Miller Financial Services LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 12, 2026, for the 2025 Q4 period, Miller Financial Services LLC held in its portfolio 111 assets valued at $85,271,656 (i.e. $85.27M).
The most valuable assets in the portfolio included: ISHARES TR ($4.56M), APPLE INC ($3.66M), and ISHARES TR ($3.57M).
The chart below shows the top 10 valuable assets, and the table below shows the top 111 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Miller Financial Services LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| ISHARES TR | 47417 | 4559659 | 7-10 YR TRSY BD |
| APPLE INC | 13451 | 3656671 | COM |
| ISHARES TR | 40920 | 3566545 | 20 YR TR BD ETF |
| VANGUARD SCOTTSDALE FDS | 50791 | 2982935 | SHORT TERM TREAS |
| UNITED PARCEL SERVICE INC | 29098 | 2892449 | CL B |
| AMAZON COM INC | 12356 | 2876857 | COM |
| SOFI TECHNOLOGIES INC | 104638 | 2739415 | COM |
| ISHARES TR | 9951 | 2449641 | RUSSELL 2000 ETF |
| EATON CORP PLC | 7464 | 2377209 | SHS |
| ISHARES SILVER TR | 36449 | 2358810 | ISHARES |
| INNOVATOR ETFS TRUST | 61585 | 1656862 | US SMALL CAP PWR |
| PEPSICO INC | 11377 | 1632854 | COM |
| CONAGRA BRANDS INC | 92594 | 1611171 | COM |
| ISHARES TR | 15040 | 1502195 | CORE US AGGBD ET |
| VISA INC | 4199 | 1472768 | COM CL A |
| CROWDSTRIKE HLDGS INC | 3114 | 1459719 | CL A |
| KINDER MORGAN INC DEL | 52377 | 1439851 | COM |
| INNOVATOR ETFS TRUST | 35121 | 1348181 | US SML CP PWR B |
| ALPHABET INC | 4129 | 1292297 | CAP STK CL A |
| UBER TECHNOLOGIES INC | 14995 | 1238508 | COM |
| CLOUDFLARE INC | 6183 | 1218978 | CL A COM |
| BERKSHIRE HATHAWAY INC DEL | 2353 | 1182736 | CL B NEW |
| MICROSOFT CORP | 2328 | 1168486 | COM |
| BRISTOL-MYERS SQUIBB CO | 19980 | 1077733 | COM |
| VERIZON COMMUNICATIONS INC | 24348 | 991699 | COM |
| CAVA GROUP INC | 15207 | 892499 | COM |
| SHOPIFY INC | 5497 | 884852 | CL A SUB VTG SHS |
| CHEWY INC | 26312 | 878628 | CL A |
| SPDR S&P 500 ETF TR | 1209 | 861449 | TR UNIT |
| MASTERCARD INCORPORATED | 1506 | 859745 | CL A |
| ALPHABET INC | 2739 | 859498 | CAP STK CL C |
| DOMINION ENERGY INC | 13971 | 818561 | COM |
| INNOVATOR ETFS TRUST | 22840 | 802369 | US SML CP PWR ET |
| META PLATFORMS INC | 998 | 782444 | CL A |
| VANGUARD SCOTTSDALE FDS | 13675 | 763065 | LONG TERM TREAS |
| VANECK ETF TRUST | 8882 | 761809 | GOLD MINERS ETF |
| ABBOTT LABS | 5998 | 751509 | COM |
| COSTCO WHSL CORP NEW | 837 | 721497 | COM |
| MERCADOLIBRE INC | 353 | 711034 | COM |
| MORGAN STANLEY ETF TRUST | 13258 | 682787 | EATON VANCE TOTA |
| ALTRIA GROUP INC | 11612 | 669527 | COM |
| HOME DEPOT INC | 1921 | 661016 | COM |
| OLD REP INTL CORP | 14141 | 645405 | COM |
| INTUITIVE SURGICAL INC | 1118 | 633190 | COM NEW |
| FIDELITY MERRIMACK STR TR | 12390 | 570436 | TOTAL BD ETF |
| ADVANCED MICRO DEVICES INC | 2642 | 565811 | COM |
| 3M CO | 3362 | 538256 | COM |
| MCDONALDS CORP | 1750 | 534853 | COM |
| RADIAN GROUP INC | 14400 | 518256 | COM |
