# MILLER WEALTH ADVISORS, LLC

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1908158. Source: https://holderbook.com/funds/1908158-miller-wealth-advisors-llc/

- Reported value: $515.7M
- Positions: 123
- Weight of the ten largest: 87.9%
- Filed: 2026-07-23

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $85.0M | 240,632 | 16.5% | 19 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $58.8M | 251,209 | 11.4% | 19 |
| ADVANCED MICRO DEVICES INC | [AMD](https://holderbook.com/stocks/AMD/) | $58.7M | 246,120 | 11.4% | 19 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $45.7M | 157,923 | 8.9% | 19 |
| SCHWAB GOVERNMENT MONEY | - | $45.6M | 157,683 | 8.8% | 1 |
| GILEAD SCIENCES INC | [GILD](https://holderbook.com/stocks/GILD/) | $42.5M | 120,416 | 8.2% | 19 |
| WALMART INC | [WMT](https://holderbook.com/stocks/WMT/) | $40.2M | 294,481 | 7.8% | 13 |
| EXXON MOBIL CORP | [XOMXXXX](https://holderbook.com/stocks/XOMXXXX/) | $39.9M | 292,519 | 7.7% | 13 |
| MORGAN STANLEY | [MS](https://holderbook.com/stocks/MS/) | $18.4M | 49,583 | 3.6% | 15 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $18.4M | 49,318 | 3.6% | 19 |
| NUTRIEN LTD | [NTR](https://holderbook.com/stocks/NTR/) | $14.2M | 71,217 | 2.8% | 8 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $14.2M | 71,210 | 2.8% | 19 |
| PALANTIR TECHNOLOGIES INC | [PLTR](https://holderbook.com/stocks/PLTR/) | $6.7M | 56,709 | 1.3% | 19 |
| PROCTER & GAMBLE CO | [PG](https://holderbook.com/stocks/PG/) | $6.6M | 56,544 | 1.3% | 13 |
| BP PLC | [BP](https://holderbook.com/stocks/BP/) | $2.9M | 6,351 | 0.6% | 19 |
| BERKSHIRE HATHAWAY INC DEL | [BRKB](https://holderbook.com/stocks/BRKB/) | $2.8M | 5,722 | 0.6% | 19 |
| BWX TECHNOLOGIES INC | [BWXT](https://holderbook.com/stocks/BWXT/) | $1.1M | 1,111 | 0.2% | 3 |
| CATERPILLAR INC | [CAT](https://holderbook.com/stocks/CAT/) | $1.1M | 1,156 | 0.2% | 19 |
| INTEL CORP | [INTC](https://holderbook.com/stocks/INTC/) | $850.6K | 6,280 | 0.2% | 13 |
| HUNTSMAN CORP | [HUN](https://holderbook.com/stocks/HUN/) | $837.8K | 6,004 | 0.2% | 15 |
| SPACE EXPLORATION TECHN CORP | [SPCX](https://holderbook.com/stocks/SPCX/) | $767.1K | 2,220 | 0.1% | 1 |
| HONEYWELL INTL INC | [HON](https://holderbook.com/stocks/HON/) | $578.5K | 2,600 | 0.1% | 1 |
| STATE STR SPDR S&P 500 ETF T | [SPY](https://holderbook.com/stocks/SPY/) | $524.1K | 1,696 | 0.1% | 19 |
| LOCKHEED MARTIN CORP | [LMT](https://holderbook.com/stocks/LMT/) | $413.9K | 40,593 | 0.1% | 6 |
