MILLER WEALTH ADVISORS, LLC

Q2 2026 13F-HR Holdings

Location
Ouray, CO
Holdings as of
6/30/2026
Date filed
7/23/2026
Form type
13F-HR
Num holdings
122
Total value ($000)
$279,054
Net value change ($000)
+19,326 (7.4%)
New positions
11
Sold out positions
6
Turnover %
17.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/1/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
AMD 58,656 2932800.0%
SWGXX 45,627 NEW
GILD 42,497 303550.0%
WMT 39,547 11631.5%
MS 18,342 39025.5%
NTR 14,238 474600.0%
GOOGL 7,719 22.2%
PG 6,454 8169.6%
BP 2,804 8762.5%
BWXT 1,114 10127.3%
Top Reduces (Value $000, Stocks/ETFs)
AMZN -51,570 -99.7%
XOM -49,458 -100.0%
AAPL -40,406 -99.9%
GOOGL -34,466 -99.1%
MSFT -18,188 -99.9%
NVDA -12,467 -100.0%
PLTR -8,156 -98.5%
BRK-B -3,021 -99.6%
CAT -738 -98.7%
HON -588 -100.0%
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