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Livermore
Livermore
ZHEN

Miller Wealth Advisors, LLC

SEC CIK
0001908158
Latest filing
Jul 29, 2026

The latest 13F from Miller Wealth Advisors, LLC covers Q2 2026 (filed Jul 29, 2026): 122 long positions worth $236.6M. The top 10 holdings make up 97.5% of the portfolio, and the largest is Amazon Com Inc (AMZN) at 24.8%. Livermore has 22 filings on Form 13F from this institution, going back to Q4 2021.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
10
Est. +$907.9K
Added
8
Est. +$114.4K
Reduced
13
Est. −$45.2M
Sold out
5
Est. −$739.8K

Top 5 holdings

Share of this quarter's portfolio value

  1. AMZNAmazon Com Inc
    24.8%$58.7MHistory
  2. AAPLApple Inc.
    19.3%$45.6MHistory
  3. GOOGAlphabet Inc.
    18.0%$42.5MHistory
  4. XOMExxonMobil Holdings Corp
    16.9%$39.9MHistory
  5. MSFTMicrosoft Corp
    7.8%$18.4MHistory

Biggest buys

New and added positions, by estimated amount bought

  1. HONHoneywell International Inc
    +$291.1KNewHistory
  2. HONAHoneywell Aerospace Inc.
    +$287.4KNewHistory
  3. SPCXSpace Exploration Technologies Corp
    +$264.1KNewHistory
  4. MSFTMicrosoft Corp
    +$38.4KAddedHistory
  5. XOMExxonMobil Holdings Corp
    +$31.7KAddedHistory

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. MSFTMicrosoft Corp
    +0.76 pp7.0% → 7.8%History
  2. HONHoneywell International Inc
    +0.12 pp0.0% → 0.1%History
  3. HONAHoneywell Aerospace Inc.
    +0.12 pp0.0% → 0.1%History
  4. SPCXSpace Exploration Technologies Corp
    +0.11 pp0.0% → 0.1%History
  5. MUMicron Technology Inc
    +0.01 pp0.0% → <0.1%History

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. GOOGLAlphabet Inc.
    −$43.3MReducedHistory
  2. HONHoneywell International Inc
    −$587.7KSold outHistory
  3. AMZNAmazon Com Inc
    −$547.9KReducedHistory
  4. AAPLApple Inc.
    −$510.7KReducedHistory
  5. GOOGAlphabet Inc.
    −$343.1KReducedHistory

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. GOOGLAlphabet Inc.
    −13.36 pp13.4% → <0.1%History
  2. PLTRPalantir Technologies Inc.
    −0.43 pp3.2% → 2.8%History
  3. HONHoneywell International Inc
    −0.23 pp0.2% → 0.0%History
  4. VanEck ETF Trust92189F601
    −0.05 pp<0.1% → 0.0%
  5. OPENOpendoor Technologies Inc.
    −0.01 pp<0.1% → 0.0%History

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$236.6M
−$23.1M (−8.9%) vs. prior quarter
Positions
122
+5 vs. prior quarter
Top 10 concentration
97.5%
Top 10 as share of value
Turnover
0.4%
Q2 2026, one quarter
Average holding period
17.8 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q4 2021), so positions held before then are understated.

13F filings by quarter

19 quarters, going back to Q4 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $270.7M (Q4 2025)

Q4 2021: $148.7MQ1 2022: $154.0MQ2 2022: $120.5MQ3 2022: $122.5MQ4 2022: $144.0MQ1 2023: $6.83MQ2 2023: $148.3MQ3 2023: $146.9MQ4 2023: $155.9MQ1 2024: $167.5MQ2 2024: $184.8MQ3 2024: $183.5MQ4 2024: $196.1MQ1 2025: $180.2MQ2 2025: $213.7MQ3 2025: $247.8MQ4 2025: $270.7MQ1 2026: $259.7MQ2 2026: $236.6M
Q4 2021Q2 2026
13F filings of Miller Wealth Advisors, LLC by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Jul 29, 2026Amended122$236.6MAMZNAAPLGOOGvs. Q1 2026SEC
Q1 2026May 1, 2026117$259.7MAMZNXOMAAPLvs. Q4 2025SEC
Q4 2025Jan 20, 2026Amended136$270.7MAMZNAAPLGOOGLvs. Q3 2025SEC
Q3 2025Oct 23, 2025109$247.8MAMZNAAPLXOMvs. Q2 2025SEC
Q2 2025Jul 18, 2025100$213.7MAMZNAAPLXOMvs. Q1 2025SEC
Q1 2025May 13, 202599$180.2MAMZNXOMAAPLvs. Q4 2024SEC
Q4 2024Feb 5, 202591$196.1MAMZNAAPLXOMvs. Q3 2024SEC
Q3 2024Oct 30, 202485$183.5MAMZNAAPLXOMvs. Q2 2024SEC
Q2 2024Jul 18, 202481$184.8MAMZNAAPLXOMvs. Q1 2024SEC
Q1 2024May 8, 202482$167.5MAMZNXOMAAPLvs. Q4 2023SEC
Q4 2023Feb 6, 2024Amended84$155.9MAMZNAAPLXOMvs. Q3 2023SEC
Q3 2023Nov 7, 202374$146.9MAMZNXOMAAPLvs. Q2 2023SEC
Q2 2023Jul 27, 202376$148.3MAMZNAAPLXOMvs. Q1 2023SEC
Q1 2023May 5, 202363$6.83MCVXAAPLTGTvs. Q4 2022SEC
Q4 2022Jan 26, 202378$144.0MXOMAMZNAAPLvs. Q3 2022SEC
Q3 2022Nov 14, 202291$122.5MAMZNXOMAAPLvs. Q2 2022SEC
Q2 2022Aug 8, 202290$120.5MAMZNXOMAAPLvs. Q1 2022SEC
Q1 2022Aug 8, 202291$154.0MAMZNAAPLXOMvs. Q4 2021SEC
Q4 2021Aug 8, 202296$148.7MAMZNAAPLGOOG–SEC