Miller Wealth Advisors, LLC

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 29, 2026), Miller Wealth Advisors, LLC reported 119 stock positions worth $236.6 million. Its top holding was Amazon.com (AMZN) at 24.8% of the portfolio, followed by Apple (AAPL, 19.3%) and Alphabet Class C (GOOG, 18.0%). Compared with Q1 2026, it opened 8 new positions, sold out of 4, added to 8 and reduced 13. The biggest buy was Microsoft (MSFT, shares +0%) and the biggest sale Alphabet Class A (GOOGL, shares −100%).

Most Recent 13F
Q2 2026
Location
OURAY, CO
CIK
0001908158
Portfolio Value
$236.6M (Q2 2026)
SEC Filing
0001908158-26-000006 ↗ filed Jul 29, 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 Q1 2026 Q2 2026: $236.6M $236.6M Q2 2026

Holdings 119 stocks · $236.6M
AMZN Amazon.com Inc. 24.79% 246,110 $58.7M Reduce -0.9%
AAPL Apple Inc. 19.28% 157,683 $45.6M Reduce -1.1%
GOOG Alphabet Inc. Class C 17.97% 120,316 $42.5M Reduce -0.8%
XOM Exxon Mobil Corp. 16.86% 291,745 $39.9M Add +0.1%
MSFT Microsoft Corp. 7.77% 49,298 $18.4M Add +0.2%
NVDA Nvidia Corp. 6.02% 71,172 $14.2M Reduce -0.5%
PLTR Palantir Technologies Inc. Class A 2.76% 55,994 $6.5M Reduce -1.0%
BRK.B Berkshire Hathaway Inc. Class B 1.20% 5,667 $2.8M Reduce -10.4%
CAT Caterpillar Inc. 0.48% 1,056 $1.1M No change
INTC Intel Corp. 0.35% 6,000 $838K No change
SPY SS SPDR S&P 500 ETF Trust-US 0.21% 674 $503K No change
MBLY Mobileye Global Inc. Class A 0.17% 40,551 $393K Reduce -2.4%
CVX Chevron Corp. 0.14% 2,056 $341K Add +6.5%
GS Goldman Sachs Group Inc. 0.14% 322 $326K No change
WMT Walmart Inc. 0.13% 2,736 $310K No change
DE Deere & Co. 0.13% 476 $302K No change
HON Honeywell International Inc. 0.12% 1,300 $291K No change
HONA Honeywell Aerospace Inc. 0.12% 1,300 $287K No change
SPCX Space Exploration Techn Class A 0.11% 1,546 $264K New
META Meta Platforms Inc. Class A 0.10% 400 $225K No change
VLO Valero Energy Corp. 0.07% 646 $168K No change
APA Apa Corp. 0.07% 5,099 $166K No change
AMAT Applied Materials Inc. 0.06% 200 $145K No change
JPM JPMorgan Chase & Co. 0.06% 430 $141K No change
PEP Pepsico Inc. 0.05% 951 $129K No change
PSX Phillips 66 0.05% 715 $121K No change
LLY Eli Lilly & Co. 0.05% 100 $120K No change
HOOD Robinhood Markets Inc. Class A 0.04% 875 $88K Reduce -18.6%
PG The Procter & Gamble Co. 0.03% 550 $81K No change
GOOGL Alphabet Inc. Class A 0.03% 225 $80K Reduce -99.8%
ACHR Archer Aviation Inc. Class A 0.03% 13,782 $65K No change
ABBV Abbvie Inc. 0.03% 240 $60K No change
MS Morgan Stanley 0.03% 285 $60K No change
COP Conocophillips 0.02% 561 $58K No change
SOLS Solstice Adv Materials Inc. 0.02% 650 $58K No change
RKT Rocket Cos Inc. Class A 0.02% 3,475 $55K No change
TSLA Tesla Inc. 0.02% 119 $50K No change
NKE Nike Inc. Class B 0.02% 1,120 $46K Add +0.7%
MMM 3M Co. 0.02% 269 $44K No change
PFG Principal Financial Group 0.02% 396 $43K No change
EPD Enterprise Products Partners 0.02% 1,143 $42K Reduce -31.0%
APLD Applied Digital Corp. 0.02% 1,000 $37K No change
ITW Illinois Tool Works 0.01% 125 $34K No change
VRT Vertiv Holdings Co. Class A 0.01% 100 $33K No change
VZ Verizon Communications Inc. 0.01% 765 $32K No change
KO The Coca-Cola Co. 0.01% 390 $32K No change
OXY Occidental Petroleum Corp. 0.01% 615 $30K No change
DG Dollar General Corp. 0.01% 227 $26K No change
BP BP PLC-Spons ADR 0.01% 684 $25K Add +1.3%
SO The Southern Co. 0.01% 250 $24K No change
OHI Omega Healthcare Investors 0.01% 486 $23K Reduce -8.0%
MU Micron Technology Inc. 0.01% 20 $23K New
