Miller Financial Services LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 13, 2025), Miller Financial Services LLC reported 113 stock positions worth $86.5 million. Its top holding was Eaton (ETN) at 4.7% of the portfolio, followed by iShares 7-10 Year Treasury B (IEF, 4.5%) and Apple (AAPL, 4.5%). Compared with Q2 2025, it opened 9 new positions, sold out of 3, added to 31 and reduced 51. The biggest buy was iShares 20+ Year Treasury BD (TLT, shares +48%) and the biggest sale Eaton (ETN, shares −25%).
- Most Recent 13F
- Q2 2026
- Location
- MARSHALL, MI
- CIK
- 0002022893
- Portfolio Value
- $86.5M (Q3 2025)
- SEC Filing
- 0002022893-25-000008 ↗ filed Nov 13, 2025
Holdings Value
Holdings 113 stocks · $86.5M
| ETN Eaton Corp. PLC | 4.68% | 10,827 | $4.1M | Reduce -24.7% |
| IEF iShares 7-10 Year Treasury B | 4.53% | 40,619 | $3.9M | Add +9.3% |
| AAPL Apple Inc. | 4.46% | 15,145 | $3.9M | Reduce -1.3% |
| TLT iShares 20+ Year Treasury BD | 3.69% | 35,723 | $3.2M | Add +48.0% |
| SOFI Sofi Technologies Inc. | 3.32% | 108,611 | $2.9M | Reduce -15.2% |
| AMZN Amazon.com Inc. | 3.23% | 12,718 | $2.8M | Add +5.7% |
| IWM iShares Russell 2000 ETF | 3.08% | 11,012 | $2.7M | Reduce -1.4% |
| UPS United Parcel Service Class B | 2.84% | 29,444 | $2.5M | Add +28.9% |
| SLV iShares Silver Trust | 2.45% | 50,047 | $2.1M | Reduce -1.1% |
| VGSH Vanguard Short-Term Treasury | 2.29% | 33,630 | $2.0M | Add +44.7% |
| AGG iShares Core U.S. Aggregate | 1.90% | 16,434 | $1.6M | Reduce -0.3% |
| V Visa Inc. Class A | 1.90% | 4,804 | $1.6M | No change |
| MSFT Microsoft Corp. | 1.89% | 3,156 | $1.6M | Reduce -1.0% |
| KMI Kinder Morgan Inc. | 1.82% | 55,696 | $1.6M | Reduce -0.6% |
| PEP Pepsico Inc. | 1.81% | 11,147 | $1.6M | Add +14.1% |
| CRWD CrowdStrike Holdings Inc. Class A | 1.66% | 2,934 | $1.4M | Add +9.4% |
| UBER Uber Technologies Inc. | 1.65% | 14,603 | $1.4M | Add +0.2% |
| NET Cloudflare Inc. Class A | 1.56% | 6,279 | $1.3M | Reduce -3.2% |
| CAG Conagra Brands Inc. | 1.50% | 70,999 | $1.3M | Add +144.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.42% | 2,444 | $1.2M | No change |
| CHWY Chewy Inc. Class A | 1.27% | 27,267 | $1.1M | Add +7.7% |
| GOOGL Alphabet Inc. Class A | 1.24% | 4,414 | $1.1M | Reduce -0.4% |
| KJAN Innovator U.S. Small Cap Pow | 1.15% | 24,610 | $993K | Reduce -0.2% |
| GOOG Alphabet Inc. Class C | 1.07% | 3,796 | $925K | Reduce -0.3% |
| CAVA Cava Group Inc. | 1.06% | 15,194 | $918K | Add +4.8% |
| META Meta Platforms Inc. Class A | 1.05% | 1,239 | $910K | Reduce -0.6% |
| SHOP Shopify Inc. Class A | 1.03% | 5,977 | $888K | Reduce -4.3% |
| BMY Bristol-Myers Squibb Co. | 1.02% | 19,642 | $886K | Add +3.9% |
| VZ Verizon Communications Inc. | 1.02% | 20,024 | $880K | Add +4.2% |
| MA Mastercard Inc. Class A | 1.00% | 1,518 | $863K | Reduce -1.1% |
| ABT Abbott Laboratories | 0.96% | 6,223 | $834K | Reduce -0.7% |
| NVDA Nvidia Corp. | 0.95% | 4,396 | $820K | Reduce -3.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.94% | 1,215 | $809K | Add +18.8% |
| COST Costco Wholesale Corp. | 0.93% | 869 | $804K | No change |
| KAPR Innovator U.S. Small Cap Pow | 0.92% | 23,280 | $796K | Reduce -1.6% |
| MO Altria Group Inc. | 0.89% | 11,627 | $768K | Reduce -1.5% |
| KAUG Inv US SML Cap PB ETF - Aug | 0.86% | 28,560 | $743K | Reduce -4.3% |
| D Dominion Energy Inc. | 0.86% | 12,124 | $742K | Add +16.6% |
| GDX Vaneck Gold Miners ETF | 0.80% | 9,097 | $695K | Reduce -14.5% |
| GNRC Generac Holdings Inc. | 0.73% | 3,788 | $634K | No change |
| ORI Old Republic Intl Corp. | 0.72% | 14,639 | $622K | Add +0.0% |
| VGLT Vanguard Long-Term Treasury | 0.67% | 10,260 | $583K | Add +29.9% |
| FBND Fidelity Total Bond ETF | 0.66% | 12,390 | $573K | Reduce -2.2% |
| SWK Stanley Black & Decker Inc. | 0.66% | 7,703 | $573K | Reduce -14.8% |
| CAT Caterpillar Inc. | 0.65% | 1,174 | $560K | Reduce -2.9% |
| ISRG Intuitive Surgical Inc. | 0.65% | 1,251 | $559K | New |
| AMD Advanced Micro Devices | 0.64% | 3,409 | $552K | Reduce -0.8% |
| KNOV Inn US SML CP Pow B ETF - No | 0.63% | 19,709 | $544K | No change |
| MCD McDonald's Corp. | 0.63% | 1,785 | $542K | Reduce -1.1% |
| MELI MercadoLibre Inc. | 0.63% | 232 | $542K | Add +26.1% |
| MMM 3M Co. | 0.62% | 3,445 | $535K | Reduce -1.3% |
| RDN Radian Group Inc. | 0.61% | 14,650 | $531K | No change |
| K Kellanova | 0.61% | 6,392 | $524K | Add +0.0% |
| OLN Olin Corp. | 0.59% | 20,302 | $507K | Reduce -1.9% |
| DE Deere & Co. | 0.58% | 1,093 | $500K | No change |
| LOW Lowe's Cos Inc. | 0.57% | 1,956 | $492K | No change |
| RKLB Rocket Lab Corp. | 0.55% | 10,010 | $480K | No change |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.53% | 4,006 | $459K | Reduce -0.7% |
| PFE Pfizer Inc. | 0.53% | 17,981 | $458K | Reduce -1.2% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.53% | 1,800 | $458K | Reduce -0.3% |
| PYPL PayPal Holdings Inc. | 0.53% | 6,783 | $455K | Reduce -6.8% |
| WM Waste Management Inc. | 0.50% | 1,947 | $430K | Add +0.1% |
| PCT Purecycle Technologies Inc. | 0.47% | 31,110 | $409K | Add +3.5% |
| ETSY Etsy Inc. | 0.46% | 6,047 | $401K | Reduce -27.0% |
| UNH Unitedhealth Group Inc. | 0.44% | 1,105 | $382K | Reduce -6.2% |
| KDEC Inn US SML Cap P B ETF - Dec | 0.43% | 14,451 | $368K | Add +4.4% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.42% | 1,928 | $360K | Add +0.1% |
| ASTS Ast Spacemobile Inc. | 0.41% | 7,310 | $359K | No change |
| NKE Nike Inc. Class B | 0.41% | 5,102 | $356K | Reduce -5.9% |
| PTLO Portillo's Inc. Class A | 0.40% | 53,375 | $344K | Reduce -16.6% |
| KJUL Innovator U.S. Small Cap Pow | 0.39% | 10,961 | $339K | No change |
| OTIS Otis Worldwide Corp. | 0.39% | 3,695 | $338K | New |
| EVTR Eaton Vance Total Return | 0.39% | 6,561 | $338K | Add +22.4% |
| HD Home Depot Inc. | 0.39% | 824 | $334K | Add +9.1% |
| JNJ Johnson & Johnson | 0.39% | 1,799 | $334K | Reduce -0.6% |
| DOW Dow Inc. | 0.36% | 13,725 | $315K | Add +0.2% |
| RTX RTX Corp. | 0.36% | 1,874 | $314K | Reduce -5.1% |
| B Barrick Mining Corp. | 0.36% | 9,524 | $312K | Reduce -7.7% |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 0.36% | 8,959 | $308K | Reduce -16.6% |
| BEPC Brookfield Renewable Corp. | 0.35% | 8,880 | $306K | Reduce -16.1% |
| AEP American Electric Power | 0.35% | 2,657 | $299K | Reduce -0.9% |
| DUK Duke Energy Corp. | 0.34% | 2,373 | $294K | Add +0.1% |
| ABBV Abbvie Inc. | 0.33% | 1,242 | $288K | Add +0.1% |
| VPU Vanguard Utilities ETF | 0.33% | 1,500 | $284K | No change |
| TSLA Tesla Inc. | 0.33% | 638 | $284K | No change |
| GLD SPDR Gold Shares | 0.32% | 771 | $274K | No change |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.31% | 921 | $271K | Reduce -0.4% |
| GBTC Grayscale Bitcoin Trust ETF | 0.31% | 2,980 | $268K | No change |
| LMT Lockheed Martin Corp. | 0.29% | 510 | $255K | No change |
| WYNN WYNN Resorts Ltd. | 0.29% | 1,980 | $254K | New |
| FLG Flagstar Bank NA | 0.29% | 21,927 | $253K | Reduce -1.0% |
| VHT Vanguard Health Care ETF | 0.29% | 957 | $249K | No change |
| AMGN Amgen Inc. | 0.28% | 850 | $240K | No change |
| FTNT Fortinet Inc. | 0.26% | 2,723 | $229K | Reduce -19.3% |
| ITOT iShares Core S&P Total U.S. | 0.26% | 1,555 | $227K | New |
| KO The Coca-Cola Co. | 0.26% | 3,377 | $224K | Reduce -1.6% |
| JPM JPMorgan Chase & Co. | 0.26% | 707 | $223K | Reduce -2.2% |
| OXY Occidental Petroleum Corp. | 0.26% | 4,675 | $221K | New |
| NFLX Netflix Inc. | 0.25% | 181 | $217K | Reduce -1.1% |
| CTMX Cytomx Therapeutics Inc. | 0.25% | 67,000 | $214K | Add +31.4% |
Portfolio Sells Q2 2025 → Q3 2025
| ETN Eaton Corp. PLC | Reduce -24.7% | 4.68% | −1.86 |
| PTLO Portillo's Inc. Class A | Reduce -16.6% | 0.40% | −0.55 |
| KMI Kinder Morgan Inc. | Reduce -0.6% | 1.82% | −0.28 |
| ZBRA Zebra Technologies Corp. Class A | Sold out | 0.00% | −0.26 |
