MILLER WEALTH ADVISORS, LLC

CIK

1908158

Location

OURAY, CO

Portfolio Value

Small $224,834,482

Diversification

Moderately concentrated

Filing Date

Global Rank

#3,627 / 8,232 ▲ 168

Top Industry

Internet Retail 23.1%

3Y Alpha vs SPY

-3.8%

Period ended 2 months ago

Filed May 1, 2026 · 43d

18 quarters · since Dec 2021

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+60.5%

SPY

+76.5%

Annualised alpha

-3.8%

Max drawdown

−22.7%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

102 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

23.0%

−2.1 pts

Top 5

86.6%

+0.6 pts

Top 10

97.8%

−0.1 pts

HHI

1,690

Moderately concentrated+38

Portfolio Trend

18 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	35.5%	$79,792,662	10
Consumer Cyclical	23.2%	$52,163,613	8
Energy	22.5%	$50,630,936	13
Communication Services	15.7%	$35,219,108	9
Financial Services	1.6%	$3,702,069	14
Industrials	0.8%	$1,837,730	12
Consumer Defensive	0.3%	$654,036	8
Unclassified	0.2%	$441,214	2
Healthcare	0.1%	$208,498	11
Basic Materials	0.0%	$73,004	7
Utilities	0.0%	$58,996	4
Real Estate	0.0%	$52,616	4

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

11 positions

Ticker	Company	Δ Shares	Shares	Value
CVX	Chevron Corp	+610	1,930	$399,317
MSFT	Microsoft Corp	+584	49,195	$18,210,513
NVDA	Nvidia Corp	+186	71,493	$12,468,379
BP	Bp PLC	+7	675	$31,725
NKE	NIKE, Inc.	+6	1,112	$58,735
COP	Conocophillips	+4	561	$74,052
BMY	Bristol Myers Squibb Co	+4	281	$17,042
PSX	Phillips 66	+4	715	$130,258
VLO	Valero Energy Corp/Tx	+3	646	$159,613
SPY	Spdr S&P 500 ETF Trust	+2	674	$438,329
DG	Dollar General Corp	+1	227	$26,951
No positions match the current search.

Trimmed

Positions the filer reduced

16 positions

Ticker	Company	Δ Shares	Shares	Value
AMZN	Amazon Com Inc	−3,766	248,409	$51,736,142
XOM	Exxon Mobil Corp	−2,474	291,513	$49,458,095
AAPL	Apple Inc.	−1,866	159,448	$40,466,307
EPD	Enterprise Products Partners L.P.	−1,502	1,656	$62,663
GOOGL	Alphabet Inc.	−1,397	121,287	$34,877,289
USAR	USA Rare Earth, Inc.	−200	600	$9,081
ACHR	Archer Aviation Inc.	−200	13,782	$71,252
IREN	IREN Ltd	−200	480	$16,454
INTC	Intel Corp	−170	6,000	$264,780
BRK-B	Berkshire Hathaway Inc	−110	6,327	$3,031,898
PLTR	Palantir Technologies Inc.	−106	56,583	$8,276,961
AMD	Advanced Micro Devices Inc	−79	10	$2,034
VRT	Vertiv Holdings Co	−62	100	$25,058
OHI	Omega Healthcare Investors Inc	−45	528	$23,136
TSLA	Tesla, Inc.	−30	119	$44,238
MBLY	Mobileye Global Inc.	−5	41,551	$285,455
No positions match the current search.

New Positions

Positions the filer opened this quarter

4 positions

Ticker	Company	Shares	Value
MMM	3M Co	269	$39,066
ASML	Asml Holding NV	7	$9,245
SNDA	Sonida Senior Living, Inc.	94	$3,031
VSNT	Versant Media Group, Inc.	24	$888
No positions match the current search.

Sold Out

Positions the filer fully exited

19 positions

Ticker	Company	Shares	Value
LB	LandBridge Co LLC	290	$14,207
GME	GameStop Corp.	600	$12,048
UNH	Unitedhealth Group Inc	25	$8,252
LUNR	Intuitive Machines, Inc.	271	$4,398
BMXI	Brookmount Explorations Inc	100,000	$3,700
JOBY	Joby Aviation, Inc.	200	$2,640
SOFI	SoFi Technologies, Inc.	100	$2,618
GNPX	Genprex, Inc.	1,200	$2,100
FUSE	Fusemachines Inc.	1,200	$1,980
KPRX	Kiora Pharmaceuticals Inc	1,000	$1,970
EOSE	Eos Energy Enterprises, Inc.	170	$1,948
NIXX	Nixxy, Inc.	2,000	$1,921
WKEY	Wisekey International Holding S.A.	240	$1,884
GSIT	Gsi Technology Inc	300	$1,863
CNX	CNX Resources Corp	50	$1,838
SOUN	Soundhound Ai, Inc.	100	$997
WWR	Westwater Resources, Inc.	918	$688
DVLT	Datavault AI Inc.	882	$573
BBW	Build-A-Bear Workshop Inc	5	$306
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

