Miller Financial Services LLC Top Holdings and 13F Report (2026) About Miller Financial Services LLCInvestment ActivityMiller Financial Services LLC has $131.89 million in total holdings as of September 30, 2026.Miller Financial Services LLC owns shares of 155 different stocks, but just 64 companies or ETFs make up 80% of its holdings.Approximately 11.10% of the portfolio was purchased this quarter.About 2.51% of the portfolio was sold this quarter.This quarter, Miller Financial Services LLC has purchased 142 new stocks and bought additional shares in 60 stocks.Miller Financial Services LLC sold shares of 44 stocks and completely divested from 9 stocks this quarter.Largest Holdings iShares 7-10 Year Treasury Bond ETF $8,181,945PepsiCo $6,851,394iShares 20+ Year Treasury Bond ETF $5,029,763Apple $4,298,897Vanguard Long-Term Treasury ETF $4,154,851 Largest New Holdings this Quarter 30233Q108 - EXXONMOBIL HOLDINGS CORP $602,501 Holding81369Y803 - Technology Select Sector SPDR Fund $430,650 Holding922908769 - Vanguard Total Stock Market ETF $328,583 Holding464287200 - iShares Core S&P 500 ETF $328,550 Holding921937835 - Vanguard Total Bond Market ETF $299,681 Holding Largest Purchases this Quarter CrowdStrike 8,977 shares (about $2.38M)iShares 7-10 Year Treasury Bond ETF 22,413 shares (about $2.00M)Vanguard Long-Term Treasury ETF 22,965 shares (about $1.15M)iShares 20+ Year Treasury Bond ETF 11,376 shares (about $884.82K)EXXONMOBIL HOLDINGS CORP 3,702 shares (about $602.50K) Largest Sales this Quarter PayPal 4,803 shares (about $252.30K)Stanley Black & Decker 1,265 shares (about $112.07K)INNOVATOR ETFS TRUST 2,915 shares (about $82.58K)CAVA Group 1,450 shares (about $78.44K)Chewy 3,565 shares (about $64.88K) 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$8,181,945$2,001,702 ▲32.4%91,6136.2%ETFPEPPepsiCo$6,851,394$312,619 ▲4.8%54,0675.2%Consumer StaplesTLTiShares 20+ Year Treasury Bond ETF$5,029,763$884,819 ▲21.3%64,6673.8%ETFAAPLApple$4,298,897$50,951 ▼-1.2%12,9093.3%TechnologyVGLTVanguard Long-Term Treasury ETF$4,154,851$1,151,465 ▲38.3%82,8653.2%ETFAMZNAmazon.com$3,488,598$142,015 ▲4.2%14,0022.6%Consumer DiscretionaryETNEaton$3,383,0730.0%7,8732.6%IndustrialsVGSHVanguard Short-Term Treasury ETF$3,376,278$116,443 ▲3.6%58,6572.6%ETFMSFTMicrosoft$3,285,293$513,952 ▲18.5%6,4052.5%TechnologyCRWDCrowdStrike$3,184,943$2,376,661 ▲294.0%12,0302.4%TechnologyUPSUnited Parcel Service$2,714,845$210,243 ▲8.4%29,0542.1%IndustrialsJPMJPMorgan Chase & Co.