Miller Financial Services LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 12, 2025), Miller Financial Services LLC reported 107 stock positions worth $78.4 million. Its top holding was Eaton (ETN) at 6.5% of the portfolio, followed by iShares 7-10 Year Treasury B (IEF, 4.5%) and Apple (AAPL, 4.0%). Compared with Q1 2025, it opened 14 new positions, sold out of 4, added to 35 and reduced 45. The biggest buy was Sofi Technologies (SOFI, shares +9%) and the biggest sale Eaton (ETN, shares −34%).
- Most Recent 13F
- Q2 2026
- Location
- MARSHALL, MI
- CIK
- 0002022893
- Portfolio Value
- $78.4M (Q2 2025)
- SEC Filing
- 0002022893-25-000005 ↗ filed Aug 12, 2025
Holdings Value
Holdings 107 stocks · $78.4M
| ETN Eaton Corp. PLC | 6.54% | 14,377 | $5.1M | Reduce -33.5% |
| IEF iShares 7-10 Year Treasury B | 4.53% | 37,145 | $3.6M | Add +19.5% |
| AAPL Apple Inc. | 4.01% | 15,343 | $3.1M | Reduce -0.4% |
| AMZN Amazon.com Inc. | 3.36% | 12,032 | $2.6M | Add +3.5% |
| IWM iShares Russell 2000 ETF | 3.07% | 11,173 | $2.4M | Add +1.5% |
| SOFI Sofi Technologies Inc. | 2.97% | 128,145 | $2.3M | Add +8.7% |
| UPS United Parcel Service Class B | 2.94% | 22,841 | $2.3M | Add +23.2% |
| TLT iShares 20+ Year Treasury BD | 2.72% | 24,140 | $2.1M | Add +18.0% |
| V Visa Inc. Class A | 2.17% | 4,804 | $1.7M | Reduce -1.8% |
| SLV iShares Silver Trust | 2.12% | 50,597 | $1.7M | Add +8.7% |
| KMI Kinder Morgan Inc. | 2.10% | 56,039 | $1.6M | Reduce -1.8% |
| AGG iShares Core U.S. Aggregate | 2.08% | 16,485 | $1.6M | Reduce -2.1% |
| MSFT Microsoft Corp. | 2.02% | 3,189 | $1.6M | Reduce -0.7% |
| VGSH Vanguard Short-Term Treasury | 1.74% | 23,241 | $1.4M | Reduce -5.7% |
| CRWD CrowdStrike Holdings Inc. Class A | 1.74% | 2,682 | $1.4M | Reduce -1.8% |
| UBER Uber Technologies Inc. | 1.73% | 14,568 | $1.4M | Add +4.8% |
| PEP Pepsico Inc. | 1.65% | 9,774 | $1.3M | Add +19.4% |
| NET Cloudflare Inc. Class A | 1.62% | 6,487 | $1.3M | Add +10.7% |
| CAVA Cava Group Inc. | 1.56% | 14,491 | $1.2M | Add +10.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.51% | 2,444 | $1.2M | Reduce -5.2% |
| CHWY Chewy Inc. Class A | 1.38% | 25,327 | $1.1M | Reduce -7.5% |
| KJAN Innovator U.S. Small Cap Pow | 1.18% | 24,660 | $924K | Reduce -0.6% |
| META Meta Platforms Inc. Class A | 1.17% | 1,246 | $920K | Reduce -1.7% |
| BMY Bristol-Myers Squibb Co. | 1.12% | 18,904 | $875K | Add +9.2% |
| MA Mastercard Inc. Class A | 1.10% | 1,535 | $863K | Reduce -3.9% |
| COST Costco Wholesale Corp. | 1.10% | 869 | $860K | Reduce -4.5% |
| ABT Abbott Laboratories | 1.09% | 6,265 | $852K | Reduce -5.5% |
| VZ Verizon Communications Inc. | 1.06% | 19,223 | $832K | Reduce -4.0% |
| GOOGL Alphabet Inc. Class A | 1.00% | 4,432 | $781K | Add +11.5% |
