Miller Wealth Advisors, LLC reported 104 positions worth $232.54M for the quarter ended Jun 30, 2026, down 10.2% on the prior quarter. It opened 8 new positions, added to 40, trimmed 51 and exited 6. Its largest holding is Advanced Micro Devices Inc at 25.2% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| AMD Advanced Micro Devices Inc | +246.1K | +2,461,000.0% | $58.66M | 25.22% |
| GILD Gilead Sciences, Inc. | +120.2K | +120,216.0% | $42.48M | 18.28% |
| WMT Walmart Inc. | +289.0K | +10,563.2% | $39.51M | 17.15% |
| MS Morgan Stanley | +49.0K | +17,197.5% | $18.28M | 7.91% |
| NTR Nutrien Ltd. | +71.1K | +158,060.0% | $14.23M | 6.12% |
| PG PROCTER & GAMBLE Co | +55.4K | +10,080.7% | $6.47M | 2.81% |
| BP Bp Plc | +4,992 | +739.6% | $2.50M | 1.22% |
| BWXT BWX Technologies, Inc. | +1,001 | +1,820.0% | $1.07M | 0.484% |
| HUN Huntsman CORP | +5,996 | +149,900.0% | $837.22K | 0.36% |
| SPCX Space Exploration Technologies Corp | +674 | – | $502.99K | 0.216% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| GOOGL Alphabet Inc. | -121.0K | -99.7% | $122.34M | 0.14% |
| MSFT Microsoft Corp | -49.2K | -100.0% | $56.76M | <0.01% |
| AAPL Apple Inc. | -159.2K | -99.8% | $40.06M | 0.026% |
| PLTR Palantir Technologies Inc. | -55.9K | -98.7% | $9.44M | 0.052% |
| AMZN Amazon Com Inc | -243.3K | -97.9% | $7.92M | 0.071% |
| BRK-B Berkshire Hathaway Inc | -6,272 | -99.1% | $1.22M | <0.01% |
| NVDA Nvidia Corp | -71.5K | -99.9% | $972.16K | <0.01% |
| PSX Phillips 66 | -710 | -99.3% | $522.84K | <0.01% |
| VLO Valero Energy Corp | -613 | -94.9% | $425.94K | <0.01% |
| MBLY Mobileye Global Inc. | -41.5K | -99.8% | $401.53K | <0.01% |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| SPCX Space Exploration Technologies Corp | +674 | $502.99K | 0.216% |
| HD Home Depot, Inc. | +1,300 | $291.07K | 0.125% |
| HONA Honeywell Aerospace Inc. | +875 | $87.75K | 0.038% |
| COF Capital One Financial Corp | +561 | $58.33K | 0.025% |
| NEXT NextDecade Corp | +180 | $12.85K | <0.01% |
| GEV GE Vernova Inc. | +100 | $12.63K | <0.01% |
| STLN Starling Oncology, Inc. | +119 | $646.17 | <0.01% |
| MU Micron Technology Inc | +33 | $249.00 | <0.01% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| EPD Enterprise Products Partners L.P. | -1,656 | $62.65K | 0.024% |
| ABBV AbbVie Inc. | -240 | $52.20K | 0.02% |
| OPEN Opendoor Technologies Inc. | -4,065 | $19.02K | <0.01% |
| CLX Clorox Co | -125 | $12.95K | <0.01% |
| TFC Truist Financial Corp | -250 | $11.49K | <0.01% |
| LAC Lithium Americas Corp. | -58 | $229.00 | <0.01% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | AMD Advanced Micro Devices Inc | Technology | 246.1K | $58.66M | 25.22% | +246.1K | +2,461,000.0% | Added | 0.02% |
| 2 | GILD Gilead Sciences, Inc. | Healthcare | 120.3K | $42.51M | 18.28% | +120.2K | +120,216.0% | Added | 0.01% |
| 3 | GOOG Alphabet Inc. | Technology | 120.3K | $42.51M | 18.28% | -971 | -0.8% | Reduced | 0% |
| 4 | WMT Walmart Inc. | Consumer Staples | 291.7K | $39.89M | 17.15% | +289.0K | +10,563.2% | Added | 0% |
| 5 | MS Morgan Stanley | Financial Services | 49.3K | $18.39M | 7.91% | +49.0K | +17,197.5% | Added | 0% |
| 6 | NTR Nutrien Ltd. | Basic Materials | 71.2K | $14.24M | 6.12% | +71.1K | +158,060.0% | Added | 0.01% |
| 7 | PG PROCTER & GAMBLE Co | Consumer Staples | 56.0K | $6.53M | 2.81% | +55.4K | +10,080.7% | Added | 0% |
| 8 | BP Bp Plc | Energy | 5,667 | $2.84M | 1.22% | +4,992 | +739.6% | Added | 0% |
| 9 | BWXT BWX Technologies, Inc. | Industrials | 1,056 | $1.12M | 0.484% | +1,001 | +1,820.0% | Added | 0% |
| 10 | HUN Huntsman CORP | Basic Materials | 6,000 | $837.78K | 0.36% | +5,996 | +149,900.0% | Added | 0% |
| 11 | SPCX Space Exploration Technologies Corp | Industrials | 674 | $502.99K | 0.216% | +674 | – | New | 0% |
| 12 | LMT Lockheed Martin Corp | Industrials | 40.6K | $392.53K | 0.169% | +40.5K | +96,450.0% | Added | 0.02% |
| 13 | CVS CVS HEALTH Corp | Healthcare | 2,056 | $340.73K | 0.147% | +1,931 | +1,544.8% | Added | 0% |
| 14 | GOOGL Alphabet Inc. | Technology | 322 | $325.66K | 0.14% | -121.0K | -99.7% | Reduced | 0% |
| 15 | D Dominion Energy, Inc | Utilities | 476 | $301.94K | 0.13% | +196 | +70.0% | Added | 0% |
Tip. Select a row to see that position’s full history at Miller Wealth Advisors.
As of its Q2 2026 13F filing, Miller Wealth Advisors, LLC’s five largest positions were Advanced Micro Devices Inc (AMD) at 25.2%, Gilead Sciences, Inc. (GILD) at 18.3%, Alphabet Inc. (GOOG) at 18.3%, Walmart Inc. (WMT) at 17.2%, Morgan Stanley (MS) at 7.9% of the reported portfolio.
Miller Wealth Advisors, LLC reported a 13F portfolio worth $232.54M across 104 positions for Q2 2026. That is down 10.2% from the previous quarter.
Its largest purchases by value were Advanced Micro Devices Inc ($58.66M), Gilead Sciences, Inc. ($42.48M), Walmart Inc. ($39.51M). It opened 8 new positions.
Its largest sales by value were Alphabet Inc. ($122.34M), Microsoft Corp ($56.76M), Apple Inc. ($40.06M). It exited 6 positions entirely.
From the Form 13F-HR reports Miller Wealth Advisors, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.