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MWA

Miller Wealth Advisors Portfolio holdings

AUM $279M
1-Year Est. Return 82.16%
This Fund
S&P 500
This Quarter Est. Return
+40.69%
1 Year Est. Return
+82.16%
3 Year Est. Return
+179.85%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$279M
AUM Growth
+$19.3M
Cap. Flow
+$11.3M
Cap. Flow %
4.07%
Top 10 Hldgs %
97.59%
Holding
127
New
10
Increased
49
Reduced
58
Closed
5

Top Buys

Rank Stock Value
1
AMD icon
Advanced Micro Devices
AMD
+$101M
2
WMT icon
Walmart Inc
WMT
+$35.9M
3
LMT icon
Lockheed Martin
LMT
+$21.9M
4
GILD icon
Gilead Sciences
GILD
+$15.8M
5
MS icon
Morgan Stanley
MS
+$9.71M

Top Sells

Rank Stock Value
1
AMZN icon
Amazon
AMZN
+$61.1M
2
AAPL icon
Apple
AAPL
+$45.5M
3
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$43.5M
4
XOM icon
ExxonMobil
XOM
+$43.5M
5
MSFT icon
Microsoft
MSFT
+$19.9M

Sector Composition

Rank Sector Weight
1 Technology 21.11%
2 Consumer Staples 16.64%
3 Healthcare 15.51%
4 Communication Services 15.51%
5 Financials 6.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PLTR icon
26
Palantir
PLTR
$299B
$121K 0.04%
715
-55,868
-99% -$7.62M
LK
27
DELISTED
Luckin Coffee Inc. American Depositary Shares
LK
$120K 0.04%
100
+96
+2,400% +$115K
HONA
28
Honeywell Aerospace
HONA
$68.3B
$87.7K 0.03%
+875
New +$193K
PFG icon
29
Principal Financial Group
PFG
$24.6B
$80.7K 0.03%
550
+154
+39% +$15.6K
ABBV icon
30
AbbVie
ABBV
$468B
$65.2K 0.02%
13,782
+13,542
+5,643% +$2.91M
AAPL icon
31
Apple
AAPL
$4.99T
$60.4K 0.02%
240
-159,208
-100% -$45.5M
MRK icon
32
Merck
MRK
$325B
$59.6K 0.02%
285
+185
+185% +$21.7K
COF icon
33
Capital One
COF
$129B
$58.3K 0.02%
+561
New +$107K
SO icon
34
Southern Company
SO
$110B
$57.6K 0.02%
650
+400
+160% +$37.7K
TOI icon
35
The Oncology Institute
TOI
$493M
$50.1K 0.02%
+119
New +$500
NFLX icon
36
Netflix
NFLX
$305B
$46K 0.02%
1,120
+940
+522% +$82.8K
META icon
37
Meta Platforms (Facebook)
META
$1.51T
$43.6K 0.02%
269
-131
-33% -$80.1K
PFE icon
38
Pfizer
PFE
$143B
$42.7K 0.02%
396
+296
+296% +$7.74K
APA icon
39
APA Corp
APA
$12.2B
$37.3K 0.01%
1,000
-4,099
-80% -$154K
IREN icon
40
Iris Energy
IREN
$12.1B
$33.8K 0.01%
125
-355
-74% -$18.5K
VOO icon
41
Vanguard S&P 500 ETF
VOO
$972B
$33.5K 0.01%
100
+99
+9,900% +$66K
VVV icon
42
Valvoline
VVV
$5.13B
$32.4K 0.01%
765
+628
+458% +$21.8K
JPM icon
43
JPMorgan Chase
JPM
$946B
$31.7K 0.01%
390
-40
-9% -$12.4K
OVV icon
44
Ovintiv
OVV
$16.3B
$29.9K 0.01%
615
+283
+85% +$16.2K
DE icon
45
Deere & Co
DE
$171B
$26.2K 0.01%
227
-249
-52% -$144K
BMY icon
46
Bristol-Myers Squibb
BMY
$130B
$25.3K 0.01%
684
+403
+143% +$23.1K
OHI icon
47
Omega Healthcare
OHI
$15.4B
$23.2K 0.01%
486
-42
-8% -$1.95K
MSFT icon
48
Microsoft
MSFT
$2.97T
$23.1K 0.01%
20
-49,175
-100% -$19.9M
VLO icon
49
Valero Energy
VLO
$89.4B
$22.9K 0.01%
33
-613
-95% -$151K
LLY icon
50
Eli Lilly
LLY
$1.09T
$21.4K 0.01%
42
-58
-58% -$59.3K
1
2
3 4 5

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CCC
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NCM
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KF
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BWG
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Miller Wealth Advisors's Q2 2026 Portfolio in Review

As of Q2 2026, Miller Wealth Advisors held 127 positions worth $279M, up 7.4% from $260M the previous quarter. Its ten largest holdings account for 98% of the portfolio.

Miller Wealth Advisors deployed $11.3M of net new capital in Q2 2026, opening 10 new positions and adding to 49 existing holdings. Its largest new stake was Home Depot: 1,300 shares worth $291K.

By sector, the portfolio is most concentrated in Technology at 21% of assets, down from 31% a quarter earlier, followed by Consumer Staples and Healthcare.

On the sell side, the largest reduction was Amazon, an estimated $61.1M trimmed.

  • Miller Wealth Advisors's largest Q2 2026 buy was Home Depot: 1,300 shares worth $291K.
  • Miller Wealth Advisors added most to Advanced Micro Devices in Q2 2026, an estimated $101M increase.
  • Miller Wealth Advisors's biggest Q2 2026 reduction was Amazon, cutting an estimated $61.1M.
  • Miller Wealth Advisors fully exited VanEck Uranium + Nuclear Energy ETF in Q2 2026, selling an estimated $120K.
  • Miller Wealth Advisors's ten largest holdings make up 98% of its $279M portfolio in Q2 2026.
  • Miller Wealth Advisors opened 10 new positions and closed 5 in Q2 2026.
  • Miller Wealth Advisors's portfolio value rose 7.4% quarter-over-quarter to $279M.

Based on Miller Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.