Funds › Miller Financial Services LLC
Miller Financial Services LLC
13F for Q3 2026, filed Oct 20, 2026. 146 positions worth $131.9M.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
Latest report
Q3 2026
filed Oct 20, 2026
Reported value
$131.9M
+$7.6M (6.1%) vs Q2 2026
Positions
146
138 in Q2 2026
Top 10 share
34.3%
of reported value
CheckedEach line's price per share is checked against other managers' reports of the same stock. Unit mix-ups are corrected. Reports no fix can rescue are left out.
Clean
prices match other managers' reports
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Holdings, Q3 2026
Largest first. Common shares only; puts and calls are under All positions.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | iShares Tr 7-10 Yr Trsy Bd | 91,613 | $8.2M | 6.2% | +32.4% | 13F ↗ |
| 2 | PEP PepsiCo, Inc. | 54,067 | $6.9M | 5.2% | +4.8% | 13F ↗ |
| 3 | iShares Tr Etf | 64,667 | $5.0M | 3.8% | +21.3% | 13F ↗ |
| 4 | AAPL Apple Inc. | 12,909 | $4.3M | 3.3% | -1.2% | 13F ↗ |
| 5 | Vanguard Scottsdale Fds Long Term Treas | 82,865 | $4.2M | 3.2% | +38.3% | 13F ↗ |
| 6 | AMZN Amazon.com, Inc. | 14,002 | $3.5M | 2.6% | +4.2% | 13F ↗ |
| 7 | ETN Eaton Corporation, PLC | 7,873 | $3.4M | 2.6% | Unchanged | 13F ↗ |
| 8 | Vanguard Scottsdale Fds Short Term Treas | 58,657 | $3.4M | 2.6% | +3.6% | 13F ↗ |
| 9 | MSFT Microsoft Corporation | 6,405 | $3.3M | 2.5% | +18.5% | 13F ↗ |
| 10 | CRWD CrowdStrike Holdings, Inc. | 12,030 | $3.2M | 2.4% | -1.5% | 13F ↗ |
| 11 | UPS United Parcel Service, Inc. | 29,054 | $2.7M | 2.1% | +8.4% | 13F ↗ |
| 12 | JPM JPMorgan Chase & Co. | 7,667 | $2.5M | 1.9% | -0.1% | 13F ↗ |
| 13 | iShares Tr Etf | 8,468 | $2.4M | 1.8% | -1.6% | 13F ↗ |
| 14 | CL Colgate-Palmolive Company | 24,000 | $2.0M | 1.6% | Unchanged | 13F ↗ |
| 15 | NET Cloudflare, Inc. | 5,809 | $2.0M | 1.5% | -0.8% | 13F ↗ |
| 16 | SOFI SoFi Technologies, Inc. | 114,383 | $1.8M | 1.4% | +0.5% | 13F ↗ |
| 17 | Victory Portfolios II Short Trm Bd Etf | 35,321 | $1.8M | 1.3% | +20.5% | 13F ↗ |
| 18 | GOOGL Alphabet Inc. Class A | 4,435 | $1.5M | 1.2% | +11.9% | 13F ↗ |
| 19 | V Visa Inc. | 4,223 | $1.5M | 1.2% | +1.2% | 13F ↗ |
| 20 | BMY Bristol-Myers Squibb Company | 23,159 | $1.4M | 1.1% | -0.9% | 13F ↗ |
| 21 | KMI Kinder Morgan, Inc. | 47,805 | $1.4M | 1.1% | -0.7% | 13F ↗ |
| 22 | HD Home Depot, Inc. | 4,667 | $1.3M | 1.0% | +2.1% | 13F ↗ |