| MOBILEYE GLOBAL INC | [MBLY](https://holderbook.com/stocks/MBLY/) | $411.7K | 40,622 | 0.1% | 7 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $406.1K | 547 | 0.1% | 5 |
| HONEYWELL AEROSPACE INC | [HONA](https://holderbook.com/stocks/HONA/) | $375.1K | 2,175 | 0.1% | 1 |
| CHEVRON CORPORATION | [CVX](https://holderbook.com/stocks/CVX/) | $359.9K | 2,336 | 0.1% | 19 |
| CVS HEALTH CORP | [CVS](https://holderbook.com/stocks/CVS/) | $353.7K | 2,181 | 0.1% | 19 |
| GOLDMAN SACHS GROUP INC | [GS](https://holderbook.com/stocks/GS/) | $338.4K | 358 | 0.1% | 19 |
| DEERE & CO | [DE](https://holderbook.com/stocks/DE/) | $328.1K | 703 | 0.1% | 19 |
| SOLSTICE ADVANCED MATLS INC | [SOLS](https://holderbook.com/stocks/SOLS/) | $321.7K | 2,196 | 0.1% | 3 |
| DOMINION ENERGY INC | [D](https://holderbook.com/stocks/D/) | $321.1K | 756 | 0.1% | 19 |
| WARNER BROS DISCOVERY INC | [WBD](https://holderbook.com/stocks/WBD/) | $316.5K | 2,983 | 0.1% | 13 |
| HOME DEPOT INC | [HD](https://holderbook.com/stocks/HD/) | $303.8K | 1,336 | 0.1% | 1 |
| META PLATFORMS INC | [META](https://holderbook.com/stocks/META/) | $268.9K | 669 | 0.1% | 4 |
| METLIFE INC | [MET](https://holderbook.com/stocks/MET/) | $227.0K | 420 | 0.0% | 19 |
| APA CORPORATION | [APA](https://holderbook.com/stocks/APA/) | $203.4K | 6,099 | 0.0% | 19 |
| VALERO ENERGY CORP | [VLO](https://holderbook.com/stocks/VLO/) | $191.2K | 679 | 0.0% | 19 |
| JPMORGAN CHASE & CO | [JPM](https://holderbook.com/stocks/JPM/) | $172.4K | 820 | 0.0% | 13 |
| VISA INC | [V](https://holderbook.com/stocks/V/) | $168.9K | 648 | 0.0% | 3 |
| OCCIDENTAL PETE CORP | [OXY](https://holderbook.com/stocks/OXY/) | $158.6K | 1,566 | 0.0% | 19 |
| AMERICAN FINANCIAL GROUP INC | [AFG](https://holderbook.com/stocks/AFG/) | $155.1K | 275 | 0.0% | 19 |
| APPLIED MATLS INC | [AMAT](https://holderbook.com/stocks/AMAT/) | $150.4K | 210 | 0.0% | 4 |
| JOHNSON & JOHNSON | [JNJ](https://holderbook.com/stocks/JNJ/) | $147.4K | 456 | 0.0% | 13 |
| ELI LILLY & CO | [LLY](https://holderbook.com/stocks/LLY/) | $141.3K | 142 | 0.0% | 19 |
| PEPSICO INC | [PEP](https://holderbook.com/stocks/PEP/) | $131.2K | 1,051 | 0.0% | 19 |
| ABBVIE INC | [ABBV](https://holderbook.com/stocks/ABBV/) | $125.6K | 14,022 | 0.0% | 19 |
| PHILLIPS 66 | [PSX](https://holderbook.com/stocks/PSX/) | $124.5K | 720 | 0.0% | 19 |
| PRINCIPAL FINANCIAL GROUP IN | [PFG](https://holderbook.com/stocks/PFG/) | $123.3K | 946 | 0.0% | 19 |
| LUCKIN COFFEE INC | [LKNCY](https://holderbook.com/stocks/LKNCY/) | $120.1K | 104 | 0.0% | 3 |
| ROBINHOOD MKTS INC | [HOOD](https://holderbook.com/stocks/HOOD/) | $87.8K | 879 | 0.0% | 4 |
