Institutional Manager · CIK 0001908158
MILLER WEALTH ADVISORS, LLC
OURAY, CO · File #028-22591
Latest AUM
$270.7M
Positions
137
Top-10 Concentration
98.2%
Filings
10
Portfolio Value Over Time
2024-03
2024-06
2024-09
2024-12
2025-03
2025-06
2025-09
2025-12
Biggest QoQ Changes
Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.
| Action | Issuer | Ticker / CUSIP | Δ Shares | Flow ($) | Price Effect |
|---|---|---|---|---|---|
| REDUCE | AMAZON.COM INC | AMZN | -2,892 | -$667,531 | +$2.9M |
| REDUCE | BERKSHIRE HATHAWAY | BRK-A | -773 | -$388,548 | -$649 |
| ADD | PALANTIR TECHNOLOGIES IN | PLTR | +1,459 | +$259,337 | -$257,924 |
| ADD | NVIDIA CORP | NVDA | +1,363 | +$254,200 | -$5,588 |
| REDUCE | APPLE INC | AAPL | -802 | -$218,032 | +$2.8M |
| ADD | EXXON MOBIL CORP | XOM | +1,765 | +$212,400 | +$2.2M |
| ADD | ROBINHOOD MKTS INC | 770700102 | +595 | +$67,295 | -$14,438 |
| EXITED | 3M CO | 88579Y101 | -269 | -$41,743 | $0 |
| EXITED | HOWMET AEROSPACE INC | 443201108 | -200 | -$39,246 | $0 |
| ADD | ALPHABET INC | GOOG | +121 | +$37,970 | +$8.6M |
Sector Allocation
Filing History
- 13F HOLDINGS REPORT (Amended)Q/E Dec 2025136 pos · $270.7M
- 13F HOLDINGS REPORTQ/E Dec 2025137 pos · $270.7M
- 13F HOLDINGS REPORTQ/E Sep 2025109 pos · $247.8M
- 13F HOLDINGS REPORTQ/E Jun 2025100 pos · $213.7M
- 13F HOLDINGS REPORTQ/E Mar 2025100 pos · $180.2M
- 13F HOLDINGS REPORTQ/E Dec 202491 pos · $196.1M
- 13F HOLDINGS REPORTQ/E Sep 202485 pos · $183.5M
- 13F HOLDINGS REPORTQ/E Jun 202481 pos · $184.8M
- 13F HOLDINGS REPORTQ/E Mar 202482 pos · $167.5M
- 13F HOLDINGS REPORTQ/E Dec 202374 pos · $146.9M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | AMAZON.COM INC | AMZN | 252,175 | $58.2M | 21.55% |
| 2 | APPLE INC | AAPL | 161,314 | $43.9M | 16.24% |
| 3 | ALPHABET INC | GOOG | 122,684 | $38.5M | 14.26% |
| 4 | ALPHABET INC | GOOG | 122,684 | $38.5M | 14.26% |
| 5 | EXXON MOBIL CORP | XOM | 293,987 | $35.4M | 13.10% |
| 6 | MICROSOFT CORP | MSFT | 48,611 | $23.5M | 8.71% |
| 7 | NVIDIA CORP | NVDA | 71,307 | $13.3M | 4.92% |
| 8 | PALANTIR TECHNOLOGIES IN | PLTR | 56,689 | $10.1M | 3.73% |
| 9 | BERKSHIRE HATHAWAY | BRK-A | 6,437 | $3.2M | 1.20% |
| 10 | CATERPILLAR INC | CAT | 1,056 | $604,951 | 0.22% |
| 11 | HONEYWELL INTL INC | 438516106 | 2,600 | $507,234 | 0.19% |
| 12 | SPDR S&P 500 ETF | SPY | 672 | $457,993 | 0.17% |
| 13 | MOBILEYE GLOBAL INC | MBLY | 41,556 | $433,845 | 0.16% |
| 14 | WALMART INC | WMT | 2,736 | $304,818 | 0.11% |
| 15 | GOLDMAN SACHS GROUP INC | GSCE | 322 | $283,038 | 0.10% |
| 16 | META PLATFORMS INC | META | 400 | $264,036 | 0.10% |
| 17 | INTEL CORP | INTC | 6,170 | $227,673 | 0.08% |
| 18 | DEERE & CO | DE | 476 | $221,611 | 0.08% |
| 19 | CHEVRON CORP NEW | CVX | 1,320 | $201,143 | 0.07% |
| 20 | JPMORGAN CHASE & CO | VYLD | 430 | $138,555 | 0.05% |