Miller Wealth Advisors, LLC 13F Holdings · Q2 2026
Miller Wealth Advisors, LLC reported 121 securities worth $236.62M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: AMZN (24.79%), AAPL (19.28%), GOOG (17.97%). Among its top 25 positions this quarter: 3 new, 3 added, 7 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AMZN | AMAZON.COM INC | $58.7M | 24.79% | 246,110 | Trimmed |
| 2 | AAPL | APPLE INC | $45.6M | 19.28% | 157,683 | Trimmed |
| 3 | GOOG | ALPHABET INC | $42.5M | 17.97% | 120,316 | Trimmed |
| 4 | XOM | EXXON MOBIL CORP | $39.9M | 16.86% | 291,745 | Added |
| 5 | MSFT | MICROSOFT CORP | $18.4M | 7.77% | 49,298 | Added |
| 6 | NVDA | NVIDIA CORP | $14.2M | 6.02% | 71,172 | Trimmed |
| 7 | PLTR | PALANTIR TECHNOLOGIES IN | $6.5M | 2.76% | 55,994 | Trimmed |
| 8 | BRKB | BERKSHIRE HATHAWAY | $2.8M | 1.20% | 5,667 | Trimmed |
| 9 | CAT | CATERPILLAR INC | $1.1M | 0.48% | 1,056 | Hold |
| 10 | INTC | INTEL CORP | $837,780 | 0.35% | 6,000 | Hold |
| 11 | SPY | STATE STREET SPDR S&P | $502,993 | 0.21% | 674 | Hold |
| 12 | MBLY | MOBILEYE GLOBAL INC | $392,534 | 0.17% | 40,551 | Trimmed |
| 13 | CVX | CHEVRON CORP NEW | $340,731 | 0.14% | 2,056 | Added |
| 14 | GS | GOLDMAN SACHS GROUP INC | $325,661 | 0.14% | 322 | Hold |
| 15 | DE | DEERE & CO | $301,941 | 0.13% | 476 | Hold |
| 16 | WMT | WALMART INC | $309,879 | 0.13% | 2,736 | Hold |
| 17 | HON | HONEYWELL INTL INC | $291,070 | 0.12% | 1,300 | New |
| 18 | HONA | HONEYWELL AEROSPACE INC | $287,404 | 0.12% | 1,300 | New |
| 19 | SPCX | SPACE EX TECH SPACEX | $264,150 | 0.11% | 1,546 | New |
| 20 | META | META PLATFORMS INC | $225,316 | 0.10% | 400 | Hold |
| 21 | APA | APA CORP | $166,075 | 0.07% | 5,099 | Hold |
| 22 | VLO | VALERO ENERGY CORP NEW | $168,245 | 0.07% | 646 | Hold |
| 23 | AMAT | APPLIED MATLS INC | $144,600 | 0.06% | 200 | Hold |
| 24 | JPM | JPMORGAN CHASE & CO | $140,752 | 0.06% | 430 | Hold |
| 25 | LLY | ELI LILLY AND CO | $119,943 | 0.05% | 100 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR