Miller Financial Services LLC

CIK: 0002022893Latest portfolio: $85.3M · Q4 2025

Holdings

114

Total Value

$85.3M

New Positions

13

Closed Positions

13

#StockSharesValue% PortfolioChangeType
1
IEFISHARES TR
47,417$4.6M5.35%+7K
2
AAPLAPPLE INC
13,451$3.7M4.29%-1,694
3
TLTISHARES TR
40,920$3.6M4.18%+5K
4
VGSHVANGUARD SCOTTSDALE FDS
50,791$3.0M3.50%+17K
5
UPSUNITED PARCEL SERVICE INC
29,098$2.9M3.39%-346
6
AMZNAMAZON COM INC
12,356$2.9M3.37%-362
7
SOFISOFI TECHNOLOGIES INC
104,638$2.7M3.21%-3,973
8
IWMISHARES TR
9,951$2.4M2.87%-1,061
9
ETNEATON CORP PLC
7,464$2.4M2.79%-3,363
10
SLVISHARES SILVER TR
36,449$2.4M2.77%-13,598
11
PEPPEPSICO INC
11,377$1.6M1.91%+230
12
CAGCONAGRA BRANDS INC
92,594$1.6M1.89%+22K
13
AGGISHARES TR
15,040$1.5M1.76%-1,394
14
VVISA INC
4,199$1.5M1.73%-605
15
CRWDCROWDSTRIKE HLDGS INC
3,114$1.5M1.71%+180
16
KMIKINDER MORGAN INC DEL
52,377$1.4M1.69%-3,319
17
GOOGLALPHABET INC
4,129$1.3M1.52%-285
18
UBERUBER TECHNOLOGIES INC
14,995$1.2M1.45%+392
19
NETCLOUDFLARE INC
6,183$1.2M1.43%-96
20
BRK/BBERKSHIRE HATHAWAY INC DEL
2,353$1.2M1.39%-91
21
MSFTMICROSOFT CORP
2,328$1.2M1.37%-828
22
BMYBRISTOL-MYERS SQUIBB CO
19,980$1.1M1.26%+338
23
KJANINNOVATOR ETFS TRUST
24,160$1.0M1.17%-450
24
BACVERIZON COMMUNICATIONS INC
24,348$991K1.16%+4K
25
CAVACAVA GROUP INC
15,207$892K1.05%+13

Quarterly Changes

New Positions

Closed Positions

Increased Positions

NameSharesChange
CAG93K+22K
VGSH51K+17K
IVVD51K+14K
PCT42K+11K
IEF47K+7K
QC1028K+6K
TLT41K+5K
DTIL15K+5K
BAC24K+4K
VGLT14K+3K

Decreased Positions

NameSharesChange
PTLO35K-18600
SLV36K-13598
SOFI105K-3973
KMI52K-3319
WEN11K-2000
AAPL13K-1694
PYPL5K-1555
SWK6K-1460
AGG15K-1394
GOOG3K-1057

Sector Breakdown

Financial Services0.0% ($4.55935662982274e+97T)
Consumer Cyclical0.0% ($2.8768928776615347e+35T)
Technology0.0% ($3.656235814591237e+32T)
Healthcare0.0% ($1.0777516334553724e+29T)
Industrials0.0% ($2.891237753850946e+28T)
Unknown0.0% ($1182757711541.4T)
Consumer Defensive0.0% ($16321611721.7T)
Communication Services0.0% ($129286.0T)
Utilities0.0% ($818.3T)
Energy0.0% ($1.4T)
Basic Materials0.0% ($402.4B)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Feb 12, 2026$85.3M135
Q3 2025Nov 13, 2025$86.5B113
Q2 2025Aug 12, 2025$78.4B107
Q1 2025May 5, 2025$69.6B97
Q4 2024Feb 7, 2025$118.4B128

Fund Information

CIK0002022893
Most Recent FilingFeb 12, 2026
Number of Filings5

Miller Financial Services LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $85.3M across 114 holdings. The largest position is ISHARES TR (IEF), representing 5.3% of the portfolio. Compared to the previous quarter, the fund opened 14 new positions and closed 13 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.