Skip to main content
Livermore
Livermore
ZHEN

Miller Wealth Advisors, LLC

SEC CIK
0001908158
Latest filing
Jul 29, 2026

Holdings in Q2 2026

Holdings as of Jun 30, 2026, filed Jul 29, 2026. Long positions only; changes compare share counts with Q1 2026.

Institution overview
Positions
122
+5 vs. Q1 2026
Portfolio value
$236.6M
−$23.1M (−8.9%) vs. Q1 2026
Filed
Jul 29, 2026
AmendedSEC
Holdings of Miller Wealth Advisors, LLC in Q2 2026
SecurityClassSharesValue% of portfolioShare changeActionHistory
AMZNAmazon Com IncStock246,110$58.7M24.8%−2,299−0.9%ReducedHistory
AAPLApple Inc.Stock157,683$45.6M19.3%−1,765−1.1%ReducedHistory
GOOGAlphabet Inc.Stock120,316$42.5M18.0%−971−0.8%ReducedHistory
XOMExxonMobil Holdings CorpCOM291,745$39.9M16.9%+232+0.1%AddedHistory
MSFTMicrosoft CorpStock49,298$18.4M7.8%+103+0.2%AddedHistory
NVDANVIDIA CorpStock71,172$14.2M6.0%−321−0.4%ReducedHistory
PLTRPalantir Technologies Inc.Stock55,994$6.53M2.8%−589−1.0%ReducedHistory
BRK.BBerkshire Hathaway IncStock5,667$2.84M1.2%−660−10.4%ReducedHistory
CATCaterpillar IncStock1,056$1.12M0.5%00.0%UnchangedHistory
INTCIntel CorpStock6,000$837.8K0.4%00.0%UnchangedHistory
SPYSPDR S&P 500 ETF TrustETF674$503.0K0.2%00.0%UnchangedHistory
MBLYMobileye Global Inc.Stock40,551$392.5K0.2%−1,000−2.4%ReducedHistory
CVXChevron CorpStock2,056$340.7K0.1%+126+6.5%AddedHistory
GSGoldman Sachs Group IncStock322$325.7K0.1%00.0%UnchangedHistory
WMTWalmart Inc.Stock2,736$309.9K0.1%00.0%UnchangedHistory
DEDeere & CoStock476$301.9K0.1%00.0%UnchangedHistory
HONHoneywell International IncStock1,300$291.1K0.1%+1,300NewHistory
HONAHoneywell Aerospace Inc.COM1,300$287.4K0.1%+1,300NewHistory
SPCXSpace Exploration Technologies CorpCLASS A COM STK1,546$264.1K0.1%+1,546NewHistory
METAMeta Platforms, Inc.Stock400$225.3K0.1%00.0%UnchangedHistory
VLOValero Energy CorpStock646$168.2K0.1%00.0%UnchangedHistory
APAAPA CorpStock5,099$166.1K0.1%00.0%UnchangedHistory
AMATApplied Materials IncStock200$144.6K0.1%00.0%UnchangedHistory
JPMJPMorgan Chase & CoStock430$140.8K0.1%00.0%UnchangedHistory
PEPPepsiCo IncStock951$128.8K0.1%00.0%UnchangedHistory
PSXPhillips 66Stock715$120.9K0.1%00.0%UnchangedHistory
LLYEli Lilly & CoStock100$119.9K0.1%00.0%UnchangedHistory
HOODRobinhood Markets, Inc.Stock875$87.7K<0.1%−200−18.6%ReducedHistory
PGProcter & Gamble CoStock550$80.7K<0.1%00.0%UnchangedHistory
GOOGLAlphabet Inc.Stock225$80.4K<0.1%−121,062−99.8%ReducedHistory
ACHRArcher Aviation Inc.Stock13,782$65.2K<0.1%00.0%UnchangedHistory
ABBVAbbVie Inc.Stock240$60.4K<0.1%00.0%UnchangedHistory
MSMorgan StanleyStock285$59.6K<0.1%00.0%UnchangedHistory
COPConocoPhillipsStock561$58.3K<0.1%00.0%UnchangedHistory
SOLSSolstice Advanced Materials Inc.COM SHS650$57.6K<0.1%00.0%UnchangedHistory
RKTRocket Companies, Inc.Stock3,475$54.7K<0.1%00.0%UnchangedHistory
TSLATesla, Inc.Stock119$50.1K<0.1%00.0%UnchangedHistory
NKENIKE, Inc.Stock1,120$46.0K<0.1%+8+0.7%AddedHistory
MMM3M CoStock269$43.6K<0.1%00.0%UnchangedHistory
PFGPrincipal Financial Group IncCOM396$42.7K<0.1%00.0%UnchangedHistory
EPDEnterprise Products Partners L.P.Stock1,143$42.0K<0.1%−513−31.0%ReducedHistory
APLDApplied Digital Corp.COM NEW1,000$37.3K<0.1%00.0%UnchangedHistory
ITWIllinois Tool Works IncStock125$33.8K<0.1%00.0%UnchangedHistory
VRTVertiv Holdings CoCOM CL A100$33.5K<0.1%00.0%UnchangedHistory
VZVerizon Communications IncStock765$32.4K<0.1%00.0%UnchangedHistory
KOCoca Cola CoStock390$31.7K<0.1%00.0%UnchangedHistory
OXYOccidental Petroleum CorpStock615$29.9K<0.1%00.0%UnchangedHistory
DGDollar General CorpCOM227$26.2K<0.1%00.0%UnchangedHistory
BPBP PLCADR684$25.3K<0.1%+9+1.3%AddedHistory
