MILLER WEALTH ADVISORS, LLC

Registered adviser

CIK

1908158

Location

OURAY, CO

Portfolio Value

Small $236,599,095

Diversification

Moderately concentrated

Filing Date

Global Rank

#5,840 / 8,811 ▼ 1028

Top Industry

Internet Retail 24.9%

Period ended 4 months ago

Filed Jul 29, 2026 · 3mo

19 quarters · since Dec 2021

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Oct 1, 2026

Form ADV adviser

CRD 171329

Roster of Oct 1, 2026

Regulatory AUM

$225,517,087

Main clients

Individuals and high net worth (100% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Apr 2026 to Oct 2026	$225,517,087	Individuals and high net worth (100%)
Apr 2025 to Mar 2026	$182,035,290	Individuals and high net worth (100%)
Apr 2024 to Mar 2025	$146,789,462	Individuals and high net worth (100%)
May 2023 to Mar 2024	$105,796,000	Individuals and high net worth (100%)
Apr 2023	$105,796,000	Individuals and high net worth (100%)
Apr 2022 to Mar 2023	$177,887,000	Individuals and high net worth (100%)

1 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.

Style

Concentrated

The top 10 positions are 97.5% of the book (60%+)

Turnover

Low turnover

1.2% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 17.8 quarters (12+)

Closest benchmark: the S&P 500 as of 2026-06-30, active share 68.6%; sector active share 47.5% against the combined 13F book's sector weights.

Over time 19 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

117 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

24.8%

−2.0 pts

Top 5

86.7%

−1.6 pts

Top 10

97.5%

−0.5 pts

HHI

1,701

Moderately concentrated−104

Portfolio Trend

19 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	36.3%	$85,854,359	11
Consumer Cyclical	25.0%	$59,193,429	9
Communication Services	18.1%	$42,907,849	10
Energy	17.3%	$40,892,935	14
Financial Services	1.5%	$3,617,442	16
Industrials	1.1%	$2,523,001	16
Consumer Defensive	0.3%	$595,808	7
Unclassified	0.2%	$566,489	6
Healthcare	0.1%	$263,804	12
Basic Materials	0.0%	$85,947	6
Utilities	0.0%	$60,415	4
Real Estate	0.0%	$37,617	6

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

8 positions

Ticker	Company	Δ Shares	Shares	Value
XOM	ExxonMobil Holdings Corp	+232	291,745	$39,887,376
CVX	Chevron Corp	+126	2,056	$340,802
MSFT	Microsoft Corp	+103	49,298	$18,389,139
VOO	VANGUARD 500 INDEX FUND	+32	33	$22,664
BP	Bp PLC	+9	684	$25,273
NKE	NIKE, Inc.	+8	1,120	$45,976
MCD	Mcdonalds Corp	+1	71	$19,192
JNJ	Johnson & Johnson	+1	26	$6,603
No positions match the current search.

Trimmed

Positions the filer reduced

14 positions

Ticker	Company	Δ Shares	Shares	Value
GOOGL	Alphabet Inc.	−121,062	225	$80,408
AMZN	Amazon Com Inc	−2,299	246,110	$58,657,857
AAPL	Apple Inc.	−1,765	157,683	$45,627,152
HON	Honeywell International Inc	−1,300	1,300	$291,070
MBLY	Mobileye Global Inc.	−1,000	40,551	$392,533
GOOG	Alphabet Inc.	−971	120,316	$42,511,252
BRK-B	Berkshire Hathaway Inc	−660	5,667	$2,835,710
PLTR	Palantir Technologies Inc.	−589	55,994	$6,532,819
EPD	Enterprise Products Partners L.P.	−513	1,143	$42,016
NVDA	Nvidia Corp	−321	71,172	$14,240,805
IREN	IREN Ltd	−200	280	$12,804
HOOD	Robinhood Markets, Inc.	−200	875	$87,745
JEPI	JPMorgan Equity Premium Income ETF	−95	235	$13,272
OHI	Omega Healthcare Investors Inc	−42	486	$23,172
No positions match the current search.

New Positions

Positions the filer opened this quarter

9 positions

Ticker	Company	Shares	Value
HONA	Honeywell Aerospace Inc.	1,300	$287,404
SPCX	Space Exploration Technologies Corp	1,546	$264,149
MU	Micron Technology Inc	20	$23,085
STLN	Starling Oncology, Inc.	2,820	$15,312
HD	Home Depot, Inc.	36	$12,696
GEV	GE Vernova Inc.	8	$9,398
COF	Capital One Financial Corp	22	$4,413
NEXT	NextDecade Corp	33	$248
FLYYQ	Spirit Aviation Holdings, Inc.	200	$4
No positions match the current search.

Sold Out

Positions the filer fully exited

4 positions

Ticker	Company	Shares	Value
NLR	VanEck Uranium and Nuclear ETF	900	$119,871
OPEN	Opendoor Technologies Inc.	4,065	$19,024
CLX	Clorox Co /De/	125	$12,953
LAC	Lithium Americas Corp.	58	$229
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

117 tracked positions · $236,599,095 total · filing declares 122 positions · $236,623,218 · as of Jun 30, 2026

