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: $131.9M150 positionsView on SEC.gov

			% of Portfolio
3M CO	COM	$796K	0.6%Prev: 0.6%	4,847 SH	Increased+1,402 SH
ABBOTT LABORATORIES	COM	$897K	0.7%	9,080 SH	New
ABBVIE INC	COM	$614K	0.5%Prev: 0.3%	2,347 SH	Increased+1,105 SH
ADVANCED MICRO DEVICES INC	COM	$858K	0.7%Prev: 0.6%	1,403 SH	Increased-2,006 SH
ALLSTATE CORP	COM	$865K	0.7%	3,900 SH	New
ALPHABET INC	CAP STK CL A	$1.5M	1.2%Prev: 1.2%	4,435 SH	Increased+21 SH
ALPHABET INC	CAP STK CL C	$900K	0.7%Prev: 1.1%	2,642 SH	Decreased-1,154 SH
ALTRIA GROUP INC	COM	$947K	0.7%Prev: 0.9%	14,059 SH	Increased+2,432 SH
AMAZON COM INC	CALL	$78K	0.1%	45 SH	New
AMAZON COM INC	COM	$3.5M	2.6%Prev: 3.2%	14,002 SH	Increased+1,284 SH
AMC ENTMT HLDGS INC	CL A NEW	$33K	0.0%	11,000 SH	New
AMERICAN ELEC PWR CO INC	COM	$1.1M	0.8%Prev: 0.3%	8,944 SH	Increased+6,287 SH
APPLE INC	COM	$4.3M	3.3%Prev: 4.5%	12,909 SH	Increased-2,236 SH
BARRICK MNG CORP	COM SHS	$323K	0.2%Prev: 0.4%	7,936 SH	Increased-1,588 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.1M	0.9%Prev: 1.4%	2,263 SH	Decreased-181 SH
BLACKROCK CR ALLOCATION	COM	$121K	0.1%	13,000 SH	New
BLACKROCK ENHANCED EQUITY DI	COM	$260K	0.2%	27,700 SH	New
BRISTOL-MYERS SQUIBB CO	COM	$1.4M	1.1%Prev: 1.0%	23,159 SH	Increased+3,517 SH
BROADCOM INC	COM	$293K	0.2%	833 SH	New
CAPITAL ONE FINL CORP	COM	$500K	0.4%	2,588 SH	New
CARTESIAN THERAPEUTICS INC	COM NEW	$159K	0.1%Prev: 0.1%	22,110 SH	Increased+10,467 SH
CASEYS GEN STORES INC	COM	$223K	0.2%	366 SH	New
CATERPILLAR INC	COM	$477K	0.4%Prev: 0.6%	588 SH	Decreased-586 SH
CAVA GROUP INC	COM	$649K	0.5%Prev: 1.1%	12,002 SH	Decreased-3,192 SH
CHEVRON CORPORATION	COM	$794K	0.6%	3,887 SH	New
CHEWY INC	CL A	$387K	0.3%Prev: 1.3%	21,269 SH	Decreased-5,998 SH
CHURCHILL DOWNS INC	COM	$273K	0.2%	3,610 SH	New
CITIUS PHARMACEUTICALS INC	COM	$82K	0.1%	154,000 SH	New
CLOUDFLARE INC	CL A COM	$2.0M	1.5%Prev: 1.6%	5,809 SH	Increased-470 SH
COCA COLA CO	COM	$271K	0.2%Prev: 0.3%	3,146 SH	Increased-231 SH
COLGATE PALMOLIVE CO	COM	$2.0M	1.6%	24,000 SH	New
CONAGRA BRANDS INC	COM	$1.3M	1.0%Prev: 1.5%	94,976 SH	Decreased+23,977 SH
CORTEVA INC	COM	$277K	0.2%	3,567 SH	New
COSTCO WHOLESALE CORPORATION	COM	$802K	0.6%	881 SH	New
CROWDSTRIKE HLDGS INC	CL A	$3.2M	2.4%Prev: 1.7%	12,030 SH	Increased+9,096 SH
CSX CORP	COM	$542K	0.4%	11,663 SH	New
CYTOMX THERAPEUTICS INC.	COM	$237K	0.2%	87,000 SH	New
DEERE & CO	COM	$644K	0.5%Prev: 0.6%	959 SH	Increased-134 SH
DISNEY WALT CO	COM	$281K	0.2%Prev: 0.5%	2,681 SH	Decreased-1,325 SH