| CTVA Corteva Inc. | Sold out | 0.00% | −0.26 |
| FTNT Fortinet Inc. | Reduce -19.3% | 0.26% | −0.19 |
| JOBY Joby Aviation Inc. | Sold out | 0.00% | −0.19 |
| AGG iShares Core U.S. Aggregate | Reduce -0.3% | 1.90% | −0.18 |
| PYPL PayPal Holdings Inc. | Reduce -6.8% | 0.53% | −0.16 |
| MSFT Microsoft Corp. | Reduce -1.0% | 1.89% | −0.13 |
| ABT Abbott Laboratories | Reduce -0.7% | 0.96% | −0.12 |
| META Meta Platforms Inc. Class A | Reduce -0.6% | 1.05% | −0.12 |
| SWK Stanley Black & Decker Inc. | Reduce -14.8% | 0.66% | −0.12 |
| DIS The Walt Disney Co. | Reduce -0.7% | 0.53% | −0.11 |
| SLB SLB Ltd. | Reduce -16.6% | 0.36% | −0.11 |
| MA Mastercard Inc. Class A | Reduce -1.1% | 1.00% | −0.10 |
| BEPC Brookfield Renewable Corp. | Reduce -16.1% | 0.35% | −0.09 |
| WEN The Wendy's Co. | Reduce -16.5% | 0.14% | −0.09 |
| KAUG Inv US SML Cap PB ETF - Aug | Reduce -4.3% | 0.86% | −0.09 |
| NKE Nike Inc. Class B | Reduce -5.9% | 0.41% | −0.08 |
| FBND Fidelity Total Bond ETF | Reduce -2.2% | 0.66% | −0.08 |
| ETSY Etsy Inc. | Reduce -27.0% | 0.46% | −0.07 |
| NET Cloudflare Inc. Class A | Reduce -3.2% | 1.56% | −0.06 |
| NFLX Netflix Inc. | Reduce -1.1% | 0.25% | −0.06 |
| MMM 3M Co. | Reduce -1.3% | 0.62% | −0.06 |
| KAPR Innovator U.S. Small Cap Pow | Reduce -1.6% | 0.92% | −0.06 |
| KO The Coca-Cola Co. | Reduce -1.6% | 0.26% | −0.05 |
| MCD McDonald's Corp. | Reduce -1.1% | 0.63% | −0.05 |
| SYK Stryker Corp. | Reduce -0.4% | 0.23% | −0.04 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Reduce -10.4% | 0.23% | −0.03 |
| PFE Pfizer Inc. | Reduce -1.2% | 0.53% | −0.03 |
| KJAN Innovator U.S. Small Cap Pow | Reduce -0.2% | 1.15% | −0.03 |
| UNH Unitedhealth Group Inc. | Reduce -6.2% | 0.44% | −0.03 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -0.4% | 0.31% | −0.02 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -0.3% | 0.53% | −0.02 |
| JPM JPMorgan Chase & Co. | Reduce -2.2% | 0.26% | −0.01 |
| AEP American Electric Power | Reduce -0.9% | 0.35% | −0.01 |
| FLG Flagstar Bank NA | Reduce -1.0% | 0.29% | −0.01 |
| RTX RTX Corp. | Reduce -5.1% | 0.36% | −0.01 |
| MO Altria Group Inc. | Reduce -1.5% | 0.89% | +0.01 |
| IWM iShares Russell 2000 ETF | Reduce -1.4% | 3.08% | +0.01 |
| AMD Advanced Micro Devices | Reduce -0.8% | 0.64% | +0.02 |
| NVDA Nvidia Corp. | Reduce -3.5% | 0.95% | +0.03 |
| JNJ Johnson & Johnson | Reduce -0.6% | 0.39% | +0.03 |
| CAT Caterpillar Inc. | Reduce -2.9% | 0.65% | +0.05 |
| OLN Olin Corp. | Reduce -1.9% | 0.59% | +0.06 |
| B Barrick Mining Corp. | Reduce -7.7% | 0.36% | +0.09 |
