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Miller Wealth Advisors reported holdings

Quarter ended 30 June 2026. Filed with the SEC on 29 July 2026, signed by Bert Miller, President. Retrieved 14 October 2026. Page updated 21 October 2026.

Miller Wealth Advisors’ reported 13F holdings total $237M across 122 positions as of 30 June 2026. The ten largest make up 97.5% of it, and its value fell 8.9% from the prior quarter.

$237M
Reported 13F value
122
Positions
97.5%
In the 10 largest
−8.9%
Value vs. prior quarter

Largest positions

Amazon.com Inc.COM$58.7M
Class
COM
Share
24.8%
Apple Inc.COM$45.6M
Class
COM
Share
19.3%
Alphabet Inc.COM$42.5M
Class
COM
Share
18.0%
Exxon Mobil Corp.COM$39.9M
Class
COM
Share
16.9%
Microsoft Corp.COM$18.4M
Class
COM
Share
7.8%
Nvidia Corp.COM$14.2M
Class
COM
Share
6.0%
Palantir Technologies INCOM$6.53M
Class
COM
Share
2.8%
Berkshire HathawayCOM$2.84M
Class
COM
Share
1.2%
Caterpillar Inc.COM$1.12M
Class
COM
Share
0.5%
Intel Corp.COM$838K
Class
COM
Share
0.4%
State Street SPDR S&PUIE$503K
Class
UIE
Share
0.2%
Mobileye Global Inc.COM$393K
Class
COM
Share
0.2%
Chevron Corp. NewCOM$341K
Class
COM
Share
0.1%
Goldman Sachs Group Inc.COM$326K
Class
COM
Share
0.1%
Walmart Inc.COM$310K
Class
COM
Share
0.1%
Deere & COCOM$302K
Class
COM
Share
0.1%
Honeywell Intl Inc.COM$291K
Class
COM
Share
0.1%
Honeywell Aerospace Inc.COM$287K
Class
COM
Share
0.1%
Space EX Tech SpacexCOM$264K
Class
COM
Share
0.1%
Meta Platforms Inc.COM$225K
Class
COM
Share
0.1%
Valero Energy Corp. NewCOM$168K
Class
COM
Share
0.1%
Apa Corp.COM$166K
Class
COM
Share
0.1%
Applied Matls Inc.COM$145K
Class
COM
Share
0.1%
JPMORGAN Chase & COCOM$141K
Class
COM
Share
0.1%
Pepsico Inc.COM$129K
Class
COM
Share
0.1%
Phillips 66COM$121K
Class
COM
Share
0.1%
Eli Lilly And COCOM$120K
Class
COM
Share
0.1%
Robinhood Mkts Inc.COM$87.7K
Class
COM
Share
0.0%
Procter & Gamble COCOM$80.7K
Class
COM
Share
0.0%
Alphabet Inc.COM$80.4K
Class
COM
Share
0.0%
Archer Aviation Inc.COM$65.2K
Class
COM
Share
0.0%
Abbvie Inc.COM$60.4K
Class
COM
Share
0.0%
Morgan StanleyCOM$59.6K
Class
COM
Share
0.0%
ConocophillipsCOM$58.3K
Class
COM
Share
0.0%
Solstice Advanced MatlsCOM$57.6K
Class
COM
Share
0.0%
Rocket Companies Cla ACOM$54.7K
Class
COM
Share
0.0%
Tesla Inc.COM$50.1K
Class
COM
Share
0.0%
Nike Inc.COM$46K
Class
COM
Share
0.0%
3m COCOM$43.6K
Class
COM
Share
0.0%
Principal Finl Group Inc.COM$42.7K
Class
COM
Share
0.0%
Enterprise Prods Part LPMLP$42K
Class
MLP
Share
0.0%
Applied Digital Corp.COM$37.3K
Class
COM
Share
0.0%
Illinois Tool Wks Inc.COM$33.8K
Class
COM
Share
0.0%
Vertiv Hldgs COCOM$33.5K
Class
COM
Share
0.0%
Verizon Communications ICOM$32.4K
Class
COM
Share
0.0%
The Coca-cola COCOM$31.7K
Class
COM
Share
0.0%
Occidental Pete Corp.COM$29.9K
Class
COM
Share
0.0%
Dollar Gen Corp. NewCOM$26.2K
Class
COM
Share
0.0%
BP P L C FADR$25.3K
Class
ADR
Share
0.0%
Southern COCOM$23.9K
Class
COM
Share
0.0%

The share class is shown on a wider screen.

The 50 largest of 122 positions by value, with holdings of the same security combined. The 122 largest are in this firm's machine-readable record. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR

This filing

Form
13F-HR
CIK
1908158
File number
028-22591
Options
0 call, 0 put
In the 25 largest
99.2%
Prior quarter
$260M at 31 March 2026
Positions opened
10
Positions closed
5

Common questions

What are Miller Wealth Advisors’ 13F holdings worth?

$237 million across 122 positions for the quarter ended 30 June 2026.

What is Miller Wealth Advisors’ largest 13F holding?

AMAZON.COM INC (COM) was the largest position at $58.7 million, or 24.8% of reported 13F value, as of 30 June 2026.

How concentrated is Miller Wealth Advisors’ 13F portfolio?

The ten largest positions accounted for 97.5% of reported value and the twenty-five largest for 99.2%, across 122 positions as of 30 June 2026.

Does Form 13F show everything Miller Wealth Advisors manages?

No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.

How often does Miller Wealth Advisors file its 13F?

Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 30 June 2026.

Answered from this filing and the prior quarter's.

Back to the Miller Wealth Advisors profile

Sources

  1. Form 13F-HR, accession 0001908158-26-000006, filed 29 July 2026 for the quarter ended 30 June 2026.
  2. Form 13F-HR, accession 0001908158-26-000003, filed 1 May 2026 for the quarter ended 31 March 2026.
  3. All 13F filings by this firm on EDGAR.

Retrieved 14 October 2026. Values are as reported by the filer in whole dollars; percentages and quarter-over-quarter figures are arithmetic on the filed tables.

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This page restates a public SEC filing for informational purposes only. It is not a recommendation of any security or of Miller Wealth Advisors, LLC, and Niva is not affiliated with the firm. Holdings change; the filing reflects one quarter-end date.