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: $86.5M110 positionsView on SEC.gov

			% of Portfolio
3M CO	COM	$535K	0.6%Prev: 0.6%	3,445 SH	Decreased-1,402 SH
ABBOTT LABS	COM	$834K	1.0%	6,223 SH	New
ABBVIE INC	COM	$288K	0.3%Prev: 0.5%	1,242 SH	Decreased-1,104 SH
ADVANCED MICRO DEVICES INC	COM	$552K	0.6%Prev: 0.7%	3,409 SH	Decreased+1,926 SH
ALIBABA GROUP HLDG LTD	SPONSORED ADS	$209K	0.2%	1,168 SH	New
ALPHABET INC	CAP STK CL A	$1.1M	1.2%Prev: 1.1%	4,414 SH	Decreased+450 SH
ALPHABET INC	CAP STK CL C	$925K	1.1%Prev: 0.7%	3,796 SH	Decreased+1,172 SH
ALTRIA GROUP INC	COM	$768K	0.9%Prev: 0.8%	11,627 SH	Decreased-2,480 SH
AMAZON COM INC	COM	$2.8M	3.2%Prev: 2.6%	12,718 SH	Decreased-714 SH
AMERICAN ELEC PWR CO INC	COM	$299K	0.3%Prev: 0.9%	2,657 SH	Decreased-5,810 SH
AMGEN INC	COM	$240K	0.3%	850 SH	New
APPLE INC	COM	$3.9M	4.5%Prev: 3.0%	15,145 SH	Increased+2,083 SH
AST SPACEMOBILE INC	COM CL A	$359K	0.4%	7,310 SH	New
BARRICK MNG CORP	COM SHS	$312K	0.4%Prev: 0.2%	9,524 SH	Increased+1,577 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.2M	1.4%Prev: 0.9%	2,444 SH	Increased+130 SH
BLACKROCK CR ALLOCATION INCO	COM	$144K	0.2%	13,000 SH	New
BRISTOL-MYERS SQUIBB CO	COM	$886K	1.0%Prev: 1.1%	19,642 SH	Decreased-3,719 SH
BROOKFIELD RENEWABLE CORP	CL A EX SUB VTG	$306K	0.4%Prev: 0.2%	8,880 SH	Increased+3,285 SH
CARTESIAN THERAPEUTICS INC	COM NEW	$119K	0.1%Prev: 0.2%	11,643 SH	Decreased-10,500 SH
CATERPILLAR INC	COM	$560K	0.6%Prev: 0.5%	1,174 SH	Decreased+605 SH
CAVA GROUP INC	COM	$918K	1.1%Prev: 0.8%	15,194 SH	Decreased+1,742 SH
CHEWY INC	CL A	$1.1M	1.3%Prev: 0.4%	27,267 SH	Increased+2,433 SH
CLOUDFLARE INC	CL A COM	$1.3M	1.6%Prev: 1.2%	6,279 SH	Decreased+425 SH
COCA COLA CO	COM	$224K	0.3%Prev: 0.2%	3,377 SH	Decreased+86 SH
CONAGRA BRANDS INC	COM	$1.3M	1.5%Prev: 1.1%	70,999 SH	Decreased-28,578 SH
COSTCO WHSL CORP NEW	COM	$804K	0.9%	869 SH	New
CROWDSTRIKE HLDGS INC	CL A	$1.4M	1.7%Prev: 1.9%	2,934 SH	Decreased-119 SH
CYTOMX THERAPEUTICS INC	COM	$214K	0.2%	67,000 SH	New
DEERE & CO	COM	$500K	0.6%Prev: 0.5%	1,093 SH	Decreased+120 SH
DISNEY WALT CO	COM	$459K	0.5%Prev: 0.2%	4,006 SH	Increased+1,205 SH
DOMINION ENERGY INC	COM	$742K	0.9%Prev: 0.8%	12,124 SH	Decreased-1,917 SH
DOW INC	COM	$315K	0.4%	13,725 SH	New
DUKE ENERGY CORP NEW	COM NEW	$294K	0.3%Prev: 0.2%	2,373 SH	Decreased-6 SH
EATON CORP PLC	SHS	$4.1M	4.7%Prev: 2.7%	10,827 SH	Increased+2,954 SH
ETSY INC	COM	$401K	0.5%	6,047 SH	New
FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$573K	0.7%Prev: 0.5%	12,390 SH	Increased-19 SH
FLAGSTAR FINANCIAL INC	COM NEW	$253K	0.3%	21,927 SH	New
FORD MTR CO	COM	$156K	0.2%Prev: 0.1%	13,042 SH	Decreased+1,452 SH
FORTINET INC	COM	$229K	0.3%Prev: 0.2%	2,723 SH	Decreased+1,080 SH
