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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 AMZN AMAZON.COM INC Consumer Cyclical 248,409.0 $51.7M 19.92% -4K -1.5% $208.27 +10.0%
2 XOM EXXON MOBIL CORP Energy 291,513.0 $49.5M 19.04% -2K -0.8% $169.66 -19.4%
3 AAPL APPLE INC Technology 159,448.0 $40.5M 15.58% -2K -1.2% $253.79 +8.9%
4 GOOG ALPHABET INC Communication Services 121,287.0 $34.8M 13.40% -1K -1.1% $286.86 +19.1%
5 GOOGL ALPHABET INC Communication Services 121,287.0 $34.8M 13.40% -1K -1.1% $286.86 +19.2%
6 BERKSHIRE HATHAWAY 6,327.0 $3.0M 1.17% -110.0 -1.7% $479.20
7 INTC INTEL CORP Technology 6,000.0 $265K 0.10% -170.0 -2.8% $44.13 +198.2%
8 ACHR ARCHER AVIATION INC Industrials 13,782.0 $71K 0.03% -200.0 -1.4% $5.17 -2.9%
9 EPD ENTERPRISE PRODS PART LP Energy 1,656.0 $63K 0.02% -2K -47.6% $37.83 -3.3%
10 TSLA TESLA INC Consumer Cyclical 119.0 $44K 0.02% -30.0 -20.1% $371.75 +1.1%
11 VRT VERTIV HLDGS CO Industrials 100.0 $25K 0.01% -62.0 -38.3% $250.58 +31.3%
12 OHI OMEGA HEALTHCARE INVS IN Real Estate 528.0 $23K 0.01% -45.0 -7.8% $43.82 +7.5%
13 JEPI JPMORGAN EQUITY PREMIUM 330.0 $19K 0.01% -52.0 -13.6% $56.68 -0.7%
14 IREN IREN LTD F Financial Services 480.0 $16K 0.01% -200.0 -29.4% $34.28 +43.6%
15 USAR USA RARE EARTH INC Basic Materials 600.0 $9K 0.00% -200.0 -25.0% $15.13 +36.8%
16 AMD ADVANCED MICRO DEVIC Technology 10.0 $2K 0.00% -79.0 -88.8% $203.40 +160.4%

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%