Data as of Q4 2025 (Dec 31, 2025)

MILLER WEALTH ADVISORS, LLC

โ€ขCIK: 1908158โ€ขFiling: Q4 2025

**MILLER WEALTH ADVISORS, LLC** manages $271M across a diversified portfolio of 133 positions. The fund exhibits significant concentration in mega-cap technology names, notably holding $58.2M in AMZN and $43.9M in AAPL. Further substantial allocations include $38.5M each in GOOG and GOOGL, alongside $35.4M in XOM. This positioning suggests a core thesis focused on established tech leaders and energy value plays.

Total AUM
$270.7M
QoQ Performance
+9.2%
Positions
130
Top 10 Concentration
98.0%
Latest Filing
Q4 2025

Top Holdings Allocation

AMZN
AAPL
GOOGL
GOOG
XOM
MSFT
AMZN21.5%
AAPL16.2%
GOOGL14.2%
GOOG14.2%
XOM13.1%
MSFT8.7%
NVDA4.9%
PLTR3.7%

๐Ÿ“ˆ Biggest Buys

PLTR
PALANTIR TECHNOLOGIES IN
+2.6%
3.7% of portfolio
NVDA
NVIDIA CORP
+1.9%
4.9% of portfolio
XOM
EXXON MOBIL CORP
+0.6%
13.1% of portfolio
HOOD
ROBINHOOD MKTS INC
+124.0%
0.0% of portfolio
GOOGL
ALPHABET INC
+0.1%
14.2% of portfolio

๐Ÿ“‰ Biggest Sells

AMZN
AMAZON.COM INC
-1.1%
21.5% of portfolio
BRK/B
BERKSHIRE HATHAWAY
-10.7%
1.2% of portfolio
AAPL
APPLE INC
-0.5%
16.2% of portfolio
EPD
ENTERPRISE PRODS PART LP
-17.1%
0.0% of portfolio
MCD
MCDONALDS CORP
-44.0%
0.0% of portfolio

Sector Breakdown

Technology58.4%
Consumer21.7%
Energy13.1%
Other4.5%
Financial1.4%
Industrial0.5%
ETF0.2%
Healthcare0.1%

๐Ÿšช Exited Positionssold since Q3 2025

MMM
3M CO
SOLD
$41.7K
HWM
HOWMET AEROSPACE INC
SOLD
$39.2K
ANET
ARISTA NETWORKS INC
SOLD
$32.1K
โ€”
WEBULL CORP F
SOLD
$13.3K
RC
READY CAP CORP
SOLD
$3.0K
+1 more exited positions

Changes from Q3 2025

NEW33 new positions
โ†‘23 increased
โ†“10 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023