DOMINION ENERGY INC	COM	$866K	0.7%Prev: 0.9%	14,312 SH	Increased+2,188 SH
DUKE ENERGY CORP NEW	COM NEW	$272K	0.2%Prev: 0.3%	2,381 SH	Decreased+8 SH
EATON CORP PLC	SHS	$3.4M	2.6%Prev: 4.7%	7,873 SH	Decreased-2,954 SH
ELI LILLY & CO	COM	$1.3M	1.0%	1,084 SH	New
EXXONMOBIL HOLDINGS CORP	COM SHS	$603K	0.5%	3,702 SH	New
FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$537K	0.4%Prev: 0.7%	12,409 SH	Decreased+19 SH
FIRST TR ENHANCED EQUITY	COM	$325K	0.2%	14,635 SH	New
FIRST TR EXCHANGE TRAD FD VI	FST TR GLB FD	$205K	0.2%	6,700 SH	New
FIRST TR EXCHANGE TRADED FD	RISNG DIVD ACHIV	$240K	0.2%	3,062 SH	New
FLAGSTAR BANK NATIONAL ASSOC	COM NEW	$189K	0.1%	16,233 SH	New
FORD MTR CO	COM	$125K	0.1%Prev: 0.2%	10,357 SH	Decreased-2,685 SH
FORTINET INC	COM	$288K	0.2%Prev: 0.3%	1,613 SH	Increased-1,110 SH
FRANKLIN LTD DURATION INCOME	COM	$87K	0.1%	16,256 SH	New
GENERAC HLDGS INC	COM	$875K	0.7%Prev: 0.7%	4,226 SH	Increased+438 SH
HOME DEPOT INC	COM	$1.3M	1.0%Prev: 0.4%	4,667 SH	Increased+3,843 SH
HUBSPOT INC	COM	$288K	0.2%	1,405 SH	New
INNOVATOR ETFS TRUST	EMRGNG MKT JAN	$200K	0.2%	5,387 SH	New
INNOVATOR ETFS TRUST	US SMALL CAP PWR	$2.4M	1.9%Prev: 1.9%	81,781 SH	Increased+19,061 SH
INNOVATOR ETFS TRUST	US SML CP PWR B	$1.5M	1.2%Prev: 1.5%	36,364 SH	Increased+793 SH
INNOVATOR ETFS TRUST	US SML CP PWR ET	$878K	0.7%Prev: 0.9%	22,265 SH	Increased-1,015 SH
INTUITIVE SURGICAL INC	COM NEW	$847K	0.6%Prev: 0.6%	2,084 SH	Increased+833 SH
INVIVYD INC	COM	$113K	0.1%Prev: 0.0%	130,000 SH	Increased+93,000 SH
ISHARES BITCOIN TRUST ETF	SHS BEN INT	$289K	0.2%	6,101 SH	New
ISHARES SILVER TR	ISHARES	$1.3M	1.0%Prev: 2.5%	24,263 SH	Decreased-25,784 SH
ISHARES TR	20 YR TR BD ETF	$5.0M	3.8%Prev: 3.7%	64,667 SH	Increased+28,944 SH
ISHARES TR	7-10 YR TRSY BD	$8.2M	6.2%Prev: 4.5%	91,613 SH	Increased+50,994 SH
ISHARES TR	CALL	$2K	0.0%	20 SH	New
ISHARES TR	CORE MSCI TOTAL	$213K	0.2%	2,245 SH	New
ISHARES TR	CORE S&P TTL STK	$318K	0.2%Prev: 0.3%	1,910 SH	Increased+355 SH
ISHARES TR	CORE S&P500 ETF	$329K	0.2%	429 SH	New
ISHARES TR	CORE US AGGBD ET	$1.3M	1.0%Prev: 1.9%	13,859 SH	Decreased-2,575 SH
ISHARES TR	RUSSELL 2000 ETF	$2.4M	1.8%Prev: 3.1%	8,468 SH	Decreased-2,544 SH
JOHNSON & JOHNSON	COM	$458K	0.3%Prev: 0.4%	1,729 SH	Increased-70 SH
JPMORGAN CHASE & CO	COM	$2.5M	1.9%	7,667 SH	New
KIMBERLY-CLARK CORP	COM	$649K	0.5%	6,663 SH	New
KINDER MORGAN INC DEL	COM	$1.4M	1.1%Prev: 1.8%	47,805 SH	Decreased-7,891 SH
LOCKHEED MARTIN CORP	COM	$260K	0.2%Prev: 0.3%	510 SH	Increased
LOWES COS INC	COM	$346K	0.3%Prev: 0.6%	1,876 SH	Decreased-80 SH
