MILLER WEALTH ADVISORS, LLC

Q1 2026 13F-HR Holdings

Location
Ouray, CO
Holdings as of
3/31/2026
Date filed
5/1/2026
Form type
13F-HR
Num holdings
117
Total value ($000)
$259,728
Net value change ($000)
-10,944 (-4.0%)
New positions
4
Sold out positions
23
Turnover %
0.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/20/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
XOM 14,080 39.8%
CVX 198 98.5%
CAT 143 23.6%
APA 91 72.8%
HON 81 16.0%
VLO 55 52.4%
DE 46 20.7%
MMM 39 NEW
PSX 38 41.3%
INTC 37 16.2%
Top Reduces (Value $000, Stocks/ETFs)
AMZN -6,471 -11.1%
MSFT -5,298 -22.5%
GOOGL -3,706 -9.6%
GOOGL -3,706 -9.6%
AAPL -3,389 -7.7%
PLTR -1,799 -17.9%
NVDA -831 -6.2%
BRK-B -204 -6.3%
MBLY -149 -34.3%
HOOD -48 -39.3%
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