$2,536,474$1,985 ▼-0.1%7,6671.9%FinanceIWMiShares Russell 2000 ETF$2,353,190$38,071 ▼-1.6%8,4681.8%ETFCLColgate-Palmolive$2,047,6800.0%24,0001.6%Consumer StaplesNETCloudflare$2,017,350$15,628 ▼-0.8%5,8091.5%TechnologySOFISoFi Technologies$1,798,096$8,803 ▲0.5%114,3831.4%FinanceUSTBVictoryShares Short-Term Bond ETF$1,761,828$300,280 ▲20.5%35,3211.3%ETFGOOGLAlphabet$1,526,109$162,074 ▲11.9%4,4351.2%Communication ServicesVVisa$1,517,590$17,609 ▲1.2%4,2231.2%FinanceBMYBristol Myers Squibb$1,445,119$12,605 ▼-0.9%23,1591.1%HealthcareKMIKinder Morgan$1,441,307$9,618 ▼-0.7%47,8051.1%EnergyHDHome Depot$1,327,691$27,880 ▲2.1%4,6671.0%Consumer DiscretionarySLViShares Silver Trust$1,322,576$159,333 ▲13.7%24,2631.0%ETFAGGiShares Core U.S. Aggregate Bond ETF$1,310,230$62,964 ▼-4.6%13,8591.0%ETFCAGConagra Brands$1,271,102$61,837 ▼-4.6%94,5761.0%Consumer StaplesLLYEli Lilly and Company$1,254,7190.0%1,0841.0%HealthcareMORGAN STANLEY ETF TRUST$1,223,859$98,236 ▲8.7%25,4150.9%EAT INC OPP ETFKJANInnovator U.S. Small Cap Power Buffer ETF - January$1,159,260$15,941 ▼-1.4%25,4530.9%ETFMETAMeta Platforms$1,135,740$35,537 ▼-3.0%1,5660.9%Communication ServicesBRK.BBerkshire Hathaway$1,126,861$25,395 ▼-2.2%2,2630.9%FinanceAEPAmerican Electric Power$1,061,150$56,593 ▲5.6%8,9440.8%UtilitiesUBERUber Technologies$1,050,327$12,058 ▼-1.1%15,3310.8%IndustrialsMORGAN STANLEY ETF TRUST$1,012,424$237,336 ▲30.6%21,0090.8%EATO VANC BD ETFVZVerizon Communications$1,004,283$31,100 ▼-3.0%21,8940.8%Communication ServicesMOAltria Group$946,705$3,232 ▼-0.3%14,0590.7%Consumer StaplesGOOGAlphabet$900,235$6,133 ▲0.7%2,6420.7%Communication ServicesABTAbbott Laboratories$897,347$16,405 ▼-1.8%9,0800.7%HealthcareSHOPIFY INC$893,804$593 ▼-0.1%6,0270.7%CL A SUB VTG SHSPPGPPG Industries$888,2660.0%8,5140.7%MaterialsMELIMercadoLibre$881,550$6,914 ▲0.8%5100.7%Consumer DiscretionaryKAPRInnovator U.S. Small Cap Power Buffer ETF - April$878,067$2,958 ▼-0.3%22,2650.7%ETFGNRCGenerac$874,571$114,443 ▲15.1%4,2260.7%IndustrialsORIOld Republic International$871,532$1,754 ▼-0.2%23,3590.7%FinanceDDominion Energy$866,162$16,401 ▲1.9%14,3120.7%UtilitiesALLAllstate$865,2540.0%3,9000.7%FinanceAMDAdvanced Micro Devices$858,299$48,941 ▼-5.4%1,4030.7%TechnologyISRGIntuitive Surgical$847,417$91,085 ▲12.0%2,0840.6%HealthcareCOSTCostco Wholesale$801,954$68,271 ▲9.3%8810.6%Consumer StaplesSPYSPDR S&P 500 ETF Trust$800,762$35,844 ▼-4.3%1,0500.6%ETFMMM3M$795,6350.0%4,8470.6%IndustrialsCVXChevron$793,7640.0%3,8870.6%EnergyMAMastercard$793,565$11,581 ▲1.5%1,4390.6%FinanceNOWServiceNow$759,1670.0%5,6650.6%TechnologyZTSZoetis$752,139$48,672 ▲6.9%10,7710.6%HealthcareINNOVATOR ETFS TRUST$749,5500.0%23,7500.6%US SMALL CAP PWRSYKStryker$749,061$84,269 ▲12.7%2,7200.6%HealthcareGDXVanEck Gold Miners ETF$733,306$12,731 ▲1.8%8,3520.6%ETFVTVVanguard Value ETF$711,563$10,588 ▼-1.5%3,2930.5%ETFPGProcter & Gamble$710,085$7,699 ▼-1.1%4,8880.5%Consumer StaplesPYPLPayPal$678,057$252,302 ▼-27.1%12,9080.5%FinancePMPhilip Morris International$672,136$95,801 ▲16.6%3,5220.5%Consumer StaplesCAVACAVA Group$649,308$78,445 ▼-10.8%12,0020.5%Consumer DiscretionaryKIMBERLY-CLARK CORP$649,166$3,020 ▲0.5%6,6630.5%COMDEDeere & Company$643,766$9,398 ▼-1.4%9590.5%IndustrialsNIEVirtus Equity & Convertible Income Fund$630,000$50,000 ▲8.6%25,2000.5%FinanceABBVAbbVie$614,049$262 ▲0.0%2,3470.5%HealthcareEXXONMOBIL HOLDINGS CORP$602,501$602,501 ▲New Holding3,7020.5%COM SHSMPCMarathon Petroleum$593,1300.0%1,5000.4%EnergyMCDMcDonald's$590,300$124,711 ▲26.8%2,5560.4%Consumer DiscretionaryINNOVATOR ETFS TRUST$566,883$82,582 ▼-12.7%20,0100.4%US SMALL CAP PWRINNOVATOR ETFS TRUST$566,7540.0%20,1620.4%US SMALL CAP PWRINNOVATOR ETFS TRUST$563,276$3,154 ▼-0.6%17,8590.4%US SMALL CAP PWRPNCThe PNC Financial Services Group$549,4270.0%2,4720.4%FinanceCSXCSX$542,467$46,651 ▲9.4%11,6630.4%IndustrialsFBNDFidelity Total Bond ETF$537,3100.0%12,4090.4%ETFPFEPfizer$504,538$5,704 ▼-1.1%17,6910.4%HealthcareCOFCapital One Financial$499,626$193 ▲0.0%2,5880.4%FinanceVOVanguard Mid-Cap ETF$492,478$1,961 ▲0.4%6,2800.4%ETFTWLOTwilio$488,116$6,434 ▼-1.3%1,6690.4%TechnologyCATCaterpillar$476,767$15,406 ▲3.3%5880.4%IndustrialsJNJJohnson & Johnson$457,735$7,942 ▲1.8%1,7290.3%HealthcareVBKVanguard Small-Cap Growth ETF$444,9220.0%1,3170.3%ETFRDNRadian Group$440,7840.0%14,4000.3%FinanceRTXRTX$440,733$92,825 ▲26.7%2,3740.3%IndustrialsXLKTechnology Select Sector SPDR Fund$430,650$430,650 ▲New Holding2,2000.3%ETFSLBSLB$400,6730.0%8,2240.3%EnergyCHWYChewy$387,092$64,882 ▼-14.4%21,2690.3%Consumer DiscretionaryVXUSVanguard Total International Stock ETF$361,080$15,718 ▲4.6%4,2500.3%ETFKJULInnovator U.S. Small Cap Power Buffer ETF - July$358,976$6,580 ▲1.9%10,9110.3%ETFPURECYCLE TECHNOLOGIES INC$356,945$84,055 ▲30.8%80,9400.3%COMLOWLowe's Companies$345,760$5,529 ▼-1.6%1,8760.3%Consumer DiscretionaryMORGAN STANLEY ETF TRUST$344,5090.0%6,8600.3%EATO VAN MU ETFUNHUnitedHealth Group$342,144$367 ▲0.1%9320.3%HealthcareVTIVanguard Total Stock Market ETF$328,583$328,583 ▲New Holding8780.2%ETFIVViShares Core S&P 500 ETF$328,550$328,550 ▲New Holding4290.2%ETFMDLZMondelez International$328,3600.0%5,6790.2%Consumer StaplesFFAFirst Trust Enhanced Equity Income Fund$325,482$44,480 ▲15.8%14,6350.2%FinanceSWKStanley Black & Decker$323,531$112,066 ▼-25.7%3,6520.2%Consumer DiscretionaryBARRICK MNG CORP$322,776$447 ▼-0.1%7,9360.2%COM SHSITOTiShares Core S&P Total U.S. Stock Market ETF$317,610$665 ▲0.2%1,9100.2%ETFShowing largest 100 holdings. 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