StockDriftsStockDriftsTop 50 Miller Wealth Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AMZN | AMAZON.COM INC | 24.79% | 246.1K | $58.7M | -0.93%(-2.30K) | $116.21(+136.61%) | 2026-06-30 | |
| AAPL | APPLE INC | 19.28% | 157.7K | $45.6M | -1.11%(-1.76K) | $157.32(+94.93%) | 2026-06-30 | |
| GOOG | ALPHABET INC | 17.97% | 120.3K | $42.5M | -0.80%(-971) | $111.98(+213.00%) | 2026-06-30 | |
| XOM | EXXON MOBIL CORP | 16.86% | 291.7K | $39.9M | +0.08%(+232) | $71.96(+122.00%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 7.77% | 49.3K | $18.4M | +0.21%(+103) | $319.40(+57.41%) | 2026-06-30 | |
| NVDA | NVIDIA CORP | 6.02% | 71.2K | $14.2M | -0.45%(-321) | $104.15(+111.69%) | 2026-06-30 | |
| PLTR | PALANTIR TECHNOLOGIES IN | 2.76% | 56.0K | $6.5M | -1.04%(-589) | $69.11(+155.68%) | 2026-06-30 | |
| BRK.B | BERKSHIRE HATHAWAY | 1.2% | 5.7K | $2.8M | -10.43%(-660) | $344.61(+51.87%) | 2026-06-30 | |
| CAT | CATERPILLAR INC | 0.48% | 1.1K | $1.1M | +0.00%(+0) | $237.78(+259.91%) | 2026-06-30 | |
| INTC | INTEL CORP | 0.35% | 6.0K | $838K | +0.00%(+0) | $49.95(+94.66%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (18 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +22.92% | +85.72% | — | — | +69.60% |
| Top 20 Holdings Unweighted | +20.79% | +76.22% | — | — | +76.13% |
Miller Wealth Advisors LLC reports $236.62M in US-listed equity holdings across 122 positions in its most recent 13F filing. Its largest disclosed positions are AMZN (24.8%), AAPL (19.3%) and GOOG (18.0%). The top 20 holdings account for 98.7% of reported assets. Its disclosed equity book has returned +85.72% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Miller Wealth Advisors LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1908158). View Miller Wealth Advisors LLC’s 13F filings on SEC