§ 13F · FUND PROFILE
Miller Financial Services LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $87M (13F)Positions · 113Turnover · — · Q1Filed · May 4, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$6M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 4, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | IEF | ISHARES TR | 58K | $6M | 6.0% | +22% |
| 2 | TLT | ISHARES TR | 46K | $4M | 4.4% | +12% |
| 3 | AAPL | APPLE INC | 13K | $3M | 3.7% | −2% |
| 4 | VGSH | VANGUARD SCOTTSDALE FDS | 55K | $3M | 3.5% | +8% |
| 5 | VGLT | VANGUARD SCOTTSDALE FDS | 52K | $3M | 3.2% | +282% |
| 6 | AMZN | AMAZON COM INC | 13K | $3M | 3.0% | +6% |
| 7 | UPS | UNITED PARCEL SVCS INC | 27K | $3M | 3.0% | −6% |
| 8 | IWM | ISHARES TR | 10K | $2M | 2.6% | −4% |
| 9 | ETN | EATON CORP PLC | 6K | $2M | 2.5% | −13% |
| 10 | SOFI | SOFI TECHNOLOGIES INC | 114K | $2M | 2.0% | +9% |
§ 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 $87 million in assets. The fund runs a portfolio of 113 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed