MILLER WEALTH ADVISORS, LLC
Reported holdings as of Q2 2026, from 19 quarterly filings.
Holdings
| Security | Ticker | Value | Shares | Weight | Weight change | Held | Change |
|---|---|---|---|---|---|---|---|
| ALPHABET INC | GOOG | $85.0M | 240,632 | +3.09pp | 19q | +98.4%+$42.2M | |
| AMAZON COM INC | AMZN | $58.8M | 251,209 | -8.51pp | 19q | +1.1%+$655.7K | |
| ADVANCED MICRO DEVICES INC | AMD | $58.7M | 246,120 | +11.38pp | 19q | +2461100.0%+$58.7M | |
| APPLE INC | AAPL | $45.7M | 157,923 | -6.72pp | 19q | -1.0%-$441.2K | |
| SCHWAB GOVERNMENT MONEY | $45.6M | 157,683 | - | new | NEW | ||
| GILEAD SCIENCES INC | GILD | $42.5M | 120,416 | +8.24pp | 19q | +120316.0%+$42.5M | |
| WALMART INC | WMT | $40.2M | 294,481 | +7.66pp | 13q | +10663.2%+$39.8M | |
| EXXON MOBIL CORP | XOMXXXX | $39.9M | 292,519 | -11.31pp | 13q | HELD | |
| MORGAN STANLEY | MS | $18.4M | 49,583 | +3.56pp | 15q | +17297.5%+$18.3M | |
| MICROSOFT CORP | MSFT | $18.4M | 49,318 | -3.44pp | 19q | HELD | |
| NUTRIEN LTD | NTR | $14.2M | 71,217 | +2.76pp | 8q | +158160.0%+$14.2M | |
| NVIDIA CORPORATION | NVDA | $14.2M | 71,210 | -2.04pp | 19q | HELD | |
| PALANTIR TECHNOLOGIES INC | PLTR | $6.7M | 56,709 | -1.90pp | 19q | HELD | |
| PROCTER & GAMBLE CO | PG | $6.6M | 56,544 | +1.25pp | 13q | +10180.7%+$6.5M | |
| BP PLC | BP | $2.9M | 6,351 | +0.54pp | 19q | +840.9%+$2.6M | |
| BERKSHIRE HATHAWAY INC DEL | BRKB | $2.8M | 5,722 | -0.62pp | 19q | -9.6%-$301.0K | |
| BWX TECHNOLOGIES INC | BWXT | $1.1M | 1,111 | +0.22pp | 3q | +1920.0%+$1.1M | |
| CATERPILLAR INC | CAT | $1.1M | 1,156 | -0.07pp | 19q | +9.5%+$98.2K | |
| INTEL CORP | INTC | $850.6K | 6,280 | +0.06pp | 13q | +4.7%+$37.9K | |
| HUNTSMAN CORP | HUN | $837.8K | 6,004 | +0.16pp | 15q | +150000.0%+$837.3K | |
| SPACE EXPLORATION TECHN CORP | SPCX | $767.1K | 2,220 | - | new | NEW | |
| HONEYWELL INTL INC | HON | $578.5K | 2,600 | - | new | NEW | |
| STATE STR SPDR S&P 500 ETF T | SPY | $524.1K | 1,696 | -0.07pp | 19q | +151.6%+$315.8K | |
| LOCKHEED MARTIN CORP | LMT | $413.9K | 40,593 | +0.07pp | 6q | +96550.0%+$413.5K | |
| MOBILEYE GLOBAL INC | MBLY | $411.7K | 40,622 | -0.03pp | 7q | -2.2%-$9.4K | |
| ALPHABET INC | GOOGL | $406.1K | 547 | -13.32pp | 5q | -99.5%-$89.6M | |
| HONEYWELL AEROSPACE INC | HONA | $375.1K | 2,175 | - | new | NEW | |
| CHEVRON CORPORATION | CVX | $359.9K | 2,336 | -0.08pp | 19q | +21.0%+$62.5K | |
