy CORP0%+0.47%Add
7DEDeere & Co0%—Unchanged
8PSXPhillips 660%+0.56%Add
9INTCIntel CORP0%-2.76%Trim
10WMTWalmart INC0%—Unchanged
11COPConocophillips0%+0.72%Add
12SOLSSolstice Adv Materials INC0%—Unchanged
13AMATApplied Materials INC0%—Unchanged
14OXYOccidental Petroleum CORP0%—Unchanged
15PEPPepsico INC0%—Unchanged
16NLRVaneck Urani & Nuclr Etf-usd0%—Unchanged
17OVVOvintiv INC0%—Unchanged
18TSLATesla INC—-20.13%Trim
19SPYSs Spdr S&p 500 ETF Trust-us—+0.30%Add
20RKTRocket Cos Inc-class A——Unchanged
21LLYEli Lilly & Co——Unchanged
22JPMJpmorgan Chase & Co——Unchanged
23GSGoldman Sachs Group INC——Unchanged
24✓ Iren LTD F—-29.41%Trim
25BPBp Plc-spons Adr—+1.05%Add
26VZVerizon Communications INC——Unchanged
27LMTLockheed Martin CORP——Unchanged
28BKRBaker Hughes Co——Unchanged
29HOODRobinhood Markets INC - A0%—Unchanged
30METAMeta Platforms Inc-class A0%—Unchanged
31ACHRArcher Aviation Inc-a0%-1.43%Trim
32AMDAdvanced Micro Devices0%-88.76%Trim
33NKENike INC -cl B0%+0.54%Add
34EPDEnterprise Products Partners0%-47.56%Trim
35BRK-BBerkshire Hathaway Inc-cl B0%-1.71%Trim
36MBLYMobileye Global Inc-a-0.1%-0.01%Trim
37NVDANvidia CORP-0.1%+0.26%Add
38PLTRPalantir Technologies Inc-a-0.5%-0.19%Trim
39AAPLApple INC-0.6%-1.16%Trim
40GOOGAlphabet Inc-cl C-0.8%-1.14%Trim
41GOOGLAlphabet Inc-cl A-0.8%-1.14%Trim
42AMZNAmazon.com INC-1.6%-1.49%Trim
43MSFTMicrosoft CORP-1.7%+1.20%Add
44MMM3m Co—NEWNew buy
45LBLandbridge Co Llc-a—EXITSold out
46GMEGamestop Corp-class A—EXITSold out
47ASMLASML Holding N.V.—NEWNew buy
48UNHUnitedhealth Group INC—EXITSold out
49✓ Snow Lake Res LTD—EXITSold out
50CHTHCnl Healthcare Properties In—EXITSold out

FAQ

What is Miller Wealth Advisors, LLC and what type of investor is it?
Miller Wealth Advisors, LLC is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $259.7M, spread across 117 disclosed positions.
What are Miller Wealth Advisors, LLC's largest equity positions?
Based on the latest 13F filing, Miller Wealth Advisors, LLC's top holdings by market value are: 1. Amazon.com INC (AMZN) — $51.7M (19.9%) 2. Exxon Mobil CORP (XOM) — $49.5M (19.0%) 3. Apple INC (AAPL) — $40.5M (15.6%) 4. Alphabet Inc-cl C (GOOG) — $34.8M (13.4%) 5. Alphabet Inc-cl A (GOOGL) — $34.8M (13.4%)
What changes did Miller Wealth Advisors, LLC make in its most recent portfolio filing?
In the latest reported quarter, Miller Wealth Advisors, LLC made 30 notable position adjustments: 2 new positions were initiated, 9 existing holdings were added to, 14 positions were partially reduced, and 5 were completely exited. The largest of these moves: New buy: 3m Co (MMM); Sold out: Landbridge Co Llc-a (LB); Sold out: Gamestop Corp-class A (GME); New buy: ASML Holding N.V. (ASML); Sold out: Unitedhealth Group INC (UNH)
What sectors does Miller Wealth Advisors, LLC focus on?
Miller Wealth Advisors, LLC is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 30.8% • Communication Services: 27.0% • Consumer Discretionary: 20.1% • Energy: 19.6% • Financials: 1.4% • Industrials: 0.7%