MARATHON PETE CORP	COM	$593K	0.4%	1,500 SH	New
MASTERCARD INCORPORATED	CL A	$794K	0.6%Prev: 1.0%	1,439 SH	Decreased-79 SH
MCDONALDS CORP	COM	$590K	0.4%Prev: 0.6%	2,556 SH	Increased+771 SH
MERCADOLIBRE INC	COM	$882K	0.7%Prev: 0.6%	510 SH	Increased+278 SH
META PLATFORMS INC	CL A	$1.1M	0.9%Prev: 1.1%	1,566 SH	Increased+327 SH
MICROSOFT CORP	COM	$3.3M	2.5%Prev: 1.9%	6,405 SH	Increased+3,249 SH
MONDELEZ INTL INC	CL A	$328K	0.2%	5,679 SH	New
MORGAN STANLEY ETF TRUST	EAT INC OPP ETF	$1.2M	0.9%	25,415 SH	New
MORGAN STANLEY ETF TRUST	EATO VAN MU ETF	$345K	0.3%	6,860 SH	New
MORGAN STANLEY ETF TRUST	EATO VANC BD ETF	$1.0M	0.8%	21,009 SH	New
NANOVIRICIDES INC	COM	$174K	0.1%	134,000 SH	New
NETFLIX INC.	CALL	$62K	0.0%	449 SH	New
NETFLIX INC.	COM	$278K	0.2%	4,000 SH	New
NIKE INC	CALL	$5K	0.0%	30 SH	New
NVIDIA CORPORATION	CALL	$21K	0.0%	5 SH	New
OCCIDENTAL PETE CORP	COM	$239K	0.2%Prev: 0.3%	4,313 SH	Increased-362 SH
OLD REP INTL CORP	COM	$872K	0.7%Prev: 0.7%	23,359 SH	Increased+8,720 SH
OLIN CORP	COM PAR $1	$276K	0.2%Prev: 0.6%	17,781 SH	Decreased-2,521 SH
ONDAS INC	COM NEW	$138K	0.1%	18,800 SH	New
OPUS GENETICS INC	COM	$145K	0.1%	30,000 SH	New
PALATIN TECHNOLOGIES INC	COM NEW	$133K	0.1%	15,000 SH	New
PAYPAL HLDGS INC	COM	$678K	0.5%Prev: 0.5%	12,908 SH	Increased+6,125 SH
PENNANTPARK FLOATING RATE CA	COM	$79K	0.1%	11,388 SH	New
PENNANTPARK INVTS CORP	COM	$57K	0.0%	17,315 SH	New
PEPSICO INC	COM	$6.9M	5.2%Prev: 1.8%	54,067 SH	Increased+42,920 SH
PFIZER INC	COM	$505K	0.4%Prev: 0.5%	17,691 SH	Increased-290 SH
PHILIP MORRIS INTL INC	COM	$672K	0.5%	3,522 SH	New
PNC FINL SVCS GROUP INC	COM	$549K	0.4%	2,472 SH	New
PPG INDS INC	COM	$888K	0.7%	8,514 SH	New
PROCTER & GAMBLE CO	COM	$710K	0.5%	4,888 SH	New
PURECYCLE TECHNOLOGIES INC	COM	$357K	0.3%Prev: 0.5%	80,940 SH	Decreased+49,830 SH
RADIAN GROUP INC	COM	$441K	0.3%Prev: 0.6%	14,400 SH	Decreased-250 SH
RTX CORPORATION	COM	$441K	0.3%Prev: 0.4%	2,374 SH	Increased+500 SH
SELECT SECTOR SPDR TR	ST STR TECHN ETF	$431K	0.3%	2,200 SH	New
SERVICENOW INC	COM	$759K	0.6%	5,665 SH	New
SHOPIFY INC	CL A SUB VTG SHS	$894K	0.7%Prev: 1.0%	6,027 SH	Increased+50 SH
SLB LIMITED	COM STK	$401K	0.3%	8,224 SH	New
SOFI TECHNOLOGIES INC	COM	$1.8M	1.4%Prev: 3.3%	114,383 SH	Decreased+5,772 SH
SOUTHERN CO	COM	$249K	0.2%	3,000 SH	New
SPDR GOLD TR	GOLD SHS	$255K	0.2%Prev: 0.3%	670 SH	Decreased-101 SH
STANLEY BLACK & DECKER INC	COM	$324K	0.2%Prev: 0.7%	3,652 SH	Decreased-4,051 SH
STARBUCKS CORP	CALL	$48K	0.0%	149 SH	New
STATE STR SPDR S&P 500 ETF T	PUT	$202K	0.2%	38 SH	New
