Institutional
MILLER WEALTH ADVISORS, LLC
CIK 0001908158
$279.1M
Reported AUM
122
Positions
Q2 2026
Period
2026-07-23
Filed
Editorial summary
Summary for MILLER WEALTH ADVISORS, LLC · Q2 2026 is not yet generated. It will appear here after the next nightly run.
Portfolio · Q2 2026
Top holdings
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | AMD | AMAZON.COM INC | $476.15 | -1.90% | 177.32% | 330.05% | $58.7M | 21.02% | — | HELD |
| 2 | SWGXX | APPLE INC | $1.00 | 0.00% | 0.00% | 0.00% | $45.6M | 16.35% | — | HELD |
| 3 | GILD | ALPHABET INC | $130.21 | -0.82% | 18.04% | 114.73% | $42.5M | 15.23% | — | HELD |
| 4 | GOOG | ALPHABET INC | $356.65 | 6.88% | 88.30% | 147.35% | $42.5M | 15.23% | — | HELD |
| 5 | WMT | EXXON MOBIL CORP | $111.20 | 0.09% | 13.85% | 139.22% | $39.9M | 14.29% | — | HELD |
| 6 | MS | MICROSOFT CORP | $210.42 | 0.17% | 54.71% | 136.27% | $18.4M | 6.59% | — | HELD |
| 7 | NTR | NVIDIA CORP | $69.07 | -2.33% | 19.88% | 32.30% | $14.2M | 5.10% | — | HELD |
| 8 | PG | PALANTIR TECHNOLOGIES IN | $144.49 | 0.37% | -1.27% | 15.38% | $6.5M | 2.34% | — | HELD |
| 9 | BP | BERKSHIRE HATHAWAY | $45.22 | 2.26% | 50.11% | 134.32% | $2.8M | 1.02% | — | HELD |
| 10 | BWXT | CATERPILLAR INC | $168.70 | 1.88% | 13.47% | 209.85% | $1.1M | 0.40% | — | HELD |
| 11 | HUN | INTEL CORP | $9.76 | -19.14% | 10.74% | -54.76% | $838K | 0.30% | — | HELD |
| 12 | SPCX | STATE STREET SPDR S&P | $108.37 | -3.41% | -32.67% | — | $503K | 0.18% | — | HELD |
| 13 | LMT | MOBILEYE GLOBAL INC | $582.74 | 1.50% | 42.15% | 84.00% | $393K | 0.14% | — | HELD |
| 14 | CVS | CHEVRON CORP NEW | $104.43 | -0.75% | 72.47% | 42.69% | $341K | 0.12% | — | HELD |
| 15 | GOOGL | GOLDMAN SACHS GROUP INC | $356.13 | 6.73% | 88.84% | 148.30% | $326K | 0.12% | — | HELD |
| 16 | WBD | WALMART INC | $26.30 | 3.26% | 104.35% | -8.81% | $310K | 0.11% | — | HELD |
| 17 | D | DEERE & CO | $69.17 | -0.80% | 19.56% | 11.06% | $302K | 0.11% | — | HELD |
| 18 | HD | HONEYWELL INTL INC | $331.96 | -0.42% | -8.80% | 15.26% | $291K | 0.10% | — | HELD |
| 19 | HON | HONEYWELL AEROSPACE INC | $243.05 | 0.47% | 15.41% | 17.15% | $287K | 0.10% | — | HELD |
| 20 | SOLS | SPACE EX TECH SPACEX | $60.17 | 4.84% | 31.76% | 26.43% | $264K | 0.09% | — | HELD |
| 21 | MET | META PLATFORMS INC | $96.13 | -0.97% | 33.79% | 79.12% | $225K | 0.08% | — | HELD |
| 22 | V | VALERO ENERGY CORP NEW | $366.13 | -0.04% | 8.74% | 65.67% | $168K | 0.06% | — | HELD |
| 23 | AMZN | APA CORP | $271.58 | 15.32% | 26.46% | 56.49% | $166K | 0.06% | — | HELD |
| 24 | AFG | APPLIED MATLS INC | $141.72 | 0.01% | 21.92% | 53.98% | $145K | 0.05% | — | HELD |
| 25 | JNJ | JPMORGAN CHASE & CO | $256.35 | 0.21% | 57.03% | 69.42% | $141K | 0.05% | — | HELD |
