Arkolith/Funds/Miller Wealth Advisors, LLC

Miller Wealth Advisors, LLC

CIK 1908158Wealth platform
Holdings as of Jun 30, 2026·disclosed Jul 29, 2026·~29-day 13F lag·13F-HR/AAmended
Active Filer

Miller Wealth Advisors, LLC holds a concentrated book of 122 reported positions worth $236.6M as of Q2 2026 (disclosed Jul 29, 2026, a ~29-day 13F lag). This quarter Honeywell Aerospace Inc first appears in 13F filings (one of 2 new listings in the book), a listing rather than a purchase; they opened Honeywell International Inc and trimmed Amazon.com Inc. Their largest long position is Amazon.com Inc at 25% of the reported non-option book.

Miller Wealth Advisors, LLC is a wealth platform: this book aggregates client accounts across many advisers.

Opened
8
bought for the first time
+5 more · largest first
2 newly reportable · first quarter we see the security in 13F filings, a listing not a purchase
Trimmed
13
sold some, still holds it
+10 more · largest first
Sold out
4
exited the position entirely
+1 more · largest first, by prior value

How much sits in the biggest positions

Top-heavy: concentrated book

Top 5 holdings
87%
Top 10 holdings
97%
Top 20 holdings
99%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Where the money is, by sector

100% mapped to company sectors

Information Technology
55%
Consumer Discretionary
25%
Energy
17%
Financials
2%
Industrials
1%

+8 sectors below the cut, 1% together

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.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis

Bought
Trimmed / exited
Newly reportable· first quarter we see the security in 13F filings · position value, not a trade

Funds with the most overlap

Other tracked managers holding the same core names as Miller Wealth Advisors, LLC

Manager / fundShared namesTheir $ in those
Prospect Hill Management, LLC9 / 80$241.4M
Draper Asset Management, LLC12 / 80$181.2M
H&H International Investment, LLC8 / 80$16.6B
Newlands Management Operations LLC9 / 80$14.2B
Josh Arnold Investment Consultant, LLC8 / 80$131.9M
Outlook Capital Management, LLC18 / 80$255.8M
Hoey Investments, Inc57 / 80$634.5M
United American Securities Inc. (d/b/a UAS Asset Management)9 / 80$369.2M

Ranked by the share of each fund's own book sitting in the names it shares with Miller Wealth Advisors, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each position's share of the portfolio. Click a row for its position history.

122 positions
#SecurityValueShares% PortLast moveHistory
1Amazon.com Inc
COM
$58.7M246.1K
24.8%
−0.9%
Reduced · −2K sh
2Apple Inc
COM
$45.6M157.7K
19.3%
−1.1%
Reduced · −2K sh
3Alphabet Inc
COM
$42.5M120.3K
18.0%
−0.8%
Reduced · −971 sh
4Exxon Mobil Corp
COM
$39.9M291.7K
16.9%
+0.1%
Added · +232 sh
5Microsoft Corp
COM
$18.4M49.3K
7.8%
+0.2%
Added · +103 sh
6Nvidia Corp
COM
$14.2M71.2K
6.0%
−0.4%
Reduced · −321 sh
7Palantir Technologies In
COM
$6.5M56.0K
2.8%
−1.0%
Reduced · −589 sh
8Berkshire Hathaway
COM
$2.8M5.7K
1.2%
−10%
Reduced · −660 sh
9Caterpillar Inc
COM
$1.1M1.1K
0.5%
Held
10Intel Corp
COM
$838K6.0K
0.4%
Held
11State Street SPDR S&P
UIE
$503K674
0.2%
Held
12Mobileye Global Inc
COM
$393K40.6K
0.2%
−2.4%
Reduced · −1K sh
13Chevron Corp New
COM
$341K2.1K
0.1%
+6.5%
Added · +126 sh
14Goldman Sachs Group Inc
COM
$326K322
0.1%
Held
15Walmart Inc
COM
$310K2.7K
0.1%
Held
16Deere & Co
COM
$302K476
0.1%
Held
17Honeywell Intl Inc
COM
$291K1.3K
0.1%
New
New position
18Honeywell Aerospace Inc
COM
$287K1.3K
0.1%
Listed
Newly reportable
19Space Ex Tech Spacex
COM
$264K1.5K
0.1%
Listed
Newly reportable
20Meta Platforms Inc
COM
$225K400
0.1%
Held
21Valero Energy Corp New
COM
$168K646
0.1%
Held
22Apa Corp
COM
$166K5.1K
0.1%
Held
23Applied Matls Inc
COM
$145K200
0.1%
Held
24JPMorgan Chase & Co
COM
$141K430
0.1%
Held
25Pepsico Inc
COM
$129K951
0.1%
Held
26Phillips 66
COM
$121K715
0.1%
Held
27Eli Lilly And Co
COM
$120K100
0.1%
Held
28Robinhood MKTS Inc
COM
$88K875
<0.1%
−19%
Reduced · −200 sh
29Procter & Gamble Co
COM
$81K550
<0.1%
Held
30Alphabet Inc
COM
$80K225
<0.1%
−100%
Reduced · −121K sh
31Archer Aviation Inc
COM
$65K13.8K
<0.1%
Held
32Abbvie Inc
COM
$60K240
<0.1%
Held
33Morgan Stanley
COM
$60K285
<0.1%
Held
34ConocoPhillips
COM
$58K561
<0.1%
Held
35Solstice Advanced Matls
COM
$58K650
<0.1%
Held
36Rocket Companies Cla A
COM
$55K3.5K
<0.1%
Held
37Tesla Inc
COM
$50K119
<0.1%
Held
38Nike Inc
COM
$46K1.1K
<0.1%
+0.7%
Added · +8 sh
393M Co
COM
$44K269
<0.1%
Held
40Principal Finl Group Inc
COM
$43K396
<0.1%
Held
41Enterprise Prods Part LP
MLP
$42K1.1K
<0.1%
−31%
Reduced · −513 sh
42Applied Digital Corp
COM
$37K1.0K
<0.1%
Held
43Illinois Tool WKS Inc
COM
$34K125
<0.1%
Held
44Vertiv Hldgs Co
COM
$33K100
<0.1%
Held
45Verizon Communications I
COM
$32K765
<0.1%
Held
46The Coca-Cola Co
COM
$32K390
<0.1%
Held
47Occidental Pete Corp
COM
$30K615
<0.1%
Held
48Dollar Gen Corp New
COM
$26K227
<0.1%
Held
49BP P L C F
ADR
$25K684
<0.1%
+1.3%
Added · +9 sh
50Southern Co
COM
$24K250
<0.1%
Held
Showing 50 of 122 positions
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Filing history

As-of date vs the date the SEC received each filing

$270.7M · Q4 2025Q4 2024 · $196.1MQ2 2026 · $236.6M

Reported 13F total per quarter. Raw filing totals can include option notional.

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Jul 29, 202629d122$236.6M13F-HR/A
Q1 2026Mar 31, 2026May 1, 202631d117$259.7M13F-HR
Q4 2025Dec 31, 2025Jan 20, 202620d136$270.7M13F-HR/A
Q3 2025Sep 30, 2025Oct 23, 202523d109$247.8M13F-HR
Q2 2025Jun 30, 2025Jul 18, 202518d100$213.7M13F-HR
Q1 2025Mar 31, 2025May 13, 202543d100$180.2M13F-HR
Q4 2024Dec 31, 2024Feb 5, 202536d91$196.1M13F-HR
Amended / restated
  • Q2 2026 · filed Jul 23, 202613F-HR · superseded
  • Q4 2025 · filed Jan 20, 202613F-HR · superseded

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.