account_balance
Investment manager · 13F filer · SEC CIK 2022893
Miller Financial Services LLC
Reported value$131Mas of Sep 30, 2026
Positions146 16 new, 8 sold out
Top 10 weight34.4%IEF alone is 6%
FiledOct 2020 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IEFiShares Tr
6.2%Added +32%
PEPPepsiCo Inc
5.2%Added +5%
TLTiShares Tr
3.8%Added +21%
AAPLApple Inc.
3.3%
VGLTVanguard Scottsdale FDS
3.2%Added +38%
AMZNAmazon.com Inc
2.7%Added +4%
ETNEaton Corp PLC
2.6%
VGSHVanguard Scottsdale FDS
2.6%Added +4%
MSFTMicrosoft Corp
2.5%Added +19%
CRWDCrowdStrike Holdings, Inc.
2.4%
UPSUnited Parcel Service Inc
2.1%+8%
JPMJPMorgan Chase & Co
1.9%
IEFiShares Tr
6.2%Added +32%
PEPPepsiCo Inc
5.2%Added +5%
TLTiShares Tr
3.8%+21%
AAPLApple Inc.
3.3%
VGLTVanguard Scottsdale FDS
3.2%+38%
AMZNAmazon.com Inc
2.7%
ETNEaton Corp PLC
2.6%
VGSHVanguard Scottsdale FDS
2.6%
MSFTMicrosoft Corp
2.5%
CRWD2.4%UPS2.1%JPM1.9%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
IEF iShares Tr 6.2% Added +32%
PEP PepsiCo Inc 5.2% Added +5%TLT iShares Tr 3.8% Added +21%
AAPL Apple Inc. 3.3% HeldVGLT Vanguard Scottsdale FDS 3.2% Added +38%
AMZN Amazon.com Inc 2.7% Added +4%ETN Eaton Corp PLC 2.6% HeldVGSH Vanguard Scottsdale FDS 2.6% Added +4%
MSFT Microsoft Corp 2.5% Added +19%CRWD CrowdStrike Holdings, Inc. 2.4% HeldUPS United Parcel Service Inc 2.1% Added +8%JPM JPMorgan Chase & Co 1.9% HeldWhat changed
Biggest moves since Jun 30, 2026
Free weekly email
Each week's biggest real insider buys, cluster buys and fund moves, every one dated. One email a week. Unsubscribe in one click.