| CVS HEALTH CORP | CVS | $353.7K | 2,181 | +0.07pp | 19q | +1644.8%+$333.4K | |
| GOLDMAN SACHS GROUP INC | GS | $338.4K | 358 | -0.04pp | 19q | +11.2%+$34.0K | |
| DEERE & CO | DE | $328.1K | 703 | -0.04pp | 19q | +47.7%+$105.9K | |
| SOLSTICE ADVANCED MATLS INC | SOLS | $321.7K | 2,196 | +0.04pp | 3q | +237.8%+$226.5K | |
| DOMINION ENERGY INC | D | $321.1K | 756 | +0.06pp | 19q | +170.0%+$202.2K | |
| WARNER BROS DISCOVERY INC | WBD | $316.5K | 2,983 | +0.06pp | 13q | +1107.7%+$290.3K | |
| HOME DEPOT INC | HD | $303.8K | 1,336 | - | new | NEW | |
| META PLATFORMS INC | META | $268.9K | 669 | -0.04pp | 4q | +67.2%+$108.1K | |
| METLIFE INC | MET | $227.0K | 420 | +0.04pp | 19q | +2000.0%+$216.2K | |
| APA CORPORATION | APA | $203.4K | 6,099 | -0.04pp | 19q | +19.6%+$33.3K | |
| VALERO ENERGY CORP | VLO | $191.2K | 679 | -0.02pp | 19q | +5.1%+$9.3K | |
| JPMORGAN CHASE & CO | JPM | $172.4K | 820 | -0.02pp | 13q | +90.7%+$82.0K | |
| VISA INC | V | $168.9K | 648 | +0.03pp | 3q | +32300.0%+$168.4K | |
| OCCIDENTAL PETE CORP | OXY | $158.6K | 1,566 | +0.02pp | 19q | +154.6%+$96.3K | |
| AMERICAN FINANCIAL GROUP INC | AFG | $155.1K | 275 | +0.03pp | 19q | +266.7%+$112.8K | |
| APPLIED MATLS INC | AMAT | $150.4K | 210 | flat | 4q | +5.0%+$7.2K | |
| JOHNSON & JOHNSON | JNJ | $147.4K | 456 | +0.03pp | 13q | +1724.0%+$139.3K | |
| ELI LILLY & CO | LLY | $141.3K | 142 | -0.01pp | 19q | +42.0%+$41.8K | |
| PEPSICO INC | PEP | $131.2K | 1,051 | -0.03pp | 19q | +10.5%+$12.5K | |
| ABBVIE INC | ABBV | $125.6K | 14,022 | flat | 19q | +5742.5%+$123.4K | |
| PHILLIPS 66 | PSX | $124.5K | 720 | -0.03pp | 19q | +0.7% | |
| PRINCIPAL FINANCIAL GROUP IN | PFG | $123.3K | 946 | +0.01pp | 19q | +138.9%+$71.7K | |
| LUCKIN COFFEE INC | LKNCY | $120.1K | 104 | +0.02pp | 3q | +2500.0%+$115.4K | |
| ROBINHOOD MKTS INC | HOOD | $87.8K | 879 | -0.01pp | 4q | -18.2%-$19.6K | |
| SOUTHERN CO | SO | $81.5K | 900 | +0.01pp | 19q | +260.0%+$58.9K | |
| ARCHER AVIATION INC | ACHR | $75.7K | 13,857 | -0.01pp | 8q | +0.5% | |
| MERCK & CO INC | MRK | $72.4K | 385 | +0.01pp | 19q | +285.0%+$53.6K | |
| CONOCOPHILLIPS | COP | $71.3K | 686 | -0.01pp | 19q | +22.3%+$13.0K | |
| RECONNAISSANCE ENRY AFRICA L | RECAF | $69.7K | 23,475 | +0.01pp | 3q | +17.4%+$10.3K | |
| THE ONCOLOGY INSTITUTE INC | TOI | $65.4K | 2,939 | - | new | NEW | |
| TESLA INC | TSLA | $63.0K | 719 | flat | 15q | +504.2%+$52.6K | |
| CAPITAL ONE FINL CORP | COF | $62.8K | 583 | - | new | NEW | |
