MILLER WEALTH ADVISORS, LLC

Q3 2026 13F-HR Holdings

Location
Ouray, CO
Holdings as of
9/30/2026
Date filed
11/2/2026
Form type
13F-HR
Num holdings
122
Total value ($000)
$262,744
Net value change ($000)
+26,121 (11.0%)
New positions
9
Sold out positions
9
Turnover %
33.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/29/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
EXXONMOBIL HLDGS CORP 46,846 NEW
MSFT 6,592 35.8%
AAPL 6,345 13.9%
PLTR 3,939 60.3%
NVDA 1,824 12.8%
AMZN 1,797 3.1%
ET 1,382 NEW
VLO 82 48.8%
CVX 79 23.2%
PSX 62 51.2%
Top Reduces (Value $000, Stocks/ETFs)
XOM -39,887 -100.0%
GOOGL -1,803 -4.2%
CAT -269 -23.9%
META -225 -100.0%
BRK-B -199 -7.0%
INTC -117 -14.0%
MBLY -96 -24.4%
HONEYWELL AEROSPACE INC -86 -30.0%
AMAT -43 -29.7%
GS -36 -11.0%
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