Miller Wealth Advisors, LLC

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 1, 2026), Miller Wealth Advisors, LLC reported 114 stock positions worth $259.7 million. Its top holding was Amazon.com (AMZN) at 19.9% of the portfolio, followed by Exxon Mobil (XOM, 19.0%) and Apple (AAPL, 15.6%). Compared with Q4 2025, it opened 3 new positions, sold out of 23, added to 12 and reduced 19. The biggest buy was Chevron (CVX, shares +46%) and the biggest sale Amazon.com (AMZN, shares −1%).

Most Recent 13F
Q2 2026
Location
OURAY, CO
CIK
0001908158
Portfolio Value
$259.7M (Q1 2026)
SEC Filing
0001908158-26-000003 ↗ filed May 1, 2026

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 Q2 2025 Q3 2025: $247.8M Q3 2025 Q4 2025: $270.7M Q4 2025 Q1 2026: $259.7M $259.7M Q1 2026 Q2 2026: $236.6M Q2 2026

Holdings 114 stocks · $259.7M
AMZN Amazon.com Inc. 19.92% 248,409 $51.7M Reduce -1.5%
XOM Exxon Mobil Corp. 19.04% 291,513 $49.5M Reduce -0.8%
AAPL Apple Inc. 15.58% 159,448 $40.5M Reduce -1.2%
GOOG Alphabet Inc. Class C 13.40% 121,287 $34.8M Reduce -1.1%
GOOGL Alphabet Inc. Class A 13.40% 121,287 $34.8M Reduce -1.1%
MSFT Microsoft Corp. 7.01% 49,195 $18.2M Add +1.2%
NVDA Nvidia Corp. 4.80% 71,493 $12.5M Add +0.3%
PLTR Palantir Technologies Inc. Class A 3.19% 56,583 $8.3M Reduce -0.2%
BRK.B Berkshire Hathaway Inc. Class B 1.17% 6,327 $3.0M Reduce -1.7%
CAT Caterpillar Inc. 0.29% 1,056 $748K No change
HON Honeywell International Inc. 0.23% 2,600 $588K No change
SPY SS SPDR S&P 500 ETF Trust-US 0.17% 674 $438K Add +0.3%
CVX Chevron Corp. 0.15% 1,930 $399K Add +46.2%
WMT Walmart Inc. 0.13% 2,736 $340K No change
MBLY Mobileye Global Inc. Class A 0.11% 41,551 $285K Reduce -0.0%
GS Goldman Sachs Group Inc. 0.10% 322 $272K No change
DE Deere & Co. 0.10% 476 $268K No change
INTC Intel Corp. 0.10% 6,000 $265K Reduce -2.8%
META Meta Platforms Inc. Class A 0.09% 400 $229K No change
APA Apa Corp. 0.08% 5,099 $216K No change
VLO Valero Energy Corp. 0.06% 646 $160K Add +0.5%
PEP Pepsico Inc. 0.06% 951 $148K No change
PSX Phillips 66 0.05% 715 $130K Add +0.6%
JPM JPMorgan Chase & Co. 0.05% 430 $126K No change
NLR Vaneck Urani & Nuclr ETF-Usd 0.05% 900 $120K No change
LLY Eli Lilly & Co. 0.04% 100 $92K No change
PG The Procter & Gamble Co. 0.03% 550 $79K No change
HOOD Robinhood Markets Inc. Class A 0.03% 1,075 $74K No change
COP Conocophillips 0.03% 561 $74K Add +0.7%
ACHR Archer Aviation Inc. Class A 0.03% 13,782 $71K Reduce -1.4%
AMAT Applied Materials Inc. 0.03% 200 $68K No change
EPD Enterprise Products Partners 0.02% 1,656 $63K Reduce -47.6%
NKE Nike Inc. Class B 0.02% 1,112 $59K Add +0.5%
ABBV Abbvie Inc. 0.02% 240 $52K No change
RKT Rocket Cos Inc. Class A 0.02% 3,475 $50K No change
SOLS Solstice Adv Materials Inc. 0.02% 650 $50K No change
MS Morgan Stanley 0.02% 285 $47K No change
TSLA Tesla Inc. 0.02% 119 $44K Reduce -20.1%
OXY Occidental Petroleum Corp. 0.02% 615 $40K No change
MMM 3M Co. 0.01% 269 $39K New
VZ Verizon Communications Inc. 0.01% 765 $38K No change
PFG Principal Financial Group 0.01% 396 $36K No change
ITW Illinois Tool Works 0.01% 125 $33K No change
BP BP PLC-Spons ADR 0.01% 675 $32K Add +1.1%
KO The Coca-Cola Co. 0.01% 390 $30K No change
T AT&T Inc. 0.01% 1,022 $30K No change
DG Dollar General Corp. 0.01% 227 $27K Add +0.4%
LMT Lockheed Martin Corp. 0.01% 42 $25K No change
VRT Vertiv Holdings Co. Class A 0.01% 100 $25K Reduce -38.3%
SO The Southern Co. 0.01% 250 $24K No change
APLD Applied Digital Corp. 0.01% 1,000 $24K No change
OHI Omega Healthcare Investors 0.01% 528 $23K Reduce -7.8%
