Miller Wealth Advisors, LLC

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 18, 2025), Miller Wealth Advisors, LLC reported 100 stock positions worth $213.7 million. Its top holding was Amazon.com (AMZN) at 26.3% of the portfolio, followed by Apple (AAPL, 15.6%) and Exxon Mobil (XOM, 14.7%). Compared with Q1 2025, it opened 4 new positions, sold out of 4, added to 17 and reduced 9. The biggest buy was a new position in Alphabet Class A (GOOGL) and the biggest sale Exxon Mobil (XOM, shares −7%).

Most Recent 13F
Q2 2026
Location
OURAY, CO
CIK
0001908158
Portfolio Value
$213.7M (Q2 2025)
SEC Filing
0001908158-25-000004 ↗ filed Jul 18, 2025

Holdings Value

0$100.0M$200.0M$300.0M Q1 2024: $167.5M Q1 2024 Q2 2024: $184.8M Q2 2024 Q3 2024: $183.5M Q3 2024 Q4 2024: $196.1M Q4 2024 Q1 2025: $180.2M Q1 2025 Q2 2025: $213.7M $213.7M Q2 2025 Q3 2025: $247.8M Q3 2025 Q4 2025: $270.7M Q4 2025 Q1 2026: $259.7M Q1 2026 Q2 2026: $236.6M Q2 2026