| 23 | SLV iShares Silver Trust · Ishares | 24,263 | $1.3M | 1.0% | +13.7% | 13F ↗ |
| 24 | iShares Tr Core Us Aggbd Et | 13,859 | $1.3M | 1.0% | -4.6% | 13F ↗ |
| 25 | CAG ConAgra Brands, Inc. | 94,576 | $1.3M | 1.0% | -4.6% | 13F ↗ |
| 26 | LLY Eli Lilly and Company | 1,084 | $1.3M | 1.0% | Unchanged | 13F ↗ |
| 27 | Morgan Stanley ETF Trust Eat Inc Opp Etf | 25,415 | $1.2M | 0.9% | +8.7% | 13F ↗ |
| 28 | Innovator Etfs Trust Us Sml Cp Pwr B | 25,453 | $1.2M | 0.9% | -1.4% | 13F ↗ |
| 29 | META Meta Platforms, Inc. | 1,566 | $1.1M | 0.9% | -3.0% | 13F ↗ |
| 30 | BRK-B Berkshire Hathaway Inc. Class B | 2,263 | $1.1M | 0.9% | -2.2% | 13F ↗ |
| 31 | AEP American Electric Power Company, Inc. | 8,944 | $1.1M | 0.8% | +5.6% | 13F ↗ |
| 32 | UBER Uber Technologies, Inc. | 15,331 | $1.1M | 0.8% | -1.1% | 13F ↗ |
| 33 | Morgan Stanley ETF Trust Eato Vanc Bd Etf | 21,009 | $1.0M | 0.8% | +30.6% | 13F ↗ |
| 34 | VZ Verizon Communications Inc. | 21,894 | $1.0M | 0.8% | -3.0% | 13F ↗ |
| 35 | MO Altria Group, Inc. | 14,059 | $946.7K | 0.7% | -0.3% | 13F ↗ |
| 36 | GOOG Alphabet Inc. Class C | 2,642 | $900.2K | 0.7% | +0.7% | 13F ↗ |
| 37 | ABT Abbott Laboratories | 9,080 | $897.3K | 0.7% | -1.8% | 13F ↗ |
| 38 | SHOP Shopify Inc. | 6,027 | $893.8K | 0.7% | -0.1% | 13F ↗ |
| 39 | PPG PPG Industries, Inc. | 8,514 | $888.3K | 0.7% | Unchanged | 13F ↗ |
| 40 | MELI MercadoLibre, Inc. | 510 | $881.5K | 0.7% | +0.8% | 13F ↗ |
| 41 | Innovator Etfs Trust Us Sml Cp Pwr Et | 22,265 | $878.1K | 0.7% | -0.3% | 13F ↗ |
| 42 | GNRC Generac Holdlings Inc. | 4,226 | $874.6K | 0.7% | +15.1% | 13F ↗ |
| 43 | ORI Old Republic International Corporation | 23,359 | $871.5K | 0.7% | -0.2% | 13F ↗ |
| 44 | D Dominion Energy, Inc. | 14,312 | $866.2K | 0.7% | +1.9% | 13F ↗ |
| 45 | ALL Allstate Corporation | 3,900 | $865.3K | 0.7% | Unchanged | 13F ↗ |
| 46 | AMD Advanced Micro Devices, Inc. | 1,403 | $858.3K | 0.7% | -5.4% | 13F ↗ |
| 47 | ISRG Intuitive Surgical, Inc. | 2,084 | $847.4K | 0.6% | +12.0% | 13F ↗ |
| 48 | COST Costco Wholesale Corporation | 881 | $802.0K | 0.6% | +9.3% | 13F ↗ |
| 49 | SPY State Street SPDR S&P 500 ETF Trust · Trust units | 1,050 | $800.8K | 0.6% | -4.3% | 13F ↗ |
| 50 | MMM 3M Company | 4,847 | $795.6K | 0.6% | Unchanged | 13F ↗ |
Showing the top 50 of 146 positions. Premium lists every position, plus puts and calls.
Changes since Q2 2026
17 new, 57 added to, 44 trimmed, 9 exited, 28 unchanged. By estimated dollars.
