MILLER WEALTH ADVISORS, LLC SWGXX β€” APPLE INC

Ownership history in MILLER WEALTH ADVISORS, LLC  Β·  1 quarter on record

AI Ownership Summary

MILLER WEALTH ADVISORS, LLC reported APPLE INC (SWGXX) in 1 quarterly 13F filing from 2026 Q2 through 2026 Q2. Peak portfolio weight reached 16.35% in 2026 Q2. The latest visible filing shows SWGXX at 16.35% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SWGXX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MILLER WEALTH ADVISORS, LLC's position in APPLE INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

SWGXX was reported at 16.35% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
16.35% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q2 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How MILLER WEALTH ADVISORS, LLC held SWGXX β€” position size vs. price
% of Fund (quarterly)    SWGXX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 INITIATED β€” β€” β€” 157,683 β€” β€” 16.35% $45.6M 2026-07-23 $1.00

🏒 Other funds also holding SWGXX

As of 2026 Q2 β€” sorted by position size

Main Management LLC 3Y 7Y 0.0% Wealthspire Advisors, LLC 3Y 7Y 0.0%

FAQ About MILLER WEALTH ADVISORS, LLC and SWGXX

These are the practical questions this page is built to answer before you even open the full history table.

How long has MILLER WEALTH ADVISORS, LLC reported owning SWGXX?

MILLER WEALTH ADVISORS, LLC reported SWGXX across 1 quarterly 13F filings, from 2026 Q2 through 2026 Q2.

What was the largest reported SWGXX position in MILLER WEALTH ADVISORS, LLC's portfolio?

The largest reported portfolio weight for SWGXX was 16.35% in 2026 Q2.

What is the latest reported SWGXX position on this page?

The most recent filing on this page is 2026 Q2, when MILLER WEALTH ADVISORS, LLC reported 157,683 shares, equal to 16.35% of portfolio, with an estimated market value of $45.6M.

What does the chart on this SWGXX ownership page compare?

The chart compares MILLER WEALTH ADVISORS, LLC's quarterly SWGXX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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