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

0$50.0M$100.0M$150.0M Q4 2024: $118.4M Q4 2024 Q1 2025: $69.6M Q1 2025 Q2 2025: $78.4M $78.4M Q2 2025 Q3 2025: $86.5M Q3 2025 Q4 2025: $85.3M Q4 2025 Q1 2026: $89.7M Q1 2026 Q2 2026: $123.8M Q2 2026

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
BTZ BlackRock Credit Allocation 0.18% 13,000 $142K No change
F Ford Motor Co. filed as FORD MTR CO 0.18% 13,023 $141K Add +0.2%
TWI Titan International Inc. 0.16% 12,500 $128K No change
RNAC Cartesian Therapeutics Inc. 0.15% 11,643 $121K New
CTMX Cytomx Therapeutics Inc. 0.15% 51,000 $116K No change
DTIL Precision Biosciences Inc. 0.05% 10,000 $42K No change
IVVD Invivyd Inc. 0.02% 24,000 $17K Add +9.1%

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

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 138$123.8MPEP, IEF, TLT, AAPL, ETN
Q1 2026 119$89.7MIEF, TLT, AAPL, VGSH, VGLT
Q4 2025 114$85.3MIEF, AAPL, TLT, VGSH, UPS
Q3 2025 113$86.5METN, IEF, AAPL, TLT, SOFI
Q2 2025 107$78.4METN, IEF, AAPL, AMZN, IWM
Q1 2025 97$69.6METN, AAPL, IEF, AMZN, IWM
Q4 2024 128$118.4MAGG, IWM, AAPL, AMZN, TLT