102 positions · $224,834,482 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 102 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	248,409	-3,766	$51,736,142	−11.1%	23.01%
XOM	Exxon Mobil Corp Energy	Reduced	291,513	-2,474	$49,458,095	+39.8%	22.00%
AAPL	Apple Inc. Technology	Reduced	159,448	-1,866	$40,466,307	−7.7%	18.00%
GOOGL	Alphabet Inc. Communication Services	Reduced	121,287	-1,397	$34,877,289	−9.2%	15.51%
MSFT	Microsoft Corp Technology	Added	49,195	+584	$18,210,513	−22.5%	8.10%
NVDA	Nvidia Corp Technology	Added	71,493	+186	$12,468,379	−6.2%	5.55%
PLTR	Palantir Technologies Inc. Technology	Reduced	56,583	-106	$8,276,961	−17.9%	3.68%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	6,327	-110	$3,031,898	−6.3%	1.35%
CAT	Caterpillar Inc Industrials	Held	1,056	0	$748,133	+23.7%	0.33%
HON	Honeywell International Inc Industrials	Held	2,600	0	$587,678	+15.9%	0.26%
SPY	Spdr S&P 500 ETF Trust	Added	674	+2	$438,329	−4.3%	0.19%
CVX	Chevron Corp Energy	Added	1,930	+610	$399,317	+98.5%	0.18%
WMT	Walmart Inc. Consumer Defensive	Held	2,736	0	$340,030	+11.6%	0.15%
MBLY	Mobileye Global Inc. Consumer Cyclical	Reduced	41,551	-5	$285,455	−34.2%	0.13%
GS	Goldman Sachs Group Inc Financial Services	Held	322	0	$272,408	−3.8%	0.12%
DE	Deere & Co Industrials	Held	476	0	$268,130	+21.0%	0.12%
INTC	Intel Corp Technology	Reduced	6,000	-170	$264,780	+16.3%	0.12%
META	Meta Platforms, Inc. Communication Services	Held	400	0	$228,852	−13.3%	0.10%
APA	APA Corp Energy	Held	5,099	0	$216,401	+73.5%	0.10%
VLO	Valero Energy Corp/Tx Energy	Added	646	+3	$159,613	+52.5%	0.07%
PEP	Pepsico Inc Consumer Defensive	Held	951	0	$147,680	+8.2%	0.07%
PSX	Phillips 66 Energy	Added	715	+4	$130,258	+42.0%	0.06%
JPM	Jpmorgan Chase & Co Financial Services	Held	430	0	$126,488	−8.7%	0.06%
LLY	ELI LILLY & Co Healthcare	Held	100	0	$91,977	−14.4%	0.04%
PG	PROCTER & GAMBLE Co Consumer Defensive	Held	550	0	$79,442	+0.8%	0.04%
HOOD	Robinhood Markets, Inc. Financial Services	Held	1,075	0	$74,497	−38.7%	0.03%
COP	Conocophillips Energy	Added	561	+4	$74,052	+42.0%	0.03%
ACHR	Archer Aviation Inc. Industrials	Reduced	13,782	-200	$71,252	−32.2%	0.03%
AMAT	Applied Materials Inc /De Technology	Held	200	0	$68,358	+33.0%	0.03%
EPD	Enterprise Products Partners L.P. Energy	Reduced	1,656	-1,502	$62,663	−38.1%	0.03%
NKE	NIKE, Inc. Consumer Cyclical	Added	1,112	+6	$58,735	−16.6%	0.03%
ABBV	AbbVie Inc. Healthcare	Held	240	0	$52,197	−4.8%	0.02%
RKT	Rocket Companies, Inc. Financial Services	Held	3,475	0	$49,518	−26.4%	0.02%
SOLS	Solstice Advanced Materials Inc. Basic Materials	Held	650	0	$49,504	+56.8%	0.02%
MS	Morgan Stanley Financial Services	Held	285	0	$46,902	−7.3%	0.02%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	119	-30	$44,238	−34.0%	0.02%
OXY	Occidental Petroleum Corp /De/ Energy	Held	615	0	$39,975	+58.1%	0.02%
MMM	3M Co Industrials	NEW	269	NEW	$39,066	NEW	0.02%
VZ	Verizon Communications Inc Communication Services	Held	765	0	$38,403	+23.3%	0.02%
PFG	Principal Financial Group Inc Financial Services	Held	396	0	$35,683	+2.2%	0.02%
ITW	Illinois Tool Works Inc Industrials	Held	125	0	$32,536	+5.7%	0.01%
BP	Bp PLC Energy	Added	675	+7	$31,725	+36.8%	0.01%
KO	Coca Cola Co Consumer Defensive	Held	390	0	$29,659	+8.8%	0.01%
T	At&T Inc. Communication Services	Held	1,022	0	$29,627	+16.7%	0.01%
DG	Dollar General Corp Consumer Defensive	Added	227	+1	$26,951	−10.2%	0.01%
LMT	Lockheed Martin Corp Industrials	Held	42	0	$25,384	+25.0%	0.01%
VRT	Vertiv Holdings Co Industrials	Reduced	100	-62	$25,058	−4.5%	0.01%
SO	Southern Co Utilities	Held	250	0	$24,130	+10.7%	0.01%
APLD	Applied Digital Corp. Technology	Held	1,000	0	$23,740	−3.2%	0.01%
OHI	Omega Healthcare Investors Inc Real Estate	Reduced	528	-45	$23,136	−8.9%	0.01%