VOO Vanguard S&P 500 ETF 0.01% 33 $23K Add +3200.0%
LMT Lockheed Martin Corp. 0.01% 42 $21K No change
T AT&T Inc. 0.01% 1,022 $21K No change
JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F 0.01% 324 $20K No change
FIX Comfort Systems USA Inc. 0.01% 10 $20K No change
MCD McDonald's Corp. 0.01% 71 $19K Add +1.4%
D Dominion Energy Inc. 0.01% 280 $19K No change
CINF Cincinnati Financial Corp. 0.01% 100 $19K No change
BKR Baker Hughes Co. 0.01% 315 $17K No change
OVV Ovintiv Inc. 0.01% 332 $17K No change
CL Colgate-Palmolive Co. 0.01% 183 $17K No change
BMY Bristol-Myers Squibb Co. 0.01% 281 $16K No change
CMCSA Comcast Corp. Class A 0.01% 629 $15K No change
STLN Starling Oncology Inc. filed as THE ONCOLOGY INSTITUTE INC 0.01% 2,820 $15K New
RECAF Reconnaissance Energy Africa 0.01% 20,000 $15K No change
ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV 0.01% 7 $14K No change
JEPI JPMorgan Equity Premium Inco 0.01% 235 $13K Reduce -28.8%
USAR USA Rare Earth Inc. 0.01% 600 $13K No change
CVS CVS Health Corp. 0.01% 125 $13K No change
SLG SL Green Realty Corp. 0.01% 249 $13K No change
NFLX Netflix Inc. 0.01% 180 $13K No change
MRK Merck & Co. Inc. 0.01% 100 $13K No change
IREN Iren Ltd. filed as IREN LIMITED 0.01% 280 $13K Reduce -41.7%
HD Home Depot Inc. 0.01% 36 $13K New
DUK Duke Energy Corp. 0.01% 100 $13K No change
GILD Gilead Sciences Inc. 0.01% 100 $13K No change
TFC Truist Financial Corp. 0.01% 250 $12K No change
EMR Emerson Electric Co. 0.00% 75 $11K No change
BWXT BWX Technologies Inc. 0.00% 55 $11K No change
AFG American Financial Group Inc. 0.00% 75 $10K No change
CCJ Cameco Corp. 0.00% 100 $10K No change
BABA Alibaba Group Holding-SP ADR 0.00% 100 $10K No change
GEV GE Vernova Inc. 0.00% 8 $9K New
MP MP Materials Corp. 0.00% 165 $9K No change
SCHW Schwab (charles) Corp. 0.00% 100 $9K No change
SNWGF Snowline Gold Corp. 0.00% 1,000 $9K No change
OKE Oneok Inc. 0.00% 100 $9K No change
JNJ Johnson & Johnson 0.00% 26 $7K Add +4.0%
WBD Warner Bros Discovery Inc. 0.00% 247 $7K No change
NNE Nano Nuclear Energy Inc. 0.00% 275 $6K No change
AMD Advanced Micro Devices 0.00% 10 $6K No change
VVV Valvoline Inc. 0.00% 137 $5K No change
OKLO Oklo Inc. 0.00% 90 $5K No change
COF Capital One Financial Corp. 0.00% 22 $4K New
SNDA Sonida Senior Living Inc. 0.00% 94 $4K No change
QQQ Invesco QQQ Trust Series 1 0.00% 5 $4K No change
ARKK ARK Innovation ETF 0.00% 45 $4K No change
ASH Ashland Inc. 0.00% 50 $3K No change
NTR Nutrien Ltd. 0.00% 45 $3K No change
PFE Pfizer Inc. 0.00% 100 $2K No change
FIS Fidelity National Info Serv 0.00% 50 $2K No change
KVUE Kenvue Inc. 0.00% 100 $2K No change
MET Metlife Inc. 0.00% 20 $2K No change
DJT Trump Media & Technology Gro 0.00% 205 $2K No change
KIM Kimco Realty Corp. 0.00% 56 $1K No change
VSNT Versant Media Group Inc. 0.00% 24 $864 No change
V Visa Inc. Class A 0.00% 2 $686 No change
OGN Organon & Co. 0.00% 38 $517 No change
QQQM Invesco Nasdaq 100 ETF 0.00% 1 $303 No change
NEXT Nextdecade Corp. 0.00% 33 $249 New
VTRS Viatris Inc. 0.00% 12 $191 No change
LKNCY Luckin Coffee Inc. - ADR 0.00% 4 $111 No change
HUN Huntsman Corp. 0.00% 4 $42 No change
FLYYQ Spirit Aviation Holdings Inc. 0.00% 200 $4 New
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 · $114 (not counted above)
SecurityClassShares / PrincipalValueChange
OPENW Opendoor Technologies Inc.-26 *W EXP 11/20/202 135$38No change
OPENL Opendoor Technologies Inc.-26 *W EXP 11/20/202 135$38No change
OPENZ Opendoor Technologies Inc.-26 *W EXP 11/20/202 135$38No change

