§ 13F · FUND PROFILE
Miller Financial Services LLC.
AUM · $124M (13F)Positions · 148Turnover · n/a · Q2Filed · Jul 29, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$18M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 29, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | PEP | PEPSICO INC | 52K | $7M | 5.6% | +393% |
| 2 | IEF | ISHARES TR | 69K | $7M | 5.3% | +20% |
| 3 | TLT | ISHARES TR | 53K | $5M | 3.7% | +16% |
| 4 | AAPL | APPLE INC | 13K | $4M | 3.0% | −1% |
| 5 | ETN | EATON CORP PLC | 8K | $3M | 2.7% | +22% |
| 6 | VGLT | VANGUARD SCOTTSDALE FDS | 60K | $3M | 2.7% | +15% |
| 7 | VGSH | VANGUARD SCOTTSDALE FDS | 57K | $3M | 2.7% | +4% |
| 8 | AMZN | AMAZON COM INC | 13K | $3M | 2.6% | +3% |
| 9 | UPS | UNITED PARCEL SVCS INC | 27K | $3M | 2.3% | −2% |
| 10 | IWM | ISHARES TR | 9K | $3M | 2.1% | −10% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MILLER SIGNAL
AC read
Miller Financial Services LLC is a Other fund managing $124 million in assets. The fund runs a portfolio of 148 positions.
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