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

Showing 1–50 of 117 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	Held (qtrs)	Est. cost/share	% of Portfolio
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	246,110	-2,299	$58,657,857	+13.4%	19	before history	24.79%
AAPL	Apple Inc. Technology	Reduced	157,683	-1,765	$45,627,152	+12.8%	19	before history	19.28%
GOOG	Alphabet Inc. Communication Services	Reduced	120,316	-971	$42,511,252	+22.2%	19	before history	17.97%
XOM	ExxonMobil Holdings Corp Energy	Added	291,745	+232	$39,887,376	−19.4%	13	$109.26	16.86%
MSFT	Microsoft Corp Technology	Added	49,298	+103	$18,389,139	+1.0%	19	before history	7.77%
NVDA	Nvidia Corp Technology	Reduced	71,172	-321	$14,240,805	+14.2%	19	before history	6.02%
PLTR	Palantir Technologies Inc. Technology	Reduced	55,994	-589	$6,532,819	−21.1%	19	before history	2.76%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	5,667	-660	$2,835,710	−6.5%	19	before history	1.20%
CAT	Caterpillar Inc Industrials	Held	1,056	0	$1,124,534	+50.3%	19	before history	0.48%
INTC	Intel Corp Technology	Held	6,000	0	$837,780	+216.4%	13	$31.15	0.35%
SPY	Spdr S&P 500 ETF Trust	Held	674	0	$503,322	+14.8%	19	before history	0.21%
MBLY	Mobileye Global Inc. Consumer Cyclical	Reduced	40,551	-1,000	$392,533	+37.5%	7	$15.69	0.17%
CVX	Chevron Corp Energy	Added	2,056	+126	$340,802	−14.7%	19	before history	0.14%
GS	Goldman Sachs Group Inc Financial Services	Held	322	0	$325,661	+19.5%	19	before history	0.14%
WMT	Walmart Inc. Consumer Defensive	Held	2,736	0	$309,879	−8.9%	13	$50.45	0.13%
DE	Deere & Co Industrials	Held	476	0	$301,941	+12.6%	19	before history	0.13%
HON	Honeywell International Inc Industrials	Reduced	1,300	-1,300	$291,070	−50.5%	19	before history	0.12%
HONA	Honeywell Aerospace Inc. Industrials	NEW	1,300	NEW	$287,404	NEW	1	unpriced	0.12%
SPCX	Space Exploration Technologies Corp Industrials	NEW	1,546	NEW	$264,149	NEW	1	unpriced	0.11%
META	Meta Platforms, Inc. Communication Services	Held	400	0	$225,316	−1.5%	4	$744.28	0.10%
VLO	Valero Energy Corp/Tx Energy	Held	646	0	$168,244	+5.4%	19	before history	0.07%
APA	APA Corp Energy	Held	5,099	0	$166,074	−23.3%	19	before history	0.07%
AMAT	Applied Materials Inc /De Technology	Held	200	0	$144,600	+111.5%	4	$181.44	0.06%
JPM	Jpmorgan Chase & Co Financial Services	Held	430	0	$140,751	+11.3%	13	$137.54	0.06%
PEP	Pepsico Inc Consumer Defensive	Held	951	0	$128,765	−12.8%	19	before history	0.05%
PSX	Phillips 66 Energy	Held	715	0	$120,870	−7.2%	19	before history	0.05%
LLY	ELI LILLY & Co Healthcare	Held	100	0	$119,943	+30.4%	19	before history	0.05%
HOOD	Robinhood Markets, Inc. Financial Services	Reduced	875	-200	$87,745	+17.8%	4	$120.67	0.04%
PG	PROCTER & GAMBLE Co Consumer Defensive	Held	550	0	$80,652	+1.5%	13	$150.72	0.03%
GOOGL	Alphabet Inc. Communication Services	Reduced	225	-121,062	$80,408	−99.8%	5	$163.95	0.03%
ACHR	Archer Aviation Inc. Industrials	Held	13,782	0	$65,188	−8.5%	8	$7.33	0.03%
ABBV	AbbVie Inc. Healthcare	Held	240	0	$60,393	+15.7%	19	before history	0.03%
MS	Morgan Stanley Financial Services	Held	285	0	$59,576	+27.0%	15	unpriced	0.03%
COP	Conocophillips Energy	Held	561	0	$58,321	−21.2%	19	before history	0.02%
SOLS	Solstice Advanced Materials Inc. Basic Materials	Held	650	0	$57,590	+16.3%	3	$47.08	0.02%
RKT	Rocket Companies, Inc. Financial Services	Held	3,475	0	$54,731	+10.5%	5	$16.39	0.02%
TSLA	Tesla, Inc. Consumer Cyclical	Held	119	0	$50,051	+13.1%	15	unpriced	0.02%
NKE	NIKE, Inc. Consumer Cyclical	Added	1,120	+8	$45,976	−21.7%	19	before history	0.02%
MMM	3M Co Industrials	Held	269	0	$43,553	+11.5%	2	$159.24	0.02%
PFG	Principal Financial Group Inc Financial Services	Held	396	0	$42,680	+19.6%	19	before history	0.02%
EPD	Enterprise Products Partners L.P. Energy	Reduced	1,143	-513	$42,016	−32.9%	11	$26.67	0.02%
APLD	Applied Digital Corp. Technology	Held	1,000	0	$37,300	+57.1%	4	$14.81	0.02%
ITW	Illinois Tool Works Inc Industrials	Held	125	0	$33,808	+3.9%	13	$234.17	0.01%
VRT	Vertiv Holdings Co Industrials	Held	100	0	$33,482	+33.6%	4	$133.39	0.01%
VZ	Verizon Communications Inc Communication Services	Held	765	0	$32,390	−15.7%	13	$37.01	0.01%
KO	Coca Cola Co Consumer Defensive	Held	390	0	$31,695	+6.9%	13	$65.61	0.01%
OXY	Occidental Petroleum Corp /De/ Energy	Held	615	0	$29,870	−25.3%	19	before history	0.01%
DG	Dollar General Corp Consumer Defensive	Held	227	0	$26,129	−3.0%	19	before history	0.01%
BP	Bp PLC Energy	Added	684	+9	$25,273	−20.3%	19	before history	0.01%
SO	Southern Co Utilities	Held	250	0	$23,927	−0.8%	19	before history	0.01%

Showing the top 50 of 117 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.