Miller Financial Services LLC

CIK 0002022893 • 7 13F filings • May 5, 2025 – Oct 20, 2026

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Filer information

Filed by: Miller Financial Services LLC, President
Address: 1001 W. MICHIGAN AVENUE, MARSHALL, MI, 49068
Phone: 269-781-5129
AUM: $85.3M

AUM over time

$131.9M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2026

Q3 2025

Q2 2026

Q2 2025

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyOther

Holdings by filing

Portfolio value: $78.4M104 positionsView on SEC.gov

			% of Portfolio
3M CO	COM	$531K	0.7%Prev: 0.5%	3,490 SH	Increased+143 SH
ABBOTT LABS	COM	$852K	1.1%	6,265 SH	New
ABBVIE INC	COM	$230K	0.3%	1,241 SH	New
ADVANCED MICRO DEVICES INC	COM	$487K	0.6%Prev: 0.6%	3,435 SH	Decreased+828 SH
ALPHABET INC	CAP STK CL A	$781K	1.0%Prev: 1.3%	4,432 SH	Decreased+403 SH
ALPHABET INC	CAP STK CL C	$675K	0.9%Prev: 0.8%	3,806 SH	Decreased+1,147 SH
ALTRIA GROUP INC	COM	$692K	0.9%Prev: 0.9%	11,800 SH	Decreased-169 SH
AMAZON COM INC	COM	$2.6M	3.4%Prev: 3.0%	12,032 SH	Decreased-1,032 SH
AMERICAN ELEC PWR CO INC	COM	$278K	0.4%Prev: 0.4%	2,682 SH	Decreased+65 SH
AMGEN INC	COM	$237K	0.3%	850 SH	New
APPLE INC	COM	$3.1M	4.0%Prev: 3.7%	15,343 SH	Decreased+2,102 SH
AST SPACEMOBILE INC	COM CL A	$342K	0.4%	7,310 SH	New
BARRICK MNG CORP	COM SHS	$215K	0.3%Prev: 0.4%	10,318 SH	Decreased+2,165 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.2M	1.5%Prev: 1.2%	2,444 SH	Increased+91 SH
BLACKROCK CR ALLOCATION INCO	COM	$142K	0.2%	13,000 SH	New
BRISTOL-MYERS SQUIBB CO	COM	$875K	1.1%Prev: 1.3%	18,904 SH	Decreased-807 SH
BROOKFIELD RENEWABLE CORP	CL A EX SUB VTG	$347K	0.4%Prev: 0.3%	10,585 SH	Increased+2,710 SH
CARTESIAN THERAPEUTICS INC	COM NEW	$121K	0.2%Prev: 0.1%	11,643 SH	Decreased-10,500 SH
CATERPILLAR INC	COM	$470K	0.6%Prev: 0.7%	1,209 SH	Decreased+266 SH
CAVA GROUP INC	COM	$1.2M	1.6%Prev: 1.3%	14,491 SH	Increased-441 SH
CHEWY INC	CL A	$1.1M	1.4%Prev: 0.7%	25,327 SH	Increased+1,653 SH
CLOUDFLARE INC	CL A COM	$1.3M	1.6%Prev: 1.4%	6,487 SH	Decreased+253 SH
COCA COLA CO	COM	$243K	0.3%Prev: 0.3%	3,432 SH	Decreased+91 SH
CONAGRA BRANDS INC	COM	$595K	0.8%Prev: 1.7%	29,085 SH	Decreased-71,232 SH
CORTEVA INC	COM	$201K	0.3%Prev: 0.2%	2,702 SH	Decreased+135 SH
COSTCO WHSL CORP NEW	COM	$860K	1.1%	869 SH	New
CROWDSTRIKE HLDGS INC	CL A	$1.4M	1.7%Prev: 1.5%	2,682 SH	Increased-733 SH
CYTOMX THERAPEUTICS INC	COM	$116K	0.1%	51,000 SH	New
DEERE & CO	COM	$556K	0.7%Prev: 0.6%	1,093 SH	Increased+120 SH
DISNEY WALT CO	COM	$501K	0.6%Prev: 0.3%	4,036 SH	Increased+855 SH
DOMINION ENERGY INC	COM	$587K	0.7%Prev: 1.0%	10,394 SH	Decreased-3,947 SH
DOW INC	COM	$363K	0.5%	13,694 SH	New
DUKE ENERGY CORP NEW	COM NEW	$280K	0.4%Prev: 0.3%	2,371 SH	Decreased-6 SH
EATON CORP PLC	SHS	$5.1M	6.5%Prev: 2.5%	14,377 SH	Increased+7,919 SH
