DOSSIER · 13F-HR · Q2 2026

MILLER WEALTH ADVISORS, LLC

$279M in tracked AUM across 122 positions as of Q2 2026.

MW
CIK 0001908158 · last filed Jun 30, 2026
Total AUM
$279M
as of Q2 2026
Holdings
122
positions
Whale Score
66
66
tracked
Activity
no data
changes this Q
AI Analysis · Q2 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...

The investment strategy appears to have shifted toward a high-conviction, "barbell" style approach. While the top 5 positions account for approximately 79.2% of the total portfolio value, the manager maintains a long tail of 131 smaller positions (ranging from roughly $23K to $600K). This suggests a core strategy of holding mega-cap leaders while tactically allocating smaller portions of capital to niche sectors, specific industries (like uranium or aviation), and potential high-growth opportunities.

2. Key Holdings

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
AMD
AMAZON.COM INC
$59M246K21.0%
02
SWGXX
APPLE INC
$46M158K16.4%
03
GOOG
ALPHABET INC
$43M120K15.2%
04
GILD
ALPHABET INC
$43M120K15.2%
05
WMT
EXXON MOBIL CORP
$40M292K14.3%
06
MS
MICROSOFT CORP
$18M49K6.6%
07
NTR
NVIDIA CORP
$14M71K5.1%
08
PG
PALANTIR TECHNOLOGIES IN
$7M56K2.3%
09
BP
BERKSHIRE HATHAWAY
$3M6K1.0%
10
BWXT
CATERPILLAR INC
$1M1K0.4%

Filing history

2026Q2Jun 30
$279M 7.4%
122 positionsView →
2026Q1Mar 31
$260M 4.0%
117 positionsView →
2025Q4Dec 31
$271M 9.2%
136 positionsView →
2025Q3Sep 30
$248M 16.0%
109 positionsView →
2025Q2Jun 30
$214M 18.6%
100 positionsLocked
2025Q1Mar 31
$180M 8.1%
100 positionsLocked
2024Q4Dec 31
$196M 6.9%
91 positionsLocked
2024Q3Sep 30
$184M 0.7%
85 positionsLocked
2024Q2Jun 30
$185M 10.4%
81 positionsLocked
2024Q1Mar 31
$167M 7.5%
82 positionsLocked
2023Q4Dec 31
$156M 6.1%
84 positionsLocked
2023Q3Sep 30
$147M 0.9%
74 positionsLocked
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