| KAPR Innovator U.S. Small Cap Pow | 0.98% | 23,660 | $766K | Reduce -3.0% |
| PTLO Portillo's Inc. Class A | 0.95% | 63,991 | $747K | Add +4.5% |
| KAUG Inv US SML Cap PB ETF - Aug | 0.95% | 29,840 | $742K | Reduce -7.7% |
| SHOP Shopify Inc. Class A | 0.92% | 6,248 | $721K | Add +4.9% |
| NVDA Nvidia Corp. | 0.92% | 4,557 | $720K | Add +9.0% |
| MO Altria Group Inc. | 0.88% | 11,800 | $692K | Reduce -1.3% |
| GOOG Alphabet Inc. Class C | 0.86% | 3,806 | $675K | Add +1.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.81% | 1,023 | $632K | Add +46.6% |
| SWK Stanley Black & Decker Inc. | 0.78% | 9,043 | $613K | Add +69.3% |
| CAG Conagra Brands Inc. | 0.76% | 29,085 | $595K | Add +6.5% |
| D Dominion Energy Inc. | 0.75% | 10,394 | $587K | Reduce -18.3% |
| FBND Fidelity Total Bond ETF | 0.74% | 12,674 | $580K | Reduce -2.5% |
| ORI Old Republic Intl Corp. | 0.72% | 14,636 | $563K | Reduce -0.7% |
| DE Deere & Co. | 0.71% | 1,093 | $556K | Reduce -0.5% |
| GDX Vaneck Gold Miners ETF | 0.71% | 10,642 | $554K | Reduce -24.9% |
| GNRC Generac Holdings Inc. | 0.69% | 3,788 | $542K | Reduce -0.9% |
| PYPL PayPal Holdings Inc. | 0.69% | 7,278 | $541K | Reduce -9.2% |
| MMM 3M Co. | 0.68% | 3,490 | $531K | Reduce -0.8% |
| RDN Radian Group Inc. | 0.67% | 14,650 | $528K | No change |
| MCD McDonald's Corp. | 0.67% | 1,805 | $527K | No change |
| K Kellanova | 0.65% | 6,390 | $508K | Reduce -5.1% |
| KNOV Inn US SML CP Pow B ETF - No | 0.64% | 19,709 | $502K | Add +3.5% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.64% | 4,036 | $501K | Reduce -1.8% |
| AMD Advanced Micro Devices | 0.62% | 3,435 | $487K | Reduce -6.8% |
| MELI MercadoLibre Inc. | 0.61% | 184 | $481K | Reduce -14.0% |
| CAT Caterpillar Inc. | 0.60% | 1,209 | $470K | Reduce -0.6% |
| WM Waste Management Inc. | 0.57% | 1,946 | $445K | Add +0.1% |
| VGLT Vanguard Long-Term Treasury | 0.57% | 7,900 | $443K | New |
| PFE Pfizer Inc. | 0.56% | 18,193 | $441K | Add +4.8% |
| LOW Lowe's Cos Inc. | 0.55% | 1,956 | $434K | Reduce -0.2% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.55% | 1,805 | $428K | New |
| ETSY Etsy Inc. | 0.53% | 8,288 | $416K | Add +5.7% |
| OLN Olin Corp. | 0.53% | 20,687 | $416K | Add +6.5% |
| PCT Purecycle Technologies Inc. | 0.53% | 30,060 | $412K | Add +19.9% |
| NKE Nike Inc. Class B | 0.49% | 5,422 | $385K | New |
| UNH Unitedhealth Group Inc. | 0.47% | 1,178 | $367K | New |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 0.46% | 10,739 | $363K | Add +5.4% |
| DOW Dow Inc. | 0.46% | 13,694 | $363K | Add +120.1% |
| RKLB Rocket Lab Corp. | 0.46% | 10,010 | $358K | No change |
| FTNT Fortinet Inc. | 0.45% | 3,373 | $357K | Reduce -0.3% |
