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
+10.61%
1 Year Est. Return
+40.97%
3 Year Est. Return
+116.58%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$271M
AUM Growth
+$22.8M
Cap. Flow
-$255K
Cap. Flow %
-0.09%
Top 10 Hldgs %
97.96%
Holding
142
New
33
Increased
22
Reduced
11
Closed
6

Top Buys

Rank Stock Value
1
PLTR icon
Palantir
PLTR
+$264K
2
NVDA icon
NVIDIA
NVDA
+$254K
3
XOM icon
ExxonMobil
XOM
+$205K
4
HOOD icon
Robinhood
HOOD
+$77.4K
5
MSFT icon
Microsoft
MSFT
+$39.1K

Top Sells

Rank Stock Value
1
AMZN icon
Amazon
AMZN
+$662K
2
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$385K
3
AAPL icon
Apple
AAPL
+$215K
4
MMM icon
3M
MMM
+$41.7K
5
HWM icon
Howmet Aerospace
HWM
+$39.2K

Sector Composition

Rank Sector Weight
1 Technology 33.65%
2 Communication Services 28.58%
3 Consumer Discretionary 21.74%
4 Energy 13.36%
5 Financials 1.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
OPENZ
126
Opendoor Technologies Inc Series Z Warrants
OPENZ
$5M
$70 ﹤0.01%
+135
New +$82
HUN icon
127
Huntsman Corp
HUN
$2.1B
$40 ﹤0.01%
4
– –
ANET icon
128
Arista Networks
ANET
$199B
– –
-220
Closed -$32.1K
HWM icon
129
Howmet Aerospace
HWM
$109B
– –
-200
Closed -$39.2K
MMM icon
130
3M
MMM
$91.8B
– –
-269
Closed -$41.7K
RC
131
Ready Capital
RC
$260M
– –
-774
Closed -$3K
BULL
132
Webull Corp
BULL
$3.73B
– –
-900
Closed -$13.3K
2 3 4 5
6

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 Q4 2025 Portfolio in Review

As of Q4 2025, Miller Wealth Advisors held 142 positions worth $271M, up 9.2% from $248M the previous quarter. Its ten largest holdings account for 98% of the portfolio.

Miller Wealth Advisors's Q4 2025 filing shows 33 new, 22 increased, 11 reduced and 6 closed positions. Its largest new stake was Solstice Advanced Materials: 650 shares worth $31.6K. The largest sale was Amazon, an estimated $662K.

By sector, the portfolio is most concentrated in Technology at 34% of assets, down from 36% a quarter earlier, followed by Communication Services and Consumer Discretionary.

  • Miller Wealth Advisors's largest Q4 2025 buy was Solstice Advanced Materials: 650 shares worth $31.6K.
  • Miller Wealth Advisors added most to Palantir in Q4 2025, an estimated $264K increase.
  • Miller Wealth Advisors's biggest Q4 2025 reduction was Amazon, cutting an estimated $662K.
  • Miller Wealth Advisors fully exited 3M in Q4 2025, selling an estimated $41.7K.
  • Miller Wealth Advisors's ten largest holdings make up 98% of its $271M portfolio in Q4 2025.
  • Miller Wealth Advisors opened 33 new positions and closed 6 in Q4 2025.
  • Miller Wealth Advisors's portfolio value rose 9.2% quarter-over-quarter to $271M.

Based on Miller Wealth Advisors's 13F filing for Q4 2025, filed 20 Jan 2026.