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

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

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%
ZTS Zoetis Inc. 0.25% 1,456 $213K New
BABA Alibaba Group Holding-SP ADR 0.24% 1,168 $209K New
ITB iShares U.S. Home Constructi 0.24% 1,931 $207K New
SYK Stryker Corp. 0.23% 549 $203K Reduce -0.4%
IAU iShares Gold Trust 0.23% 2,767 $201K New
VBK Van Morst SML-Cap Gro-Usd Inc. 0.23% 673 $200K Reduce -10.4%
F Ford Motor Co. filed as FORD MTR CO 0.18% 13,042 $156K Add +0.1%
BTZ BlackRock Credit Allocation 0.17% 13,000 $144K No change
RNAC Cartesian Therapeutics Inc. 0.14% 11,643 $119K No change
WEN The Wendy's Co. 0.14% 12,907 $118K Reduce -16.5%
TWI Titan International Inc. 0.11% 12,500 $95K No change
DTIL Precision Biosciences Inc. 0.06% 10,000 $55K No change
IVVD Invivyd Inc. 0.05% 37,000 $41K Add +54.2%

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

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