MILLER WEALTH ADVISORS, LLC

Q3 2025 13F-HR Holdings

Location
Ouray, CO
Holdings as of
9/30/2025
Date filed
10/23/2025
Form type
13F-HR
Num holdings
109
Total value ($000)
$247,841
Net value change ($000)
+34,158 (16.0%)
New positions
11
Sold out positions
2
Turnover %
0.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/18/2025 Next filing: 1/20/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
GOOGL 8,175 37.7%
GOOGL 8,175 37.7%
AAPL 7,868 23.5%
PLTR 3,297 48.6%
NVDA 2,920 28.8%
XOM 1,565 5.0%
MSFT 1,551 6.6%
META 294 NEW
BRK-B 202 5.9%
CAT 94 22.9%
Top Reduces (Value $000, Stocks/ETFs)
AMZN -213 -0.4%
MBLY -191 -24.8%
PG -149 -63.7%
HON -58 -9.6%
DE -24 -9.9%
EPD -7 -5.6%
TSLA -5 -7.0%
SOLV -5 -100.0%
LB -4 -21.1%
JEPI -4 -12.5%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type