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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
BRK.B icon
76
Berkshire Hathaway Class B
BRK.B
$1.1T
$10.7K ﹤0.01%
55
-6,272
-99% -$3.02M
ACHR icon
77
Archer Aviation
ACHR
$3.65B
$10.5K ﹤0.01%
75
-13,707
-99% -$79.7K
CAT icon
78
Caterpillar
CAT
$387B
$10.2K ﹤0.01%
100
-956
-91% -$840K
ASML icon
79
ASML
ASML
$609B
$9.6K ﹤0.01%
100
+93
+1,329% +$148K
FLYY
80
DELISTED
Spirit Aviation Holdings, Inc.
FLYY
$9.41K ﹤0.01%
+8
New +$9.41K
MMM icon
81
3M
MMM
$93.8B
$9.24K ﹤0.01%
165
-104
-39% -$15.8K
SNDA icon
82
Sonida Senior Living
SNDA
$2.02B
$9.05K ﹤0.01%
1,000
+906
+964% +$32.5K
OGN icon
83
Organon & Co
OGN
$3.56B
$8.69K ﹤0.01%
100
+62
+163% +$741
JEPQ icon
84
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
$38.6B
$6.6K ﹤0.01%
26
-298
-92% -$17.7K
VZ icon
85
Verizon
VZ
$201B
$6.58K ﹤0.01%
247
-518
-68% -$24.3K
NKE icon
86
Nike
NKE
$63.8B
$5.81K ﹤0.01%
275
-837
-75% -$36.8K
AMAT icon
87
Applied Materials
AMAT
$380B
$5.81K ﹤0.01%
10
-190
-95% -$87.7K
VTRS icon
88
Viatris
VTRS
$20.8B
$5.42K ﹤0.01%
137
+125
+1,042% +$1.94K
OKE icon
89
Oneok
OKE
$55.9B
$4.71K ﹤0.01%
90
-10
-10% -$881
CMCSA icon
90
Comcast
CMCSA
$85.7B
$4.47K ﹤0.01%
22
-607
-97% -$15.7K
SLG icon
91
SL Green Realty
SLG
$3.79B
$3.83K ﹤0.01%
94
-155
-62% -$6.92K
PSX icon
92
Phillips 66
PSX
$82.8B
$3.68K ﹤0.01%
5
-710
-99% -$122K
APLD icon
93
Applied Digital
APLD
$7.57B
$3.64K ﹤0.01%
45
-955
-96% -$36.9K
ARKK icon
94
ARK Innovation ETF
ARKK
$5.72B
$3.29K ﹤0.01%
50
+5
+11% +$382
NNE
95
Nano Nuclear Energy
NNE
$832M
$2.83K ﹤0.01%
45
-230
-84% -$5.67K
PEP icon
96
PepsiCo
PEP
$195B
$2.41K ﹤0.01%
100
-851
-89% -$127K
EMR icon
97
Emerson Electric
EMR
$84.8B
$1.94K ﹤0.01%
50
-25
-33% -$3.52K
KO icon
98
Coca-Cola
KO
$380B
$1.91K ﹤0.01%
100
-290
-74% -$22.9K
MCD icon
99
McDonald's
MCD
$193B
$1.69K ﹤0.01%
20
-50
-71% -$14.3K
DG icon
100
Dollar General
DG
$27.8B
$1.59K ﹤0.01%
205
-22
-10% -$2.5K
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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CB
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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.