ETSY INC	COM	$416K	0.5%	8,288 SH	New
FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$580K	0.7%Prev: 0.6%	12,674 SH	Increased+265 SH
FLAGSTAR FINANCIAL INC	COM NEW	$235K	0.3%	22,142 SH	New
FORD MTR CO	COM	$141K	0.2%Prev: 0.2%	13,023 SH	Decreased-2,054 SH
FORTINET INC	COM	$357K	0.5%	3,373 SH	New
GENERAC HLDGS INC	COM	$542K	0.7%Prev: 0.8%	3,788 SH	Decreased+115 SH
GRAYSCALE BITCOIN TRUST ETF	SHS REP COM UT	$253K	0.3%	2,980 SH	New
HOME DEPOT INC	COM	$277K	0.4%Prev: 0.8%	755 SH	Decreased-1,521 SH
INNOVATOR ETFS TRUST	US SMALL CAP PWR	$1.6M	2.0%Prev: 2.7%	63,390 SH	Decreased-26,366 SH
INNOVATOR ETFS TRUST	US SML CP PWR B	$1.2M	1.6%Prev: 1.6%	35,621 SH	Decreased-2,000 SH
INNOVATOR ETFS TRUST	US SML CP PWR ET	$766K	1.0%Prev: 0.9%	23,660 SH	Decreased+1,070 SH
INVIVYD INC	COM	$17K	0.0%Prev: 0.1%	24,000 SH	Decreased-81,000 SH
ISHARES SILVER TR	ISHARES	$1.7M	2.1%Prev: 1.2%	50,597 SH	Increased+34,698 SH
ISHARES TR	20 YR TR BD ETF	$2.1M	2.7%Prev: 4.4%	24,140 SH	Decreased-21,708 SH
ISHARES TR	7-10 YR TRSY BD	$3.6M	4.5%Prev: 6.0%	37,145 SH	Decreased-20,700 SH
ISHARES TR	CORE US AGGBD ET	$1.6M	2.1%Prev: 1.6%	16,485 SH	Increased+1,585 SH
ISHARES TR	RUSSELL 2000 ETF	$2.4M	3.1%Prev: 2.6%	11,173 SH	Increased+1,616 SH
JOBY AVIATION INC	COMMON STOCK	$149K	0.2%	14,080 SH	New
JOHNSON & JOHNSON	COM	$276K	0.4%Prev: 0.5%	1,810 SH	Decreased+61 SH
JPMORGAN CHASE & CO.	COM	$209K	0.3%	723 SH	New
KELLANOVA	COM	$508K	0.6%	6,390 SH	New
KINDER MORGAN INC DEL	COM	$1.6M	2.1%Prev: 1.8%	56,039 SH	Increased+7,771 SH
LOCKHEED MARTIN CORP	COM	$236K	0.3%Prev: 0.3%	510 SH	Decreased
LOWES COS INC	COM	$434K	0.6%Prev: 0.5%	1,956 SH	Decreased+50 SH
MASTERCARD INCORPORATED	CL A	$863K	1.1%Prev: 0.8%	1,535 SH	Increased+29 SH
MCDONALDS CORP	COM	$527K	0.7%Prev: 0.6%	1,805 SH	Decreased+70 SH
MERCADOLIBRE INC	COM	$481K	0.6%Prev: 0.8%	184 SH	Decreased-217 SH
META PLATFORMS INC	CL A	$920K	1.2%Prev: 0.6%	1,246 SH	Increased+274 SH
MICROSOFT CORP	COM	$1.6M	2.0%Prev: 1.1%	3,189 SH	Increased+566 SH
MORGAN STANLEY ETF TRUST	EATON VANCE TOTA	$273K	0.3%Prev: 0.8%	5,359 SH	Decreased-9,655 SH
NETFLIX INC	COM	$245K	0.3%	183 SH	New
NIKE INC	CL B	$385K	0.5%Prev: 0.3%	5,422 SH	Increased+485 SH
NVIDIA CORPORATION	COM	$720K	0.9%	4,557 SH	New
OLD REP INTL CORP	COM	$563K	0.7%Prev: 0.6%	14,636 SH	Increased+841 SH
OLIN CORP	COM PAR $1	$416K	0.5%Prev: 0.6%	20,687 SH	Decreased+999 SH
PAYPAL HLDGS INC	COM	$541K	0.7%Prev: 1.2%	7,278 SH	Decreased-16,335 SH
PEPSICO INC	COM	$1.3M	1.6%Prev: 1.8%	9,774 SH	Decreased-702 SH
PFIZER INC	COM	$441K	0.6%Prev: 0.6%	18,193 SH	Decreased+252 SH
PORTILLOS INC	COM CL A	$747K	1.0%Prev: 0.2%	63,991 SH	Increased+36,216 SH
PRECISION BIOSCIENCES INC	COM NEW	$42K	0.1%Prev: 0.1%	10,000 SH	Decreased-7,000 SH
PURECYCLE TECHNOLOGIES INC	COM	$412K	0.5%Prev: 0.3%	30,060 SH	Increased-22,160 SH