GENERAC HLDGS INC	COM	$634K	0.7%Prev: 0.9%	3,788 SH	Decreased+115 SH
GRAYSCALE BITCOIN TRUST ETF	SHS REP COM UT	$268K	0.3%	2,980 SH	New
HOME DEPOT INC	COM	$334K	0.4%Prev: 1.3%	824 SH	Decreased-3,745 SH
INNOVATOR ETFS TRUST	US SMALL CAP PWR	$1.7M	1.9%Prev: 2.1%	62,720 SH	Decreased-22,076 SH
INNOVATOR ETFS TRUST	US SML CP PWR B	$1.3M	1.5%Prev: 1.2%	35,571 SH	Decreased-943 SH
INNOVATOR ETFS TRUST	US SML CP PWR ET	$796K	0.9%Prev: 0.7%	23,280 SH	Decreased+940 SH
INTUITIVE SURGICAL INC	COM NEW	$559K	0.6%Prev: 0.6%	1,251 SH	Decreased-609 SH
INVIVYD INC	COM	$41K	0.0%Prev: 0.1%	37,000 SH	Decreased-96,000 SH
ISHARES GOLD TR	ISHARES NEW	$201K	0.2%	2,767 SH	New
ISHARES SILVER TR	ISHARES	$2.1M	2.5%Prev: 0.9%	50,047 SH	Increased+28,707 SH
ISHARES TR	20 YR TR BD ETF	$3.2M	3.7%Prev: 3.7%	35,723 SH	Decreased-17,568 SH
ISHARES TR	7-10 YR TRSY BD	$3.9M	4.5%Prev: 5.3%	40,619 SH	Decreased-28,581 SH
ISHARES TR	CORE S&P TTL STK	$227K	0.3%Prev: 0.3%	1,555 SH	Decreased-351 SH
ISHARES TR	CORE US AGGBD ET	$1.6M	1.9%Prev: 1.2%	16,434 SH	Increased+1,909 SH
ISHARES TR	RUSSELL 2000 ETF	$2.7M	3.1%Prev: 2.1%	11,012 SH	Increased+2,407 SH
ISHARES TR	US HOME CONS ETF	$207K	0.2%	1,931 SH	New
JOHNSON & JOHNSON	COM	$334K	0.4%Prev: 0.3%	1,799 SH	Decreased+100 SH
JPMORGAN CHASE & CO.	COM	$223K	0.3%	707 SH	New
KELLANOVA	COM	$524K	0.6%	6,392 SH	New
KINDER MORGAN INC DEL	COM	$1.6M	1.8%Prev: 1.2%	55,696 SH	Increased+7,572 SH
LOCKHEED MARTIN CORP	COM	$255K	0.3%Prev: 0.2%	510 SH	Decreased
LOWES COS INC	COM	$492K	0.6%Prev: 0.3%	1,956 SH	Increased+50 SH
MASTERCARD INCORPORATED	CL A	$863K	1.0%Prev: 0.6%	1,518 SH	Increased+100 SH
MCDONALDS CORP	COM	$542K	0.6%Prev: 0.4%	1,785 SH	Decreased-231 SH
MERCADOLIBRE INC	COM	$542K	0.6%Prev: 0.7%	232 SH	Decreased-274 SH
META PLATFORMS INC	CL A	$910K	1.1%Prev: 0.7%	1,239 SH	Increased-376 SH
MICROSOFT CORP	COM	$1.6M	1.9%Prev: 1.6%	3,156 SH	Decreased-2,247 SH
MORGAN STANLEY ETF TRUST	EATON VANCE TOTA	$338K	0.4%	6,561 SH	New
NETFLIX INC	COM	$217K	0.3%	181 SH	New
NIKE INC	CL B	$356K	0.4%	5,102 SH	New
NVIDIA CORPORATION	COM	$820K	0.9%	4,396 SH	New
OCCIDENTAL PETE CORP	COM	$221K	0.3%Prev: 0.2%	4,675 SH	Increased+327 SH
OLD REP INTL CORP	COM	$622K	0.7%Prev: 0.8%	14,639 SH	Decreased-8,767 SH
OLIN CORP	COM PAR $1	$507K	0.6%Prev: 0.3%	20,302 SH	Increased+1,596 SH
OTIS WORLDWIDE CORP	COM	$338K	0.4%	3,695 SH	New
PAYPAL HLDGS INC	COM	$455K	0.5%Prev: 0.6%	6,783 SH	Decreased-10,928 SH
PEPSICO INC	COM	$1.6M	1.8%Prev: 5.6%	11,147 SH	Decreased-40,453 SH
PFIZER INC	COM	$458K	0.5%Prev: 0.3%	17,981 SH	Increased+90 SH
PORTILLOS INC	COM CL A	$344K	0.4%Prev: 0.0%	53,375 SH	Increased+42,950 SH
PRECISION BIOSCIENCES INC	COM NEW	$55K	0.1%	10,000 SH	New
PURECYCLE TECHNOLOGIES INC	COM	$409K	0.5%Prev: 0.4%	31,110 SH	Decreased-30,770 SH
