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: $91.3M116 positionsView on SEC.gov

			% of Portfolio
3M CO	COM	$486K	0.5%Prev: 0.7%	3,347 SH	Decreased-171 SH
ABBOTT LABORATORIES	COM	$616K	0.7%	5,998 SH	New
ADVANCED MICRO DEVICES INC	COM	$530K	0.6%Prev: 0.5%	2,607 SH	Increased-1,078 SH
ALPHABET INC	CAP STK CL A	$1.2M	1.3%Prev: 0.9%	4,029 SH	Increased+53 SH
ALPHABET INC	CAP STK CL C	$763K	0.8%Prev: 0.8%	2,659 SH	Increased-1,091 SH
ALTRIA GROUP INC	COM	$790K	0.9%Prev: 1.0%	11,969 SH	Increased+14 SH
AMAZON COM INC	COM	$2.7M	3.0%Prev: 3.2%	13,064 SH	Increased+1,436 SH
AMERICAN ELEC PWR CO INC	COM	$343K	0.4%Prev: 0.4%	2,617 SH	Increased-71 SH
APPLE INC	COM	$3.4M	3.7%Prev: 4.9%	13,241 SH	Decreased-2,161 SH
BARRICK MNG CORP	COM SHS	$333K	0.4%	8,153 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.1M	1.2%Prev: 2.0%	2,353 SH	Decreased-224 SH
BLACKROCK CR ALLOCATION	COM	$131K	0.1%	13,000 SH	New
BOEING CO	COM	$408K	0.4%	2,050 SH	New
BRISTOL-MYERS SQUIBB CO	COM	$1.2M	1.3%Prev: 1.5%	19,711 SH	Increased+2,402 SH
BROOKFIELD RENEWABLE CORP	CL A EX SUB VTG	$314K	0.3%Prev: 0.5%	7,875 SH	Decreased-4,810 SH
CARTESIAN THERAPEUTICS INC	COM NEW	$136K	0.1%	22,143 SH	New
CATERPILLAR INC	COM	$668K	0.7%Prev: 0.6%	943 SH	Increased-273 SH
CAVA GROUP INC	COM	$1.2M	1.3%Prev: 1.6%	14,932 SH	Increased+1,842 SH
CHEWY INC	CL A	$639K	0.7%Prev: 1.3%	23,674 SH	Decreased-3,712 SH
CHURCHILL DOWNS INC	COM	$281K	0.3%	3,125 SH	New
CITIUS PHARMACEUTICALS INC	COM	$13K	0.0%	14,000 SH	New
CLOUDFLARE INC	CL A COM	$1.3M	1.4%Prev: 0.9%	6,234 SH	Increased+372 SH
COCA COLA CO	COM	$254K	0.3%Prev: 0.4%	3,341 SH	Decreased-626 SH
CONAGRA BRANDS INC	COM	$1.6M	1.7%Prev: 1.0%	100,317 SH	Increased+72,995 SH
CORTEVA INC	COM	$215K	0.2%	2,567 SH	New
COSTCO WHOLESALE CORPORATION	COM	$838K	0.9%	841 SH	New
CROWDSTRIKE HLDGS INC	CL A	$1.3M	1.5%Prev: 1.4%	3,415 SH	Increased+683 SH
CYTOMX THERAPEUTICS INC.	COM	$338K	0.4%	72,000 SH	New
DEERE & CO	COM	$548K	0.6%Prev: 0.7%	973 SH	Increased-125 SH
DISNEY WALT CO	COM	$307K	0.3%Prev: 0.6%	3,181 SH	Decreased-930 SH
DOMINION ENERGY INC	COM	$887K	1.0%Prev: 1.0%	14,341 SH	Increased+1,616 SH
DOW HLDGS INC	COM	$218K	0.2%	5,246 SH	New
DUKE ENERGY CORP NEW	COM NEW	$311K	0.3%Prev: 0.4%	2,377 SH	Increased-71 SH
EATON CORP PLC	SHS	$2.3M	2.5%Prev: 8.4%	6,458 SH	Decreased-15,169 SH
FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$566K	0.6%Prev: 0.9%	12,409 SH	Decreased-592 SH
FLAGSTAR BANK NATIONAL ASSOC	COM NEW	$350K	0.4%	26,564 SH	New
FORD MTR CO	COM	$174K	0.2%Prev: 0.2%	15,077 SH	Increased+2,076 SH
GENERAC HLDGS INC	COM	$717K	0.8%Prev: 0.7%	3,673 SH	Increased-149 SH
GSK PLC	SPONSORED ADR	$224K	0.2%	4,055 SH	New
HOME DEPOT INC	COM	$749K	0.8%Prev: 0.4%	2,276 SH	Increased+1,502 SH
HUBSPOT INC	COM	$304K	0.3%	1,245 SH	New
INNOVATOR ETFS TRUST	US SMALL CAP PWR	$2.5M	2.7%Prev: 1.8%	89,756 SH	Increased+38,382 SH
INNOVATOR ETFS TRUST	US SML CP PWR B	$1.5M	1.6%Prev: 1.7%	37,621 SH	Increased+1,787 SH
INNOVATOR ETFS TRUST	US SML CP PWR ET	$819K	0.9%Prev: 1.1%	22,590 SH	Increased-1,795 SH
INTUITIVE SURGICAL INC	COM NEW	$545K	0.6%	1,183 SH	New
INVIVYD INC	COM	$137K	0.1%Prev: 0.0%	105,000 SH	Increased+83,000 SH
ISHARES BITCOIN TRUST ETF	SHS BEN INT	$203K	0.2%	5,271 SH	New
ISHARES SILVER TR	ISHARES	$1.1M	1.2%Prev: 2.1%	15,899 SH	Decreased-30,635 SH
ISHARES TR	20 YR TR BD ETF	$4.0M	4.4%Prev: 2.7%	45,848 SH	Increased+25,396 SH
ISHARES TR	7-10 YR TRSY BD	$5.5M	6.0%Prev: 4.3%	57,845 SH	Increased+26,761 SH
ISHARES TR	CORE S&P TTL STK	$271K	0.3%	1,903 SH	New
ISHARES TR	CORE US AGGBD ET	$1.5M	1.6%Prev: 2.4%	14,900 SH	Decreased-1,941 SH
ISHARES TR	RUSSELL 2000 ETF	$2.4M	2.6%Prev: 3.2%	9,557 SH	Increased-1,454 SH
JOHNSON & JOHNSON	COM	$428K	0.5%Prev: 0.5%	1,749 SH	Increased-169 SH
KIMBERLY-CLARK CORP	COM	$537K	0.6%	5,565 SH	New
KINDER MORGAN INC DEL	COM	$1.6M	1.8%Prev: 2.3%	48,268 SH	Decreased-8,781 SH
LOCKHEED MARTIN CORP	COM	$308K	0.3%Prev: 0.3%	510 SH	Increased
LOWES COS INC	COM	$450K	0.5%Prev: 0.7%	1,906 SH	Decreased-54 SH
MASTERCARD INCORPORATED	CL A	$752K	0.8%Prev: 1.3%	1,506 SH	Decreased-92 SH
MCDONALDS CORP	COM	$539K	0.6%Prev: 0.8%	1,735 SH	Decreased-70 SH
MERCADOLIBRE INC	COM	$693K	0.8%Prev: 0.6%	401 SH	Increased+187 SH
META PLATFORMS INC	CL A	$556K	0.6%Prev: 1.1%	972 SH	Decreased-296 SH
MICROSOFT CORP	COM	$971K	1.1%Prev: 1.7%	2,623 SH	Decreased-588 SH
MONDELEZ INTL INC	CL A	$295K	0.3%	5,125 SH	New
MORGAN STANLEY ETF TRUST	EATON VANCE INCO	$701K	0.8%	14,115 SH	New
MORGAN STANLEY ETF TRUST	EATON VANCE INTE	$275K	0.3%	5,240 SH	New
MORGAN STANLEY ETF TRUST	EATON VANCE TOTA	$762K	0.8%Prev: 0.4%	15,014 SH	Increased+9,705 SH
NANOVIRICIDES INC	COM	$96K	0.1%	105,000 SH	New
NIKE INC	CL B	$261K	0.3%	4,937 SH	New
OCCIDENTAL PETE CORP	COM	$291K	0.3%	4,478 SH	New
OLD REP INTL CORP	COM	$550K	0.6%Prev: 0.8%	13,795 SH	Decreased-938 SH
OLIN CORP	COM PAR $1	$585K	0.6%Prev: 0.7%	19,688 SH	Increased+270 SH
ONDAS INC	COM NEW	$100K	0.1%	11,060 SH	New
OPUS GENETICS INC	COM	$100K	0.1%	22,000 SH	New
PALATIN TECHNOLOGIES INC	COM NEW	$219K	0.2%Prev: 0.0%	12,600 SH	Increased+2,600 SH
PAYPAL HLDGS INC	CALL	$1.6M	1.7%	35,200 SH	New
PAYPAL HLDGS INC	COM	$1.1M	1.2%Prev: 0.8%	23,613 SH	Increased+15,601 SH
PENNANTPARK FLOATING RATE CA	COM	$87K	0.1%	10,792 SH	New
PENNANTPARK INVT CORP	COM	$71K	0.1%	15,754 SH	New
PEPSICO INC	COM	$1.6M	1.8%Prev: 1.8%	10,476 SH	Increased+2,287 SH
PFIZER INC	COM	$504K	0.6%Prev: 0.6%	17,941 SH	Increased+578 SH
PLUS THERAPEUTICS INC	COM	$8K	0.0%	50,000 SH	New
PORTILLOS INC	COM CL A	$147K	0.2%Prev: 1.0%	27,775 SH	Decreased-33,491 SH
