We are live on ! Find out more
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
Cap. Flow
-$45.3M
Cap. Flow %
-19.12%
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
MSFT icon
Microsoft
MSFT
+$41.7K
4
XOM icon
ExxonMobil
XOM
+$34.7K
5
CVX icon
Chevron
CVX
+$23.5K

Top Sells

Rank Stock Value
1
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$43.6M
2
AMZN icon
Amazon
AMZN
+$577K
3
AAPL icon
Apple
AAPL
+$505K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$347K
5
BRK.B icon
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%

No holdings matched the selected filter criteria.

1 2 3 4 5

Similar funds

WW
Windle Wealth Oklahoma City, Oklahoma $237M AUM 22.79% 1-Year Est. Return
TCM
Tekne Capital Management New York $237M AUM 62.98% 1-Year Est. Return
PVM
Palogic Value Management Dallas, Texas $237M AUM 5.37% 1-Year Est. Return
KFS
Kaizen Financial Strategies Campbell, California $236M AUM 28.3% 1-Year Est. Return
KTM
Keeler Thomas Management Orem, Utah $236M AUM 10.79% 1-Year Est. Return
RP
Raelipskie Partnership Waterloo, Ontario, Canada $236M AUM 19.33% 1-Year Est. Return
BCM
Birmingham Capital Management Birmingham, Alabama $237M AUM 32.7% 1-Year Est. Return
FCMI
Foresite Capital Management IV Larkspur, California $237M AUM 107.53% 1-Year Est. Return

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.