| BEPC Brookfield Renewable Corp. | 0.44% | 10,585 | $347K | Reduce -16.6% |
| ASTS Ast Spacemobile Inc. | 0.44% | 7,310 | $342K | New |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.43% | 1,927 | $341K | Reduce -6.7% |
| KDEC Inn US SML Cap P B ETF - Dec | 0.42% | 13,841 | $333K | New |
| KJUL Innovator U.S. Small Cap Pow | 0.41% | 10,961 | $320K | Reduce -0.6% |
| RTX RTX Corp. | 0.37% | 1,974 | $288K | Reduce -2.8% |
| DUK Duke Energy Corp. | 0.36% | 2,371 | $280K | Reduce -3.1% |
| AEP American Electric Power | 0.35% | 2,682 | $278K | Reduce -0.2% |
| HD Home Depot Inc. | 0.35% | 755 | $277K | Reduce -2.5% |
| JNJ Johnson & Johnson | 0.35% | 1,810 | $276K | Reduce -5.6% |
| EVTR Eaton Vance Total Return | 0.35% | 5,359 | $273K | Add +0.9% |
| VPU Vanguard Utilities ETF | 0.34% | 1,500 | $265K | No change |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.33% | 925 | $259K | No change |
| GBTC Grayscale Bitcoin Trust ETF | 0.32% | 2,980 | $253K | New |
| NFLX Netflix Inc. | 0.31% | 183 | $245K | New |
| KO The Coca-Cola Co. | 0.31% | 3,432 | $243K | Reduce -13.5% |
| VHT Vanguard Health Care ETF | 0.30% | 957 | $238K | No change |
| AMGN Amgen Inc. | 0.30% | 850 | $237K | No change |
| LMT Lockheed Martin Corp. | 0.30% | 510 | $236K | No change |
| GLD SPDR Gold Shares | 0.30% | 771 | $235K | Reduce -1.8% |
| FLG Flagstar Bank NA | 0.30% | 22,142 | $235K | Add +0.0% |
| ABBV Abbvie Inc. | 0.29% | 1,241 | $230K | Add +5.4% |
| SYK Stryker Corp. | 0.28% | 551 | $218K | Add +1.7% |
| B Barrick Mining Corp. | 0.27% | 10,318 | $215K | Reduce -1.4% |
| JPM JPMorgan Chase & Co. | 0.27% | 723 | $209K | New |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.27% | 751 | $208K | New |
| ZBRA Zebra Technologies Corp. Class A | 0.26% | 665 | $205K | New |
| TSLA Tesla Inc. | 0.26% | 638 | $203K | New |
| CTVA Corteva Inc. | 0.26% | 2,702 | $201K | New |
| WEN The Wendy's Co. | 0.23% | 15,457 | $177K | Add +10.0% |
| JOBY Joby Aviation Inc. | 0.19% | 14,080 | $149K | No change |
Portfolio Sells Q1 2025 → Q2 2025
| ETN Eaton Corp. PLC | Reduce -33.5% | 6.54% | −1.90 |
| AAPL Apple Inc. | Reduce -0.4% | 4.01% | −0.90 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -5.2% | 1.51% | −0.46 |
| VGSH Vanguard Short-Term Treasury | Reduce -5.7% | 1.74% | −0.34 |
| AGG iShares Core U.S. Aggregate | Reduce -2.1% | 2.08% | −0.31 |
| VNOM Viper Energy Inc. | Sold out | 0.00% | −0.31 |
| PRU Prudential Financial Inc. | Sold out | 0.00% | −0.30 |
| V Visa Inc. Class A | Reduce -1.8% | 2.17% | −0.29 |
| D Dominion Energy Inc. | Reduce -18.3% | 0.75% | −0.28 |
| VZ Verizon Communications Inc. | Reduce -4.0% | 1.06% | −0.24 |
| KMI Kinder Morgan Inc. | Reduce -1.8% | 2.10% | −0.24 |
| GDX Vaneck Gold Miners ETF | Reduce -24.9% | 0.71% | −0.23 |