STATE STR SPDR S&P 500 ETF T	TR UNIT	$801K	0.6%	1,050 SH	New
STRYKER CORPORATION	COM	$749K	0.6%Prev: 0.2%	2,720 SH	Increased+2,171 SH
TWILIO INC	CL A	$488K	0.4%	1,669 SH	New
UBER TECHNOLOGIES INC	COM	$1.1M	0.8%Prev: 1.7%	15,331 SH	Decreased+728 SH
UNITED PARCEL SVCS INC	CALL	$42K	0.0%	373 SH	New
UNITED PARCEL SVCS INC	CL B	$2.7M	2.1%	29,054 SH	New
UNITEDHEALTH GROUP INC	COM	$342K	0.3%Prev: 0.4%	932 SH	Decreased-173 SH
VALERO ENERGY CORP	COM	$213K	0.2%	550 SH	New
VANECK ETF TRUST	GOLD MINERS ETF	$733K	0.6%Prev: 0.8%	8,352 SH	Increased-745 SH
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$300K	0.2%	4,272 SH	New
VANGUARD INDEX FDS	MRNGSTR MID CAP	$492K	0.4%	6,280 SH	New
VANGUARD INDEX FDS	MRNGSTR SM CP GR	$445K	0.3%	1,317 SH	New
VANGUARD INDEX FDS	MRNGSTR SML CAP	$238K	0.2%	838 SH	New
VANGUARD INDEX FDS	MRNGSTR TTL STK	$329K	0.2%	878 SH	New
VANGUARD INDEX FDS	MRNGSTR VAL ETF	$712K	0.5%	3,293 SH	New
VANGUARD SCOTTSDALE FDS	LONG TERM TREAS	$4.2M	3.2%Prev: 0.7%	82,865 SH	Increased+72,605 SH
VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$3.4M	2.6%Prev: 2.3%	58,657 SH	Increased+25,027 SH
VANGUARD STAR FDS	VG TL INTL STK F	$361K	0.3%	4,250 SH	New
VANGUARD WORLD FD	HEALTH CAR ETF	$303K	0.2%Prev: 0.3%	958 SH	Increased+1 SH
VANGUARD WORLD FD	INF TECH ETF	$267K	0.2%	2,128 SH	New
VANGUARD WORLD FD	UTILITIES ETF	$257K	0.2%Prev: 0.3%	1,500 SH	Decreased
VERIZON COMMUNICATIONS INC	COM	$1.0M	0.8%Prev: 1.0%	21,894 SH	Increased+1,870 SH
VICTORY PORTFOLIOS II	SHORT TRM BD ETF	$1.8M	1.3%	35,321 SH	New
VIRTUS EQUITY & CONV INCM FD	COM	$630K	0.5%	25,200 SH	New
VISA INC	COM CL A	$1.5M	1.2%Prev: 1.9%	4,223 SH	Decreased-581 SH
VISTRA CORP	COM	$257K	0.2%	1,857 SH	New
VOLITIONRX LTD	COMMON STK	$18K	0.0%	71,000 SH	New
WALMART INC	COM	$219K	0.2%	2,112 SH	New
WASTE MGMT INC DEL	COM	$282K	0.2%Prev: 0.5%	1,382 SH	Decreased-565 SH
ZOETIS INC	CL A	$752K	0.6%Prev: 0.2%	10,771 SH	Increased+9,315 SH

Sold (vs prior filing)

ABBOTT LABS — $834K
ALIBABA GROUP HLDG LTD — $209K
AMGEN INC — $240K
AST SPACEMOBILE INC — $359K
BLACKROCK CR ALLOCATION INCO — $144K
BROOKFIELD RENEWABLE CORP — $306K
COSTCO WHSL CORP NEW — $804K
CYTOMX THERAPEUTICS INC — $214K
DOW INC — $315K
ETSY INC — $401K
FLAGSTAR FINANCIAL INC — $253K
GRAYSCALE BITCOIN TRUST ETF — $268K
ISHARES GOLD TR — $201K
ISHARES TR — $207K
JPMORGAN CHASE & CO. — $223K
KELLANOVA — $524K
MORGAN STANLEY ETF TRUST — $338K
NETFLIX INC — $217K
NIKE INC — $356K
NVIDIA CORPORATION — $820K
… and 15 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