Holdings 100 stocks · $213.7M
AMZN Amazon.com Inc. 26.31% 256,246 $56.2M Reduce -1.6%
AAPL Apple Inc. 15.64% 162,852 $33.4M Reduce -1.4%
XOM Exxon Mobil Corp. 14.69% 291,118 $31.4M Reduce -6.7%
MSFT Microsoft Corp. 11.04% 47,417 $23.6M Add +0.1%
GOOG Alphabet Inc. Class C 10.14% 122,187 $21.7M Reduce -1.6%
GOOGL Alphabet Inc. Class A 10.14% 122,187 $21.7M New
NVDA Nvidia Corp. 4.74% 64,116 $10.1M Add +4.3%
PLTR Palantir Technologies Inc. Class A 3.17% 49,719 $6.8M Reduce -0.5%
BRK.B Berkshire Hathaway Inc. Class B 1.60% 7,047 $3.4M Add +0.5%
MBLY Mobileye Global Inc. Class A 0.36% 42,756 $769K Reduce -5.9%
HON Honeywell International Inc. 0.28% 2,600 $605K No change
SPY SS SPDR S&P 500 ETF Trust-US 0.19% 668 $413K Add +0.3%
CAT Caterpillar Inc. 0.19% 1,056 $410K No change
WMT Walmart Inc. 0.13% 2,736 $268K No change
DE Deere & Co. 0.11% 476 $242K No change
PG The Procter & Gamble Co. 0.11% 1,468 $234K No change
GS Goldman Sachs Group Inc. 0.11% 322 $228K No change
CVX Chevron Corp. 0.09% 1,297 $186K Add +0.9%
INTC Intel Corp. 0.06% 6,170 $138K No change
EPD Enterprise Products Partners 0.06% 4,049 $126K Add +0.3%
PEP Pepsico Inc. 0.06% 951 $126K No change
JPM JPMorgan Chase & Co. 0.06% 430 $125K No change
ACHR Archer Aviation Inc. Class A 0.05% 8,982 $97K Add +28.6%
APA Apa Corp. 0.04% 5,099 $93K No change
VLO Valero Energy Corp. 0.04% 634 $85K Add +0.6%
PSX Phillips 66 0.04% 702 $84K Add +0.7%
LLY Eli Lilly & Co. 0.04% 100 $78K No change
NKE Nike Inc. Class B 0.04% 1,096 $78K Add +0.5%
TSLA Tesla Inc. 0.03% 224 $71K Reduce -36.7%
COP Conocophillips 0.02% 548 $49K Add +0.9%
ABBV Abbvie Inc. 0.02% 240 $45K No change
MMM 3M Co. 0.02% 269 $41K No change
MS Morgan Stanley 0.02% 285 $40K No change
HWM Howmet Aerospace Inc. 0.02% 200 $37K No change
VZ Verizon Communications Inc. 0.02% 765 $33K No change
JEPI JPMorgan Equity Premium Inco 0.01% 560 $32K Reduce -11.4%
PFG Principal Financial Group 0.01% 396 $31K No change
ITW Illinois Tool Works 0.01% 125 $31K No change
T AT&T Inc. 0.01% 1,022 $30K No change
NLR Vaneck Urani & Nuclr ETF-Usd 0.01% 250 $28K No change
KO The Coca-Cola Co. 0.01% 390 $28K No change
CMCSA Comcast Corp. Class A 0.01% 764 $27K No change
OXY Occidental Petroleum Corp. 0.01% 615 $26K No change
DG Dollar General Corp. 0.01% 224 $26K Add +0.9%
NFLX Netflix Inc. 0.01% 18 $24K No change
SO The Southern Co. 0.01% 250 $23K No change
ANET Arista Networks Inc. 0.01% 220 $23K No change
OHI Omega Healthcare Investors 0.01% 573 $21K No change
LMT Lockheed Martin Corp. 0.01% 42 $19K No change
BP BP PLC-Spons ADR 0.01% 649 $19K Add +1.7%
LB Landbridge Co. LLC-A 0.01% 275 $19K Add +3.8%
JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F 0.01% 324 $18K No change
CL Colgate-Palmolive Co. 0.01% 183 $17K No change
D Dominion Energy Inc. 0.01% 280 $16K No change
SLG SL Green Realty Corp. 0.01% 249 $15K No change
CINF Cincinnati Financial Corp. 0.01% 100 $15K No change
RKT Rocket Cos Inc. Class A 0.01% 1,000 $14K New
AMD Advanced Micro Devices 0.01% 99 $14K No change
OVV Ovintiv Inc. 0.01% 332 $13K No change
BMY Bristol-Myers Squibb Co. 0.01% 270 $12K Add +1.1%
BKR Baker Hughes Co. 0.01% 315 $12K No change
DUK Duke Energy Corp. 0.01% 100 $12K No change
BABA Alibaba Group Holding-SP ADR 0.01% 100 $11K No change
GILD Gilead Sciences Inc. 0.01% 100 $11K No change
EMR Emerson Electric Co. 0.00% 75 $10K No change
AFG American Financial Group Inc. 0.00% 75 $9K No change
SCHW Schwab (charles) Corp. 0.00% 100 $9K No change
CVS CVS Health Corp. 0.00% 125 $9K No change
OKE Oneok Inc. 0.00% 100 $8K No change
MRK Merck & Co. Inc. 0.00% 100 $8K No change
VVV Valvoline Inc. 0.00% 137 $5K No change
SOLV Solventum Corp. 0.00% 67 $5K No change
CHTH CNL Healthcare Properties Inc. 0.00% 715 $5K Add +0.0%
CNX CNX Resources Corp. 0.00% 130 $4K No change
FIS Fidelity National Info Serv 0.00% 50 $4K No change
JNJ Johnson & Johnson 0.00% 25 $4K No change
DJT Trump Media & Technology Gro 0.00% 205 $4K No change
RC Ready Capital Corp. 0.00% 774 $3K No change
LUNR Intuitive Machines Inc. 0.00% 271 $3K Add +8.4%
IREN Iren Ltd. filed as IREN LIMITED 0.00% 200 $3K No change
WBD Warner Bros Discovery Inc. 0.00% 247 $3K No change
QQQ Invesco QQQ Trust Series 1 0.00% 5 $3K No change
NTR Nutrien Ltd. 0.00% 45 $3K No change
ASH Ashland Inc. 0.00% 50 $3K No change
PFE Pfizer Inc. 0.00% 100 $2K No change
JOBY Joby Aviation Inc. 0.00% 200 $2K No change
KVUE Kenvue Inc. 0.00% 100 $2K No change
SOFI Sofi Technologies Inc. 0.00% 100 $2K No change
MET Metlife Inc. 0.00% 20 $2K No change
KIM Kimco Realty Corp. 0.00% 56 $1K No change
SOUN Soundhound AI Inc. Class A 0.00% 100 $1K No change
CODQL Coronado Global Resource-Cdi 0.00% 10,000 $888 No change
CHWY Chewy Inc. Class A 0.00% 10 $426 New
OGN Organon & Co. 0.00% 38 $368 No change
VTRS Viatris Inc. 0.00% 12 $107 No change
ARKK ARK Innovation ETF 0.00% 1 $70 No change
HUN Huntsman Corp. 0.00% 4 $42 No change
EGIL Edgetech International Inc. 0.00% 750 $0 Reduce -25.0%
RMTD Remote Dynamics Inc. 0.00% 1 $0 No change
Ready Capital Corp Contingent 0.00% 774 $0 New

