Filed: 11/13/2025ACC: 0002022893-25-000008
📋 What this filing means
MILLER FINANCIAL SERVICES LLC filed this quarterly 13F‑HR report disclosing 113 equity positions with a total reported market value of $86.52M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
113
Positions
$86.52M
Total AUM (reported)
1.35M
Total Shares
Allocation by class
COM$39.09M45.2%
CL A$4.53M5.2%
SHS$4.05M4.7%
7-10 YR TRSY BD$3.92M4.5%
20 YR TR BD ETF$3.19M3.7%
CL B$2.82M3.3%
RUSSELL 2000 ETF$2.66M3.1%
Portfolio Concentration
Top 3$11.83M13.7%
4–10$18.08M20.9%
11–25$19.82M22.9%
Rest$36.79M42.5%
Top 3 weight
13.7%
Top 10 weight
34.6%
Voting Authority Distribution
Total shares with voting rights: 1.35M
Sole
Full voting authority
1.35M
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)
Sole113
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings113
Rows:
EATON CORP PLC
SOLEShares10.83K
TypeSH
Market value$4.05M
4.68%
Sole
10.83K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares40.62K
TypeSH
Market value$3.92M
4.53%
Sole
40.62K
Shared
0.00
None
0.00
APPLE INC
SOLEShares15.14K
TypeSH
Market value$3.86M
4.46%
Sole
15.14K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares35.72K
TypeSH
Market value$3.19M
3.69%
Sole
35.72K
Shared
0.00
None
0.00
SOFI TECHNOLOGIES INC
SOLEShares108.61K
TypeSH
Market value$2.87M
3.32%
Sole
108.61K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares12.72K
TypeSH
Market value$2.79M
3.23%
Sole
12.72K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares11.01K
TypeSH
Market value$2.66M
3.08%
Sole
11.01K
Shared
0.00
None
0.00
UNITED PARCEL SERVICE INC
SOLEShares29.44K
TypeSH
Market value$2.46M
2.84%
Sole
29.44K
Shared
0.00
None
0.00
ISHARES SILVER TR
SOLEShares50.05K
TypeSH
Market value$2.12M
2.45%
Sole
50.05K
Shared
0.00
None
0.00
VANGUARD SCOTTSDALE FDS
SOLEShares33.63K
TypeSH
Market value$1.98M
2.29%
Sole
33.63K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares16.43K
TypeSH
Market value$1.65M
1.90%
Sole
16.43K
Shared
0.00
None
0.00
VISA INC
SOLEShares4.80K
TypeSH
Market value$1.64M
1.90%
Sole
4.80K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares3.16K
TypeSH
Market value$1.63M
1.89%
Sole
3.16K
Shared
0.00
None
0.00
KINDER MORGAN INC DEL
SOLEShares55.70K
TypeSH
Market value$1.58M
1.82%
Sole
55.70K
Shared
0.00
None
0.00
PEPSICO INC
SOLEShares11.15K
TypeSH
Market value$1.57M
1.81%
Sole
11.15K
Shared
0.00
None
0.00
CROWDSTRIKE HLDGS INC
SOLEShares2.93K
TypeSH
Market value$1.44M
1.66%
Sole
2.93K
Shared
0.00
None
0.00
UBER TECHNOLOGIES INC
SOLEShares14.60K
TypeSH
Market value$1.43M
1.65%
Sole
14.60K
Shared
0.00
None
0.00
CLOUDFLARE INC
SOLEShares6.28K
TypeSH
Market value$1.35M
1.56%
Sole
6.28K
Shared
0.00
None
0.00
CONAGRA BRANDS INC
SOLEShares71K
TypeSH
Market value$1.30M
1.50%
Sole
71K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares2.44K
TypeSH
Market value$1.23M
1.42%
Sole
2.44K
Shared
0.00
None
0.00
CHEWY INC
SOLEShares27.27K
TypeSH
Market value$1.10M
1.27%
Sole
27.27K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares4.41K
TypeSH
Market value$1.07M
1.24%
Sole
4.41K
Shared
0.00
None
0.00
INNOVATOR ETFS TRUST
SOLEShares24.61K
TypeSH
Market value$993.1K
1.15%
Sole
24.61K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares3.80K
TypeSH
Market value$924.6K
1.07%
Sole
3.80K
Shared
0.00
None
0.00
CAVA GROUP INC
SOLEShares15.19K
TypeSH
Market value$917.9K
1.06%
Sole
15.19K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
EATON CORP PLCSOLE | SHS | 10.83K | SH | $4.05M 4.68% | 10.83K | 0.00 | 0.00 |
ISHARES TRSOLE | 7-10 YR TRSY BD | 40.62K | SH | $3.92M 4.53% | 40.62K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 15.14K | SH | $3.86M 4.46% | 15.14K | 0.00 | 0.00 |
ISHARES TRSOLE | 20 YR TR BD ETF | 35.72K | SH | $3.19M 3.69% | 35.72K | 0.00 | 0.00 |
SOFI TECHNOLOGIES INCSOLE | COM | 108.61K | SH | $2.87M 3.32% | 108.61K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 12.72K | SH | $2.79M 3.23% | 12.72K | 0.00 | 0.00 |
ISHARES TRSOLE | RUSSELL 2000 ETF | 11.01K | SH | $2.66M 3.08% | 11.01K | 0.00 | 0.00 |
UNITED PARCEL SERVICE INCSOLE | CL B | 29.44K | SH | $2.46M 2.84% | 29.44K | 0.00 | 0.00 |
ISHARES SILVER TRSOLE | ISHARES | 50.05K | SH | $2.12M 2.45% | 50.05K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | SHORT TERM TREAS | 33.63K | SH | $1.98M 2.29% | 33.63K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE US AGGBD ET | 16.43K | SH | $1.65M 1.90% | 16.43K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 4.80K | SH | $1.64M 1.90% | 4.80K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 3.16K | SH | $1.63M 1.89% | 3.16K | 0.00 | 0.00 |
KINDER MORGAN INC DELSOLE | COM | 55.70K | SH | $1.58M 1.82% | 55.70K | 0.00 | 0.00 |
PEPSICO INCSOLE | COM | 11.15K | SH | $1.57M 1.81% | 11.15K | 0.00 | 0.00 |
CROWDSTRIKE HLDGS INCSOLE | CL A | 2.93K | SH | $1.44M 1.66% | 2.93K | 0.00 | 0.00 |
UBER TECHNOLOGIES INCSOLE | COM | 14.60K | SH | $1.43M 1.65% | 14.60K | 0.00 | 0.00 |
CLOUDFLARE INCSOLE | CL A COM | 6.28K | SH | $1.35M 1.56% | 6.28K | 0.00 | 0.00 |
CONAGRA BRANDS INCSOLE | COM | 71K | SH | $1.30M 1.50% | 71K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 2.44K | SH | $1.23M 1.42% | 2.44K | 0.00 | 0.00 |
CHEWY INCSOLE | CL A | 27.27K | SH | $1.10M 1.27% | 27.27K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 4.41K | SH | $1.07M 1.24% | 4.41K | 0.00 | 0.00 |
INNOVATOR ETFS TRUSTSOLE | US SML CP PWR B | 24.61K | SH | $993.1K 1.15% | 24.61K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 3.80K | SH | $924.6K 1.07% | 3.80K | 0.00 | 0.00 |
CAVA GROUP INCSOLE | COM | 15.19K | SH | $917.9K 1.06% | 15.19K | 0.00 | 0.00 |
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