1y return+31.1%S&P 500 +20.9%
3y return+76.0%S&P 500 +68.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2021: $175 against $157 in the S&P 500.2
Miller Wealth Advisors, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| AMZNAmazon.com Inc | $58.7M | 24.8% | |
| AAPLApple Inc | $45.6M | 19.3% | −1.1% |
| GOOGAlphabet Inc | $42.5M | 18.0% | |
| Exxon Mobil CorpCUSIP 30231G102 | $39.9M | 16.9% | |
| MSFTMicrosoft Corp | $18.4M | 7.8% | |
| NVDANvidia Corp | $14.2M | 6.0% | |
| PLTRPalantir Technologies In | $6.5M | 2.8% | −1.0% |
| BRK/BBerkshire Hathaway | $2.8M | 1.2% | −10.4% |
| CATCaterpillar Inc | $1.1M | 0.5% | |
| INTCIntel Corp | $838K | 0.4% | |
| SPYState Street Spdr S&p | $503K | 0.2% | |
| MBLYMobileye Global Inc | $393K | 0.2% | −2.4% |
| CVXChevron Corp New | $341K | 0.1% | +6.5% |
| GSGoldman Sachs Group Inc | $326K | 0.1% | |
| WMTWalmart Inc | $310K | 0.1% | |
| DEDeere & Co | $302K | 0.1% | |
| HONHoneywell Intl Inc | $291K | 0.1% | New |
| HONAHoneywell Aerospace Inc | $287K | 0.1% | New |
| SPCXSpace Ex Tech Spacex | $264K | 0.1% | New |
| METAMeta Platforms Inc | $225K | 0.1% | |
| VLOValero Energy Corp New | $168K | 0.1% | |
| APAApa Corp | $166K | 0.1% | |
| AMATApplied Matls Inc | $145K | 0.1% | |
| JPMJpmorgan Chase & Co | $141K | 0.1% | |
| PEPPepsico Inc | $129K | 0.1% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corp | December 31, 2021 | +580.3% | $14.2M |
| PLTRPalantir Technologies In | December 31, 2021 | +540.7% | $6.5M |
| CATCaterpillar Inc | December 31, 2021 | +415.1% | $1.1M |
| LLYEli Lilly And Co | December 31, 2021 | +334.2% | $120K |
| AMATApplied Matls Inc | September 30, 2025 | +253.1% | $145K |
| VLOValero Energy Corp New | December 31, 2021 | +246.8% | $168K |
| TSLATesla Inc | December 31, 2022 | +241.5% | $50K |
| GSGoldman Sachs Group Inc | December 31, 2021 | +164.4% | $326K |
| MSMorgan Stanley | December 31, 2022 | +145.9% | $60K |
| GOOGAlphabet Inc | December 31, 2021 | +144.2% | $42.5M |
Sold off last quarter
- Honeywell Intl IncCUSIP 438516106 was $588K
- NLRVaneck Uranium And was $120K
- OPENOpendoor Technologies In was $19K
- CLXClorox Co was $13K
- LACLithium Amers Corp F was $229
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +8.0% | +14.8% |
| March 31, 2026 | −3.1% | −4.6% |
| December 31, 2025 | +9.3% | +2.4% |
| September 30, 2025 | +14.6% | +7.8% |
| June 30, 2025 | +8.6% | +10.5% |
| March 31, 2025 | −8.2% | −4.6% |
| December 31, 2024 | +6.6% | +2.1% |
| September 30, 2024 | +0.0% | +5.4% |
| June 30, 2024 | +9.5% | +4.0% |
| March 31, 2024 | +9.0% | +10.0% |
| December 31, 2023 | +6.9% | +11.2% |
| September 30, 2023 | −1.0% | −3.6% |
| June 30, 2023 | +13.4% | +8.3% |
| March 31, 2023 | +14.6% | +7.0% |
| December 31, 2022 | −2.9% | +7.1% |
| September 30, 2022 | −0.3% | −5.3% |
| June 30, 2022 | −21.6% | −16.5% |
| March 31, 2022 | +0.6% | −4.9% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Miller Wealth Advisors, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1908158&type=13F-HR&dateb=&owner=include&count=40CIK 1908158
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1908158/000190815826000006/Filed July 29, 2026 · accession 0001908158-26-000006