Portfolio Sells Q1 2025 → Q2 2025
XOM Exxon Mobil Corp. Reduce -6.7% 14.69% −5.91
AAPL Apple Inc. Reduce -1.4% 15.64% −4.72
AMZN Amazon.com Inc. Reduce -1.6% 26.31% −1.18
GOOG Alphabet Inc. Class C Reduce -1.6% 10.14% −0.62
TSLA Tesla Inc. Reduce -36.7% 0.03% −0.02
SMCI Super Micro Computer Inc. Sold out 0.00% −0.01
JEPI JPMorgan Equity Premium Inco Reduce -11.4% 0.01% −0.01
ASTS Ast Spacemobile Inc. Sold out 0.00% −0.00
MBLY Mobileye Global Inc. Class A Reduce -5.9% 0.36% −0.00
PNC PNC Financial Services Group Sold out 0.00% −0.00
DVN Devon Energy Corp. Sold out 0.00% −0.00
EGIL Edgetech International Inc. Reduce -25.0% 0.00% 0.00
PLTR Palantir Technologies Inc. Class A Reduce -0.5% 3.17% +0.83

Portfolio Buys Q1 2025 → Q2 2025
GOOGL Alphabet Inc. Class A New 10.14% +10.14
MSFT Microsoft Corp. Add +0.1% 11.04% +1.16
NVDA Nvidia Corp. Add +4.3% 4.74% +1.04
ACHR Archer Aviation Inc. Class A Add +28.6% 0.05% +0.02
RKT Rocket Cos Inc. Class A New 0.01% +0.01
CHTH CNL Healthcare Properties Inc. Add +0.0% 0.00% +0.00
DG Dollar General Corp. Add +0.9% 0.01% +0.00
LUNR Intuitive Machines Inc. Add +8.4% 0.00% +0.00
CHWY Chewy Inc. Class A New 0.00% +0.00
Ready Capital Corp Contingent New 0.00% 0.00
LB Landbridge Co. LLC-A Add +3.8% 0.01% −0.00
NKE Nike Inc. Class B Add +0.5% 0.04% −0.00
BP BP PLC-Spons ADR Add +1.7% 0.01% −0.00
BMY Bristol-Myers Squibb Co. Add +1.1% 0.01% −0.00
VLO Valero Energy Corp. Add +0.6% 0.04% −0.01
COP Conocophillips Add +0.9% 0.02% −0.01
PSX Phillips 66 Add +0.7% 0.04% −0.01
SPY SS SPDR S&P 500 ETF Trust-US Add +0.3% 0.19% −0.01
EPD Enterprise Products Partners Add +0.3% 0.06% −0.02
CVX Chevron Corp. Add +0.9% 0.09% −0.03
BRK.B Berkshire Hathaway Inc. Class B Add +0.5% 1.60% −0.47

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026Amended 119$236.6MAMZN, AAPL, GOOG, XOM, MSFT
Q1 2026 114$259.7MAMZN, XOM, AAPL, GOOG, GOOGL
Q4 2025Amended 133$270.7MAMZN, AAPL, GOOG, GOOGL, XOM
Q3 2025 109$247.8MAMZN, AAPL, XOM, GOOG, GOOGL
Q2 2025 100$213.7MAMZN, AAPL, XOM, MSFT, GOOG
Q1 2025 99$180.2MAMZN, XOM, AAPL, GOOG, MSFT
Q4 2024 90$196.1MAMZN, AAPL, XOM, GOOG, MSFT
Q3 2024 84$183.5MAMZN, AAPL, XOM, GOOG, MSFT
Q2 2024 80$184.8MAMZN, AAPL, XOM, GOOG, MSFT
Q1 2024 81$167.5MAMZN, XOM, AAPL, MSFT, GOOG