Miller Financial Services LLC Top Holdings and 13F Report (2026) About Miller Financial Services LLCInvestment ActivityMiller Financial Services LLC has $91.33 million in total holdings as of March 31, 2026.Miller Financial Services LLC owns shares of 120 different stocks, but just 56 companies or ETFs make up 80% of its holdings.Approximately 15.50% of the portfolio was purchased this quarter.About 6.66% of the portfolio was sold this quarter.This quarter, Miller Financial Services LLC has purchased 114 new stocks and bought additional shares in 46 stocks.Miller Financial Services LLC sold shares of 45 stocks and completely divested from 13 stocks this quarter.Largest Holdings iShares 7-10 Year Treasury Bond ETF $5,520,749iShares 20+ Year Treasury Bond ETF $3,974,541Apple $3,360,536Vanguard Short-Term Treasury ETF $3,201,371Vanguard Long-Term Treasury ETF $2,894,513 Largest New Holdings this Quarter 70450Y903 - PAYPAL HLDGS INC $1,592,096 Holding61774R817 - MORGAN STANLEY ETF TRUST $700,951 Holding45784N759 - INNOVATOR ETFS TRUST $686,460 Holding097023105 - Boeing $408,012 Holding81762P102 - ServiceNow $362,789 Holding Largest Purchases this Quarter Vanguard Long-Term Treasury ETF 38,615 shares (about $2.14M)PAYPAL HLDGS INC 35,200 shares (about $1.59M)iShares 7-10 Year Treasury Bond ETF 10,428 shares (about $995.25K)PayPal 18,385 shares (about $831.55K)VictoryShares Short-Term Bond ETF 15,385 shares (about $778.17K) Largest Sales this Quarter iShares Silver Trust 20,550 shares (about $1.40M)Eaton 1,006 shares (about $359.80K)DOW 8,197 shares (about $341.41K)United Parcel Service 1,654 shares (about $162.72K)PepsiCo 901 shares (about $139.91K) Sector Allocation Over TimeMap of 500 Largest Holdings ofMiller Financial Services LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIEFiShares 7-10 Year Treasury Bond ETF$5,520,749$995,252 â–²22.0%57,8456.0%ETFTLTiShares 20+ Year Treasury Bond ETF$3,974,541$427,206 â–²12.0%45,8484.4%ETFAAPLApple$3,360,536$53,298 â–¼-1.6%13,2413.7%Computer and TechnologyVGSHVanguard Short-Term Treasury ETF$3,201,371$228,071 â–²7.7%54,6873.5%ETFVGLTVanguard Long-Term Treasury ETF$2,894,513$2,137,533 â–²282.4%52,2903.2%ETFAMZNAmazon.com$2,720,839$147,455 â–²5.7%13,0643.0%Retail/WholesaleUPSUnited Parcel Service$2,699,925$162,720 â–¼-5.7%27,4443.0%TransportationIWMiShares Russell 2000 ETF$2,370,034$97,708 â–¼-4.0%9,5572.6%FinanceETNEaton$2,309,716$359,798 â–¼-13.5%6,4582.5%IndustrialsSOFISoFi Technologies$1,805,281$143,634 â–²8.6%113,6832.0%FinancePEPPepsiCo$1,626,787$139,914 â–¼-7.9%10,4761.8%Consumer StaplesKMIKinder Morgan$1,618,428$137,775 â–¼-7.8%48,2681.8%EnergyPAYPAL HLDGS INC$1,592,096$1,592,096 â–²New Holding35,2001.7%CALLCAGConagra Brands$1,576,983$121,406 â–²8.3%100,3171.7%Consumer StaplesAGGiShares Core U.S. Aggregate Bond