Miller Financial Services LLC 13F Holdings
CIK 0002022893 · MARSHALL, MI
As of Sep 30, 2025, Miller Financial Services LLC reported 113 positions worth $86.5M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| EATON CORP PLC | ETN | Industrials | 10,827 | $4.1M | 4.68% |
| ISHARES 7-10 YEAR TREASURY BOND ETF | IEF | — | 40,619 | $3.9M | 4.53% |
| APPLE INC | AAPL | Technology | 15,145 | $3.9M | 4.46% |
| ISHARES 20+ YEAR TREASURY BOND ETF | TLT | — | 35,723 | $3.2M | 3.69% |
| SOFI TECHNOLOGIES INC | SOFI | Financial Services | 108,611 | $2.9M | 3.32% |
| AMAZON.COM INC | AMZN | Equity | 12,718 | $2.8M | 3.23% |
| ISHARES RUSSELL 2000 ETF | IWM | — | 11,012 | $2.7M | 3.08% |
| UNITED PARCEL SERVICE INC | UPS | Industrials | 29,444 | $2.5M | 2.84% |
| ISHARES SILVER TRUST | SLV | — | 50,047 | $2.1M | 2.45% |
| VANGUARD SHORT-TERM TREASURY INDEX FUND | VGSH | — | 33,630 | $2.0M | 2.29% |
| ISHARES CORE US AGGREGATE BOND ETF | AGG | — | 16,434 |