Miller Financial Services LLC Portfolio Holdings

Miller Financial Services LLC

  • $86.5 Billion
  • Q3 2025

Miller Financial Services LLC has filed its 13F form on November 13, 2025 for Q3 2025 where it was disclosed a total value porftolio of $86.5 Billion distributed in 113 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Eaton Corp PLC with a value of $4.05B, Ishares Barclays with a value of $3.92B, Apple Inc. with a value of $3.86B, Ishares Barclays 20+ Year Trea with a value of $3.19B, and So Fi Technologies, Inc. with a value of $2.87B.

Examining the 13F form we can see an increase of $16.9B in the current position value, from $69.6B to 86.5B.

Miller Financial Services LLC is based out at Marshall, MI

Below you can find more details about Miller Financial Services LLC portfolio as well as his latest detailed transactions.

Portfolio value $86.5 Billion
ETFs: $22 Billion
Technology: $12.2 Billion
Industrials: $11.2 Billion
Financial Services: $8.58 Billion
Consumer Cyclical: $7.93 Billion
Consumer Defensive: $5.19 Billion
Communication Services: $4.82 Billion
Healthcare: $4.65 Billion
Other: $4.26 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$140B
$4.05 Billion 4.68% of portfolio
10,827
Q3 2025 Reduced 49.94%
$0
$3.92 Billion 4.53% of portfolio
40,619
Q3 2025 Added 30.67%
$4.3T
$3.86 Billion 4.46% of portfolio
15,145
Q3 2025 Reduced 1.67%
$0
$3.19 Billion 3.69% of portfolio
35,723
Q3 2025 Added 74.67%
$22.2B
$2.87 Billion 3.32% of portfolio
108,611
Q3 2025 Reduced 7.85%
$2.39T
$2.79 Billion 3.23% of portfolio
12,718
Q3 2025 Added 9.37%
$0
$2.66 Billion 3.08% of portfolio
11,012
Q3 2025 Added 0.01%
$68.7B
$2.46 Billion 2.84% of portfolio
29,444
Q3 2025 Added 58.79%
$24.1B
$2.12 Billion 2.45% of portfolio
50,047
Q3 2025 Added 7.55%
$0
$1.98 Billion 2.29% of portfolio
33,630
Q3 2025 Added 36.49%
$533B
$1.64 Billion 1.9% of portfolio
4,804
Q3 2025 Reduced 1.82%
$0
$1.65 Billion 1.9% of portfolio
16,434
Q3 2025 Reduced 2.42%
$3.78T
$1.63 Billion 1.89% of portfolio
3,156
Q3 2025 Reduced 1.71%
$61.6B
$1.58 Billion 1.82% of portfolio
55,696
Q3 2025 Reduced 2.37%
$204B
$1.57 Billion 1.81% of portfolio
11,147
Q3 2025 Added 36.12%
$115B
$1.44 Billion 1.66% of portfolio
2,934
Q3 2025 Added 7.39%
$59.6B
$1.35 Billion 1.56% of portfolio
6,279
Q3 2025 Added 7.11%
$8.36B
$1.3 Billion 1.5% of portfolio
70,999
Q3 2025 Added 159.86%
$662B
$1.23 Billion 1.42% of portfolio
2,444
Q3 2025 Reduced 5.16%
$3.74B
$1.1 Billion 1.27% of portfolio
27,267
Q3 2025 Reduced 0.43%
$1.65T
$1.07 Billion 1.24% of portfolio
4,414
Q3 2025 Added 11.02%
Innovator Etfs Trust
-
$993 Million 1.15% of portfolio
-
Q3 2025 Reduced 0.81%
$1.74T
$925 Million 1.07% of portfolio
3,796
Q3 2025 Added 1.23%
Cava Group Inc
-
$918 Million 1.06% of portfolio
-
Q3 2025 Added 16.07%
$1.37T
$910 Million 1.05% of portfolio
1,239
Q3 2025 Reduced 2.29%
$174B
$888 Million 1.03% of portfolio
5,977
Q3 2025 Added 0.32%
$172B
$880 Million 1.02% of portfolio
20,024
Q3 2025 Added 0.03%
$99.5B
$886 Million 1.02% of portfolio
19,642
Q3 2025 Added 13.48%
$512B
$863 Million 1.0% of portfolio
1,518
Q3 2025 Reduced 5.01%
$228B
$834 Million 0.96% of portfolio
6,223
Q3 2025 Reduced 6.12%
$465B
$820 Million 0.95% of portfolio
4,396
Q3 2025 Added 5.17%
$0
$809 Million 0.94% of portfolio
1,215
Q3 2025 Added 74.07%
$404B
$804 Million 0.93% of portfolio
869
Q3 2025 Reduced 4.51%
$0
$796 Million 0.92% of portfolio
23,280
Q3 2025 Reduced 4.53%
$104B
$768 Million 0.89% of portfolio
11,627
Q3 2025 Reduced 2.74%
Innovator Etfs Trust
-
$743 Million 0.86% of portfolio
-
Q3 2025 Reduced 11.69%
$50.4B
$742 Million 0.86% of portfolio
12,124
Q3 2025 Reduced 4.72%
$0
$695 Million 0.8% of portfolio
9,097
Q3 2025 Reduced 35.83%
$9.65B
$634 Million 0.73% of portfolio
3,788
Q3 2025 Reduced 0.89%
$13.7B
$622 Million 0.72% of portfolio
14,639
Q3 2025 Reduced 0.64%
$0
$583 Million 0.67% of portfolio
10,260
Q3 2025 New
$0
$573 Million 0.66% of portfolio
12,390
Q3 2025 Reduced 4.7%
$9.71B
$573 Million 0.66% of portfolio
7,703
Q3 2025 Added 44.17%
$291B
$560 Million 0.65% of portfolio
1,174
Q3 2025 Reduced 3.45%
$193B
$559 Million 0.65% of portfolio
1,251
Q3 2025 New
$388B
$552 Million 0.64% of portfolio
3,409
Q3 2025 Reduced 7.49%
$103B
$542 Million 0.63% of portfolio
232
Q3 2025 Added 8.41%
Innovator Etfs Trust
-
$544 Million 0.63% of portfolio
-
Q3 2025 Added 3.55%
$224B
$542 Million 0.63% of portfolio
1,785
Q3 2025 Reduced 1.11%

Summary

  • Portfolio
  • No. of Stocks 113
  • Current Value $86.5 Billion
  • Prior Value $69.6 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 13, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 23 stocks
  • Additional Purchases 35 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 47 stocks
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