DOSSIER · 13F-HR · Q1 2026

Miller Financial Services LLC

$91M in tracked AUM across 125 positions as of Q1 2026.

MF
CIK 0002022893 · last filed Mar 31, 2026
Total AUM
$91M
as of Q1 2026
Holdings
125
positions
Whale Score
44
44
tracked
Activity
no data
changes this Q
AI Analysis · Q1 2026

Miller Financial Services LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
IEF
ISHARES TR
$6M58K6.0%
02
TLT
ISHARES TR
$4M46K4.4%
03
AAPL
APPLE INC
$3M13K3.7%
04
VGSH
VANGUARD SCOTTSDALE FDS
$3M55K3.5%
05
VGLT
VANGUARD SCOTTSDALE FDS
$3M52K3.2%
06
AMZN
AMAZON COM INC
$3M13K3.0%
07
UPS
UNITED PARCEL SVCS INC
$3M27K3.0%
08
IWM
ISHARES TR
$2M10K2.6%
09
G29183103
EATON CORP PLC
$2M6K2.5%
10
SOFI
SOFI TECHNOLOGIES INC
$2M114K2.0%

Filing history

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