Miller Financial Services LLC
Miller Financial Services LLC reported 142 positions worth $124.3M as of June 30, 2026 (13F filed July 29, 2026). Largest holding: PEP (5.6%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | PEP | SH | $7.0M | 5.62% | 51,600 | — | — | |
| ▸ 2 | IEF | SH | $6.5M | 5.27% | 69,200 | — | — | |
| ▸ 3 | TLT | SH | $4.6M | 3.71% | 53,291 | — | — | |
| ▸ 4 | AAPL | SH | $3.8M | 3.04% | 13,062 | — | — | |
| ▸ 5 | ETN | SH | $3.4M | 2.70% | 7,873 | — | — | |
| ▸ 6 | VGLT | SH | $3.3M | 2.66% | 59,900 | — | — | |
| ▸ 7 | VGSH | SH | $3.3M | 2.65% | 56,634 | — | — | |
| ▸ 8 | AMZN | SH | $3.2M | 2.58% | 13,432 | — | — | |
| ▸ 9 | UPS | SH | $2.9M | 2.32% | 26,804 | — | — | |
| ▸ 10 | IWM | SH | $2.6M | 2.08% | 8,605 | — | — |
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Frequently Asked Questions
What stocks does Miller Financial Services LLC hold as of Q2 2026?
Miller Financial Services LLC reported 142 positions worth $124.3M in its Q2 2026 13F filing. Largest positions: PEP (5.6%), IEF (5.3%), TLT (3.7%), AAPL (3.0%) and ETN (2.7%).
What did Miller Financial Services LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Miller Financial Services LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.