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 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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Use Arkolith to show MILLER WEALTH ADVISORS, LLC's latest
holdings, largest changes, and filing provenance.
Opened
45
new positions
Added to
8
existing
Trimmed
13
reduced
Sold out
5
exited

Growth of $10,000: cloning the disclosed book

If you'd copied them
+35.9%
+23.2%/yr · since Feb '25
Their reported book
+25.4%
held from quarter-end
S&P 500
+24.1%
same window
$8K$10K$11K$13K$14KFeb '25May '25Sep '25Dec '25Apr '26Jul '26
Miller Wealth Advisors, LLC (copied at disclosure) S&P 500

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.

Concentration

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.

Direct sector allocation

99% mapped to company sectors

Information Technology
55%
Consumer Discretionary
25%
Energy
17%
Financials
2%
Industrials
1%
ETF / fund or unclassified
1%
Health Care
0%
Materials
0%

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, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock'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%
New
New position
19Space Ex Tech Spacex
COM
$264K1.5K
0.1%
New
New position
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
0.0%
−19%
Reduced · −200 sh
29Procter & Gamble Co
COM
$81K550
0.0%
Held
30Alphabet Inc
COM
$80K225
0.0%
−100%
Reduced · −121K sh
31Archer Aviation Inc
COM
$65K13.8K
0.0%
Held
32Abbvie Inc
COM
$60K240
0.0%
Held
33Morgan Stanley
COM
$60K285
0.0%
Held
34ConocoPhillips
COM
$58K561
0.0%
Held
35Solstice Advanced Matls
COM
$58K650
0.0%
Held
36Rocket Companies Cla A
COM
$55K3.5K
0.0%
Held
37Tesla Inc
COM
$50K119
0.0%
Held
38Nike Inc
COM
$46K1.1K
0.0%
+0.7%
Added · +8 sh
393M Co
COM
$44K269
0.0%
Held
40Principal Finl Group Inc
COM
$43K396
0.0%
Held
41Enterprise Prods Part LP
MLP
$42K1.1K
0.0%
−31%
Reduced · −513 sh
42Applied Digital Corp
COM
$37K1.0K
0.0%
Held
43Illinois Tool WKS Inc
COM
$34K125
0.0%
Held
44Vertiv Hldgs Co
COM
$33K100
0.0%
Held
45Verizon Communications I
COM
$32K765
0.0%
Held
46The Coca-Cola Co
COM
$32K390
0.0%
Held
47Occidental Pete Corp
COM
$30K615
0.0%
Held
48Dollar Gen Corp New
COM
$26K227
0.0%
Held
49BP P L C F
ADR
$25K684
0.0%
+1.3%
Added · +9 sh
50Southern Co
COM
$24K250
0.0%
Held
Showing 50 of 122 positions

Filing history

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

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 29, 2026122$236.6M13F-HR/A
Q1 2026Mar 31, 2026May 1, 2026117$259.7M13F-HR
Q4 2025Dec 31, 2025Jan 20, 2026136$270.7M13F-HR/A
Q3 2025Sep 30, 2025Oct 23, 2025109$247.8M13F-HR
Q2 2025Jun 30, 2025Jul 18, 2025100$213.7M13F-HR
Q1 2025Mar 31, 2025May 13, 2025100$180.2M13F-HR
Q4 2024Dec 31, 2024Feb 5, 202591$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 ~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.