| NETFLIX INC | NFLX | $58.8K | 1,300 | flat | 8q | +622.2%+$50.7K | |
| VANGUARD INDEX FDS | VOO | $56.4K | 133 | +0.01pp | 4q | +13200.0%+$56.0K | |
| ROCKET COS INC | RKT | $54.7K | 3,476 | -0.01pp | 5q | HELD | |
| 3M CO | MMM | $52.8K | 434 | flat | 2q | +61.3%+$20.1K | |
| NIKE INC | NKE | $51.8K | 1,395 | -0.01pp | 19q | +25.4%+$10.5K | |
| OVINTIV INC | OVV | $47.4K | 947 | flat | 19q | +185.2%+$30.8K | |
| ILLINOIS TOOL WKS INC | ITW | $47.1K | 360 | flat | 13q | +188.0%+$30.7K | |
| IREN LIMITED | IREN | $46.6K | 405 | flat | 7q | -15.6%-$8.6K | |
| OMEGA HEALTHCARE INVS INC | OHI | $46.3K | 972 | flat | 6q | +84.1%+$21.2K | |
| PFIZER INC | PFE | $45.1K | 496 | +0.01pp | 13q | +396.0%+$36.0K | |
| ENTERPRISE PRODS PARTNERS L | EPD | $42.0K | 1,143 | -0.02pp | 11q | -31.0%-$18.9K | |
| 910CVR018 | $42.0K | 1,917 | - | new | NEW | ||
| BRISTOL-MYERS SQUIBB CO | BMY | $41.4K | 965 | flat | 19q | +243.4%+$29.4K | |
| APPLIED DIGITAL CORP | APLD | $40.9K | 1,045 | flat | 4q | +4.5%+$1.8K | |
| VERIZON COMMUNICATIONS INC | VZ | $39.0K | 1,012 | -0.01pp | 13q | +32.3%+$9.5K | |
| VALVOLINE INC | VVV | $37.8K | 902 | +0.01pp | 13q | +558.4%+$32.1K | |
| CINCINNATI FINL CORP | CINF | $35.3K | 283 | flat | 19q | +183.0%+$22.8K | |
| VERTIV HOLDINGS CO | VRT | $34.3K | 124 | flat | 4q | +24.0%+$6.6K | |
| BAKER HUGHES COMPANY | BKR | $33.6K | 596 | flat | 13q | +89.2%+$15.9K | |
| AT&T INC | T | $33.6K | 1,272 | flat | 15q | +24.5%+$6.6K | |
| COCA COLA CO | KO | $33.6K | 490 | flat | 13q | +25.6%+$6.9K | |
| J P MORGAN EXCHANGE TRADED F | JEPI | $33.2K | 559 | flat | 6q | +69.4%+$13.6K | |
| SNOWLINE GOLD CORP F | SNWGF | $33.0K | 1,250 | flat | 3q | +25.0%+$6.6K | |
| COLGATE PALMOLIVE CO | CL | $32.2K | 812 | flat | 6q | +343.7%+$25.0K | |
| CAMECO CORP | CCJ | $28.7K | 200 | flat | 3q | +100.0%+$14.3K | |
| TRUIST FINL CORP | TFC | $27.8K | 3,070 | flat | 4q | +1128.0%+$25.5K | |
| DOLLAR GEN CORP | DG | $27.7K | 432 | -0.01pp | 19q | +90.3%+$13.2K | |
| ALIBABA GROUP HLDG LTD | BABA | $27.1K | 415 | flat | 8q | +315.0%+$20.6K | |
| J P MORGAN EXCHANGE TRADED F | JEPQ | $26.5K | 350 | flat | 6q | +8.0%+$2.0K | |
| ASML HLDG NV | ASML | $23.5K | 107 | flat | 2q | +1428.6%+$22.0K | |
| MICRON TECHNOLOGY INC | MU | $23.3K | 53 | - | new | NEW | |
| OKLO INC | OKLO | $22.2K | 422 | flat | 3q | +368.9%+$17.5K | |
| SCHWAB CHARLES CORP | SCHW | $22.1K | 349 | flat | 13q | +249.0%+$15.8K | |
