MILLER WEALTH ADVISORS, LLC
SEC Form 13F institutional filer · CIK 0001908158
13F-HR · 74 reported holdings · 2026-03-31
Reported long-US-equity value
$0.26B
Top-10 concentration
98.0%
MILLER WEALTH ADVISORS, LLC — $259M AUM allocation strategy
MILLER WEALTH ADVISORS, LLC files SEC Form 13F and reports $259M of long US equity value across 74 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 30.9%, followed by Communication Services 26.9% and Consumer Discretionary 20.0%.
The top 10 holdings account for 98% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
MILLER WEALTH ADVISORS, LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$259M
total across 74 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
98% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$CVX +610 sh · −$3.06K+$MSFT +584 sh · −$28.8M+$NVDA +186 sh · −$14.1M
Biggest trims (shares)
−$AMZN −3.77K sh · −$64.7M−$XOM −2.47K sh · −$21.3M−$AAPL −1.87K sh · −$47.2M
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Interactive Media & Services26.9%—
- Broadline Retail20.0%—
- Integrated Oil & Gas19.3%—
- Technology Hardware, Storage & Peripherals15.6%—
- Systems Software7.1%—
- Semiconductors5.1%—
- Application Software3.2%—
- Multi-Sector Holdings1.2%—
- Other holdings1.7%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
10 of 10 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $AMZN | Amazon.com Inc | 248K | $51.7M | -3.77K | 20.0% |
| $XOM | ExxonMobil Holdings Corporation | 292K | $49.5M | -2.47K | 19.1% |
| $AAPL | Apple Inc | 159K | $40.5M | -1.87K | 15.6% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 121K | $34.8M | -1.4K | 13.4% |
| $GOOGL | Alphabet Inc | 121K | $34.8M | -1.4K | 13.4% |
| $MSFT | Microsoft Corporation | 49.2K | $18.2M | +584 | 7.0% |
| $NVDA | NVIDIA Corporation | 71.5K | $12.5M | +186 | 4.8% |
| $PLTR | Palantir Technologies Inc | 56.6K | $8.28M | -106 | 3.2% |
| $BRK.B | Berkshire Hathaway Inc.-Class B | 6.33K | $3.03M | -110 | 1.2% |
| $CAT | Caterpillar Inc | 1.06K | $748K | +0 | 0.3% |
…and 64 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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