AI Analysis · Q1 2026 · Q1 2026
SEC 13F Filing Analysis: Miller Wealth Advisors, LLC
1. Portfolio Overview
Miller Wealth Advisors, LLC has reported a substantial expansion in assets under management (AUM), with the total portfolio value growing by 128.2% from $118.59M to $270.67M between the quarters ending September 30, 2025, and December 31, 2025. This significant capital infusion coincides with a major strategic realignment, as evidenced by the churn in the portfolio's composition. The firm currently mana...
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.
Filing history
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