| MP MATERIALS CORP | MP | $22.1K | 265 | flat | 3q | +60.6%+$8.3K | |
| GE VERNOVA INC | GEV | $22.0K | 108 | - | new | NEW | |
| FIDELITY NATL INFORMATION SV | FIS | $21.8K | 60 | flat | 19q | +20.0%+$3.6K | |
| MCDONALDS CORP | MCD | $20.9K | 91 | flat | 4q | +30.0%+$4.8K | |
| COMCAST CORP NEW | CMCSA | $19.9K | 651 | flat | 19q | +3.5% | |
| COMFORT SYS USA INC | FIX | $19.8K | 210 | flat | 3q | +2000.0%+$18.9K | |
| ASHLAND INC | ASH | $17.2K | 57 | flat | 19q | +14.0%+$2.1K | |
| SL GREEN RLTY CORP | SLG | $16.7K | 343 | flat | 14q | +37.8%+$4.6K | |
| INVESCO EXCH TRADED FD TR II | QQQM | $15.3K | 20,001 | flat | 3q | +2000000.0%+$15.3K | |
| TRUMP MEDIA & TECHNOLOGY GRO | DJT | $14.2K | 305 | flat | 10q | +48.8%+$4.7K | |
| USA RARE EARTH INC | USAR | $13.6K | 602 | flat | 3q | HELD | |
| ONEOK INC NEW | OKE | $13.4K | 190 | flat | 14q | +90.0%+$6.3K | |
| NEXTDECADE CORP | NEXT | $13.1K | 213 | - | new | NEW | |
| SONIDA SENIOR LIVING INC | SNDA | $12.9K | 1,094 | flat | 2q | +1063.8%+$11.8K | |
| EMERSON ELEC CO | EMR | $12.7K | 125 | flat | 19q | +66.7%+$5.1K | |
| DUKE ENERGY CORP NEW | DUK | $12.7K | 850 | flat | 9q | +750.0%+$11.2K | |
| 28027T106 | $10.7K | 825 | - | new | NEW | ||
| SPIRIT AVIATION HLDGS INC | FLYYQ | $9.4K | 208 | - | new | NEW | |
| REMOTE DYNAMICS INC | $9.2K | 101 | - | new | NEW | ||
| ORGANON & CO | OGN | $9.2K | 138 | flat | 19q | +263.2%+$6.7K | |
| NANO NUCLEAR ENERGY INC | NNE | $8.6K | 320 | flat | 3q | +16.4%+$1.2K | |
| ARK ETF TR | ARKK | $6.9K | 95 | flat | 6q | +111.1%+$3.6K | |
| VIATRIS INC | VTRS | $5.6K | 149 | flat | 14q | +1141.7%+$5.2K | |
| INVESCO QQQ TR | QQQ | $4.0K | 6 | flat | 8q | +20.0% | |
| KIMCO REALTY CORP | KIM | $2.8K | 112 | flat | 11q | +100.0%+$1.4K | |
| KENVUE INC | KVUE | $2.0K | 104 | flat | 9q | +4.0% | |
| VERSANT MEDIA GROUP INC | VSNT | $1.1K | 36 | flat | 2q | +50.0% | |
| OPENDOOR TECHNOLOGIES INC | OPENW | $76 | 270 | flat | 3q | +100.0% | |
| OPENDOOR TECHNOLOGIES INC | OPENL | $76 | 270 | flat | 3q | +100.0% | |
| OPENDOOR TECHNOLOGIES INC | OPENZ | $76 | 270 | flat | 3q | +100.0% |
By sector
Industry comes from the SIC code on each company's own SEC filings, which is self-reported and sometimes out of date. Derivative exposure is counted with the shares. Securities the SEC assigns no industry - funds, trusts, foreign issues - are shown as not classified rather than dropped.
