MILLER WEALTH ADVISORS, LLC

CIK

1908158

Location

OURAY, CO

Portfolio Value

Small $194,027,556

Diversification

Moderately concentrated

Filing Date

Global Rank

#4,609 / 8,633 ▼ 770

Top Industry

Internet Retail 30.3%

3Y Alpha vs SPY

+7.7%

Period ended 51 days ago

Filed Jul 29, 2026 · 22d

19 quarters · since Dec 2021

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+116.8%

SPY

+76.2%

Annualised alpha

+8.7%

Max drawdown

−23.3%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

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

Top Position

30.2%

+3.4 pts

Top 5

91.1%

+2.7 pts

Top 10

97.2%

−0.9 pts

HHI

2,048

Moderately concentrated+241

Portfolio Trend

19 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	44.2%	$85,854,359	11
Consumer Cyclical	30.5%	$59,193,429	9
Energy	21.1%	$40,892,935	14
Financial Services	1.9%	$3,617,140	15
Industrials	1.3%	$2,522,637	16
Consumer Defensive	0.3%	$595,808	7
Unclassified	0.3%	$507,004	2
Communication Services	0.2%	$396,597	9
Healthcare	0.1%	$263,804	12
Basic Materials	0.0%	$85,947	6
Utilities	0.0%	$60,415	4
Real Estate	0.0%	$37,481	3

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

7 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
BP	Bp PLC	+9	684	$25,273
NKE	NIKE, Inc.	+8	1,120	$45,976
JNJ	Johnson & Johnson	+1	26	$6,603
MCD	Mcdonalds Corp	+1	71	$19,192
No positions match the current search.

Trimmed

Positions the filer reduced

12 positions

Ticker	Company	Δ Shares	Shares	Value
GOOGL	Alphabet Inc.	−242,349	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
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
HOOD	Robinhood Markets, Inc.	−200	875	$87,745
IREN	IREN Ltd	−200	280	$12,804
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	$287,040
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

3 positions

Ticker	Company	Shares	Value
OPEN	Opendoor Technologies Inc.	4,470	$19,169
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

108 tracked positions · $194,027,556 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 108 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	246,110	-2,299	$58,657,857	+13.4%	30.23%
AAPL	Apple Inc. Technology	Reduced	157,683	-1,765	$45,627,152	+12.8%	23.52%
XOM	ExxonMobil Holdings Corp Energy	Added	291,745	+232	$39,887,376	−19.4%	20.56%
MSFT	Microsoft Corp Technology	Added	49,298	+103	$18,389,139	+1.0%	9.48%
NVDA	Nvidia Corp Technology	Reduced	71,172	-321	$14,240,805	+14.2%	7.34%
PLTR	Palantir Technologies Inc. Technology	Reduced	55,994	-589	$6,532,819	−21.1%	3.37%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	5,667	-660	$2,835,710	−6.5%	1.46%
CAT	Caterpillar Inc Industrials	Held	1,056	0	$1,124,534	+50.3%	0.58%
INTC	Intel Corp Technology	Held	6,000	0	$837,780	+216.4%	0.43%
SPY	Spdr S&P 500 ETF Trust	Held	674	0	$503,322	+14.8%	0.26%
MBLY	Mobileye Global Inc. Consumer Cyclical	Reduced	40,551	-1,000	$392,533	+37.5%	0.20%
CVX	Chevron Corp Energy	Added	2,056	+126	$340,802	−14.7%	0.18%
GS	Goldman Sachs Group Inc Financial Services	Held	322	0	$325,661	+19.5%	0.17%
WMT	Walmart Inc. Consumer Defensive	Held	2,736	0	$309,879	−8.9%	0.16%
DE	Deere & Co Industrials	Held	476	0	$301,941	+12.6%	0.16%
HON	Honeywell International Inc Industrials	Reduced	1,300	-1,300	$291,070	−50.5%	0.15%
HONA	Honeywell Aerospace Inc. Industrials	NEW	1,300	NEW	$287,040	NEW	0.15%
SPCX	Space Exploration Technologies Corp Industrials	NEW	1,546	NEW	$264,149	NEW	0.14%
META	Meta Platforms, Inc. Communication Services	Held	400	0	$225,316	−1.5%	0.12%
VLO	Valero Energy Corp/Tx Energy	Held	646	0	$168,244	+5.4%	0.09%
APA	APA Corp Energy	Held	5,099	0	$166,074	−23.3%	0.09%
AMAT	Applied Materials Inc /De Technology	Held	200	0	$144,600	+111.5%	0.07%
JPM	Jpmorgan Chase & Co Financial Services	Held	430	0	$140,751	+11.3%	0.07%
PEP	Pepsico Inc Consumer Defensive	Held	951	0	$128,765	−12.8%	0.07%
PSX	Phillips 66 Energy	Held	715	0	$120,870	−7.2%	0.06%
LLY	ELI LILLY & Co Healthcare	Held	100	0	$119,943	+30.4%	0.06%
HOOD	Robinhood Markets, Inc. Financial Services	Reduced	875	-200	$87,745	+17.8%	0.05%
PG	PROCTER & GAMBLE Co Consumer Defensive	Held	550	0	$80,652	+1.5%	0.04%
GOOGL	Alphabet Inc. Communication Services	Reduced	225	-242,349	$80,408	−99.9%	0.04%
ACHR	Archer Aviation Inc. Industrials	Held	13,782	0	$65,188	−8.5%	0.03%
ABBV	AbbVie Inc. Healthcare	Held	240	0	$60,393	+15.7%	0.03%
MS	Morgan Stanley Financial Services	Held	285	0	$59,576	+27.0%	0.03%
COP	Conocophillips Energy	Held	561	0	$58,321	−21.2%	0.03%
SOLS	Solstice Advanced Materials Inc. Basic Materials	Held	650	0	$57,590	+16.3%	0.03%
RKT	Rocket Companies, Inc. Financial Services	Held	3,475	0	$54,731	+10.5%	0.03%
TSLA	Tesla, Inc. Consumer Cyclical	Held	119	0	$50,051	+13.1%	0.03%
NKE	NIKE, Inc. Consumer Cyclical	Added	1,120	+8	$45,976	−21.7%	0.02%
MMM	3M Co Industrials	Held	269	0	$43,553	+11.5%	0.02%
PFG	Principal Financial Group Inc Financial Services	Held	396	0	$42,680	+19.6%	0.02%
EPD	Enterprise Products Partners L.P. Energy	Reduced	1,143	-513	$42,016	−32.9%	0.02%
APLD	Applied Digital Corp. Technology	Held	1,000	0	$37,300	+57.1%	0.02%
ITW	Illinois Tool Works Inc Industrials	Held	125	0	$33,808	+3.9%	0.02%
VRT	Vertiv Holdings Co Industrials	Held	100	0	$33,482	+33.6%	0.02%
VZ	Verizon Communications Inc Communication Services	Held	765	0	$32,390	−15.7%	0.02%
KO	Coca Cola Co Consumer Defensive	Held	390	0	$31,695	+6.9%	0.02%
OXY	Occidental Petroleum Corp /De/ Energy	Held	615	0	$29,870	−25.3%	0.02%
DG	Dollar General Corp Consumer Defensive	Held	227	0	$26,129	−3.0%	0.01%
BP	Bp PLC Energy	Added	684	+9	$25,273	−20.3%	0.01%
SO	Southern Co Utilities	Held	250	0	$23,927	−0.8%	0.01%
OHI	Omega Healthcare Investors Inc Real Estate	Reduced	486	-42	$23,172	+0.2%	0.01%

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.