| 26 | OXY | PEPSICO INC | $57.07 | 2.00% | 34.19% | 137.80% | $129K | 0.05% | — | HELD |
| 27 | PLTR | PHILLIPS 66 | $123.06 | 0.65% | -20.23% | 367.20% | $121K | 0.04% | — | HELD |
| 28 | LKNCY | ELI LILLY AND CO | $35.00 | 5.11% | -5.69% | 166.16% | $120K | 0.04% | — | HELD |
| 29 | HONA | ROBINHOOD MKTS INC | $206.74 | 1.18% | -22.80% | — | $88K | 0.03% | — | HELD |
| 30 | PFG | PROCTER & GAMBLE CO | $113.70 | -0.22% | 56.07% | 101.54% | $81K | 0.03% | — | HELD |
| 31 | ABBV | ARCHER AVIATION INC | $250.94 | -2.51% | — | — | $65K | 0.02% | — | HELD |
| 32 | AAPL | ABBVIE INC | $308.91 | -7.35% | — | — | $60K | 0.02% | — | HELD |
| 33 | MRK | MORGAN STANLEY | $130.20 | 0.32% | — | — | $60K | 0.02% | — | HELD |
| 34 | COF | CONOCOPHILLIPS | $209.01 | -0.54% | — | — | $58K | 0.02% | — | HELD |
| 35 | SO | SOLSTICE ADVANCED MATLS | $94.54 | 0.21% | — | — | $58K | 0.02% | — | HELD |
| 36 | RECAF | ROCKET COMPANIES CLA A | $0.56 | 1.45% | — | — | $55K | 0.02% | — | HELD |
| 37 | TOI | TESLA INC | $4.86 | -4.14% | — | — | $50K | 0.02% | — | HELD |
| 38 | NFLX | NIKE INC | $71.71 | -2.00% | — | — | $46K | 0.02% | — | HELD |
| 39 | META | 3M CO | $556.71 | 3.28% | — | — | $44K | 0.02% | — | HELD |
| 40 | PFE | PRINCIPAL FINL GROUP INC | $25.01 | 0.40% | — | — | $43K | 0.02% | — | HELD |
| 41 | — | ENTERPRISE PRODS PART LP | — | — | — | — | $42K | 0.02% | — | HELD |
| 42 | APA | APPLIED DIGITAL CORP | $37.32 | 2.73% | — | — | $37K | 0.01% | — | HELD |
| 43 | IREN | ILLINOIS TOOL WKS INC | $36.80 | -3.82% | — | — | $34K | 0.01% | — | HELD |
| 44 | VOO | VERTIV HLDGS CO | $686.65 | 0.71% | — | — | $33K | 0.01% | — | HELD |
| 45 | VVV | VERIZON COMMUNICATIONS I | $38.41 | 0.05% | — | — | $32K | 0.01% | — | HELD |
| 46 | JPM | THE COCA-COLA CO | $351.79 | 0.27% | — | — | $32K | 0.01% | — | HELD |
| 47 | OVV | OCCIDENTAL PETE CORP | $62.46 | 1.36% | — | — | $30K | 0.01% | — | HELD |
| 48 | DE | DOLLAR GEN CORP NEW | $592.67 | -1.13% | — | — | $26K | 0.01% | — | HELD |
| 49 | BMY | BP P L C F | $65.31 | 0.69% | — | — | $25K | 0.01% | — | HELD |
| 50 | SNWGF | SOUTHERN CO | $9.63 | -4.18% | — | — | $24K | 0.01% | — | HELD |
| 51 | OHI | OMEGA HEALTHCARE INVS IN | $50.63 | 0.46% | — | — | $23K | 0.01% | — | HELD |
| 52 | MSFT | MICRON TECHNOLOGY INC | $464.72 | 3.02% | — | — | $23K | 0.01% | — | HELD |
| 53 | VLO | VANGUARD S&P 500 ETF | $312.90 | 0.38% | — | — | $23K | 0.01% | — | HELD |
| 54 | LLY | LOCKHEED MARTIN CORP | $1148.84 | -0.53% | — | — | $21K | 0.01% | — | HELD |
| 55 | SPY | AT&T INC | $747.03 | 0.72% | — | — | $21K | 0.01% | — | HELD |
| 56 | JEPI | JPMORGAN NASDAQ EQUITY | $57.43 | 0.33% | — | — | $20K | 0.01% | — | HELD |
| 57 | FIS | COMFORT SYS USA INC | $44.77 | -2.67% | — | — | $20K | 0.01% | — | HELD |
