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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
KIM icon
101
Kimco Realty
KIM
$17.7B
$1.42K ﹤0.01%
56
– –
VRT icon
102
Vertiv
VRT
$104B
$864 ﹤0.01%
24
-76
-76% -$24.1K
USAR
103
USA Rare Earth Inc
USAR
$3.44B
$686 ﹤0.01%
2
-598
-100% -$13.6K
NVDA icon
104
NVIDIA
NVDA
$4.77T
$517 ﹤0.01%
38
-71,455
-100% -$14.7M
QQQ icon
105
Invesco QQQ Trust
QQQ
$445B
$303 ﹤0.01%
1
-4
-80% -$2.75K
MU icon
106
Micron Technology
MU
$927B
$249 ﹤0.01%
+33
New +$24.7K
VSNT
107
Versant Media Group
VSNT
$5.27B
$191 ﹤0.01%
12
-12
-50% -$482
KVUE icon
108
Kenvue
KVUE
$37.9B
$111 ﹤0.01%
4
-96
-96% -$1.69K
HOOD icon
109
Robinhood
HOOD
$83.3B
$42 ﹤0.01%
4
-1,071
-100% -$89.7K
OPENL
110
Opendoor Technologies Inc Series A Warrants
OPENL
$6.09M
$38 ﹤0.01%
135
– –
OPENW
111
Opendoor Technologies Inc Series K Warrants
OPENW
$10.5M
$38 ﹤0.01%
135
– –
OPENZ
112
Opendoor Technologies Inc Series Z Warrants
OPENZ
$5.46M
$38 ﹤0.01%
135
– –
FIX icon
113
Comfort Systems
FIX
$57.2B
$4 ﹤0.01%
200
+190
+1,900% +$345K
CLX icon
114
Clorox
CLX
$12.1B
– –
-125
Closed -$13K
DUK icon
115
Duke Energy
DUK
$101B
$0 ﹤0.01%
750
+650
+650% +$82K
EPD icon
116
Enterprise Products Partners
EPD
$83.6B
– –
-1,656
Closed -$62.6K
LAC
117
Lithium Americas
LAC
$972M
– –
-58
Closed -$229
NLR icon
118
VanEck Uranium + Nuclear Energy ETF
NLR
$3.8B
– –
-900
Closed -$120K
OPEN icon
119
Opendoor
OPEN
$3.8B
– –
-4,065
Closed -$19K
RKT icon
120
Rocket Companies
RKT
$39.6B
$0 ﹤0.01%
1
-3,474
-100% -$50.1K
XOM icon
121
ExxonMobil
XOM
$634B
$0 ﹤0.01%
774
-290,739
-100% -$43.5M
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.