ETF$1,479,123$13,898 â–¼-0.9%14,9001.6%FinanceCRWDCrowdStrike$1,333,250$117,513 â–²9.7%3,4151.5%Computer and TechnologyNETCloudflare$1,286,324$10,523 â–²0.8%6,2341.4%Computer and TechnologyVVisa$1,264,690$4,534 â–¼-0.4%4,1841.4%Business ServicesCAVACAVA Group$1,207,999$22,248 â–¼-1.8%14,9321.3%Retail/WholesaleBMYBristol Myers Squibb$1,195,485$16,315 â–¼-1.3%19,7111.3%MedicalGOOGLAlphabet$1,158,624$28,757 â–¼-2.4%4,0291.3%Computer and TechnologyBRK.BBerkshire Hathaway$1,127,5570.0%2,3531.2%FinanceVZVerizon Communications$1,125,541$96,736 â–¼-7.9%22,4211.2%Computer and TechnologyKJANInnovator U.S. Small Cap Power Buffer ETF - January$1,122,737$114,735 â–²11.4%26,9101.2%ETFUSTBVictoryShares Short-Term Bond ETF$1,121,359$778,174 â–²226.8%22,1701.2%ETFSLViShares Silver Trust$1,083,358$1,400,277 â–¼-56.4%15,8991.2%ETFPYPLPayPal$1,068,016$831,554 â–²351.7%23,6131.2%Business ServicesUBERUber Technologies$1,063,269$15,321 â–¼-1.4%14,7821.2%Computer and TechnologyMSFTMicrosoft$970,906$109,195 â–²12.7%2,6231.1%Computer and TechnologyDDominion Energy$886,561$22,873 â–²2.6%14,3411.0%UtilitiesCOSTCostco Wholesale$837,737$3,984 â–²0.5%8410.9%Retail/WholesaleKAPRInnovator U.S. Small Cap Power Buffer ETF - April$818,888$9,063 â–¼-1.1%22,5900.9%ETFMOAltria Group$789,804$23,558 â–²3.1%11,9690.9%Consumer StaplesGOOGAlphabet$762,761$22,949 â–¼-2.9%2,6590.8%Computer and TechnologyMORGAN STANLEY ETF TRUST$761,961$89,117 â–²13.2%15,0140.8%EATON VANCE TOTAMAMastercard$752,4880.0%1,5060.8%Business ServicesHDHome Depot$748,554$116,756 â–²18.5%2,2760.8%Retail/WholesaleINNOVATOR ETFS TRUST$742,196$22,787 â–¼-3.0%27,6850.8%US SMALL CAP PWRSPYSPDR S&P 500 ETF Trust$728,381$57,880 â–¼-7.4%1,1200.8%FinanceGNRCGenerac$717,447$11,720 â–¼-1.6%3,6730.8%IndustrialsMORGAN STANLEY ETF TRUST$700,951$700,951 â–²New Holding14,1150.8%EATON VANCE INCOMELIMercadoLibre$693,337$82,993 â–²13.6%4010.8%Retail/WholesaleINNOVATOR ETFS TRUST$686,460$686,460 â–²New Holding23,6000.8%US SMALL CAP PWRGDXVanEck Gold Miners ETF$684,145$130,956 â–¼-16.1%7,4550.7%ETFCATCaterpillar$667,992$151,591 â–²29.4%9430.7%IndustrialsSHOPIFY INC$653,715$1,661 â–²0.3%5,5110.7%CL A SUB VTG SHSCHWYChewy$639,193$71,225 â–¼-10.0%23,6740.7%Retail/WholesaleABTAbbott Laboratories$615,8570.0%5,9980.7%MedicalOLNOlin$585,328$10,911 â–²1.9%19,6880.6%Basic MaterialsFBNDFidelity Total Bond ETF$566,099$867 â–²0.2%12,4090.6%ETFMETAMeta Platforms$556,110$14,875 â–¼-2.6%9720.6%Computer and TechnologyORIOld Republic International$550,404$13,805 â–¼-2.4%13,7950.6%FinanceDEDeere & Company$548,289$45,080 â–²9.0%9730.6%IndustrialsISRGIntuitive Surgical$545,351$29,964 â–²5.8%1,1830.6%MedicalVTVVanguard Value ETF$540,676$164,008 â–²43.5%2,7560.6%ETFMCDMcDonald's$539,221$4,662 â–¼-0.9%1,7350.6%Retail/WholesaleKIMBERLY-CLARK CORP$536,856$186,670 