🎉 Founding Member Beta — Join our Discord and get 3 months of Pro free. Learn more →
S&P 500: 759.97 -0.5% NASDAQ 100: 704.40 0.0% Dow Jones: 534.08 -0.5%

Miller Financial Services - Q4 2025 13F Filings

MI

Miller Financial Services LLC

CIK: 0002022893
Address: Michigan Marshall 1001 W. Michigan Avenue
$85.27 M
Portfolio Value
114
Assets Held
Reporting Period: Q4 2025
Filing Status:
Active
Last Updated: 10/20/2026

Portfolio Summary (Q4 2025)

View Full Portfolio Analysis

Top Buys

Q4 2025
1. VGSH Vanguard Short-Term Treasury Etf
+$1.01 M
2. KJAN Innovator Us Small Cap Pow
+$1 M
3. IEF Ishares 7-10 Year Treasury Bond Etf
+$653,701.45
4. KNOV Inn Us Sml Cp Pow B Etf - No
+$541,186
5. ZS Zscaler
+$490,869
6. TLT Ishares 20+ Year Treasury Bond Etf
+$452,965.16
7. HD The Home Depot
+$377,477.64

Top Sells

Q4 2025
1. ETN Eaton Corporation PLC
−$1.07 M
2. SLV Ishares Silver Trust
−$879,999.41
3. NVDA Nvidia Corporation
−$820,206
4. K Kellanova
−$524,275
5. RKLB Rocket Lab Corporation
−$479,579

Asset Allocation

Stocks/ETFs
+0.66%
$85.17 M 99.88%
Options
$0 0.00%
Debt
$0 0.00%
Other
-94.46%
$105,530 0.12%

Sector Allocation (Stocks)

Miller Financial Services Q4 2025 Filing Summary

Miller Financial Services LLC filed its 13F report for Q4 2025 on February 12, 2026. The portfolio totaled 85.27 M reflecting a -1.44% change from the prior quarter, spanning 114 assets. The top 10 holdings comprised 35.8% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 16 new positions and 13 complete exits.

Report Type

Status

Data Summary

Items:

Total Value:

Actions

Issuer Name Class Value Shares Option Type

FAQs for Miller Financial Services’s Q4 2025 Filing

Miller Financial Services submitted their Form 13F-HR for the Q4 2025 period on 02/12/2026. This was the only submission for the quarter.

In the Q4 2025 filing, Miller Financial Services reported a managed portfolio value of 85.27 M, consisting of 135 individual positions.

This page displays the raw filing documents. To see which stocks Miller Financial Services bought or sold during Q4 2025, please visit Miller Financial Services's Portfolio Analysis page.