MILLER WEALTH ADVISORS, LLC
CIK
1908158
Location
OURAY, CO
Portfolio Value
Micro
$52,163,613
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 SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+60.6%
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, 2025Top 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 |
|---|---|---|
| Technology | 35.5% | $79,792,662 |
| Consumer Cyclical | 23.2% | $52,163,613 |
| Energy | 22.5% | $50,630,936 |
| Communication Services | 15.7% | $35,219,108 |
| Financial Services | 1.6% | $3,702,069 |
| Industrials | 0.8% | $1,837,730 |
| Consumer Defensive | 0.3% | $654,036 |
| Unclassified | 0.2% | $441,214 |
| Healthcare | 0.1% | $208,498 |
| Basic Materials | 0.0% | $73,004 |
| Utilities | 0.0% | $58,996 |
| Real Estate | 0.0% | $52,616 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
11 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|---|
| 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. | |||||
Sold Out
Positions the filer fully exited
19 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| 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. | ||||
8 positions ·
$52,163,613 total
· Consumer Cyclical only
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| LKNCY |
Luckin Coffee Inc.
Consumer Cyclical
|
Held | 4 | $128 | 0.00% | |
| VVV |
Valvoline Inc
Consumer Cyclical
|
Held | 137 | $4,614 | 0.01% | |
| BABA |
Alibaba Group Holding Ltd
Consumer Cyclical
|
Held | 100 | $12,546 | 0.02% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Held | 70 | $21,755 | 0.04% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Reduced | 119 | $44,238 | 0.08% | |
| NKE |
NIKE, Inc.
Consumer Cyclical
|
Added | 1,112 | $58,735 | 0.11% | |
| MBLY |
Mobileye Global Inc.
Consumer Cyclical
|
Reduced | 41,551 | $285,455 | 0.55% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 248,409 | $51,736,142 | 99.18% |