Miller Wealth Advisors, LLC holds a concentrated book of 122 stocks worth $236.6M as of Q2 2026 (disclosed Jul 29, 2026, a ~45-day 13F lag). This quarter they opened Honeywell Intl Inc and trimmed Amazon.com Inc. Their largest long position is Amazon.com Inc at 25% of the equity book. Cloning the disclosed picks since 2025 would be +36% (+23.2%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1908158/holdings"
Use Arkolith to show MILLER WEALTH ADVISORS, LLC's latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 10.5 points over this window.
Growth of $10,000 cloning Miller Wealth Advisors, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
99% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Amazon.com Inc COM | $58.7M | 246.1K | 24.8% | ▼−0.9% Reduced · −2K sh | |
| 2 | Apple Inc COM | $45.6M | 157.7K | 19.3% | ▼−1.1% Reduced · −2K sh | |
| 3 | Alphabet Inc COM | $42.5M | 120.3K | 18.0% | ▼−0.8% Reduced · −971 sh | |
| 4 | Exxon Mobil Corp COM | $39.9M | 291.7K | 16.9% | ▲+0.1% Added · +232 sh | |
| 5 | Microsoft Corp COM | $18.4M | 49.3K | 7.8% | ▲+0.2% Added · +103 sh | |
| 6 | Nvidia Corp COM | $14.2M | 71.2K | 6.0% | ▼−0.4% Reduced · −321 sh | |
| 7 | Palantir Technologies In COM | $6.5M | 56.0K | 2.8% | ▼−1.0% Reduced · −589 sh | |
| 8 | Berkshire Hathaway COM | $2.8M | 5.7K | 1.2% | ▼−10% Reduced · −660 sh | |
| 9 | Caterpillar Inc COM | $1.1M | 1.1K | 0.5% | —Held | |
| 10 | Intel Corp COM | $838K | 6.0K | 0.4% | —Held | |
| 11 | State Street SPDR S&P UIE | $503K | 674 | 0.2% | —Held | |
| 12 | Mobileye Global Inc COM | $393K | 40.6K | 0.2% | ▼−2.4% Reduced · −1K sh | |
| 13 | Chevron Corp New COM | $341K | 2.1K | 0.1% | ▲+6.5% Added · +126 sh | |
| 14 | Goldman Sachs Group Inc COM | $326K | 322 | 0.1% | —Held | |
| 15 | Walmart Inc COM | $310K | 2.7K | 0.1% | —Held | |
| 16 | Deere & Co COM | $302K | 476 | 0.1% | —Held | |
| 17 | Honeywell Intl Inc COM | $291K | 1.3K | 0.1% | ▲New New position | |
| 18 | Honeywell Aerospace Inc COM | $287K | 1.3K | 0.1% | ▲New New position | |
| 19 | Space Ex Tech Spacex COM | $264K | 1.5K | 0.1% | ▲New New position | |
| 20 | Meta Platforms Inc COM | $225K | 400 | 0.1% | —Held | |
| 21 | Valero Energy Corp New COM | $168K | 646 | 0.1% | —Held | |
| 22 | Apa Corp COM | $166K | 5.1K | 0.1% | —Held | |
| 23 | Applied Matls Inc COM | $145K | 200 | 0.1% | —Held | |
| 24 | JPMorgan Chase & Co COM | $141K | 430 | 0.1% | —Held | |
| 25 | Pepsico Inc COM | $129K | 951 | 0.1% | —Held | |
| 26 | Phillips 66 COM | $121K | 715 | 0.1% | —Held | |
| 27 | Eli Lilly And Co COM | $120K | 100 | 0.1% | —Held | |
| 28 | Robinhood MKTS Inc COM | $88K | 875 | 0.0% | ▼−19% Reduced · −200 sh | |
| 29 | Procter & Gamble Co COM | $81K | 550 | 0.0% | —Held | |
| 30 | Alphabet Inc COM | $80K | 225 | 0.0% | ▼−100% Reduced · −121K sh | |
| 31 | Archer Aviation Inc COM | $65K | 13.8K | 0.0% | —Held | |
| 32 | Abbvie Inc COM | $60K | 240 | 0.0% | —Held | |
| 33 | Morgan Stanley COM | $60K | 285 | 0.0% | —Held | |
| 34 | ConocoPhillips COM | $58K | 561 | 0.0% | —Held | |
| 35 | Solstice Advanced Matls COM | $58K | 650 | 0.0% | —Held | |
| 36 | Rocket Companies Cla A COM | $55K | 3.5K | 0.0% | —Held | |
| 37 | Tesla Inc COM | $50K | 119 | 0.0% | —Held | |
| 38 | Nike Inc COM | $46K | 1.1K | 0.0% | ▲+0.7% Added · +8 sh | |
| 39 | 3M Co COM | $44K | 269 | 0.0% | —Held | |
| 40 | Principal Finl Group Inc COM | $43K | 396 | 0.0% | —Held | |
| 41 | Enterprise Prods Part LP MLP | $42K | 1.1K | 0.0% | ▼−31% Reduced · −513 sh | |
| 42 | Applied Digital Corp COM | $37K | 1.0K | 0.0% | —Held | |
| 43 | Illinois Tool WKS Inc COM | $34K | 125 | 0.0% | —Held | |
| 44 | Vertiv Hldgs Co COM | $33K | 100 | 0.0% | —Held | |
| 45 | Verizon Communications I COM | $32K | 765 | 0.0% | —Held | |
| 46 | The Coca-Cola Co COM | $32K | 390 | 0.0% | —Held | |
| 47 | Occidental Pete Corp COM | $30K | 615 | 0.0% | —Held | |
| 48 | Dollar Gen Corp New COM | $26K | 227 | 0.0% | —Held | |
| 49 | BP P L C F ADR | $25K | 684 | 0.0% | ▲+1.3% Added · +9 sh | |
| 50 | Southern Co COM | $24K | 250 | 0.0% | —Held |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 29, 2026 | 122 | $236.6M | 13F-HR/A |
| Q1 2026 | Mar 31, 2026 | May 1, 2026 | 117 | $259.7M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 20, 2026 | 136 | $270.7M | 13F-HR/A |
| Q3 2025 | Sep 30, 2025 | Oct 23, 2025 | 109 | $247.8M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 18, 2025 | 100 | $213.7M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 13, 2025 | 100 | $180.2M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 5, 2025 | 91 | $196.1M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.