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13F holdings · Q3 2026

Miller Wealth Advisors

Ouray, CO · files as Miller Wealth Advisors, LLC
Filed
Holdings as of Sep 30, 2026Filed Nov 2, 2026Next filing due Feb 15, 2027CIK 1908158

Miller Wealth Advisors reported 122 stocks worth $263M in its 13F filing for Q3 2026, filed Nov 2, 2026. Its largest holdings are AMZN (23.0%), AAPL (19.8%) and XOM (17.8%). Compared with Q2 2026, the fund opened new positions in XOM, ET and VG, added to VRT, BP and VOO, trimmed AMZN, AAPL and GOOG and sold out of XOM, META and JEPI.

Reported value$263M+11.0% vs last quarter
Stocks held1229 new · 9 sold out
Top 5 weight85.6%very concentrated
Turnover35%of the portfolio changed
🔒 A free account shows every holding, what the fund sold and its options.Create free account

Holdings

#StockValueWeightSharesChangeShares, 8 qtrsHeld
1
AMZN
Amazon Com Inc
$60.5M23.0%243K−3,463 (−1%)8 of 8
2
AAPL
Apple Inc
$52M19.8%156K−1,619 (−1%)8 of 8
3
XOM
Exxon Mobil Corp
$46.8M17.8%288KNew position1 of 8
4
GOOG
Alphabet Inc
$40.7M15.5%119K−848 (−1%)8 of 8
5
MSFT
Microsoft Corp
$25M9.5%49K−593 (−1%)8 of 8
6
NVDA
Nvidia Corporation
$16.1M6.1%70K−829 (−1%)8 of 8
7
PLTR
Palantir Technologies Inc
$10.5M4.0%56KNo change8 of 8
8
BRK.B
Berkshire Hathaway Inc Del
$2.6M1.0%5,295−372 (−7%)8 of 8
9
ET
Energy Transfer L P LP
$1.4M0.5%70KNew position1 of 8
10
CAT
Caterpillar Inc
$856K0.3%1,056No change8 of 8
🔒 112 more holdings in this filing. Create a free account or sign in to see them all.

Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.

Sold out

held in Q2 2026, gone in Q3 2026
StockValue last quarterShares sold
XOM
Exxon Mobil Corp
$39.9M292K
META
Meta Platforms Inc
$225K400
JEPI
J P Morgan Exchange Traded F
$13K235
IREN
Iren Ltd F
$13K280
OKE
Oneok Inc New
$9K100

🔒 Free account: see all 9.

Reported value

last 8 quarters
$196MQ4 '24
$180MQ1 '25
$214MQ2 '25
$248MQ3 '25
$271MQ4 '25
$260MQ1 '26
$237MQ2 '26
$263MQ3 '26

The value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.

Filings for Q3 2026

straight from the SEC
FiledFormQuarter
Nov 2, 202613F-HRQ3 2026SEC filing ↗

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Miller Wealth Advisors 13F FAQ

What does Miller Wealth Advisors own?

Miller Wealth Advisors reported 122 stocks worth $263M in its 13F filing for Q3 2026, filed Nov 2, 2026. Its largest holdings are AMZN (23.0%), AAPL (19.8%) and XOM (17.8%). The table above lists every position in the filing (the top 10 without an account).

What did Miller Wealth Advisors buy and sell in Q3 2026?

Compared with Q2 2026: 9 new positions, 4 added to, 16 trimmed and 9 sold out. New positions include XOM, ET and VG. It sold all of XOM, META and JEPI.

When will Miller Wealth Advisors file its next 13F?

Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.

How much is Miller Wealth Advisors's portfolio worth?

The Q3 2026 filing reports $263M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.

For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.