CIK: 0001908158
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%.
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Miller Wealth Advisors, LLC's disclosed holdings carry a Herfindahl concentration index of 0.145 — mathematically equivalent to about 7 equally-sized positions, well below its 117 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 4.01), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
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
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com INC | Stock-Consumer Disc | 19.92% | -1.58% | -1.49% | |
| 2 | XOM | Exxon Mobil CORP | Stock-Energy | 19.04% | +5.97% | -0.84% | |
| 3 | AAPL | Apple INC | Stock-Tech | 15.58% | -0.62% | -1.16% | |
| 4 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 13.40% | -0.82% | -1.14% | |
| 5 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 13.40% | -0.82% | -1.14% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 7.01% | -1.68% | +1.20% | |
| 7 | NVDA | Nvidia CORP | Stock-Tech | 4.80% | -0.11% | +0.26% | |
| 8 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 3.19% | -0.53% | -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% | +0.07% | — | |
| 11 | HON | Honeywell International INC | Stock-Industrials | 0.23% | +0.04% | — | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.17% | — | +0.30% | |
| 13 | CVX | Chevron CORP | Stock-Energy | 0.15% | +0.08% | +46.21% | |
| 14 | WMT | Walmart INC | Stock-Consumer Staples | 0.13% | +0.02% | — | |
| 15 | MBLY | Mobileye Global Inc-a | Stock-Other | 0.11% | -0.05% | -0.01% | |
| 16 | GS | Goldman Sachs Group INC | Stock-Financials | 0.10% | — | — | |
| 17 | DE | Deere & Co | Stock-Industrials | 0.10% | +0.02% | — | |
| 18 | INTC | Intel CORP | Stock-Tech | 0.10% | +0.02% | -2.76% | |
| 19 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.09% | -0.01% | — | |
| 20 | APA | Apa CORP | Stock-Energy | 0.08% | +0.03% | — | |
| 21 | VLO | Valero Energy CORP | Stock-Energy | 0.06% | +0.02% | +0.47% | |
| 22 | PEP | Pepsico INC | Stock-Consumer Staples | 0.06% | +0.01% | — | |
| 23 | PSX | Phillips 66 | Stock-Energy | 0.05% | +0.02% | +0.56% | |
| 24 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.05% | — | — | |
| 25 | NLR | Vaneck Urani & Nuclr Etf-usd | ETF-Other | 0.05% | +0.01% | — | |
| 26 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.04% | — | — | |
| 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% | -0.01% | -1.43% | |
| 31 | AMAT | Applied Materials INC | Stock-Tech | 0.03% | +0.01% | — | |
| 32 | EPD | Enterprise Products Partners | Stock-Energy | 0.02% | -0.02% | -47.56% | |
| 33 | NKE | Nike INC -cl B | Stock-Consumer Disc | 0.02% | -0.01% | +0.54% | |
| 34 | ABBV | Abbvie INC | Stock-Healthcare | 0.02% | — | — | |
| 35 | RKT | Rocket Cos Inc-class A | Stock-Financials | 0.02% | — | — | |
| 36 | SOLS | Solstice Adv Materials INC | Stock-Materials | 0.02% | +0.01% | — | |
| 37 | MS | Morgan Stanley | Stock-Financials | 0.02% | — | — | |
| 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% | +0.02% | NEW | |
| 41 | VZ | Verizon Communications INC | Stock-Comm Services | 0.01% | — | — | |
| 42 | PFG | Principal Financial Group | Stock-Financials | 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% | — | — |
Performance for Q3 2026
-1.9%
Performance Last 4 Quarters
+36.9%
| Period | Holdings | Total value | Stability | Top holdings |
|---|---|---|---|---|
| 2026-03-31 | 117 | $259.7M | 15 | |
| 2025-12-31 | 136 | $270.7M | 11 | |
| 2025-09-30 | 109 | $247.8M | 33 | |
| 2025-06-30 | 100 | $213.7M | 0 | |
| 2025-03-31 | 100 | $180.2M | 0 | |
| 2024-12-31 | 91 | $196.1M | 0 | |
| 2024-09-30 | 85 | $183.5M | 0 | |
| 2024-06-30 | 81 | $184.8M | 0 | |
| 2024-03-31 | 82 | $167.5M | 0 | |
| 2023-12-31 | 82 | $74.5M | 0 | |
| 2023-09-30 | 74 | $146.9M | 0 | |
| 2023-06-30 | 76 | $148.3M | 0 | |
| 2023-03-31 | 76 | $20.6M | 0 | |
| 2022-12-31 | 78 | $144.0M | 0 | |
| 2022-09-30 | 113 | $122.5M | 0 | |
| 2022-06-30 | 91 | $120.5M | 0 | |
| 2022-03-31 | 92 | $154.0M | 0 | |
| 2021-12-31 | 97 | $148.7M | 0 |
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).
