Q3 2026 13F · SEC CIK 2022893

Miller Financial Services LLC

Wealth managerFiled 2026-10-20 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $131.4M
Reported positions: 146
Holdings vs S&P 500, 3 yrs: —
Assets under management: $462.9M

Miller Financial Services LLC is a wealth manager that reported 146 positions worth $131.4M in its Q3 2026 13F, filed 2026-10-20. Its largest holdings were Ishares Tr (IEF, 6.2%), Pepsico Inc (PEP, 5.2%), Ishares Tr (TLT, 3.8%).

Miller Financial Services LLC holdings largest 50 of 146 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Miller Financial Services LLC 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
IEFIshares Tr	6.2%	5.3%	91,613	+32.4%	$8.2M
PEPPepsico Inc	5.2%	5.6%	54,067	+4.8%	$6.9M
TLTIshares Tr	3.8%	3.7%	64,667	+21.3%	$5.0M
AAPLApple Inc	3.3%	3.1%	12,909	-1.2%	$4.3M
VGLTVanguard Scottsdale Fds	3.2%	2.7%	82,865	+38.3%	$4.2M
AMZNAmazon Com Inc	2.7%	2.6%	14,002	+4.2%	$3.5M
ETNEaton Corp PLC	2.6%	2.7%	7,873	+0.0%	$3.4M
VGSHVanguard Scottsdale Fds	2.6%	2.7%	58,657	+3.6%	$3.4M
MSFTMicrosoft Corp	2.5%	1.6%	6,405	+18.5%	$3.3M
CRWDCrowdstrike Hldgs Inc	2.4%	1.9%	12,030	+294.0%	$3.2M
UPSUnited Parcel Svcs Inc	2.1%	2.3%	29,054	+8.4%	$2.7M
JPMJpmorgan Chase & Co	1.9%	2.0%	7,667	-0.1%	$2.5M
IWMIshares Tr	1.8%	2.1%	8,468	-1.6%	$2.4M
CLColgate Palmolive Co	1.6%	1.8%	24,000	+0.0%	$2.0M
NETCloudflare Inc	1.5%	1.2%	5,809	-0.8%	$2.0M
SOFISofi Technologies Inc	1.4%	1.6%	114,383	+0.5%	$1.8M
USTBVictoryshares Short	1.3%	1.2%	35,321	+20.5%	$1.8M
GOOGLAlphabet Inc	1.2%	1.1%	4,435	+11.9%	$1.5M
VVisa Inc	1.2%	1.2%	4,223	+1.2%	$1.5M
BMYBristol-Myers Squibb Co	1.1%	1.1%	23,159	-0.9%	$1.4M
KMIKinder Morgan Inc Del	1.1%	1.2%	47,805	-0.7%	$1.4M
HDHome Depot Inc	1.0%	1.3%	4,667	+2.1%	$1.3M
SLVIshares Silver Tr	1.0%	0.9%	24,263	+13.7%	$1.3M
AGGIshares Tr	1.0%	1.2%	13,859	-4.6%	$1.3M
CAGConagra Brands Inc	1.0%	1.1%	94,576	-4.6%	$1.3M
LLYEli Lilly & Co	1.0%	1.1%	1,084	+0.0%	$1.3M
XAGGEaton Vance	0.9%	0.9%	25,415	+8.7%	$1.2M
KJANInnovator Etfs Trust	0.9%	1.0%	25,453	-1.4%	$1.2M
METAMeta Platforms Inc	0.9%	0.7%	1,566	-3.0%	$1.1M
BRK-BBerkshire Hathaway Inc Del	0.9%	0.9%	2,263	-2.2%	$1.1M
AEPAmerican Elec Pwr Co Inc	0.8%	0.9%	8,944	+5.6%	$1.1M
UBERUber Technologies Inc	0.8%	0.9%	15,331	-1.1%	$1.1M
EVTRMorgan Stanley ETF Trust	0.8%	0.7%	21,009	+30.6%	$1.0M
VZVerizon Communications Inc	0.8%	0.8%	21,894	-3.0%	$1.0M
MOAltria Group Inc	0.7%	0.8%	14,059	-0.3%	$947K
GOOGAlphabet Inc	0.7%	0.7%	2,642	+0.7%	$900K
ABTAbbott Laboratories	0.7%	0.7%	9,080	-1.8%	$897K
SHOPShopify Inc	0.7%	—	6,027	—	$894K
PPGPpg Inds Inc	0.7%	0.8%	8,514	+0.0%	$888K
MELIMercadolibre Inc	0.7%	0.7%	510	+0.8%	$882K
KAPRInnovator Etfs Trust	0.7%	0.7%	22,265	-0.3%	$878K
GNRCGenerac Hldgs Inc	0.7%	0.9%	4,226	+15.1%	$875K
ORIOld Republic International Corp	0.7%	0.8%	23,359	-0.2%	$872K
DDominion Energy Inc	0.7%	0.8%	14,312	+1.9%	$866K
ALLAllstate Corp	0.7%	0.7%	3,900	+0.0%	$865K
AMDAdvanced Micro Devices Inc	0.7%	0.7%	1,403	-5.4%	$858K
ISRGIntuitive Surgical Inc	0.6%	—	2,084	—	$847K
COSTCostco Wholesale Corporation	0.6%	—	881	—	$802K
SPYState Str Spdr S&p 500 ETF T	0.6%	0.7%	1,050	-4.3%	$801K
MMM3m Co	0.6%	0.6%	4,847	+0.0%	$796K

