MILLER WEALTH ADVISORS, LLC

Q4 2025 13F-HR/A Holdings

Location
Ouray, CO
Holdings as of
12/31/2025
Date filed
1/20/2026
Form type
13F-HR/A - RESTATEMENT
Num holdings
136
Total value ($000)
$270,672
Net value change ($000)
+22,831 (9.2%)
New positions
33
Sold out positions
6
Turnover %
0.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/23/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 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 8,648 29.0%
GOOGL 8,648 29.0%
AAPL 2,575 6.2%
XOM 2,430 7.4%
AMZN 2,202 3.9%
NVDA 249 1.9%
CAT 101 20.0%
HOOD 53 76.8%
RKT 35 109.4%
SOLS 32 NEW
Top Reduces (Value $000, Stocks/ETFs)
MSFT -1,628 -6.5%
BRK-B -389 -10.7%
MBLY -144 -24.9%
MMM -42 -100.0%
HON -40 -7.3%
HWM -39 -100.0%
ANET -32 -100.0%
META -30 -10.2%
EPD -18 -15.1%
MCD -17 -44.7%
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