MILLER WEALTH ADVISORS LLC
Q3 2024 Form 13-F
OURAY, COLORADO
CIK 0001908158
· CRD 171329
· SEC-registered investment adviser
$183.5M Reported Value Total
MILLER WEALTH ADVISORS, LLC reports 282 total accounts under management (AUM). There are 282 discretionary accounts valued at $146,789,462, and 0 non-discretionary accounts.
Source: Form ADV filed * Note that certain holdings are exempt from Form 13-F reporting, so the AUM totals may be greater than the Form 13-F total.
Source: Form ADV filed 2026-08-27
Reported value
$183.5M
Quarter over quarter
0.0%
Holdings
84
Top-10 concentration
98.4%
Key People
Form ADV owners & control persons
Bert Earl Miller
MANAGING MEMBER
Don Edward Gilbert
CHIEF COMPLIANCE OFFICER
Filing Navigation
13F Metrics
Loading 13F Metrics
Q3 2024 13F record
Q3 2024 13F filing summary
| Period of report | September 30, 2024 |
|---|---|
| Filed | October 30, 2024 |
| Form | 13F-HR |
| Reported value | $183.5M |
| Positions | 84 |
| Change in reported value | -0.7% |
| New positions | 8 |
| Exited positions | 4 |
| Position turnover | 13.6% |
| Top-10 concentration | 98.4% |
13F filings by quarter
| Quarter | Positions | Value |
|---|---|---|
|
Q3 2026 13F
Filed Nov 2, 2026
|
119 | $262.7M |
|
Q2 2026 13F
Filed Jul 23, 2026
|
119 | $236.6M |
|
Q1 2026 13F
Filed May 1, 2026
|
114 | $259.7M |
|
Q4 2025 13F
Filed Jan 20, 2026
|
133 | $270.7M |
|
Q3 2025 13F
Filed Oct 23, 2025
|
106 | $247.8M |
|
Q2 2025 13F
Filed Jul 18, 2025
|
97 | $213.7M |
|
Q1 2025 13F
Filed May 13, 2025
|
97 | $180.2M |
|
Q4 2024 13F
Filed Feb 5, 2025
|
90 | $196.1M |
|
Q3 2024 13F
Filed Oct 30, 2024
|
84 | $183.5M |
|
Q2 2024 13F
Filed Jul 18, 2024
|
79 | $184.8M |
|
Q1 2024 13F
Filed May 8, 2024
|
80 | $167.5M |
|
Q4 2023 13F
Filed Feb 6, 2024
|
82 | $155.9M |
|
Q3 2023 13F
Filed Nov 7, 2023
|
73 | $146.9M |
|
Q2 2023 13F
Filed Jul 27, 2023
|
75 | $148.3M |
|
Q1 2023 13F
Filed May 5, 2023
|
57 | $20.6M |
|
Q4 2022 13F
Filed Jan 26, 2023
|
72 | $144.0M |
|
Q3 2022 13F
Filed Nov 14, 2022
|
86 | $122.5M |
|
Q2 2022 13F
Filed Aug 8, 2022
|
83 | $120.5M |
|
Q1 2022 13F
Filed Aug 8, 2022
|
84 | $154.0M |
|
Q4 2021 13F
Filed Aug 8, 2022
|
89 | $148.7M |
Top 20 holdings · Q3 2024
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | AMZN AMAZON.COM INC | $50.6M | 27.59% |
| 2 | AAPL APPLE INC | $39.3M | 21.4% |
| 3 | XOM EXXON MOBIL CORP | $37.9M | 20.65% |
| 4 | GOOG ALPHABET INC | $20.4M | 11.12% |
| 5 | MSFT MICROSOFT CORP | $19.5M | 10.63% |
| 6 | NVDA NVIDIA CORP | $8.4M | 4.6% |
| 7 | BRK-B BERKSHIRE HATHAWAY | $3.1M | 1.69% |
| 8 | HON HONEYWELL INTL INC | $570.8K | 0.31% |
| 9 | CAT CATERPILLAR INC | $394.5K | 0.21% |
| 10 | SPY SPDR S&P 500 ETF | $385.4K | 0.21% |
| 11 | PG PROCTER & GAMBLE CO | $252.9K | 0.14% |
| 12 | WMT WALMART INC | $221.3K | 0.12% |
| 13 | CVX CHEVRON CORP NEW | $194.2K | 0.11% |
| 14 | DE DEERE & CO | $192.8K | 0.11% |
| 15 | GS GOLDMAN SACHS GROUP INC | $170.3K | 0.09% |
| 16 | PEP PEPSICO INC | $166.1K | 0.09% |
| 17 | EPD ENTERPRISE PRODS PART LP | $153.8K | 0.08% |
| 18 | INTC INTEL CORP | $134.6K | 0.07% |
| 19 | APA APA CORP | $127.1K | 0.07% |
| 20 | JPM JPMORGAN CHASE & CO | $96.5K | 0.05% |
Values as reported on the Q3 2024 Form 13F. Every position is in the holdings table below.