| GENERAC HLDGS INC | 3733 | 509069 | COM |
| ZSCALER INC | 2141 | 490869 | COM |
| LOWES COS INC | 1956 | 471709 | COM |
| STANLEY BLACK & DECKER INC | 6243 | 463730 | COM |
| PFIZER INC | 18281 | 455189 | COM |
| VANGUARD INDEX FDS | 1675 | 432066 | SMALL CP ETF |
| CATERPILLAR INC | 729 | 417496 | COM |
| DEERE & CO | 893 | 415851 | COM |
| OLIN CORP | 19321 | 402458 | COM PAR $1 |
| BARRICK MNG CORP | 8838 | 384886 | COM SHS |
| DISNEY WALT CO | 3291 | 374427 | COM |
| JOHNSON & JOHNSON | 1799 | 372303 | COM |
| VANGUARD INDEX FDS | 1920 | 366779 | VALUE ETF |
| KIMBERLY-CLARK CORP | 3630 | 366231 | COM |
| HUBSPOT INC | 909 | 364782 | COM |
| PURECYCLE TECHNOLOGIES INC | 41900 | 359921 | COM |
| FLAGSTAR BANK NATIONAL ASSOC | 28095 | 353714 | COM NEW |
| WASTE MGMT INC DEL | 1575 | 346043 | COM |
| VICTORY PORTFOLIOS II | 6785 | 344949 | SHORT TRM BD ETF |
| RTX CORPORATION | 1874 | 343692 | COM |
| SLB LIMITED | 8749 | 335787 | COM STK |
| UNITEDHEALTH GROUP INC | 980 | 323525 | COM |
| BROOKFIELD RENEWABLE CORP | 8425 | 323015 | CL A EX SUB VTG |
| ZOETIS INC | 2523 | 317451 | CL A |
| ETSY INC | 5722 | 317228 | COM |
| DOW INC | 13443 | 314297 | COM |
| NIKE INC | 4927 | 313881 | CL B |
| PAYPAL HLDGS INC | 5228 | 305210 | COM |
| AMERICAN ELEC PWR CO INC | 2622 | 302343 | COM |
| OTIS WORLDWIDE CORP | 3445 | 300921 | COM |
| CYTOMX THERAPEUTICS INC | 68000 | 289680 | COM |
| VANGUARD INDEX FDS | 961 | 278901 | MID CAP ETF |
| DUKE ENERGY CORP NEW | 2375 | 278376 | COM NEW |
| VANGUARD WORLD FD | 1500 | 277560 | UTILITIES ETF |
| VANGUARD WORLD FD | 958 | 275654 | HEALTH CAR ETF |
| ISHARES TR | 1787 | 265778 | CORE S&P TTL STK |
| LOCKHEED MARTIN CORP | 510 | 246672 | COM |
| WYNN RESORTS LTD | 1970 | 237050 | COM |
| COCA COLA CO | 3351 | 234269 | COM |
| ISHARES GOLD TR | 2727 | 221351 | ISHARES NEW |
| ALIBABA GROUP HLDG LTD | 1350 | 217577 | SPONSORED ADS |
| VANGUARD INDEX FDS | 718 | 216915 | SML CP GRW ETF |
| GENERAL MTRS CO | 2625 | 213465 | COM |
| PRUDENTIAL FINL INC | 1856 | 209505 | COM |
| FORTINET INC | 2593 | 205910 | COM |
| EXXON MOBIL CORP | 1711 | 205902 | COM |
| MORGAN STANLEY ETF TRUST | 3870 | 205381 | EATON VANCE INTE |
| GRAYSCALE BITCOIN TRUST ETF | 2980 | 203713 | SHS REP COM UT |
| GSK PLC | 4145 | 203270 | SPONSORED ADR |
| VANGUARD WORLD FD | 266 | 200505 | INF TECH ETF |
| ISHARES BITCOIN TRUST ETF | 4035 | 200338 | SHS BEN INT |
| FORD MTR CO | 13060 | 171341 | COM |
| PORTILLOS INC | 34775 | 157879 | COM CL A |
| BLACKROCK CR ALLOCATION INCO | 13000 | 140790 | COM |
| INVIVYD INC | 51000 | 125970 | COM |
| CAVA GROUP INC | 60 | 105530 | CALL |
| CARTESIAN THERAPEUTICS INC | 13643 | 98366 | COM NEW |
| WENDYS CO | 10907 | 90855 | COM |
| NANOVIRICIDES INC | 72000 | 81360 | COM |
| PRECISION BIOSCIENCES INC | 15000 | 62400 | COM NEW |
| OPUS GENETICS INC | 10000 | 20100 | COM |
| NETFLIX INC | 112 | 16746 | COM |
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