| SOUTHERN CO | [SO](https://holderbook.com/stocks/SO/) | $81.5K | 900 | 0.0% | 19 |
| ARCHER AVIATION INC | [ACHR](https://holderbook.com/stocks/ACHR/) | $75.7K | 13,857 | 0.0% | 8 |
| MERCK & CO INC | [MRK](https://holderbook.com/stocks/MRK/) | $72.4K | 385 | 0.0% | 19 |
| CONOCOPHILLIPS | [COP](https://holderbook.com/stocks/COP/) | $71.3K | 686 | 0.0% | 19 |
| RECONNAISSANCE ENRY AFRICA L | [RECAF](https://holderbook.com/stocks/RECAF/) | $69.7K | 23,475 | 0.0% | 3 |
| THE ONCOLOGY INSTITUTE INC | [TOI](https://holderbook.com/stocks/TOI/) | $65.4K | 2,939 | 0.0% | 1 |
| TESLA INC | [TSLA](https://holderbook.com/stocks/TSLA/) | $63.0K | 719 | 0.0% | 15 |
| CAPITAL ONE FINL CORP | [COF](https://holderbook.com/stocks/COF/) | $62.8K | 583 | 0.0% | 1 |
| NETFLIX INC | [NFLX](https://holderbook.com/stocks/NFLX/) | $58.8K | 1,300 | 0.0% | 8 |
| VANGUARD INDEX FDS | [VOO](https://holderbook.com/stocks/VOO/) | $56.4K | 133 | 0.0% | 4 |
| ROCKET COS INC | [RKT](https://holderbook.com/stocks/RKT/) | $54.7K | 3,476 | 0.0% | 5 |
| 3M CO | [MMM](https://holderbook.com/stocks/MMM/) | $52.8K | 434 | 0.0% | 2 |
| NIKE INC | [NKE](https://holderbook.com/stocks/NKE/) | $51.8K | 1,395 | 0.0% | 19 |
| OVINTIV INC | [OVV](https://holderbook.com/stocks/OVV/) | $47.4K | 947 | 0.0% | 19 |
| ILLINOIS TOOL WKS INC | [ITW](https://holderbook.com/stocks/ITW/) | $47.1K | 360 | 0.0% | 13 |
| IREN LIMITED | [IREN](https://holderbook.com/stocks/IREN/) | $46.6K | 405 | 0.0% | 7 |
| OMEGA HEALTHCARE INVS INC | [OHI](https://holderbook.com/stocks/OHI/) | $46.3K | 972 | 0.0% | 6 |
| PFIZER INC | [PFE](https://holderbook.com/stocks/PFE/) | $45.1K | 496 | 0.0% | 13 |
| ENTERPRISE PRODS PARTNERS L | [EPD](https://holderbook.com/stocks/EPD/) | $42.0K | 1,143 | 0.0% | 11 |
|  | - | $42.0K | 1,917 | 0.0% | 1 |
| BRISTOL-MYERS SQUIBB CO | [BMY](https://holderbook.com/stocks/BMY/) | $41.4K | 965 | 0.0% | 19 |
| APPLIED DIGITAL CORP | [APLD](https://holderbook.com/stocks/APLD/) | $40.9K | 1,045 | 0.0% | 4 |
| VERIZON COMMUNICATIONS INC | [VZ](https://holderbook.com/stocks/VZ/) | $39.0K | 1,012 | 0.0% | 13 |
| VALVOLINE INC | [VVV](https://holderbook.com/stocks/VVV/) | $37.8K | 902 | 0.0% | 13 |
| CINCINNATI FINL CORP | [CINF](https://holderbook.com/stocks/CINF/) | $35.3K | 283 | 0.0% | 19 |
| VERTIV HOLDINGS CO | [VRT](https://holderbook.com/stocks/VRT/) | $34.3K | 124 | 0.0% | 4 |
| BAKER HUGHES COMPANY | [BKR](https://holderbook.com/stocks/BKR/) | $33.6K | 596 | 0.0% | 13 |
| AT&T INC | [T](https://holderbook.com/stocks/T/) | $33.6K | 1,272 | 0.0% | 15 |
