DOSSIER · 13F-HR · Q3 2026

Miller Financial Services LLC

$132M in tracked AUM across 159 positions as of Q3 2026.

MF
CIK 0002022893 · last filed Sep 30, 2026
Total AUM
$132M
as of Q3 2026
Holdings
159
—
positions
Whale Score
50
50
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

Miller Financial Services LLC filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026. Source: SEC EDGAR 13F-HR filings.

#HoldingValueSharesWeight
01
IEF
ISHARES TR
$8M92K6.2%
02
PEP
PEPSICO INC
$7M54K5.2%
03
TLT
ISHARES TR
$5M65K3.8%
04
AAPL
APPLE INC
$4M13K3.3%
05
VGLT
VANGUARD SCOTTSDALE FDS
$4M83K3.2%
06
AMZN
AMAZON COM INC
$3M14K2.6%
07
G29183103
EATON CORP PLC
$3M8K2.6%
08
VGSH
VANGUARD SCOTTSDALE FDS
$3M59K2.6%
09
MSFT
MICROSOFT CORP
$3M6K2.5%
10
CRWD
CROWDSTRIKE HLDGS INC
$3M12K2.4%

Filing history

2026Q3Sep 30
$132M▲ 6.1%
159 positionsView →
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 positionsLocked
2025Q2Jun 30
$78M▲ 12.7%
107 positionsLocked
2025Q1Mar 31
$70M▼ 41.2%
97 positionsLocked
2024Q4Dec 31
$118M—
128 positionsLocked