MCD McDonald's Corp. 0.01% 70 $22K No change
OVV Ovintiv Inc. 0.01% 332 $20K No change
BKR Baker Hughes Co. 0.01% 315 $19K No change
OPEN Opendoor Technologies Inc. 0.01% 4,065 $19K No change
JEPI JPMorgan Equity Premium Inco 0.01% 330 $19K Reduce -13.6%
CMCSA Comcast Corp. Class A 0.01% 629 $18K No change
JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F 0.01% 324 $18K No change
D Dominion Energy Inc. 0.01% 280 $17K No change
NFLX Netflix Inc. 0.01% 180 $17K No change
BMY Bristol-Myers Squibb Co. 0.01% 281 $17K Add +1.4%
IREN Iren Ltd. filed as IREN LIMITED 0.01% 480 $16K Reduce -29.4%
RECAF Reconnaissance Energy Africa 0.01% 20,000 $16K No change
CINF Cincinnati Financial Corp. 0.01% 100 $16K No change
CL Colgate-Palmolive Co. 0.01% 183 $16K No change
GILD Gilead Sciences Inc. 0.01% 100 $14K No change
FIX Comfort Systems USA Inc. 0.01% 10 $14K No change
DUK Duke Energy Corp. 0.01% 100 $13K No change
CLX Clorox Company 0.01% 125 $13K No change
BABA Alibaba Group Holding-SP ADR 0.00% 100 $13K No change
MRK Merck & Co. Inc. 0.00% 100 $12K No change
TFC Truist Financial Corp. 0.00% 250 $11K No change
BWXT BWX Technologies Inc. 0.00% 55 $11K No change
CCJ Cameco Corp. 0.00% 100 $11K No change
SNWGF Snowline Gold Corp. 0.00% 1,000 $10K No change
EMR Emerson Electric Co. 0.00% 75 $10K No change
AFG American Financial Group Inc. 0.00% 75 $10K No change
SCHW Schwab (charles) Corp. 0.00% 100 $9K No change
ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV 0.00% 7 $9K New
SLG SL Green Realty Corp. 0.00% 249 $9K No change
USAR USA Rare Earth Inc. 0.00% 600 $9K Reduce -25.0%
OKE Oneok Inc. 0.00% 100 $9K No change
CVS CVS Health Corp. 0.00% 125 $9K No change
MP MP Materials Corp. 0.00% 165 $8K No change
WBD Warner Bros Discovery Inc. 0.00% 247 $7K No change
JNJ Johnson & Johnson 0.00% 25 $6K No change
NNE Nano Nuclear Energy Inc. 0.00% 275 $6K No change
VVV Valvoline Inc. 0.00% 137 $5K No change
OKLO Oklo Inc. 0.00% 90 $4K No change
NTR Nutrien Ltd. 0.00% 45 $3K No change
ARKK ARK Innovation ETF 0.00% 45 $3K Add +4400.0%
SNDA Sonida Senior Living Inc. 0.00% 94 $3K New
QQQ Invesco QQQ Trust Series 1 0.00% 5 $3K No change
PFE Pfizer Inc. 0.00% 100 $3K No change
ASH Ashland Inc. 0.00% 50 $3K No change
FIS Fidelity National Info Serv 0.00% 50 $2K No change
AMD Advanced Micro Devices 0.00% 10 $2K Reduce -88.8%
DJT Trump Media & Technology Gro 0.00% 205 $2K No change
KVUE Kenvue Inc. 0.00% 100 $2K No change
MET Metlife Inc. 0.00% 20 $1K No change
KIM Kimco Realty Corp. 0.00% 56 $1K No change
VSNT Versant Media Group Inc. 0.00% 24 $888 Reduce -4.6%
V Visa Inc. Class A 0.00% 2 $604 No change
VOO Vanguard S&P 500 ETF 0.00% 1 $598 No change
QQQM Invesco Nasdaq 100 ETF 0.00% 1 $238 No change
LAC Lithium Americas Corp. 0.00% 58 $229 No change
OGN Organon & Co. 0.00% 38 $229 No change
VTRS Viatris Inc. 0.00% 12 $162 No change
LKNCY Luckin Coffee Inc. - ADR 0.00% 4 $128 No change
HUN Huntsman Corp. 0.00% 4 $53 No change
EGIL Edgetech International Inc. 0.00% 750 $0 No change
RMTD Remote Dynamics Inc. 0.00% 1 $0 No change
Ready Capital Corp Contingent 0.00% 774 $0 No change
Other holdings (3): bonds, preferreds, convertibles and warrants · $99 (not counted above)
SecurityClassShares / PrincipalValueChange
OPENW Opendoor Technologies Inc.-26 *W EXP 11/20/202 135$33No change
OPENL Opendoor Technologies Inc.-26 *W EXP 11/20/202 135$33No change
OPENZ Opendoor Technologies Inc.-26 *W EXP 11/20/202 135$33No change

Total filed on the 13F, all lines: $259.7M.