| COCA COLA CO | [KO](https://holderbook.com/stocks/KO/) | $33.6K | 490 | 0.0% | 13 |
| J P MORGAN EXCHANGE TRADED F | [JEPI](https://holderbook.com/stocks/JEPI/) | $33.2K | 559 | 0.0% | 6 |
| SNOWLINE GOLD CORP     F | [SNWGF](https://holderbook.com/stocks/SNWGF/) | $33.0K | 1,250 | 0.0% | 3 |
| COLGATE PALMOLIVE CO | [CL](https://holderbook.com/stocks/CL/) | $32.2K | 812 | 0.0% | 6 |
| CAMECO CORP | [CCJ](https://holderbook.com/stocks/CCJ/) | $28.7K | 200 | 0.0% | 3 |
| TRUIST FINL CORP | [TFC](https://holderbook.com/stocks/TFC/) | $27.8K | 3,070 | 0.0% | 4 |
| DOLLAR GEN CORP | [DG](https://holderbook.com/stocks/DG/) | $27.7K | 432 | 0.0% | 19 |
| ALIBABA GROUP HLDG LTD | [BABA](https://holderbook.com/stocks/BABA/) | $27.1K | 415 | 0.0% | 8 |
| J P MORGAN EXCHANGE TRADED F | [JEPQ](https://holderbook.com/stocks/JEPQ/) | $26.5K | 350 | 0.0% | 6 |
| ASML HLDG NV | [ASML](https://holderbook.com/stocks/ASML/) | $23.5K | 107 | 0.0% | 2 |
| MICRON TECHNOLOGY INC | [MU](https://holderbook.com/stocks/MU/) | $23.3K | 53 | 0.0% | 1 |
| OKLO INC | [OKLO](https://holderbook.com/stocks/OKLO/) | $22.2K | 422 | 0.0% | 3 |
| SCHWAB CHARLES CORP | [SCHW](https://holderbook.com/stocks/SCHW/) | $22.1K | 349 | 0.0% | 13 |
| MP MATERIALS CORP | [MP](https://holderbook.com/stocks/MP/) | $22.1K | 265 | 0.0% | 3 |
| GE VERNOVA INC | [GEV](https://holderbook.com/stocks/GEV/) | $22.0K | 108 | 0.0% | 1 |
| FIDELITY NATL INFORMATION SV | [FIS](https://holderbook.com/stocks/FIS/) | $21.8K | 60 | 0.0% | 19 |
| MCDONALDS CORP | [MCD](https://holderbook.com/stocks/MCD/) | $20.9K | 91 | 0.0% | 4 |
| COMCAST CORP NEW | [CMCSA](https://holderbook.com/stocks/CMCSA/) | $19.9K | 651 | 0.0% | 19 |
| COMFORT SYS USA INC | [FIX](https://holderbook.com/stocks/FIX/) | $19.8K | 210 | 0.0% | 3 |
| ASHLAND INC | [ASH](https://holderbook.com/stocks/ASH/) | $17.2K | 57 | 0.0% | 19 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +8.4% | +14.8% | -6.5% | 100% |
| Q1 2026 | -3.1% | -4.6% | +1.5% | 100% |
| Q4 2025 | +9.3% | +2.4% | +6.9% | 100% |
| Q3 2025 | +14.6% | +7.8% | +6.8% | 100% |
| Q2 2025 | +8.6% | +10.5% | -1.9% | 100% |
| Q1 2025 | -8.2% | -4.6% | -3.6% | 100% |
| Q4 2024 | +6.6% | +2.1% | +4.4% | 99% |
| Q3 2024 | +0.0% | +5.4% | -5.4% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $515.7M | 123 |
| Q1 2026 | $259.7M | 114 |
| Q4 2025 | $270.7M | 133 |
| Q3 2025 | $247.8M | 106 |
| Q2 2025 | $213.7M | 97 |
| Q1 2025 | $180.2M | 97 |
| Q4 2024 | $196.1M | 90 |
| Q3 2024 | $183.5M | 84 |
| Q2 2024 | $184.8M | 79 |
| Q1 2024 | $167.5M | 80 |
| Q4 2023 | $155.9M | 82 |
| Q3 2023 | $146.9M | 73 |