New positions (17)
| XOM ExxonMobil Holdings Corporation | 3,702 | New | $602.5K |
| Select Sector Spdr Tr St Str Techn Etf | 2,200 | New | $430.6K |
| Vanguard Index Fds Mrngstr Ttl Stk | 878 | New | $328.6K |
| iShares Tr Core S&P500 Etf | 429 | New | $328.6K |
| Vanguard Bd Index Fds Total Bnd Mrkt | 4,272 | New | $299.7K |
| AVGO Broadcom Inc. | 833 | New | $292.6K |
| IBIT iShares Bitcoin Trust ETF · Shs Ben Int | 6,101 | New | $288.8K |
| VST Vistra Corp. | 1,857 | New | $256.9K |
| GLD SPDR Gold Shares · Gold Shs | 670 | New | $255.2K |
| First Tr Exchange Traded Fd Risng Divd Achiv | 3,062 | New | $239.7K |
Added to (57)
| iShares Tr 7-10 Yr Trsy Bd | 91,613 | +32.4% | $2.0M |
| Vanguard Scottsdale Fds Long Term Treas | 82,865 | +38.3% | $1.2M |
| iShares Tr Etf | 64,667 | +21.3% | $884.8K |
| MSFT Microsoft Corporation | 6,405 | +18.5% | $514.0K |
| PEP PepsiCo, Inc. | 54,067 | +4.8% | $312.6K |
| Victory Portfolios II Short Trm Bd Etf | 35,321 | +20.5% | $300.3K |
| Morgan Stanley ETF Trust Eato Vanc Bd Etf | 21,009 | +30.6% | $237.3K |
| UPS United Parcel Service, Inc. | 29,054 | +8.4% | $210.2K |
| GOOGL Alphabet Inc. Class A | 4,435 | +11.9% | $162.1K |
| SLV iShares Silver Trust · Ishares | 24,263 | +13.7% | $159.3K |
Trimmed (44)
| PYPL PayPal Holdings, Inc. | 12,908 | -27.1% | -$252.3K |
| SWK Stanley Black & Decker, Inc. | 3,652 | -25.7% | -$112.1K |
| Innovator Etfs Trust Us Small Cap Pwr | 20,010 | -12.7% | -$82.6K |
| CAVA CAVA Group, Inc. | 12,002 | -10.8% | -$78.4K |
| CHWY Chewy, Inc. | 21,269 | -14.4% | -$64.9K |
| iShares Tr Core Us Aggbd Et | 13,859 | -4.6% | -$63.0K |
| CAG ConAgra Brands, Inc. | 94,576 | -4.6% | -$61.8K |
| AAPL Apple Inc. | 12,909 | -1.2% | -$51.0K |
| AMD Advanced Micro Devices, Inc. | 1,403 | -5.4% | -$48.9K |
| CRWD CrowdStrike Holdings, Inc. | 12,030 | -1.5% | -$48.2K |
Exited (9)
| Exxon Mobil Corp | 3,702 | Exited | -$506.1K |
| ZS Zscaler, Inc. | 1,817 | Exited | -$256.5K |
| IBM International Business Machines Corporation | 834 | Exited | -$234.5K |
| GSK GSK plc · ADR | 4,055 | Exited | -$212.6K |
| BEPC Brookfield Renewable Corporation Brookfield Renewable Corporation | 5,595 | Exited | -$207.7K |
| CMS CMS Energy Corporation | 2,668 | Exited | -$204.1K |
| VNOM Viper Energy, Inc. | 4,750 | Exited | -$201.4K |
| Spdr S&P 500 ETF Etf | 28 | Exited | -$148.3K |
| PTLO Portillo's Inc. | 10,425 | Exited | -$49.4K |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
All positions
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Every position, puts and calls. Part of Premium.
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Any two quarters side by side. Part of Premium.
Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
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Ten largest positions
By value, Q3 2026.
Filings
| Filing | ||||||
|---|---|---|---|---|---|---|
| Q3 2026 | Oct 20, 2026 | 13F-HR | 155 | $131.9M | Current | SEC ↗ |
| Q2 2026 | Jul 29, 2026 | 13F-HR | 142 | $124.3M | Current | SEC ↗ |
| Q1 2026 | May 4, 2026 | 13F-HR | 120 | $91.3M | Current | SEC ↗ |
| Q4 2025 | Feb 12, 2026 | 13F-HR | 114 | $85.3M | Current | SEC ↗ |
| Q3 2025 | Nov 13, 2025 | 13F-HR | 113 | $86.5M | Current | SEC ↗ |
| Q2 2025 | Aug 12, 2025 | 13F-HR | 107 | $78.4M | Current | SEC ↗ |
| Q1 2025 | May 5, 2025 | 13F-HR | 97 | $69.6M | Current | SEC ↗ |
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer