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: $124.3M137 positionsView on SEC.gov

			% of Portfolio
3M CO	COM	$785K	0.6%Prev: 0.7%	4,847 SH	Increased+1,357 SH
ABBOTT LABORATORIES	COM	$839K	0.7%	9,246 SH	New
ABBVIE INC	COM	$590K	0.5%Prev: 0.3%	2,346 SH	Increased+1,105 SH
ADVANCED MICRO DEVICES INC	COM	$861K	0.7%Prev: 0.6%	1,483 SH	Increased-1,952 SH
ALLSTATE CORP	COM	$928K	0.7%	3,900 SH	New
ALPHABET INC	CAP STK CL A	$1.4M	1.1%Prev: 1.0%	3,964 SH	Increased-468 SH
ALPHABET INC	CAP STK CL C	$927K	0.7%Prev: 0.9%	2,624 SH	Increased-1,182 SH
ALTRIA GROUP INC	COM	$1.0M	0.8%Prev: 0.9%	14,107 SH	Increased+2,307 SH
AMAZON COM INC	COM	$3.2M	2.6%Prev: 3.4%	13,432 SH	Increased+1,400 SH
AMERICAN ELEC PWR CO INC	COM	$1.2M	0.9%Prev: 0.4%	8,467 SH	Increased+5,785 SH
APPLE INC	COM	$3.8M	3.0%Prev: 4.0%	13,062 SH	Increased-2,281 SH
BARRICK MNG CORP	COM SHS	$292K	0.2%Prev: 0.3%	7,947 SH	Increased-2,371 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.2M	0.9%Prev: 1.5%	2,314 SH	Decreased-130 SH
BLACKROCK CR ALLOCATION	COM	$133K	0.1%	13,000 SH	New
BLACKROCK ENHANCED EQUITY DI	COM	$259K	0.2%	27,100 SH	New
BRISTOL-MYERS SQUIBB CO	COM	$1.3M	1.1%Prev: 1.1%	23,361 SH	Increased+4,457 SH
BROOKFIELD RENEWABLE CORP	CL A EX SUB VTG	$208K	0.2%Prev: 0.4%	5,595 SH	Decreased-4,990 SH
CAPITAL ONE FINL CORP	COM	$519K	0.4%	2,587 SH	New
CARTESIAN THERAPEUTICS INC	COM NEW	$231K	0.2%Prev: 0.2%	22,143 SH	Increased+10,500 SH
CATERPILLAR INC	COM	$606K	0.5%Prev: 0.6%	569 SH	Increased-640 SH
CAVA GROUP INC	COM	$1.1M	0.8%Prev: 1.6%	13,452 SH	Decreased-1,039 SH
CHEVRON CORPORATION	COM	$644K	0.5%	3,887 SH	New
CHEWY INC	CL A	$488K	0.4%Prev: 1.4%	24,834 SH	Decreased-493 SH
CHURCHILL DOWNS INC	COM	$312K	0.3%	3,485 SH	New
CITIUS PHARMACEUTICALS INC	COM	$79K	0.1%	130,000 SH	New
CLOUDFLARE INC	CL A COM	$1.4M	1.2%Prev: 1.6%	5,854 SH	Increased-633 SH
CMS ENERGY CORP	COM	$204K	0.2%	2,668 SH	New
COCA COLA CO	COM	$267K	0.2%Prev: 0.3%	3,291 SH	Increased-141 SH
COLGATE PALMOLIVE CO	COM	$2.2M	1.8%	24,000 SH	New
CONAGRA BRANDS INC	COM	$1.3M	1.1%Prev: 0.8%	99,577 SH	Increased+70,492 SH
CORTEVA INC	COM	$302K	0.2%Prev: 0.3%	3,567 SH	Increased+865 SH
COSTCO WHOLESALE CORPORATION	COM	$754K	0.6%	806 SH	New
CROWDSTRIKE HLDGS INC	CL A	$2.3M	1.9%Prev: 1.7%	3,053 SH	Increased+371 SH
CSX CORP	COM	$507K	0.4%	10,660 SH	New
CYTOMX THERAPEUTICS INC.	COM	$319K	0.3%	85,000 SH	New
DEERE & CO	COM	$618K	0.5%Prev: 0.7%	973 SH	Increased-120 SH
DISNEY WALT CO	COM	$270K	0.2%Prev: 0.6%	2,801 SH	Decreased-1,235 SH
DOMINION ENERGY INC	COM	$959K	0.8%Prev: 0.7%	14,041 SH	Increased+3,647 SH
DUKE ENERGY CORP NEW	COM NEW	$301K	0.2%Prev: 0.4%	2,379 SH	Increased+8 SH
EATON CORP PLC	SHS	$3.4M	2.7%Prev: 6.5%	7,873 SH	Decreased-6,504 SH
ELI LILLY & CO	COM	$1.3M	1.0%	1,084 SH	New
EXXON MOBIL CORP	COM	$506K	0.4%	3,702 SH	New
FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$564K	0.5%Prev: 0.7%	12,409 SH	Decreased-265 SH
FIRST TR ENHANCED EQUITY	COM	$283K	0.2%	12,635 SH	New
FLAGSTAR BANK NATIONAL ASSOC	COM NEW	$260K	0.2%	17,398 SH	New
FORD MTR CO	COM	$161K	0.1%Prev: 0.2%	11,590 SH	Increased-1,433 SH
FORTINET INC	COM	$252K	0.2%Prev: 0.5%	1,643 SH	Decreased-1,730 SH
FRANKLIN LTD DURATION INCOME	COM	$94K	0.1%	16,256 SH	New
GENERAC HLDGS INC	COM	$1.1M	0.9%Prev: 0.7%	3,673 SH	Increased-115 SH
GSK PLC	SPONSORED ADR	$213K	0.2%	4,055 SH	New
HOME DEPOT INC	COM	$1.6M	1.3%Prev: 0.4%	4,569 SH	Increased+3,814 SH
HUBSPOT INC	COM	$249K	0.2%	1,365 SH	New
INNOVATOR ETFS TRUST	US SMALL CAP PWR	$2.6M	2.1%Prev: 2.0%	84,796 SH	Increased+21,406 SH
INNOVATOR ETFS TRUST	US SML CP PWR B	$1.5M	1.2%Prev: 1.6%	36,514 SH	Increased+893 SH
INNOVATOR ETFS TRUST	US SML CP PWR ET	$889K	0.7%Prev: 1.0%	22,340 SH	Increased-1,320 SH
INTERNATIONAL BUSINESS MACHS	COM	$235K	0.2%	834 SH	New
INTUITIVE SURGICAL INC	COM NEW	$740K	0.6%	1,860 SH	New
INVIVYD INC	COM	$116K	0.1%Prev: 0.0%	133,000 SH	Increased+109,000 SH
ISHARES SILVER TR	ISHARES	$1.1M	0.9%Prev: 2.1%	21,340 SH	Decreased-29,257 SH
ISHARES TR	20 YR TR BD ETF	$4.6M	3.7%Prev: 2.7%	53,291 SH	Increased+29,151 SH
ISHARES TR	7-10 YR TRSY BD	$6.5M	5.3%Prev: 4.5%	69,200 SH	Increased+32,055 SH
ISHARES TR	CORE S&P TTL STK	$313K	0.3%	1,906 SH	New
ISHARES TR	CORE US AGGBD ET	$1.4M	1.2%Prev: 2.1%	14,525 SH	Decreased-1,960 SH
ISHARES TR	RUSSELL 2000 ETF	$2.6M	2.1%Prev: 3.1%	8,605 SH	Increased-2,568 SH
JOHNSON & JOHNSON	COM	$431K	0.3%Prev: 0.4%	1,699 SH	Increased-111 SH
JPMORGAN CHASE & CO	COM	$2.5M	2.0%	7,673 SH	New
KIMBERLY-CLARK CORP	COM	$728K	0.6%	6,632 SH	New
KINDER MORGAN INC DEL	COM	$1.5M	1.2%Prev: 2.1%	48,124 SH	Decreased-7,915 SH
LOCKHEED MARTIN CORP	COM	$260K	0.2%Prev: 0.3%	510 SH	Increased
LOWES COS INC	COM	$420K	0.3%Prev: 0.6%	1,906 SH	Decreased-50 SH
MARATHON PETE CORP	COM	$384K	0.3%	1,500 SH	New
MASTERCARD INCORPORATED	CL A	$728K	0.6%Prev: 1.1%	1,418 SH	Decreased-117 SH
MCDONALDS CORP	COM	$545K	0.4%Prev: 0.7%	2,016 SH	Increased+211 SH
MERCADOLIBRE INC	COM	$859K	0.7%Prev: 0.6%	506 SH	Increased+322 SH
META PLATFORMS INC	CL A	$910K	0.7%Prev: 1.2%	1,615 SH	Decreased+369 SH
MICROSOFT CORP	COM	$2.0M	1.6%Prev: 2.0%	5,403 SH	Increased+2,214 SH
MONDELEZ INTL INC	CL A	$328K	0.3%	5,679 SH	New
MORGAN STANLEY ETF TRUST	EAT INC OPP ETF	$1.2M	0.9%	23,375 SH	New
MORGAN STANLEY ETF TRUST	EATO VAN MU ETF	$365K	0.3%	6,860 SH	New
MORGAN STANLEY ETF TRUST	EATO VANC BD ETF	$816K	0.7%	16,084 SH	New
NANOVIRICIDES INC	COM	$155K	0.1%	112,000 SH	New
NETFLIX INC.	CALL	$121K	0.1%	548 SH	New
NETFLIX INC.	COM	$269K	0.2%	3,765 SH	New
OCCIDENTAL PETE CORP	COM	$211K	0.2%	4,348 SH	New
OLD REP INTL CORP	COM	$958K	0.8%Prev: 0.7%	23,406 SH	Increased+8,770 SH
OLIN CORP	COM PAR $1	$371K	0.3%Prev: 0.5%	18,706 SH	Decreased-1,981 SH
ONDAS INC	COM NEW	$105K	0.1%	12,760 SH	New
OPUS GENETICS INC	COM	$111K	0.1%	27,000 SH	New
PALATIN TECHNOLOGIES INC	COM NEW	$162K	0.1%	15,000 SH	New
PAYPAL HLDGS INC	COM	$765K	0.6%Prev: 0.7%	17,711 SH	Increased+10,433 SH
PENNANTPARK FLOATING RATE CA	COM	$84K	0.1%	11,203 SH	New
PENNANTPARK INVT CORP	COM	$59K	0.0%	17,132 SH	New
PEPSICO INC	COM	$7.0M	5.6%Prev: 1.6%	51,600 SH	Increased+41,826 SH
PFIZER INC	COM	$431K	0.3%Prev: 0.6%	17,891 SH	Decreased-302 SH
PHILIP MORRIS INTL INC	COM	$546K	0.4%	3,020 SH	New
PNC FINL SVCS GROUP INC	COM	$609K	0.5%	2,472 SH	New
PORTILLOS INC	COM CL A	$49K	0.0%Prev: 1.0%	10,425 SH	Decreased-53,566 SH
PPG INDS INC	COM	$1.0M	0.8%	8,514 SH	New
PROCTER & GAMBLE CO	COM	$725K	0.6%	4,941 SH	New
PURECYCLE TECHNOLOGIES INC	COM	$502K	0.4%Prev: 0.5%	61,880 SH	Increased+31,820 SH
RADIAN GROUP INC	COM	$542K	0.4%Prev: 0.7%	14,400 SH	Increased-250 SH
RTX CORPORATION	COM	$356K	0.3%Prev: 0.4%	1,874 SH	Increased-100 SH
SERVICENOW INC	COM	$562K	0.5%	5,665 SH	New
SHOPIFY INC	CL A SUB VTG SHS	$689K	0.6%Prev: 0.9%	6,031 SH	Decreased-217 SH
SLB LIMITED	COM STK	$382K	0.3%	8,224 SH	New
SOFI TECHNOLOGIES INC	COM	$2.0M	1.6%Prev: 3.0%	113,823 SH	Decreased-14,322 SH
SOUTHERN CO	COM	$287K	0.2%	3,000 SH	New
STANLEY BLACK & DECKER INC	COM	$463K	0.4%Prev: 0.8%	4,917 SH	Decreased-4,126 SH
STARBUCKS CORP	CALL	$68K	0.1%	62 SH	New
STATE STR SPDR S&P 500 ETF T	PUT	$148K	0.1%	28 SH	New
STATE STR SPDR S&P 500 ETF T	TR UNIT	$878K	0.7%	1,097 SH	New
STRYKER CORPORATION	COM	$760K	0.6%Prev: 0.3%	2,414 SH	Increased+1,863 SH
TWILIO INC	CL A	$349K	0.3%	1,691 SH	New
UBER TECHNOLOGIES INC	COM	$1.1M	0.9%Prev: 1.7%	15,507 SH	Decreased+939 SH
UNITED PARCEL SVCS INC	CALL	$220K	0.2%	254 SH	New
UNITED PARCEL SVCS INC	CL B	$2.9M	2.3%	26,804 SH	New
UNITEDHEALTH GROUP INC	COM	$387K	0.3%Prev: 0.5%	931 SH	Increased-247 SH
VANECK ETF TRUST	GOLD MINERS ETF	$619K	0.5%Prev: 0.7%	8,207 SH	Increased-2,435 SH
VANGUARD INDEX FDS	MID CAP ETF	$504K	0.4%Prev: 0.3%	6,255 SH	Increased+5,330 SH
VANGUARD INDEX FDS	SMALL CP ETF	$256K	0.2%Prev: 0.5%	845 SH	Decreased-960 SH
VANGUARD INDEX FDS	SML CP GRW ETF	$482K	0.4%Prev: 0.3%	1,317 SH	Increased+566 SH
VANGUARD INDEX FDS	VALUE ETF	$728K	0.6%Prev: 0.4%	3,342 SH	Increased+1,415 SH
VANGUARD SCOTTSDALE FDS	LONG TERM TREAS	$3.3M	2.7%Prev: 0.6%	59,900 SH	Increased+52,000 SH
VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$3.3M	2.7%Prev: 1.7%	56,634 SH	Increased+33,393 SH
VANGUARD STAR FDS	VG TL INTL STK F	$348K	0.3%	4,065 SH	New
VANGUARD WORLD FD	HEALTH CAR ETF	$286K	0.2%Prev: 0.3%	958 SH	Increased+1 SH
VANGUARD WORLD FD	INF TECH ETF	$254K	0.2%	2,128 SH	New
VANGUARD WORLD FD	UTILITIES ETF	$294K	0.2%Prev: 0.3%	1,500 SH	Increased
VERIZON COMMUNICATIONS INC	COM	$956K	0.8%Prev: 1.1%	22,572 SH	Increased+3,349 SH
VICTORY PORTFOLIOS II	SHORT TRM BD ETF	$1.5M	1.2%	29,301 SH	New
VIPER ENERGY INC	CL A	$201K	0.2%	4,750 SH	New
VIRTUS EQUITY & CONV INCM FD	COM	$623K	0.5%	23,200 SH	New
VISA INC	COM CL A	$1.4M	1.2%Prev: 2.2%	4,174 SH	Decreased-630 SH
WALMART INC	COM	$239K	0.2%	2,112 SH	New
WASTE MGMT INC DEL	COM	$306K	0.2%Prev: 0.6%	1,375 SH	Decreased-571 SH
ZOETIS INC	CL A	$724K	0.6%	10,074 SH	New
ZSCALER INC	COM	$256K	0.2%	1,817 SH	New

Sold (vs prior filing)

ABBOTT LABS — $852K
AMGEN INC — $237K
AST SPACEMOBILE INC — $342K
BLACKROCK CR ALLOCATION INCO — $142K
COSTCO WHSL CORP NEW — $860K
CYTOMX THERAPEUTICS INC — $116K
DOW INC — $363K
ETSY INC — $416K
FLAGSTAR FINANCIAL INC — $235K
GRAYSCALE BITCOIN TRUST ETF — $253K
JOBY AVIATION INC — $149K
JPMORGAN CHASE & CO. — $209K
KELLANOVA — $508K
MORGAN STANLEY ETF TRUST — $273K
NETFLIX INC — $245K
NIKE INC — $385K
NVIDIA CORPORATION — $720K
PRECISION BIOSCIENCES INC — $42K
ROCKET LAB CORP — $358K
SCHLUMBERGER LTD — $363K
… and 7 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