| Sector | Value | Share |
|---|---|---|
| Software & IT Services | $111.2M | 21.8% |
| Retail & Consumer | $99.4M | 19.4% |
| Semiconductors & Electronics | $74.0M | 14.5% |
| Computer Hardware | $45.7M | 8.9% |
| Biotech & Pharma | $43.0M | 8.4% |
| Chemicals | $21.3M | 4.2% |
| Capital Markets | $18.9M | 3.7% |
| Other sectors | $10.3M | 2.0% |
| Not classified | $87.5M | 17.1% |
Quarter by quarter
| Quarter | Value | Positions | New | Added | Trimmed | Exited | Top 10 | Days to file |
|---|---|---|---|---|---|---|---|---|
| Q2 2026 | $515.7M | 123 | 14 | 96 | 7 | 5 | 87.9% | 23 |
| Q1 2026 | $259.7M | 114 | 4 | 8 | 16 | 23 | 97.8% | 31 |
| Q4 2025 | $270.7M | 133 | 33 | 17 | 9 | 6 | 98.0% | 20 |
| Q3 2025 | $247.8M | 106 | 11 | 15 | 5 | 2 | 97.8% | 23 |
| Q2 2025 | $213.7M | 97 | 4 | 12 | 7 | 4 | 97.8% | 18 |
| Q1 2025 | $180.2M | 97 | 9 | 17 | 5 | 2 | 97.9% | 43 |
| Q4 2024 | $196.1M | 90 | 10 | 11 | 6 | 4 | 98.1% | 36 |
| Q3 2024 | $183.5M | 84 | 8 | 11 | 10 | 3 | 98.4% | 30 |
| Q2 2024 | $184.8M | 79 | 3 | 8 | 10 | 4 | 98.2% | 18 |
| Q1 2024 | $167.5M | 80 | 2 | 11 | 9 | 4 | 97.8% | 38 |
| Q4 2023 | $155.9M | 82 | 9 | 13 | 7 | 0 | 97.9% | 37 |
| Q3 2023 | $146.9M | 73 | 0 | 14 | 2 | 2 | 98.2% | 38 |
| Q2 2023 | $148.3M | 75 | 18 | 27 | 30 | 4 | 98.3% | 27 |
| Q1 2023 | $20.6K | 61 | 4 | 28 | 29 | 19 | 91.6% | 35 |
| Q4 2022 | $144.0K | 76 | 13 | 37 | 1 | 27 | 97.8% | 26 |
| Q3 2022 | $122.5M | 90 | 22 | 0 | 0 | 19 | 95.7% | 45 |
| Q2 2022 | $120.5M | 87 | 5 | 12 | 8 | 7 | 97.7% | 39 |
| Q1 2022 | $154.0M | 89 | 5 | 22 | 2 | 10 | 98.0% | 130 |
| Q4 2021 | $148.7M | 94 | 0 | 0 | 0 | 0 | 98.0% | 220 |
Rows marked UNVERIFIED ID, PLACEHOLDER ID, TICKER AS ID or NON-CUSIP ID carry an identifier that is not a valid CUSIP. They are shown because the filer reported that money, but treat the security named with caution - hover the chip for what is wrong with it, and see the methodology.
Held counts consecutive filings in which this manager reported the position, and can reach further back than the quarters listed above: the tabs begin at Q4 2018 because earlier coverage is too sparse to describe a market, but tenure is counted over every filing we hold, some reaching to 2007. A position sold and later rebought starts again from one.
Weight change is the shift in this position's share of the whole book, in percentage points. It is the more useful column: when money flows into or out of a broad fund, almost every holding is bought or sold at once, so added and trimmed largely track flows. A weight that rose while the book shrank is a decision. Both compare with the previous quarter this filer reported, not the previous calendar quarter.