Portfolio Sells Q4 2025 → Q1 2026
AMZN Amazon.com Inc. Reduce -1.5% 19.92% −1.59
GOOG Alphabet Inc. Class C Reduce -1.1% 13.40% −0.83
GOOGL Alphabet Inc. Class A Reduce -1.1% 13.40% −0.83
AAPL Apple Inc. Reduce -1.2% 15.58% −0.62
PLTR Palantir Technologies Inc. Class A Reduce -0.2% 3.19% −0.54
MBLY Mobileye Global Inc. Class A Reduce -0.0% 0.11% −0.05
BRK.B Berkshire Hathaway Inc. Class B Reduce -1.7% 1.17% −0.03
EPD Enterprise Products Partners Reduce -47.6% 0.02% −0.01
ACHR Archer Aviation Inc. Class A Reduce -1.4% 0.03% −0.01
TSLA Tesla Inc. Reduce -20.1% 0.02% −0.01
AMD Advanced Micro Devices Reduce -88.8% 0.00% −0.01
LB Landbridge Co. LLC-A Sold out 0.00% −0.01
GME Gamestop Corp. Class A Sold out 0.00% −0.00
IREN Iren Ltd. Reduce -29.4% 0.01% −0.00
UNH Unitedhealth Group Inc. Sold out 0.00% −0.00
SNOW LAKE RES LTD Sold out 0.00% −0.00
CHTH CNL Healthcare Properties Inc. Sold out 0.00% −0.00
LUNR Intuitive Machines Inc. Sold out 0.00% −0.00
BMXI Brookmount Explorations Inc. Sold out 0.00% −0.00
SOFI Sofi Technologies Inc. Sold out 0.00% −0.00
JOBY Joby Aviation Inc. Sold out 0.00% −0.00
JEPI JPMorgan Equity Premium Inco Reduce -13.6% 0.01% −0.00
GNPX Genprex Inc. Sold out 0.00% −0.00
BRCHF Brainchip Holdings Ltd. Sold out 0.00% −0.00
CNX CNX Resources Corp. Sold out 0.00% −0.00
EOSE Eos Energy Enterprises Inc. Sold out 0.00% −0.00
FUSE Fusemachines Inc. Sold out 0.00% −0.00
GSIT Gsi Technology Inc. Sold out 0.00% −0.00
KPRX Kiora Pharmaceuticals Inc. Sold out 0.00% −0.00
NIXX Nixxy Inc. Sold out 0.00% −0.00
WKEY Wisekey Intl Holdings-ADR Sold out 0.00% −0.00
OHI Omega Healthcare Investors Reduce -7.8% 0.01% −0.00
SOUN Soundhound AI Inc. Class A Sold out 0.00% −0.00
KLYG Kelyniam Global Inc. Sold out 0.00% −0.00
WWR Westwater Resources Inc. Sold out 0.00% −0.00
DVLT Datavault AI Inc. Sold out 0.00% −0.00
BBW Build-A-Bear Workshop Inc. Sold out 0.00% −0.00
USAR USA Rare Earth Inc. Reduce -25.0% 0.00% 0.00
VSNT Versant Media Group Inc. Reduce -4.6% 0.00% 0.00
VRT Vertiv Holdings Co. Class A Reduce -38.3% 0.01% 0.00
INTC Intel Corp. Reduce -2.8% 0.10% +0.02
XOM Exxon Mobil Corp. Reduce -0.8% 19.04% +5.97

Portfolio Buys Q4 2025 → Q1 2026
CVX Chevron Corp. Add +46.2% 0.15% +0.08
VLO Valero Energy Corp. Add +0.5% 0.06% +0.02
PSX Phillips 66 Add +0.6% 0.05% +0.02
MMM 3M Co. New 0.01% +0.01
COP Conocophillips Add +0.7% 0.03% +0.01
BP BP PLC-Spons ADR Add +1.1% 0.01% +0.00
ASML ASML Holding NV-NY Reg SHS New 0.00% +0.00
SNDA Sonida Senior Living Inc. New 0.00% +0.00
ARKK ARK Innovation ETF Add +4400.0% 0.00% +0.00
BMY Bristol-Myers Squibb Co. Add +1.4% 0.01% +0.00
SPY SS SPDR S&P 500 ETF Trust-US Add +0.3% 0.17% −0.00
DG Dollar General Corp. Add +0.4% 0.01% −0.00
NKE Nike Inc. Class B Add +0.5% 0.02% −0.00
NVDA Nvidia Corp. Add +0.3% 4.80% −0.11
MSFT Microsoft Corp. Add +1.2% 7.01% −1.67

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