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MWA
Miller Wealth Advisors Portfolio holdings
AUM
$237M
1-Year Est. Return
40.97%
This Fund
S&P 500
This Quarter
Est. Return
+8.89%
1 Year Est. Return
+40.97%
3 Year Est. Return
+116.58%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$237M
AUM Growth
-$23.1M
(-8.9%)
Cap. Flow
-$45.3M
Cap. Flow
% of AUM
-19.12%
Top 10 Holdings %
Top 10 Hldgs %
97.47%
Holding
126
New
9
Increased
8
Reduced
14
Closed
4
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
HONA
Honeywell Aerospace
HONA
|
+$287K |
| 2 |
SPCX
SpaceX
SPCX
|
+$263K |
| 3 |
Microsoft
MSFT
|
+$41.7K |
| 4 |
ExxonMobil
XOM
|
+$34.7K |
| 5 |
Chevron
CVX
|
+$23.5K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Alphabet (Google) Class A
GOOGL
|
+$43.6M |
| 2 |
Amazon
AMZN
|
+$577K |
| 3 |
Apple
AAPL
|
+$505K |
| 4 |
Alphabet (Google) Class C
GOOG
|
+$347K |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
+$317K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 36.28% |
| 2 | Consumer Discretionary | 25.02% |
| 3 | Communication Services | 18.13% |
| 4 | Energy | 17.28% |
| 5 | Financials | 1.53% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Phillips 66
PSX
$106B
| $121K | 0.05% |
715
| – | – |
|
27
Eli Lilly
LLY
$1.01T
| $120K | 0.05% |
100
| – | – |
|
28
Robinhood
HOOD
$99.3B
| $87.7K | 0.04% |
875
-200
| -19% | -$16.7K |
|
29
Procter & Gamble
PG
$341B
| $80.7K | 0.03% |
550
| – | – |
|
|
30
Alphabet (Google) Class A
GOOGL
$4.22T
| $80.4K | 0.03% |
225
-121,062
| -100% | -$43.6M |
|
31
Archer Aviation
ACHR
$4.21B
| $65.2K | 0.03% |
13,782
| – | – |
|
32
AbbVie
ABBV
$465B
| $60.4K | 0.03% |
240
| – | – |
|
33
Morgan Stanley
MS
$324B
| $59.6K | 0.03% |
285
| – | – |
|
34
ConocoPhillips
COP
$170B
| $58.3K | 0.02% |
561
| – | – |
|
|
SOLS
35
Solstice Advanced Materials
SOLS
$9.08B
| $57.6K | 0.02% |
650
| – | – |
|
36
Rocket Companies
RKT
$37.3B
| $54.7K | 0.02% |
3,475
| – | – |
|
37
Tesla
TSLA
$1.41T
| $50.1K | 0.02% |
119
| – | – |
|
38
Nike
NKE
$53.7B
| $46K | 0.02% |
1,120
+8
| +0.7% | +$352 |
|
39
3M
MMM
$84.9B
| $43.6K | 0.02% |
269
| – | – |
|
40
Principal Financial Group
PFG
$25.3B
| $42.7K | 0.02% |
396
| – | – |
|
41
Enterprise Products Partners
EPD
$83.8B
| $42K | 0.02% |
1,143
-513
| -31% | -$19.4K |
|
42
Applied Digital
APLD
$6.66B
| $37.3K | 0.02% |
1,000
| – | – |
|
43
Illinois Tool Works
ITW
$76.5B
| $33.8K | 0.01% |
125
| – | – |
|
44
Vertiv
VRT
$90.3B
| $33.5K | 0.01% |
100
| – | – |
|
45
Verizon
VZ
$214B
| $32.4K | 0.01% |
765
| – | – |
|
46
Coca-Cola
KO
$382B
| $31.7K | 0.01% |
390
| – | – |
|
47
Occidental Petroleum
OXY
$63.5B
| $29.9K | 0.01% |
615
| – | – |
|
48
Dollar General
DG
$27.5B
| $26.2K | 0.01% |
227
| – | – |
|
49
BP
BP
$121B
| $25.3K | 0.01% |
684
+9
| +1% | +$395 |
|
50
Southern Company
SO
$98.9B
| $23.9K | 0.01% |
250
| – | – |
|
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TBF
Miller Wealth Advisors's Q2 2026 Portfolio in Review
As of Q2 2026, Miller Wealth Advisors held 126 positions worth $237M, down 8.9% from $260M the previous quarter. Its ten largest holdings account for 97% of the portfolio.
Miller Wealth Advisors withdrew a net $45.3M in Q2 2026, closing 4 positions and reducing 14 holdings. Its most notable exit was VanEck Uranium + Nuclear Energy ETF, an estimated $120K position sold in full.
By sector, the portfolio is most concentrated in Technology at 36% of assets, up from 31% a quarter earlier, followed by Consumer Discretionary and Communication Services.
Against the trend, Miller Wealth Advisors opened a new position in Honeywell Aerospace worth $287K.
- Miller Wealth Advisors's largest Q2 2026 buy was Honeywell Aerospace: 1,300 shares worth $287K.
- Miller Wealth Advisors added most to Microsoft in Q2 2026, an estimated $41.7K increase.
- Miller Wealth Advisors's biggest Q2 2026 reduction was Alphabet (Google) Class A, cutting an estimated $43.6M.
- 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 97% of its $237M portfolio in Q2 2026.
- Miller Wealth Advisors opened 9 new positions and closed 4 in Q2 2026.
- Miller Wealth Advisors's portfolio value fell 8.9% quarter-over-quarter to $237M.
Based on Miller Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.