SOSouthern CoStock250$23.9K<0.1%00.0%UnchangedHistory
OHIOmega Healthcare Investors IncCOM486$23.2K<0.1%−42−8.0%ReducedHistory
MUMicron Technology IncStock20$23.1K<0.1%+20NewHistory
Vanguard S&P 500 ETF922908363ETF33$22.9K<0.1%+32+3,200.0%Added–
LMTLockheed Martin CorpStock42$21.4K<0.1%00.0%UnchangedHistory
TAT&T Inc.Stock1,022$21.2K<0.1%00.0%UnchangedHistory
JPMorgan Nasdaq Equity Premium Income ETF46654Q203ETF324$19.9K<0.1%00.0%Unchanged–
FIXComfort Systems USA IncCOM10$19.8K<0.1%00.0%UnchangedHistory
MCDMcDonalds CorpStock71$19.2K<0.1%+1+1.4%AddedHistory
DDominion Energy, IncStock280$19.1K<0.1%00.0%UnchangedHistory
CINFCincinnati Financial CorpCOM100$18.5K<0.1%00.0%UnchangedHistory
BKRBaker Hughes CoCL A315$17.5K<0.1%00.0%UnchangedHistory
OVVOvintiv Inc.COM332$17.5K<0.1%00.0%UnchangedHistory
CLColgate Palmolive CoStock183$16.8K<0.1%00.0%UnchangedHistory
BMYBristol Myers Squibb CoStock281$16.2K<0.1%00.0%UnchangedHistory
CMCSAComcast CorpStock629$15.4K<0.1%00.0%UnchangedHistory
STLNStarling Oncology, Inc.COM2,820$15.3K<0.1%+2,820NewHistory
Reconnaissance Enry Africa L75624R108COM20,000$15.0K<0.1%00.0%Unchanged–
ASMLASML Holding NVADR7$13.9K<0.1%00.0%UnchangedHistory
J P Morgan Exchange Traded F46641Q332EQUITY PREMIUM235$13.3K<0.1%−95−28.8%Reduced–
USARUSA Rare Earth, Inc.Stock600$12.9K<0.1%00.0%UnchangedHistory
CVSCVS Health CorpStock125$12.9K<0.1%00.0%UnchangedHistory
SLGSL Green Realty CorpCOM249$12.9K<0.1%00.0%UnchangedHistory
NFLXNetflix IncStock180$12.9K<0.1%00.0%UnchangedHistory
MRKMerck & Co., Inc.Stock100$12.8K<0.1%00.0%UnchangedHistory
IRENIREN LtdORDINARY SHARES280$12.8K<0.1%−200−41.7%ReducedHistory
HDHome Depot, Inc.Stock36$12.8K<0.1%+36NewHistory
DUKDuke Energy CORPStock100$12.7K<0.1%00.0%UnchangedHistory
GILDGilead Sciences, Inc.Stock100$12.6K<0.1%00.0%UnchangedHistory
TFCTruist Financial CorpCOM250$12.5K<0.1%00.0%UnchangedHistory
EMREmerson Electric CoStock75$10.7K<0.1%00.0%UnchangedHistory
BWXTBWX Technologies, Inc.COM55$10.7K<0.1%00.0%UnchangedHistory
AFGAmerican Financial Group IncCOM75$10.5K<0.1%00.0%UnchangedHistory
CCJCameco CorpStock100$10.2K<0.1%00.0%UnchangedHistory
BABAAlibaba Group Holding LtdADR100$9.60K<0.1%00.0%UnchangedHistory
GEVGE Vernova Inc.Stock8$9.41K<0.1%+8NewHistory
MPMP Materials Corp.COM CL A165$9.24K<0.1%00.0%UnchangedHistory
SCHWSchwab Charles CorpStock100$9.23K<0.1%00.0%UnchangedHistory
Snowline Gold Ord83342V104COM1,000$9.05K<0.1%00.0%Unchanged–
OKEONEOK IncCOM100$8.69K<0.1%00.0%UnchangedHistory
JNJJohnson & JohnsonStock26$6.60K<0.1%+1+4.0%AddedHistory
WBDWarner Bros. Discovery, Inc.Stock247$6.58K<0.1%00.0%UnchangedHistory
NNENano Nuclear Energy Inc.COM275$5.81K<0.1%00.0%UnchangedHistory
AMDAdvanced Micro Devices IncStock10$5.81K<0.1%00.0%UnchangedHistory
VVVValvoline IncCOM137$5.42K<0.1%00.0%UnchangedHistory
OKLOOklo Inc.COM CL A90$4.71K<0.1%00.0%UnchangedHistory
COFCapital One Financial CorpStock22$4.47K<0.1%+22NewHistory
SNDASonida Senior Living, Inc.COM94$3.83K<0.1%00.0%UnchangedHistory
Invesco QQQ Trust Series I46090E103ETF5$3.68K<0.1%00.0%Unchanged–
ARK Innovation ETF00214Q104ETF45$3.64K<0.1%00.0%Unchanged–
ASHAshland Inc.COM50$3.29K<0.1%00.0%UnchangedHistory

Sold out since Q1 2026 (5)

Positions held at the end of Q1 2026 that are gone from this filing.

Positions of Miller Wealth Advisors, LLC sold out since Q1 2026
SecurityClassShares in Q1 2026Value in Q1 2026% of portfolio in Q1 2026History
HONHoneywell International IncCOM2,600$587.7K0.2%History
VanEck ETF Trust92189F601URANI NUCLE ETF900$119.9K<0.1%–
OPENOpendoor Technologies Inc.COM4,065$19.0K<0.1%History
CLXClorox CoStock125$13.0K<0.1%History
LACLithium Americas Corp.Stock58$229<0.1%History