â–²53.3%5,5650.6%COMAMDAdvanced Micro Devices$530,342$7,120 â–¼-1.3%2,6070.6%Computer and TechnologyINNOVATOR ETFS TRUST$529,127$15,766 â–¼-2.9%18,4590.6%US SMALL CAP PWRINNOVATOR ETFS TRUST$514,284$153,447 â–²42.5%20,0120.6%US SMALL CAP PWRPFEPfizer$503,774$9,547 â–¼-1.9%17,9410.6%MedicalMMM3M$486,085$2,178 â–¼-0.4%3,3470.5%Multi-Sector ConglomeratesRDNRadian Group$476,3520.0%14,4000.5%FinanceLOWLowe's Companies$450,350$11,814 â–¼-2.6%1,9060.5%Retail/WholesaleVBVanguard Small-Cap ETF$439,764$1,048 â–²0.2%1,6790.5%ETFSLBSLB$439,333$10,278 â–¼-2.3%8,5490.5%EnergyJNJJohnson & Johnson$427,526$12,222 â–¼-2.8%1,7490.5%MedicalVOVanguard Mid-Cap ETF$412,678$136,698 â–²49.5%1,4370.5%ETFBABoeing$408,012$408,012 â–²New Holding2,0500.4%AerospaceSWKStanley Black & Decker$386,780$56,848 â–¼-12.8%5,4430.4%IndustrialsVBKVanguard Small-Cap Growth ETF$367,838$150,823 â–²69.5%1,2170.4%ETFNOWServiceNow$362,789$362,789 â–²New Holding3,4700.4%Computer and TechnologyRTXRTX$361,4950.0%1,8740.4%AerospaceFLAGSTAR BANK NATIONAL ASSOC$349,842$20,163 â–¼-5.4%26,5640.4%COM NEWKJULInnovator U.S. Small Cap Power Buffer ETF - July$343,075$8,008 â–¼-2.3%10,7110.4%ETFAEPAmerican Electric Power$343,036$655 â–¼-0.2%2,6170.4%UtilitiesCTMXCytomX Therapeutics$338,400$18,800 â–²5.9%72,0000.4%MedicalBARRICK MNG CORP$332,556$27,941 â–¼-7.8%8,1530.4%COM SHSZTSZoetis$325,656$27,424 â–²9.2%2,7550.4%MedicalWMWaste Management$315,961$45,958 â–¼-12.7%1,3750.3%Business ServicesBROOKFIELD RENEWABLE CORP$313,661$21,906 â–¼-6.5%7,8750.3%CL A EX SUB VTGDUKDuke Energy$311,246$262 â–²0.1%2,3770.3%UtilitiesLMTLockheed Martin$308,2390.0%5100.3%AerospaceDISWalt Disney$306,596$10,602 â–¼-3.3%3,1810.3%Consumer DiscretionaryHUBSHubSpot$303,905$82,018 â–²37.0%1,2450.3%Computer and TechnologyVPUVanguard Utilities ETF$297,2100.0%1,5000.3%ETFMDLZMondelez International$295,405$295,405 â–²New Holding5,1250.3%Consumer StaplesOXYOccidental Petroleum$291,070$291,070 â–²New Holding4,4780.3%EnergyZSZscaler$287,875$12,486 â–¼-4.2%2,0520.3%Computer and TechnologyVXUSVanguard Total International Stock ETF$282,608$282,608 â–²New Holding3,6650.3%ETFCHDNChurchill Downs$280,719$280,719 â–²New Holding3,1250.3%Consumer DiscretionaryMORGAN STANLEY ETF TRUST$275,336$71,987 â–²35.4%5,2400.3%EATON VANCE INTEPURECYCLE TECHNOLOGIES INC$271,022$53,561 â–²24.6%52,2200.3%COMITOTiShares Core S&P Total U.S. Stock Market ETF$270,996$16,519 â–²6.5%1,9030.3%ETFVHTVanguard Health Care ETF$260,8490.0%9580.3%ETFNKENIKE$260,797$528 â–²0.2%4,9370.3%Consumer DiscretionaryUNHUnitedHealth Group$254,583$10,551 â–¼-4.0%9410.3%MedicalKOCocaCola$254,084$761 â–¼-0.3%3,3410.3%Consumer StaplesGSKGSK$223,794$4,967 â–¼-2.2%4,0550.2%MedicalVIPER ENERGY INC$223,203$223,203 â–²New Holding4,7500.2%CL AShowing largest 100 holdings. 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