Portfolio (Quarterly) Guide ↗

MILLER WEALTH ADVISORS, LLC

· CIK 0001908158

13F Portfolio $260M AUM 117 positions Filed May 1, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 4 New 8 Added 16 Reduced 23 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Chg Shares	Chg %	Period Price ①	Since Period ①
1	MSFT	MICROSOFT CORP	Technology	49,195.0	$18.2M	7.01%	+584.0	+1.2%	$370.17	-4.6%
2	CVX	CHEVRON CORP NEW	Energy	1,930.0	$399K	0.15%	+610.0	+46.2%	$206.85	-17.1%
3	PSX	PHILLIPS 66	Energy	715.0	$130K	0.05%	+4.0	+0.6%	$182.17	-5.9%
4	COP	CONOCOPHILLIPS	Energy	561.0	$74K	0.03%	+4.0	+0.7%	$132.02	-19.5%
5	NKE	NIKE INC	Consumer Cyclical	1,112.0	$59K	0.02%	+6.0	+0.5%	$52.82	-21.7%
6	BP	BP P L C F	Energy	675.0	$32K	0.01%	+7.0	+1.1%	$46.98	-19.3%
7	BMY	BRISTOL MYERS SQUIBB CO	Healthcare	281.0	$17K	0.01%	+4.0	+1.4%	$60.55	-7.8%
8	ARKK	ARK INNOVATION ETF	—	45.0	$3K	0.00%	+44.0	+4400.0%	$67.60	+14.1%

① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation

Technology 31.1%

Communication Services 27.3%

Consumer Cyclical 20.3%

Energy 19.7%

Industrials 0.7%

Financial Services 0.4%

Consumer Defensive 0.3%

Healthcare 0.1%

Utilities 0.0%

Basic Materials 0.0%