What Miller Financial Services LLC bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Added to

CRWD Crowdstrike Hldgs Inc+294.0% shares
VGLT Vanguard Scottsdale Fds+38.3% shares
IEF Ishares Tr+32.4% shares
EVTR Morgan Stanley ETF Trust+30.6% shares
TLT Ishares Tr+21.3% shares
USTB Victoryshares Short+20.5% shares
MSFT Microsoft Corp+18.5% shares
GNRC Generac Hldgs Inc+15.1% shares

Reduced

AMD Advanced Micro Devices Inc-5.4% shares

Left the top 50

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +3.7% /yr; S&P 500 +11.7%
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$131.4M	146
Q2 2026	$123.8M	138
Q1 2026	$89.7M	119
Q4 2025	$85.3M	114
Q3 2025	$86.5M	113
Q2 2025	$78.4M	107
Q1 2025	$69.6M	97
Q4 2024	$118.4M	128

Questions about Miller Financial Services LLC's portfolio

What stocks does Miller Financial Services LLC own?

Miller Financial Services LLC's latest 13F, for Q3 2026 and filed Oct 20, 2026, lists 146 positions worth $131.4M. The largest are Ishares Tr (IEF) at 6.2%, Pepsico Inc (PEP) at 5.2%, Ishares Tr (TLT) at 3.8%, Apple Inc (AAPL) at 3.3% and Vanguard Scottsdale Fds (VGLT) at 3.2%.

What did Miller Financial Services LLC buy last quarter?

In Q3 2026, Miller Financial Services LLC added Crowdstrike Hldgs Inc (CRWD) (+294.0% shares), Vanguard Scottsdale Fds (VGLT) (+38.3% shares) and Ishares Tr (IEF) (+32.4% shares), compared with its Q2 2026 filing.

What did Miller Financial Services LLC sell last quarter?

In Q3 2026, Miller Financial Services LLC cut from its top 50 Cava Group Inc (CAVA), cut from its top 50 Paypal Hldgs Inc (PYPL), cut from its top 50 Innovator Etfs Trust (KMAR) and Advanced Micro Devices Inc (AMD) (-5.4% shares), compared with its Q2 2026 filing.

When is Miller Financial Services LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Miller Financial Services LLC's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Miller Financial Services LLC manage?

Miller Financial Services LLC reported $462.9M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $131.4M.