PRECISION BIOSCIENCES INC	COM NEW	$94K	0.1%Prev: 0.1%	17,000 SH	Increased+7,000 SH
PURECYCLE TECHNOLOGIES INC	COM	$271K	0.3%Prev: 0.2%	52,220 SH	Increased+27,160 SH
RADIAN GROUP INC	COM	$476K	0.5%Prev: 0.7%	14,400 SH	Decreased-250 SH
RTX CORPORATION	COM	$361K	0.4%Prev: 0.4%	1,874 SH	Increased-156 SH
SERVICENOW INC	COM	$363K	0.4%	3,470 SH	New
SHOPIFY INC	CL A SUB VTG SHS	$654K	0.7%	5,511 SH	New
SLB LIMITED	COM STK	$439K	0.5%	8,549 SH	New
SOFI TECHNOLOGIES INC	COM	$1.8M	2.0%Prev: 2.0%	113,683 SH	Increased-4,183 SH
SPDR GOLD TR	GOLD SHS	$220K	0.2%Prev: 0.3%	511 SH	Decreased-274 SH
STANLEY BLACK & DECKER INC	COM	$387K	0.4%Prev: 0.6%	5,443 SH	Decreased+100 SH
STATE STR SPDR S&P 500 ETF T	TR UNIT	$728K	0.8%	1,120 SH	New
UBER TECHNOLOGIES INC	COM	$1.1M	1.2%Prev: 1.5%	14,782 SH	Increased+877 SH
UNITED PARCEL SVCS INC	CL B	$2.7M	3.0%	27,444 SH	New
UNITEDHEALTH GROUP INC	COM	$255K	0.3%	941 SH	New
VANECK ETF TRUST	GOLD MINERS ETF	$684K	0.7%Prev: 0.9%	7,455 SH	Increased-6,722 SH
VANGUARD INDEX FDS	MID CAP ETF	$413K	0.5%Prev: 0.3%	1,437 SH	Increased+512 SH
VANGUARD INDEX FDS	SMALL CP ETF	$440K	0.5%	1,679 SH	New
VANGUARD INDEX FDS	SML CP GRW ETF	$368K	0.4%	1,217 SH	New
VANGUARD INDEX FDS	VALUE ETF	$541K	0.6%Prev: 0.5%	2,756 SH	Increased+691 SH
VANGUARD SCOTTSDALE FDS	LONG TERM TREAS	$2.9M	3.2%	52,290 SH	New
VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$3.2M	3.5%Prev: 2.1%	54,687 SH	Increased+30,047 SH
VANGUARD STAR FDS	VG TL INTL STK F	$283K	0.3%	3,665 SH	New
VANGUARD WORLD FD	HEALTH CAR ETF	$261K	0.3%Prev: 0.4%	958 SH	Increased+1 SH
VANGUARD WORLD FD	UTILITIES ETF	$297K	0.3%Prev: 0.4%	1,500 SH	Increased
VERIZON COMMUNICATIONS INC	COM	$1.1M	1.2%Prev: 1.3%	22,421 SH	Increased+2,403 SH
VICTORY PORTFOLIOS II	SHORT TRM BD ETF	$1.1M	1.2%	22,170 SH	New
VIPER ENERGY INC	CL A	$223K	0.2%Prev: 0.3%	4,750 SH	Increased
VISA INC	COM CL A	$1.3M	1.4%Prev: 2.5%	4,184 SH	Decreased-709 SH
VOLITIONRX LTD	COM	$6K	0.0%	31,000 SH	New
WASTE MGMT INC DEL	COM	$316K	0.3%Prev: 0.6%	1,375 SH	Decreased-569 SH
WYNN RESORTS LTD	COM	$200K	0.2%	1,970 SH	New
ZOETIS INC	CL A	$326K	0.4%	2,755 SH	New
ZSCALER INC	COM	$288K	0.3%	2,052 SH	New

Sold (vs prior filing)

ABBOTT LABS — $879K
ABBVIE INC — $247K
AMGEN INC — $265K
BARRICK GOLD CORP — $203K
BLACKROCK CR ALLOCATION INCO — $139K
COSTCO WHSL CORP NEW — $861K
CYTOMX THERAPEUTICS INC — $32K
DOW INC — $217K
ETSY INC — $370K
FLAGSTAR FINANCIAL INC — $257K
FORTINET INC — $326K
JOBY AVIATION INC — $85K
KELLANOVA — $555K
NVIDIA CORPORATION — $453K
PRUDENTIAL FINL INC — $207K
ROCKET LAB USA INC — $179K
SCHLUMBERGER LTD — $426K
SERES THERAPEUTICS INC — $11K
SHOPIFY INC — $569K
SPDR S&P 500 ETF TR — $391K
… and 4 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