RADIAN GROUP INC	COM	$531K	0.6%Prev: 0.4%	14,650 SH	Decreased+250 SH
ROCKET LAB CORP	COM	$480K	0.6%	10,010 SH	New
RTX CORPORATION	COM	$314K	0.4%Prev: 0.3%	1,874 SH	Decreased
SCHLUMBERGER LTD	COM STK	$308K	0.4%	8,959 SH	New
SHOPIFY INC	CL A SUB VTG SHS	$888K	1.0%Prev: 0.6%	5,977 SH	Increased-54 SH
SOFI TECHNOLOGIES INC	COM	$2.9M	3.3%Prev: 1.6%	108,611 SH	Increased-5,212 SH
SPDR GOLD TR	GOLD SHS	$274K	0.3%	771 SH	New
SPDR S&P 500 ETF TR	TR UNIT	$809K	0.9%	1,215 SH	New
STANLEY BLACK & DECKER INC	COM	$573K	0.7%Prev: 0.4%	7,703 SH	Increased+2,786 SH
STRYKER CORPORATION	COM	$203K	0.2%Prev: 0.6%	549 SH	Decreased-1,865 SH
TESLA INC	COM	$284K	0.3%	638 SH	New
TITAN INTL INC ILL	COM	$95K	0.1%	12,500 SH	New
UBER TECHNOLOGIES INC	COM	$1.4M	1.7%Prev: 0.9%	14,603 SH	Increased-904 SH
UNITED PARCEL SERVICE INC	CL B	$2.5M	2.8%	29,444 SH	New
UNITEDHEALTH GROUP INC	COM	$382K	0.4%Prev: 0.3%	1,105 SH	Decreased+174 SH
VANECK ETF TRUST	GOLD MINERS ETF	$695K	0.8%Prev: 0.5%	9,097 SH	Increased+890 SH
VANGUARD INDEX FDS	MID CAP ETF	$271K	0.3%Prev: 0.4%	921 SH	Decreased-5,334 SH
VANGUARD INDEX FDS	SMALL CP ETF	$458K	0.5%Prev: 0.2%	1,800 SH	Increased+955 SH
VANGUARD INDEX FDS	SML CP GRW ETF	$200K	0.2%Prev: 0.4%	673 SH	Decreased-644 SH
VANGUARD INDEX FDS	VALUE ETF	$360K	0.4%Prev: 0.6%	1,928 SH	Decreased-1,414 SH
VANGUARD SCOTTSDALE FDS	LONG TERM TREAS	$583K	0.7%Prev: 2.7%	10,260 SH	Decreased-49,640 SH
VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$2.0M	2.3%Prev: 2.7%	33,630 SH	Decreased-23,004 SH
VANGUARD WORLD FD	HEALTH CAR ETF	$249K	0.3%Prev: 0.2%	957 SH	Decreased-1 SH
VANGUARD WORLD FD	UTILITIES ETF	$284K	0.3%Prev: 0.2%	1,500 SH	Decreased
VERIZON COMMUNICATIONS INC	COM	$880K	1.0%Prev: 0.8%	20,024 SH	Decreased-2,548 SH
VISA INC	COM CL A	$1.6M	1.9%Prev: 1.2%	4,804 SH	Increased+630 SH
WASTE MGMT INC DEL	COM	$430K	0.5%Prev: 0.2%	1,947 SH	Increased+572 SH
WENDYS CO	COM	$118K	0.1%	12,907 SH	New
WYNN RESORTS LTD	COM	$254K	0.3%	1,980 SH	New
ZOETIS INC	CL A	$213K	0.2%Prev: 0.6%	1,456 SH	Decreased-8,618 SH

Sold (vs prior filing)

ABBOTT LABORATORIES — $839K
ALLSTATE CORP — $928K
BLACKROCK CR ALLOCATION — $133K
BLACKROCK ENHANCED EQUITY DI — $259K
CAPITAL ONE FINL CORP — $519K
CHEVRON CORPORATION — $644K
CHURCHILL DOWNS INC — $312K
CITIUS PHARMACEUTICALS INC — $79K
CMS ENERGY CORP — $204K
COLGATE PALMOLIVE CO — $2.2M
CORTEVA INC — $302K
COSTCO WHOLESALE CORPORATION — $754K
CSX CORP — $507K
CYTOMX THERAPEUTICS INC. — $319K
ELI LILLY & CO — $1.3M
EXXON MOBIL CORP — $506K
FIRST TR ENHANCED EQUITY — $283K
FLAGSTAR BANK NATIONAL ASSOC — $260K
FRANKLIN LTD DURATION INCOME — $94K
GSK PLC — $213K
… and 37 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