MILLER WEALTH ADVISORS, LLC

All 13F Filings

Location
Ouray, CO
Most recent 13F
Q2 2026
Holdings value ($000)
236,623
Description
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Website
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Founded
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Chairman
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CEO
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All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q2 2026 7/29/2026 122 236,623 13F-HR/A - RESTATEMENT MILLER WEALTH ADVISORS, LLC
Q2 2026 7/23/2026 122 279,054 13F-HR MILLER WEALTH ADVISORS, LLC
Q1 2026 5/1/2026 117 259,728 13F-HR MILLER WEALTH ADVISORS, LLC
Q4 2025 1/20/2026 136 270,672 13F-HR/A - RESTATEMENT MILLER WEALTH ADVISORS, LLC
Q4 2025 1/20/2026 136 270,672 13F-HR MILLER WEALTH ADVISORS, LLC
Q3 2025 10/23/2025 109 247,841 13F-HR MILLER WEALTH ADVISORS, LLC
Q2 2025 7/18/2025 100 213,683 13F-HR MILLER WEALTH ADVISORS, LLC
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 236.1 K 99.8% 0 23.07 K -23.07 K
ETFs 534 0.2% 0 31 -31
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Fund Snapshot

Q2 2026
Latest filed
7/29/2026
Total value ($000)
236,623
Holdings
122
QoQ value change ($000)
-23,105 (-8.9%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.