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Livermore
Livermore
ZHEN

Miller Wealth Advisors, LLC

SEC CIK
0001908158
Latest filing
Jul 29, 2026

PFG holding history

Principal Financial Group Inc in every 13F filed by Miller Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

PFG overviewAll 13F holders of PFGFull Q2 2026 holdings

Shares (Q2 2026)
396
Value
$42.7K
% of portfolio
<0.1%
Quarters held
19
Since Q4 2021
Holdings of PFG by Miller Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026396$42.7K<0.1%00.0%UnchangedHolders
Q1 2026396$35.7K<0.1%00.0%UnchangedHolders
Q4 2025396$34.9K<0.1%00.0%UnchangedHolders
Q3 2025396$32.8K<0.1%00.0%UnchangedHolders
Q2 2025396$31.5K<0.1%00.0%UnchangedHolders
Q1 2025396$33.4K<0.1%00.0%UnchangedHolders
Q4 2024396$30.7K<0.1%00.0%UnchangedHolders
Q3 2024396$36.1K<0.1%00.0%UnchangedHolders
Q2 2024396$31.1K<0.1%00.0%UnchangedHolders
Q1 2024396$34.2K<0.1%00.0%UnchangedHolders
Q4 2023396$31.2K<0.1%00.0%UnchangedHolders
Q3 2023396$28.5K<0.1%00.0%UnchangedHolders
Q2 2023396$30.0K<0.1%−608−60.6%ReducedHolders
Q1 20231,004$1.00K<0.1%+608+153.5%AddedHolders
Q4 2022396$33.0K<0.1%00.0%UnchangedHolders
Q3 2022396$26.0K<0.1%00.0%UnchangedHolders
Q2 2022396$26.0K<0.1%00.0%UnchangedHolders
Q1 2022396$29.0K<0.1%00.0%UnchangedHolders
Q4 2021396$29.0K<0.1%–No prior filingHolders