RADIAN GROUP INC	COM	$528K	0.7%Prev: 0.5%	14,650 SH	Increased+250 SH
ROCKET LAB CORP	COM	$358K	0.5%	10,010 SH	New
RTX CORPORATION	COM	$288K	0.4%Prev: 0.4%	1,974 SH	Decreased+100 SH
SCHLUMBERGER LTD	COM STK	$363K	0.5%	10,739 SH	New
SHOPIFY INC	CL A SUB VTG SHS	$721K	0.9%Prev: 0.7%	6,248 SH	Increased+737 SH
SOFI TECHNOLOGIES INC	COM	$2.3M	3.0%Prev: 2.0%	128,145 SH	Increased+14,462 SH
SPDR GOLD TR	GOLD SHS	$235K	0.3%Prev: 0.2%	771 SH	Increased+260 SH
SPDR S&P 500 ETF TR	TR UNIT	$632K	0.8%	1,023 SH	New
STANLEY BLACK & DECKER INC	COM	$613K	0.8%Prev: 0.4%	9,043 SH	Increased+3,600 SH
STRYKER CORPORATION	COM	$218K	0.3%	551 SH	New
TESLA INC	COM	$203K	0.3%	638 SH	New
TITAN INTL INC ILL	COM	$128K	0.2%	12,500 SH	New
UBER TECHNOLOGIES INC	COM	$1.4M	1.7%Prev: 1.2%	14,568 SH	Increased-214 SH
UNITED PARCEL SERVICE INC	CL B	$2.3M	2.9%	22,841 SH	New
UNITEDHEALTH GROUP INC	COM	$367K	0.5%Prev: 0.3%	1,178 SH	Increased+237 SH
VANECK ETF TRUST	GOLD MINERS ETF	$554K	0.7%Prev: 0.7%	10,642 SH	Decreased+3,187 SH
VANGUARD INDEX FDS	MID CAP ETF	$259K	0.3%Prev: 0.5%	925 SH	Decreased-512 SH
VANGUARD INDEX FDS	SMALL CP ETF	$428K	0.5%Prev: 0.5%	1,805 SH	Decreased+126 SH
VANGUARD INDEX FDS	SML CP GRW ETF	$208K	0.3%Prev: 0.4%	751 SH	Decreased-466 SH
VANGUARD INDEX FDS	VALUE ETF	$341K	0.4%Prev: 0.6%	1,927 SH	Decreased-829 SH
VANGUARD SCOTTSDALE FDS	LONG TERM TREAS	$443K	0.6%Prev: 3.2%	7,900 SH	Decreased-44,390 SH
VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$1.4M	1.7%Prev: 3.5%	23,241 SH	Decreased-31,446 SH
VANGUARD WORLD FD	HEALTH CAR ETF	$238K	0.3%Prev: 0.3%	957 SH	Decreased-1 SH
VANGUARD WORLD FD	UTILITIES ETF	$265K	0.3%Prev: 0.3%	1,500 SH	Decreased
VERIZON COMMUNICATIONS INC	COM	$832K	1.1%Prev: 1.2%	19,223 SH	Decreased-3,198 SH
VISA INC	COM CL A	$1.7M	2.2%Prev: 1.4%	4,804 SH	Increased+620 SH
WASTE MGMT INC DEL	COM	$445K	0.6%Prev: 0.3%	1,946 SH	Increased+571 SH
WENDYS CO	COM	$177K	0.2%	15,457 SH	New
ZEBRA TECHNOLOGIES CORPORATI	CL A	$205K	0.3%	665 SH	New

Sold (vs prior filing)

ABBOTT LABORATORIES — $616K
BLACKROCK CR ALLOCATION — $131K
BOEING CO — $408K
CHURCHILL DOWNS INC — $281K
CITIUS PHARMACEUTICALS INC — $13K
COSTCO WHOLESALE CORPORATION — $838K
CYTOMX THERAPEUTICS INC. — $338K
DOW HLDGS INC — $218K
FLAGSTAR BANK NATIONAL ASSOC — $350K
GSK PLC — $224K
HUBSPOT INC — $304K
INTUITIVE SURGICAL INC — $545K
ISHARES BITCOIN TRUST ETF — $203K
ISHARES TR — $271K
KIMBERLY-CLARK CORP — $537K
MONDELEZ INTL INC — $295K
MORGAN STANLEY ETF TRUST — $701K
MORGAN STANLEY ETF TRUST — $275K
NANOVIRICIDES INC — $96K
OCCIDENTAL PETE CORP — $291K
… and 18 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 12, 2026	Q4 2025	13F-HR	0002022893-26-000001	$85.3M	View
Oct 20, 2026	Q3 2026	13F-HR	0002022893-26-000007	$131.9M	View
Nov 13, 2025	Q3 2025