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

-3.6%

Period ended 2 months ago

Filed May 1, 2026 · 44d

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

+61.0%

SPY

+76.3%

Annualised alpha

-3.6%

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
HUN	Huntsman CORP Basic Materials	Held	4	0	$53	+32.5%	0.00%
LKNCY	Luckin Coffee Inc. Consumer Cyclical	Held	4	0	$128	−4.5%	0.00%
VTRS	Viatris Inc Healthcare	Held	12	0	$162	+8.7%	0.00%
OGN	Organon & Co. Healthcare	Held	38	0	$227	−16.5%	0.00%
LAC	Lithium Americas Corp. Basic Materials	Held	58	0	$229	−9.1%	0.00%
V	Visa Inc. Financial Services	Held	2	0	$604	−13.8%	0.00%
VSNT	Versant Media Group, Inc. Communication Services	NEW	24	NEW	$888	NEW	0.00%
KIM	Kimco Realty Corp Real Estate	Held	56	0	$1,258	+10.8%	0.00%
MET	Metlife Inc Financial Services	Held	20	0	$1,414	−10.4%	0.00%
KVUE	Kenvue Inc. Consumer Defensive	Held	100	0	$1,724	−0.1%	0.00%
DJT	Trump Media & Technology Group Corp. Communication Services	Held	205	0	$1,902	−29.9%	0.00%
AMD	Advanced Micro Devices Inc Technology	Reduced	10	-79	$2,034	−89.3%	0.00%
FIS	Fidelity National Information Services, Inc. Technology	Held	50	0	$2,345	−29.4%	0.00%
ASH	Ashland Inc. Basic Materials	Held	50	0	$2,780	−5.2%	0.00%
PFE	Pfizer Inc Healthcare	Held	100	0	$2,808	+12.8%	0.00%
QQQ	Invesco Qqq Trust, Series 1	Held	5	0	$2,885	−6.1%	0.00%
SNDA	Sonida Senior Living, Inc. Healthcare	NEW	94	NEW	$3,031	NEW	0.00%
NTR	Nutrien Ltd. Basic Materials	Held	45	0	$3,395	+22.3%	0.00%
OKLO	Oklo Inc. Utilities	Held	90	0	$4,463	−30.9%	0.00%
VVV	Valvoline Inc Consumer Cyclical	Held	137	0	$4,614	+15.9%	0.00%
NNE	Nano Nuclear Energy Inc. Industrials	Held	275	0	$5,632	−14.7%	0.00%
JNJ	Johnson & Johnson Healthcare	Held	25	0	$6,111	+18.1%	0.00%
WBD	Warner Bros. Discovery, Inc. Communication Services	Held	247	0	$6,782	−4.7%	0.00%
MP	MP Materials Corp. / DE Basic Materials	Held	165	0	$7,962	−4.5%	0.00%
CVS	CVS HEALTH Corp Healthcare	Held	125	0	$8,977	−9.5%	0.00%
OKE	Oneok Inc /New/ Energy	Held	100	0	$9,039	+23.0%	0.00%
USAR	USA Rare Earth, Inc. Basic Materials	Reduced	600	-200	$9,081	−4.6%	0.00%
SLG	Sl Green Realty Corp Real Estate	Held	249	0	$9,198	−19.5%	0.00%
ASML	Asml Holding NV Technology	NEW	7	NEW	$9,245	NEW	0.00%
SCHW	Schwab Charles Corp Financial Services	Held	100	0	$9,398	−5.9%	0.00%
AFG	American Financial Group Inc Financial Services	Held	75	0	$9,578	−6.6%	0.00%
EMR	Emerson Electric Co Industrials	Held	75	0	$9,826	−1.3%	0.00%
CCJ	Cameco Corp Energy	Held	100	0	$10,861	+18.7%	0.00%
BWXT	BWX Technologies, Inc. Industrials	Held	55	0	$11,246	+18.3%	0.01%
TFC	Truist Financial Corp Financial Services	Held	250	0	$11,492	−6.6%	0.01%
MRK	Merck & Co., Inc. Healthcare	Held	100	0	$12,029	+14.3%	0.01%
BABA	Alibaba Group Holding Ltd Consumer Cyclical	Held	100	0	$12,546	−14.4%	0.01%
CLX	Clorox Co /De/ Consumer Defensive	Held	125	0	$12,953	+2.8%	0.01%
DUK	Duke Energy CORP Utilities	Held	100	0	$13,094	+11.7%	0.01%
FIX	Comfort Systems USA Inc Industrials	Held	10	0	$13,789	+47.8%	0.01%
GILD	Gilead Sciences, Inc. Healthcare	Held	100	0	$13,937	+13.5%	0.01%
CL	Colgate Palmolive Co Consumer Defensive	Held	183	0	$15,597	+7.9%	0.01%
CINF	Cincinnati Financial Corp Financial Services	Held	100	0	$15,735	−3.7%	0.01%
IREN	IREN Ltd Financial Services	Reduced	480	-200	$16,454	−35.9%	0.01%
BMY	Bristol Myers Squibb Co Healthcare	Added	281	+4	$17,042	+14.1%	0.01%
NFLX	Netflix Inc Communication Services	Held	180	0	$17,307	+2.6%	0.01%
D	Dominion Energy, Inc Utilities	Held	280	0	$17,309	+5.5%	0.01%
CMCSA	Comcast Corp Communication Services	Held	629	0	$18,058	+2.5%	0.01%
OPEN	Opendoor Technologies Inc. Real Estate	Held	4,065	0	$19,024	−19.7%	0.01%
BKR	Baker Hughes Co Energy	Held	315	0	$19,230	+34.1%	0.01%