Filed: 8/12/2025ACC: 0002022893-25-000005
📋 What this filing means
MILLER FINANCIAL SERVICES LLC filed this quarterly 13F‑HR report disclosing 107 equity positions with a total reported market value of $78.45M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
107
Positions
$78.45M
Total AUM (reported)
1.28M
Total Shares
Allocation by class
COM$35.54M45.3%
SHS$5.13M6.5%
CL A$4.43M5.7%
7-10 YR TRSY BD$3.56M4.5%
COM CL A$2.79M3.6%
CL B$2.69M3.4%
RUSSELL 2000 ETF$2.41M3.1%
Portfolio Concentration
Top 3$11.84M15.1%
4–10$15.19M19.4%
11–25$18.59M23.7%
Rest$32.83M41.9%
Top 3 weight
15.1%
Top 10 weight
34.4%
Voting Authority Distribution
Total shares with voting rights: 1.28M
Sole
Full voting authority
1.28M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole107
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings107
Rows:
EATON CORP PLC
SOLEShares14.38K
TypeSH
Market value$5.13M
6.54%
Sole
14.38K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares37.15K
TypeSH
Market value$3.56M
4.53%
Sole
37.15K
Shared
0.00
None
0.00
APPLE INC
SOLEShares15.34K
TypeSH
Market value$3.15M
4.01%
Sole
15.34K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares12.03K
TypeSH
Market value$2.64M
3.36%
Sole
12.03K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares11.17K
TypeSH
Market value$2.41M
3.07%
Sole
11.17K
Shared
0.00
None
0.00
SOFI TECHNOLOGIES INC
SOLEShares128.15K
TypeSH
Market value$2.33M
2.97%
Sole
128.15K
Shared
0.00
None
0.00
UNITED PARCEL SERVICE INC
SOLEShares22.84K
TypeSH
Market value$2.31M
2.94%
Sole
22.84K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares24.14K
TypeSH
Market value$2.13M
2.72%
Sole
24.14K
Shared
0.00
None
0.00
VISA INC
SOLEShares4.80K
TypeSH
Market value$1.71M
2.17%
Sole
4.80K
Shared
0.00
None
0.00
ISHARES SILVER TR
SOLEShares50.60K
TypeSH
Market value$1.66M
2.12%
Sole
50.60K
Shared
0.00
None
0.00
KINDER MORGAN INC DEL
SOLEShares56.04K
TypeSH
Market value$1.65M
2.10%
Sole
56.04K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares16.48K
TypeSH
Market value$1.64M
2.08%
Sole
16.48K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares3.19K
TypeSH
Market value$1.59M
2.02%
Sole
3.19K
Shared
0.00
None
0.00
VANGUARD SCOTTSDALE FDS
SOLEShares23.24K
TypeSH
Market value$1.37M
1.74%
Sole
23.24K
Shared
0.00
None
0.00
CROWDSTRIKE HLDGS INC
SOLEShares2.68K
TypeSH
Market value$1.37M
1.74%
Sole
2.68K
Shared
0.00
None
0.00
UBER TECHNOLOGIES INC
SOLEShares14.57K
TypeSH
Market value$1.36M
1.73%
Sole
14.57K
Shared
0.00
None
0.00
PEPSICO INC
SOLEShares9.77K
TypeSH
Market value$1.29M
1.65%
Sole
9.77K
Shared
0.00
None
0.00
CLOUDFLARE INC
SOLEShares6.49K
TypeSH
Market value$1.27M
1.62%
Sole
6.49K
Shared
0.00
None
0.00
CAVA GROUP INC
SOLEShares14.49K
TypeSH
Market value$1.22M
1.56%
Sole
14.49K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares2.44K
TypeSH
Market value$1.19M
1.51%
Sole
2.44K
Shared
0.00
None
0.00
CHEWY INC
SOLEShares25.33K
TypeSH
Market value$1.08M
1.38%
Sole
25.33K
Shared
0.00
None
0.00
INNOVATOR ETFS TRUST
SOLEShares24.66K
TypeSH
Market value$924.3K
1.18%
Sole
24.66K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares1.25K
TypeSH
Market value$919.7K
1.17%
Sole
1.25K
Shared
0.00
None
0.00
BRISTOL-MYERS SQUIBB CO
SOLEShares18.90K
TypeSH
Market value$875.1K
1.12%
Sole
18.90K
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
SOLEShares1.53K
TypeSH
Market value$862.6K
1.10%
Sole
1.53K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
EATON CORP PLCSOLE | SHS | 14.38K | SH | $5.13M 6.54% | 14.38K | 0.00 | 0.00 |
ISHARES TRSOLE | 7-10 YR TRSY BD | 37.15K | SH | $3.56M 4.53% | 37.15K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 15.34K | SH | $3.15M 4.01% | 15.34K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 12.03K | SH | $2.64M 3.36% | 12.03K | 0.00 | 0.00 |
ISHARES TRSOLE | RUSSELL 2000 ETF | 11.17K | SH | $2.41M 3.07% | 11.17K | 0.00 | 0.00 |
SOFI TECHNOLOGIES INCSOLE | COM | 128.15K | SH | $2.33M 2.97% | 128.15K | 0.00 | 0.00 |
UNITED PARCEL SERVICE INCSOLE | CL B | 22.84K | SH | $2.31M 2.94% | 22.84K | 0.00 | 0.00 |
ISHARES TRSOLE | 20 YR TR BD ETF | 24.14K | SH | $2.13M 2.72% | 24.14K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 4.80K | SH | $1.71M 2.17% | 4.80K | 0.00 | 0.00 |
ISHARES SILVER TRSOLE | ISHARES | 50.60K | SH | $1.66M 2.12% | 50.60K | 0.00 | 0.00 |
KINDER MORGAN INC DELSOLE | COM | 56.04K | SH | $1.65M 2.10% | 56.04K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE US AGGBD ET | 16.48K | SH | $1.64M 2.08% | 16.48K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 3.19K | SH | $1.59M 2.02% | 3.19K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | SHORT TERM TREAS | 23.24K | SH | $1.37M 1.74% | 23.24K | 0.00 | 0.00 |
CROWDSTRIKE HLDGS INCSOLE | CL A | 2.68K | SH | $1.37M 1.74% | 2.68K | 0.00 | 0.00 |
UBER TECHNOLOGIES INCSOLE | COM | 14.57K | SH | $1.36M 1.73% | 14.57K | 0.00 | 0.00 |
PEPSICO INCSOLE | COM | 9.77K | SH | $1.29M 1.65% | 9.77K | 0.00 | 0.00 |
CLOUDFLARE INCSOLE | CL A COM | 6.49K | SH | $1.27M 1.62% | 6.49K | 0.00 | 0.00 |
CAVA GROUP INCSOLE | COM | 14.49K | SH | $1.22M 1.56% | 14.49K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 2.44K | SH | $1.19M 1.51% | 2.44K | 0.00 | 0.00 |
CHEWY INCSOLE | CL A | 25.33K | SH | $1.08M 1.38% | 25.33K | 0.00 | 0.00 |
INNOVATOR ETFS TRUSTSOLE | US SML CP PWR B | 24.66K | SH | $924.3K 1.18% | 24.66K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 1.25K | SH | $919.7K 1.17% | 1.25K | 0.00 | 0.00 |
BRISTOL-MYERS SQUIBB COSOLE | COM | 18.90K | SH | $875.1K 1.12% | 18.90K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 1.53K | SH | $862.6K 1.10% | 1.53K | 0.00 | 0.00 |
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