| 58 | MBLY | MCDONALDS CORP | $7.94 | 0.51% | — | — | $19K | 0.01% | — | HELD |
| 59 | CVX | DOMINION ENERGY INC | $196.83 | 2.35% | — | — | $19K | 0.01% | — | HELD |
| 60 | CCJ | CINCINNATI FINL CORP | $86.38 | -2.10% | — | — | $19K | 0.01% | — | HELD |
| 61 | BABA | BAKER HUGHES CO. A | $122.25 | 5.10% | — | — | $17K | 0.01% | — | HELD |
| 62 | OKLO | OVINTIV INC | $38.83 | -5.50% | — | — | $17K | 0.01% | — | HELD |
| 63 | CINF | COLGATE PALMOLIVE CO | $177.68 | 1.69% | — | — | $17K | 0.01% | — | HELD |
| 64 | BKR | BRISTOL MYERS SQUIBB CO | $60.49 | 0.98% | — | — | $16K | 0.01% | — | HELD |
| 65 | CL | COMCAST CORP NEW | $91.30 | -0.33% | — | — | $15K | 0.01% | — | HELD |
| 66 | TFC | ONCOLOGY INST INC | $51.84 | -0.33% | — | — | $15K | 0.01% | — | HELD |
| 67 | QQQM | RECONNAISSANCE ENERGY F | $283.29 | 0.69% | — | — | $15K | 0.01% | — | HELD |
| 68 | ASH | ASML HLDG N V F | $72.61 | -0.12% | — | — | $14K | 0.00% | — | HELD |
| 69 | ITW | JPMORGAN EQUITY PREMIUM | $286.95 | 1.15% | — | — | $13K | 0.00% | — | HELD |
| 70 | TSLA | USA RARE EARTH INC | $311.21 | 0.76% | — | — | $13K | 0.00% | — | HELD |
| 71 | COP | CVS HEALTH CORP | $120.48 | 1.22% | — | — | $13K | 0.00% | — | HELD |
| 72 | SCHW | SL GREEN RLTY CORP | $105.24 | 0.87% | — | — | $13K | 0.00% | — | HELD |
| 73 | NEXT | NETFLIX INC | $6.72 | -0.15% | — | — | $13K | 0.00% | — | HELD |
| 74 | MP | MERCK & CO. INC. | $41.37 | -0.70% | — | — | $13K | 0.00% | — | HELD |
| 75 | INTC | IREN LTD F | $90.20 | -1.02% | — | — | $13K | 0.00% | — | HELD |
| 76 | GS | HOME DEPOT INC | $1018.38 | -0.63% | — | — | $13K | 0.00% | — | HELD |
| 77 | DJT | DUKE ENERGY CORP NEW | $9.86 | -5.01% | — | — | $13K | 0.00% | — | HELD |
| 78 | GEV | GILEAD SCIENCES INC | $990.29 | 0.85% | — | — | $13K | 0.00% | — | HELD |
| 79 | T | TRUIST FINL CORP | $23.25 | 0.17% | — | — | $12K | 0.00% | — | HELD |
| 80 | — | EMERSON ELEC CO | — | — | — | — | $11K | 0.00% | — | HELD |
| 81 | BRK/B | BWX TECHNOLOGIES INC | — | — | — | — | $11K | 0.00% | — | HELD |
| 82 | ACHR | AMERICAN FINL GROUP INC | $4.64 | -2.11% | — | — | $10K | 0.00% | — | HELD |
| 83 | CAT | CAMECO CORP F | $814.81 | 0.70% | — | — | $10K | 0.00% | — | HELD |
| 84 | ASML | ALIBABA GROUP HLDG LTD F | $1629.00 | -1.36% | — | — | $10K | 0.00% | — | HELD |
| 85 | FLYYQ | GE VERNOVA INC | $0.01 | -40.00% | — | — | $9K | 0.00% | — | HELD |
| 86 | MMM | MP MATLS CORP | $176.28 | 0.12% | — | — | $9K | 0.00% | — | HELD |
| 87 | — | CHARLES SCHWAB CORP | — | — | — | — | $9K | 0.00% | — | HELD |
| 88 | SNDA | SNOWLINE GOLD CORP F | $40.36 | 0.50% | — | — | $9K | 0.00% | — | HELD |
| 89 | OGN | ONEOK INC NEW | $13.55 | 0.00% | — | — | $9K | 0.00% | — | HELD |
