DOSSIER · 13F-HR · Q2 2026

Miller Financial Services LLC

$124M in tracked AUM across 148 positions as of Q2 2026.

MF
CIK 0002022893 · last filed Jun 30, 2026
Total AUM
$124M
as of Q2 2026
Holdings
148
positions
Whale Score
50
50
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Miller Financial Services LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
PEP
PEPSICO INC
$7M52K5.6%
02
IEF
ISHARES TR
$7M69K5.3%
03
TLT
ISHARES TR
$5M53K3.7%
04
AAPL
APPLE INC
$4M13K3.0%
05
G29183103
EATON CORP PLC
$3M8K2.7%
06
VGLT
VANGUARD SCOTTSDALE FDS
$3M60K2.7%
07
VGSH
VANGUARD SCOTTSDALE FDS
$3M57K2.7%
08
AMZN
AMAZON COM INC
$3M13K2.6%
09
UPS
UNITED PARCEL SVCS INC
$3M27K2.3%
10
IWM
ISHARES TR
$3M9K2.1%

Filing history

2026Q2Jun 30
$124M 36.1%
148 positionsView →
2026Q1Mar 31
$91M 7.1%
125 positionsView →
2025Q4Dec 31
$85M 1.4%
135 positionsView →
2025Q3Sep 30
$87M 10.3%
113 positionsView →
2025Q2Jun 30
$78M 12.7%
107 positionsLocked
2025Q1Mar 31
$70M 41.2%
97 positionsLocked
2024Q4Dec 31
$118M
128 positionsLocked