| GDX Vaneck Gold Miners ETF | Reduce -14.5% | 0.80% | +0.10 |
| SHOP Shopify Inc. Class A | Reduce -4.3% | 1.03% | +0.11 |
| GOOG Alphabet Inc. Class C | Reduce -0.3% | 1.07% | +0.21 |
Portfolio Buys Q2 2025 → Q3 2025
| TLT iShares 20+ Year Treasury BD | Add +48.0% | 3.69% | +0.97 |
| CAG Conagra Brands Inc. | Add +144.1% | 1.50% | +0.74 |
| ISRG Intuitive Surgical Inc. | New | 0.65% | +0.65 |
| VGSH Vanguard Short-Term Treasury | Add +44.7% | 2.29% | +0.55 |
| OTIS Otis Worldwide Corp. | New | 0.39% | +0.39 |
| WYNN WYNN Resorts Ltd. | New | 0.29% | +0.29 |
| ITOT iShares Core S&P Total U.S. | New | 0.26% | +0.26 |
| OXY Occidental Petroleum Corp. | New | 0.26% | +0.26 |
| ZTS Zoetis Inc. | New | 0.25% | +0.25 |
| BABA Alibaba Group Holding-SP ADR | New | 0.24% | +0.24 |
| ITB iShares U.S. Home Constructi | New | 0.24% | +0.24 |
| IAU iShares Gold Trust | New | 0.23% | +0.23 |
| PEP Pepsico Inc. | Add +14.1% | 1.81% | +0.16 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +18.8% | 0.94% | +0.13 |
| VGLT Vanguard Long-Term Treasury | Add +29.9% | 0.67% | +0.11 |
| D Dominion Energy Inc. | Add +16.6% | 0.86% | +0.11 |
| CTMX Cytomx Therapeutics Inc. | Add +31.4% | 0.25% | +0.10 |
| EVTR Eaton Vance Total Return | Add +22.4% | 0.39% | +0.04 |
| ABBV Abbvie Inc. | Add +0.1% | 0.33% | +0.04 |
| HD Home Depot Inc. | Add +9.1% | 0.39% | +0.03 |
| IVVD Invivyd Inc. | Add +54.2% | 0.05% | +0.03 |
| MELI MercadoLibre Inc. | Add +26.1% | 0.63% | +0.01 |
| KDEC Inn US SML Cap P B ETF - Dec | Add +4.4% | 0.43% | +0.00 |
| ORI Old Republic Intl Corp. | Add +0.0% | 0.72% | +0.00 |
| F Ford Motor Co. | Add +0.1% | 0.18% | +0.00 |
| IEF iShares 7-10 Year Treasury B | Add +9.3% | 4.53% | −0.01 |
| DUK Duke Energy Corp. | Add +0.1% | 0.34% | −0.02 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +0.1% | 0.42% | −0.02 |
| K Kellanova | Add +0.0% | 0.61% | −0.04 |
| VZ Verizon Communications Inc. | Add +4.2% | 1.02% | −0.04 |
| PCT Purecycle Technologies Inc. | Add +3.5% | 0.47% | −0.05 |
| WM Waste Management Inc. | Add +0.1% | 0.50% | −0.07 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +9.4% | 1.66% | −0.08 |
| UBER Uber Technologies Inc. | Add +0.2% | 1.65% | −0.08 |
| BMY Bristol-Myers Squibb Co. | Add +3.9% | 1.02% | −0.09 |
| UPS United Parcel Service Class B | Add +28.9% | 2.84% | −0.10 |
| DOW Dow Inc. | Add +0.2% | 0.36% | −0.10 |
| CHWY Chewy Inc. Class A | Add +7.7% | 1.27% | −0.10 |
| AMZN Amazon.com Inc. | Add +5.7% | 3.23% | −0.14 |
| CAVA Cava Group Inc. | Add +4.8% | 1.06% | −0.49 |
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 |