| ABT Abbott Laboratories | Reduce -5.5% | 1.09% | −0.18 |
| KAUG Inv US SML Cap PB ETF - Aug | Reduce -7.7% | 0.95% | −0.17 |
| MA Mastercard Inc. Class A | Reduce -3.9% | 1.10% | −0.16 |
| K Kellanova | Reduce -5.1% | 0.65% | −0.15 |
| MO Altria Group Inc. | Reduce -1.3% | 0.88% | −0.15 |
| COST Costco Wholesale Corp. | Reduce -4.5% | 1.10% | −0.14 |
| FBND Fidelity Total Bond ETF | Reduce -2.5% | 0.74% | −0.11 |
| ORI Old Republic Intl Corp. | Reduce -0.7% | 0.72% | −0.11 |
| JNJ Johnson & Johnson | Reduce -5.6% | 0.35% | −0.10 |
| KAPR Innovator U.S. Small Cap Pow | Reduce -3.0% | 0.98% | −0.10 |
| LOW Lowe's Cos Inc. | Reduce -0.2% | 0.55% | −0.10 |
| KO The Coca-Cola Co. | Reduce -13.5% | 0.31% | −0.10 |
| KJAN Innovator U.S. Small Cap Pow | Reduce -0.6% | 1.18% | −0.10 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -6.7% | 0.43% | −0.08 |
| DUK Duke Energy Corp. | Reduce -3.1% | 0.36% | −0.07 |
| AEP American Electric Power | Reduce -0.2% | 0.35% | −0.07 |
| BEPC Brookfield Renewable Corp. | Reduce -16.6% | 0.44% | −0.07 |
| MMM 3M Co. | Reduce -0.8% | 0.68% | −0.07 |
| PYPL PayPal Holdings Inc. | Reduce -9.2% | 0.69% | −0.06 |
| HD Home Depot Inc. | Reduce -2.5% | 0.35% | −0.05 |
| KJUL Innovator U.S. Small Cap Pow | Reduce -0.6% | 0.41% | −0.04 |
| DE Deere & Co. | Reduce -0.5% | 0.71% | −0.03 |
| GLD SPDR Gold Shares | Reduce -1.8% | 0.30% | −0.03 |
| RTX RTX Corp. | Reduce -2.8% | 0.37% | −0.02 |
| B Barrick Mining Corp. | Reduce -1.4% | 0.27% | −0.02 |
| MCRB Seres Therapeutics Inc. | Sold out | 0.00% | −0.02 |
| FTNT Fortinet Inc. | Reduce -0.3% | 0.45% | −0.01 |
| PTN Palatin Technologies Inc. | Sold out | 0.00% | −0.01 |
| GNRC Generac Holdings Inc. | Reduce -0.9% | 0.69% | −0.00 |
| MELI MercadoLibre Inc. | Reduce -14.0% | 0.61% | +0.01 |
| CAT Caterpillar Inc. | Reduce -0.6% | 0.60% | +0.02 |
| DIS The Walt Disney Co. | Reduce -1.8% | 0.64% | +0.06 |
| AMD Advanced Micro Devices | Reduce -6.8% | 0.62% | +0.08 |
| CHWY Chewy Inc. Class A | Reduce -7.5% | 1.38% | +0.10 |
| META Meta Platforms Inc. Class A | Reduce -1.7% | 1.17% | +0.12 |
| MSFT Microsoft Corp. | Reduce -0.7% | 2.02% | +0.29 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -1.8% | 1.74% | +0.36 |
Portfolio Buys Q1 2025 → Q2 2025
| SOFI Sofi Technologies Inc. | Add +8.7% | 2.97% | +1.00 |
| NET Cloudflare Inc. Class A | Add +10.7% | 1.62% | +0.67 |
| VGLT Vanguard Long-Term Treasury | New | 0.57% | +0.57 |
| VB Vanguard Most SM-Cap ETF-Usd | New | 0.55% | +0.55 |
| NKE Nike Inc. Class B | New | 0.49% | +0.49 |
| UNH Unitedhealth Group Inc. | New | 0.47% | +0.47 |
| ASTS Ast Spacemobile Inc. | New | 0.44% | +0.44 |
| KDEC Inn US SML Cap P B ETF - Dec | New | 0.42% | +0.42 |