| # | 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 | TSLA | Tesla INC | — | -20.13% | Trim |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | +0.30% | Add |
| 20 | RKT | Rocket Cos Inc-class A | — | — | Unchanged |
| 21 | LLY | Eli Lilly & Co | — | — | Unchanged |
| 22 | JPM | Jpmorgan Chase & Co | — | — | Unchanged |
| 23 | GS | Goldman Sachs Group INC | — | — | Unchanged |
| 24 | IREN | Iren LTD F | — | -29.41% | Trim |
| 25 | BP | Bp Plc-spons Adr | — | +1.05% | Add |
| 26 | VZ | Verizon Communications INC | — | — | Unchanged |
| 27 | LMT | Lockheed Martin CORP | — | — | Unchanged |
| 28 | BKR | Baker Hughes Co | — | — | Unchanged |
| 29 | HOOD | Robinhood Markets INC - A | 0% | — | Unchanged |
| 30 | META | Meta Platforms Inc-class A | 0% | — | Unchanged |
| 31 | ACHR | Archer Aviation Inc-a | 0% | -1.43% | Trim |
| 32 | AMD | Advanced Micro Devices | 0% | -88.76% | Trim |
| 33 | NKE | Nike INC -cl B | 0% | +0.54% | Add |
| 34 | EPD | Enterprise Products Partners | 0% | -47.56% | Trim |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | -1.71% | Trim |
| 36 | MBLY | Mobileye Global Inc-a | -0.1% | -0.01% | Trim |
| 37 | NVDA | Nvidia CORP | -0.1% | +0.26% | Add |
| 38 | PLTR | Palantir Technologies Inc-a | -0.5% | -0.19% | Trim |
| 39 | AAPL | Apple INC | -0.6% | -1.16% | Trim |
| 40 | GOOG | Alphabet Inc-cl C | -0.8% | -1.14% | Trim |
| 41 | GOOGL | Alphabet Inc-cl A | -0.8% | -1.14% | Trim |
| 42 | AMZN | Amazon.com INC | -1.6% | -1.49% | Trim |
| 43 | MSFT | Microsoft CORP | -1.7% | +1.20% | Add |
| 44 | MMM | 3m Co | — | NEW | New buy |
| 45 | LB | Landbridge Co Llc-a | — | EXIT | Sold out |
| 46 | GME | Gamestop Corp-class A | — | EXIT | Sold out |
| 47 | ASML | ASML Holding N.V. | — | NEW | New buy |
| 48 | UNH | Unitedhealth Group INC | — | EXIT | Sold out |
| 49 | ✓ | Snow Lake Res LTD | — | EXIT | Sold out |
| 50 | CHTH | Cnl Healthcare Properties In | — | EXIT | Sold out |
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-05-01 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-01-20 | Amendment | View on EDGAR |
| 2025-12-31 | 2026-01-20 | 13F-HR | View on EDGAR |
| 2025-09-30 | 2025-10-23 | 13F-HR | View on EDGAR |
| 2025-06-30 | 2025-07-18 | 13F-HR | View on EDGAR |
| 2025-03-31 | 2025-05-13 | 13F-HR | View on EDGAR |
| 2024-12-31 | 2025-02-05 | 13F-HR | View on EDGAR |
| 2024-09-30 | 2024-10-30 | 13F-HR | View on EDGAR |
| 2024-06-30 | 2024-07-18 | 13F-HR | View on EDGAR |
| 2024-03-31 | 2024-05-08 | 13F-HR | View on EDGAR |
| 2023-12-31 | 2024-02-06 | Amendment | View on EDGAR |
| 2023-12-31 | 2024-02-06 | 13F-HR | View on EDGAR |
| 2023-09-30 | 2023-11-07 | 13F-HR | View on EDGAR |
| 2023-06-30 | 2023-07-27 | 13F-HR | View on EDGAR |
| 2023-03-31 | 2023-05-05 | 13F-HR | View on EDGAR |
| 2022-12-31 | 2023-01-26 | 13F-HR | View on EDGAR |
| 2022-09-30 | 2022-11-14 | 13F-HR | View on EDGAR |
| 2022-06-30 | 2022-08-08 | 13F-HR | View on EDGAR |
| 2022-03-31 | 2022-08-08 | 13F-HR | View on EDGAR |
| 2021-12-31 | 2022-08-08 | 13F-HR | View on EDGAR |
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