MILLER WEALTH ADVISORS, LLC
Long book
$259.7M
Q1 2026
Positions
117
Top-10 weight
98%
concentration
Last quarter
+10.8%
SPY +14.8%
Turnover
19%
of book per quarter
Strategy in plain words
auto-generated from filingsMILLER WEALTH ADVISORS, LLC is a diversified fundamental manager, running a $259.7M US long book across 117 positions.
The portfolio is extremely concentrated — the top 10 positions are almost the whole book. Turnover is modest: positions are typically held for years. Current anchor positions: AMAZON.COM INC, EXXON MOBIL CORP, APPLE INC, ALPHABET INC-CL C, ALPHABET INC-CL A.
Over the last 9 quarters its long book ran on average 1.1pp per quarter ahead of the S&P 500, beating the index in 5 of 9 quarters. We rate its filings as signal-bearing: position changes reflect genuine views.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
+9.7%
Q2 2024
+0.2%
Q3 2024
+6.9%
Q4 2024
-8.0%
Q1 2025
+8.8%
Q2 2025
+14.8%
Q3 2025
+9.5%
Q4 2025
-2.9%
Q1 2026
+10.8%
Sector allocation
Technology 58%
Consumer discretionary 20%
Energy 19%
Financials 1%
Industrials 1%
Healthcare 0%
Other 0%
Consumer staples 0%
Long book by quarter
What does MILLER WEALTH own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| AMZN AMAZON.COM INC | Consumer discretionary | 248.4K | $51.7M | 19.9% | -1.5% |
| XOM EXXON MOBIL CORP | Energy | 291.5K | $49.5M | 19.0% | -0.8% |
| AAPL APPLE INC | Technology | 159.4K | $40.5M | 15.6% | -1.2% |
| GOOG ALPHABET INC-CL C | Technology | 121.3K | $34.8M | 13.4% | -1.1% |
| GOOGL ALPHABET INC-CL A | Technology | 121.3K | $34.8M | 13.4% | -1.1% |
| MSFT MICROSOFT CORP | Technology | 49.2K | $18.2M | 7.0% | +1.2% |
| NVDA NVIDIA CORP | Technology | 71.5K | $12.5M | 4.8% | +0.3% |
| PLTR PALANTIR TECHNOLOGIES INC-A | Technology | 56.6K | $8.3M | 3.2% | -0.2% |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | Financials | 6.3K | $3.0M | 1.2% | -1.7% |
| CAT CATERPILLAR INC | Industrials | 1.1K | $748K | 0.3% | Held |
| HON HONEYWELL INTERNATIONAL INC | Industrials | 2.6K | $588K | 0.2% | Held |
| CVX CHEVRON CORP | Energy | 1.9K | $399K | 0.2% | +46.2% |
| WMT WALMART INC | Consumer discretionary | 2.7K | $340K | 0.1% | Held |
| MBLY MOBILEYE GLOBAL INC-A | Technology | 41.6K | $285K | 0.1% | 0.0% |
| GS GOLDMAN SACHS GROUP INC | Financials | 322 | $272K | 0.1% | Held |
| DE DEERE & CO | Industrials | 476 | $268K | 0.1% | Held |
| INTC INTEL CORP | Technology | 6.0K | $265K | 0.1% | -2.8% |
| META META PLATFORMS INC-CLASS A | Technology | 400 | $229K | 0.1% | Held |
| APA APA CORP | Energy | 5.1K | $216K | 0.1% | Held |
| VLO VALERO ENERGY CORP | Energy | 646 | $160K | 0.1% | +0.5% |
| PEP PEPSICO INC | Consumer staples | 951 | $148K | 0.1% | Held |
| PSX PHILLIPS 66 | Energy | 715 | $130K | 0.1% | +0.6% |
| JPM JPMORGAN CHASE & CO | Financials | 430 | $126K | 0.0% | Held |
| LLY ELI LILLY & CO | Healthcare | 100 | $92K | 0.0% | Held |
| PG PROCTER & GAMBLE CO/THE | Other | 550 | $79K | 0.0% | Held |
| HOOD ROBINHOOD MARKETS INC - A | Financials | 1.1K | $74K | 0.0% | Held |
| COP CONOCOPHILLIPS | Energy | 561 | $74K | 0.0% | +0.7% |
| ACHR ARCHER AVIATION INC-A | Industrials | 13.8K | $71K | 0.0% | -1.4% |
| AMAT APPLIED MATERIALS INC | Technology | 200 | $68K | 0.0% | Held |
| EPD ENTERPRISE PRODUCTS PARTNERS | Utilities | 1.7K | $63K | 0.0% | -47.6% |
| NKE NIKE INC -CL B | Other | 1.1K | $59K | 0.0% | +0.5% |
| ABBV ABBVIE INC | Healthcare | 240 | $52K | 0.0% | Held |
| RKT ROCKET COS INC-CLASS A | Financials | 3.5K | $50K | 0.0% | Held |
| SOLS SOLSTICE ADV MATERIALS INC | Materials | 650 | $50K | 0.0% | Held |
| MS MORGAN STANLEY | Financials | 285 | $47K | 0.0% | Held |
| TSLA TESLA INC | Industrials | 119 | $44K | 0.0% | -20.1% |
| OXY OCCIDENTAL PETROLEUM CORP | Energy | 615 | $40K | 0.0% | Held |
| MMM 3M CO | Healthcare | 269 | $39K | 0.0% | New |
| VZ VERIZON COMMUNICATIONS INC | Communications | 765 | $38K | 0.0% | Held |
| PFG PRINCIPAL FINANCIAL GROUP | Financials | 396 | $36K | 0.0% | Held |
| ITW ILLINOIS TOOL WORKS | Industrials | 125 | $33K | 0.0% | Held |
| KO COCA-COLA CO/THE | Consumer staples | 390 | $30K | 0.0% | Held |
| T AT&T INC | Communications | 1.0K | $30K | 0.0% | Held |
| DG DOLLAR GENERAL CORP | Consumer discretionary | 227 | $27K | 0.0% | +0.4% |
| LMT LOCKHEED MARTIN CORP | Industrials | 42 | $25K | 0.0% | Held |
| VRT VERTIV HOLDINGS CO-A | Technology | 100 | $25K | 0.0% | -38.3% |
| SO SOUTHERN CO/THE | Utilities | 250 | $24K | 0.0% | Held |
| APLD APPLIED DIGITAL CORP | Technology | 1.0K | $24K | 0.0% | Held |
| MCD MCDONALD'S CORP | Consumer discretionary | 70 | $22K | 0.0% | Held |
| OVV OVINTIV INC | Energy | 332 | $20K | 0.0% | Held |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | May 1, 2026 | 117 | $259.7M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR/ARESTATEMENT | Jan 20, 2026 | 136 | $270.7M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Jan 20, 2026 | 137 | $270.7M | SEC ↗ | |
| Q3 2025 | 13F-HR | Oct 23, 2025 | 109 | $247.8M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Jul 18, 2025 | 100 | $213.7M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | May 13, 2025 | 100 | $180.2M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Feb 5, 2025 | 91 | $196.1M | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Oct 30, 2024 | 85 | $183.5M | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Jul 18, 2024 | 81 | $184.8M | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | May 8, 2024 | 82 | $167.5M | canonical | SEC ↗ |
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