| 90 | JEPQ | JOHNSON & JOHNSON | $58.25 | 0.57% | — | — | $7K | 0.00% | — | HELD |
| 91 | VZ | WARNER BROS DISCOVERY IN | $46.81 | 1.52% | — | — | $7K | 0.00% | — | HELD |
| 92 | NKE | NANO NUCLEAR ENERGY EQUI | $41.71 | -1.37% | — | — | $6K | 0.00% | — | HELD |
| 93 | AMAT | ADVANCED MICRO DEVICES I | $507.67 | 1.18% | — | — | $6K | 0.00% | — | HELD |
| 94 | VTRS | VALVOLINE INC | $17.56 | -1.13% | — | — | $5K | 0.00% | — | HELD |
| 95 | OKE | OKLO INC | $90.81 | 1.95% | — | — | $5K | 0.00% | — | HELD |
| 96 | CMCSA | CAPITAL ONE FINL CORP | $23.96 | 1.23% | — | — | $4K | 0.00% | — | HELD |
| 97 | SLG | SONIDA SENIOR LIVING INC | $52.93 | -1.27% | — | — | $4K | 0.00% | — | HELD |
| 98 | PSX | INVESCO QQQ TR | $211.68 | 0.51% | — | — | $4K | 0.00% | — | HELD |
| 99 | APLD | ARK INNOVATION ETF | $27.39 | -2.07% | — | — | $4K | 0.00% | — | HELD |
| 100 | ARKK | ASHLAND INC | $71.24 | -2.28% | — | — | $3K | 0.00% | — | HELD |
| 101 | NNE | NUTRIEN LTD F | $15.91 | -4.62% | — | — | $3K | 0.00% | — | HELD |
| 102 | PEP | PFIZER INC | $139.56 | -0.46% | — | — | $2K | 0.00% | — | HELD |
| 103 | EMR | FIDELITY NATL INFORMATIO | $149.82 | 0.79% | — | — | $2K | 0.00% | — | HELD |
| 104 | KO | KENVUE INC | — | — | — | — | $2K | 0.00% | — | HELD |
| 105 | MCD | METLIFE INC | — | — | — | — | $2K | 0.00% | — | HELD |
| 106 | DG | TRUMP MEDIA & TECHNO | — | — | — | — | $2K | 0.00% | — | HELD |
| 107 | KIM | KIMCO RLTY CORP | — | — | — | — | $1K | 0.00% | — | HELD |
| 108 | VRT | VERSANT MEDIA GROUP INC | — | — | — | — | $864 | 0.00% | — | HELD |
| 109 | USAR | VISA INC | — | — | — | — | $686 | 0.00% | — | HELD |
| 110 | NVDA | ORGANON & CO | — | — | — | — | $517 | 0.00% | — | HELD |
| 111 | QQQ | INVESCO NASDAQ 100 ETF | — | — | — | — | $303 | 0.00% | — | HELD |
| 112 | MU | NEXTDECADE CORP | — | — | — | — | $249 | 0.00% | — | HELD |
| 113 | VSNT | VIATRIS INC | — | — | — | — | $191 | 0.00% | — | HELD |
| 114 | KVUE | LUCKIN COFFEE INC F | — | — | — | — | $111 | 0.00% | — | HELD |
| 115 | HOOD | HUNTSMAN CORP | — | — | — | — | $42 | 0.00% | — | HELD |
| 116 | OPENW | OPENDOOR TECHNOLO 26 WTS | — | — | — | — | $38 | 0.00% | — | HELD |
| 117 | OPENZ | OPENDOOR TECHNOLO 26 WTS | — | — | — | — | $38 | 0.00% | — | HELD |
| 118 | OPENL | OPENDOOR TECHNOLO 26 WTS | — | — | — | — | $38 | 0.00% | — | HELD |
| 119 | FIX | SPIRIT AVIATION HLDGS IN | — | — | — | — | $4 | 0.00% | — | HELD |
| 120 | RKT | REMOTE DYNAMICS INC | — | — | — | — | — | — | — | HELD |
| 121 | DUK | EDGETECH INTL INC | — | — | — | — | — | — | — | HELD |
| 122 | XOM | UNITED DEV FUNDING XXX | — | — | — | — | — | — | — | HELD |
Source: SEC EDGAR · accession 0001908158-26-000005. 13F discloses long positions only — shorts, foreign equities, and options are excluded.