| GBTC Grayscale Bitcoin Trust ETF | New | 0.32% | +0.32 |
| NFLX Netflix Inc. | New | 0.31% | +0.31 |
| UBER Uber Technologies Inc. | Add +4.8% | 1.73% | +0.28 |
| PCT Purecycle Technologies Inc. | Add +19.9% | 0.53% | +0.28 |
| IEF iShares 7-10 Year Treasury B | Add +19.5% | 4.53% | +0.28 |
| JPM JPMorgan Chase & Co. | New | 0.27% | +0.27 |
| NVDA Nvidia Corp. | Add +9.0% | 0.92% | +0.27 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | New | 0.27% | +0.27 |
| ZBRA Zebra Technologies Corp. Class A | New | 0.26% | +0.26 |
| TSLA Tesla Inc. | New | 0.26% | +0.26 |
| CTVA Corteva Inc. | New | 0.26% | +0.26 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +46.6% | 0.81% | +0.24 |
| SWK Stanley Black & Decker Inc. | Add +69.3% | 0.78% | +0.19 |
| AMZN Amazon.com Inc. | Add +3.5% | 3.36% | +0.19 |
| RNAC Cartesian Therapeutics Inc. | New | 0.15% | +0.15 |
| DOW Dow Inc. | Add +120.1% | 0.46% | +0.15 |
| GOOGL Alphabet Inc. Class A | Add +11.5% | 1.00% | +0.11 |
| SHOP Shopify Inc. Class A | Add +4.9% | 0.92% | +0.10 |
| SLV iShares Silver Trust | Add +8.7% | 2.12% | +0.04 |
| TLT iShares 20+ Year Treasury BD | Add +18.0% | 2.72% | +0.04 |
| GOOG Alphabet Inc. Class C | Add +1.5% | 0.86% | +0.02 |
| UPS United Parcel Service Class B | Add +23.2% | 2.94% | +0.01 |
| IVVD Invivyd Inc. | Add +9.1% | 0.02% | +0.00 |
| ETSY Etsy Inc. | Add +5.7% | 0.53% | −0.00 |
| F Ford Motor Co. | Add +0.2% | 0.18% | −0.01 |
| SYK Stryker Corp. | Add +1.7% | 0.28% | −0.01 |
| KNOV Inn US SML CP Pow B ETF - No | Add +3.5% | 0.64% | −0.03 |
| EVTR Eaton Vance Total Return | Add +0.9% | 0.35% | −0.04 |
| ABBV Abbvie Inc. | Add +5.4% | 0.29% | −0.06 |
| CAVA Cava Group Inc. | Add +10.7% | 1.56% | −0.07 |
| PFE Pfizer Inc. | Add +4.8% | 0.56% | −0.07 |
| FLG Flagstar Bank NA | Add +0.0% | 0.30% | −0.07 |
| WEN The Wendy's Co. | Add +10.0% | 0.23% | −0.07 |
| WM Waste Management Inc. | Add +0.1% | 0.57% | −0.08 |
| IWM iShares Russell 2000 ETF | Add +1.5% | 3.07% | −0.08 |
| PTLO Portillo's Inc. Class A | Add +4.5% | 0.95% | −0.09 |
| PEP Pepsico Inc. | Add +19.4% | 1.65% | −0.12 |
| OLN Olin Corp. | Add +6.5% | 0.53% | −0.15 |
| SLB SLB Ltd. | Add +5.4% | 0.46% | −0.15 |
| CAG Conagra Brands Inc. | Add +6.5% | 0.76% | −0.29 |
| BMY Bristol-Myers Squibb Co. | Add +9.2% | 1.12% | −0.40 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 138 | $123.8M | PEP, IEF, TLT, AAPL, ETN |
| Q1 2026 | 119 | $89.7M | IEF, TLT, AAPL, VGSH, VGLT |
| Q4 2025 | 114 | $85.3M | IEF, AAPL, TLT, VGSH, UPS |
| Q3 2025 | 113 | $86.5M | ETN, IEF, AAPL, TLT, SOFI |
| Q2 2025 | 107 | $78.4M | ETN, IEF, AAPL, AMZN, IWM |
| Q1 2025 | 97 | $69.6M | ETN, AAPL, IEF, AMZN, IWM |
| Q4 2024 | 128 | $118.4M | AGG, IWM, AAPL, AMZN, TLT |