Total filed on the 13F, all lines: $236.6M.

Portfolio Sells Q1 2026 → Q2 2026
GOOGL Alphabet Inc. Class A Reduce -99.8% 0.03% −13.36
PLTR Palantir Technologies Inc. Class A Reduce -1.0% 2.76% −0.43
NLR Vaneck Urani & Nuclr ETF-Usd Sold out 0.00% −0.05
OPEN Opendoor Technologies Inc. Sold out 0.00% −0.01
EPD Enterprise Products Partners Reduce -31.0% 0.02% −0.01
CLX Clorox Company Sold out 0.00% −0.01
JEPI JPMorgan Equity Premium Inco Reduce -28.8% 0.01% −0.00
IREN Iren Ltd. Reduce -41.7% 0.01% −0.00
LAC Lithium Americas Corp. Sold out 0.00% −0.00
OHI Omega Healthcare Investors Reduce -8.0% 0.01% +0.00
HOOD Robinhood Markets Inc. Class A Reduce -18.6% 0.04% +0.01
BRK.B Berkshire Hathaway Inc. Class B Reduce -10.4% 1.20% +0.03
MBLY Mobileye Global Inc. Class A Reduce -2.4% 0.17% +0.06
NVDA Nvidia Corp. Reduce -0.5% 6.02% +1.22
AAPL Apple Inc. Reduce -1.1% 19.28% +3.70
GOOG Alphabet Inc. Class C Reduce -0.8% 17.97% +4.57
AMZN Amazon.com Inc. Reduce -0.9% 24.79% +4.87

Portfolio Buys Q1 2026 → Q2 2026
MSFT Microsoft Corp. Add +0.2% 7.77% +0.76
SPCX Space Exploration Techn Class A New 0.11% +0.11
MU Micron Technology Inc. New 0.01% +0.01
VOO Vanguard S&P 500 ETF Add +3200.0% 0.01% +0.01
STLN Starling Oncology Inc. New 0.01% +0.01
HD Home Depot Inc. New 0.01% +0.01
GEV GE Vernova Inc. New 0.00% +0.00
COF Capital One Financial Corp. New 0.00% +0.00
JNJ Johnson & Johnson Add +4.0% 0.00% +0.00
NEXT Nextdecade Corp. New 0.00% +0.00
FLYYQ Spirit Aviation Holdings Inc. New 0.00% 0.00
MCD McDonald's Corp. Add +1.4% 0.01% −0.00
BP BP PLC-Spons ADR Add +1.3% 0.01% −0.00
NKE Nike Inc. Class B Add +0.7% 0.02% −0.00
CVX Chevron Corp. Add +6.5% 0.14% −0.01
XOM Exxon Mobil Corp. Add +0.1% 16.86% −2.19

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