Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Miller Financial Services LLC (CIK 2022893) reported $91.3M across 119 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IEF ($5.5M, 6.04%), TLT ($4.0M, 4.35%), AAPL ($3.4M, 3.68%), VGSH ($3.2M, 3.51%), VGLT ($2.9M, 3.17%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IEF | ISHARES TR | $5.5M | 6.04% | 57,845 | Added |
| 2 | TLT | ISHARES TR | $4.0M | 4.35% | 45,848 | Added |
| 3 | AAPL | APPLE INC | $3.4M | 3.68% | 13,241 | Trimmed |
| 4 | VGSH | VANGUARD SCOTTSDALE FDS | $3.2M | 3.51% | 54,687 | Added |
| 5 | VGLT | VANGUARD SCOTTSDALE FDS | $2.9M | 3.17% | 52,290 | Added |
| 6 | AMZN | AMAZON COM INC | $2.7M | 2.98% | 13,064 | Added |
| 7 | UPS | UNITED PARCEL SVCS INC | $2.7M | 2.96% | 27,444 | Trimmed |
| 8 | IWM | ISHARES TR | $2.4M | 2.60% | 9,557 | Trimmed |
| 9 | ETN | EATON CORP PLC | $2.3M | 2.53% | 6,458 | Trimmed |
| 10 | SOFI | SOFI TECHNOLOGIES INC | $1.8M | 1.98% | 113,683 | Added |
| 11 | PEP | PEPSICO INC | $1.6M | 1.78% | 10,476 | Trimmed |
| 12 | KMI | KINDER MORGAN INC DEL | $1.6M | 1.77% | 48,268 | Trimmed |
| 13 | PYPL | PAYPAL HLDGS INC | $1.6M | 1.74% | 35,200 | New |
| 14 | CAG | CONAGRA BRANDS INC | $1.6M | 1.73% | 100,317 | Added |
| 15 | AGG | ISHARES TR | $1.5M | 1.62% | 14,900 | Trimmed |
| 16 | CRWD | CROWDSTRIKE HLDGS INC | $1.3M | 1.46% | 3,415 | Added |
| 17 | NET | CLOUDFLARE INC | $1.3M | 1.41% | 6,234 | Added |
| 18 | V | VISA INC | $1.3M | 1.38% | 4,184 | Trimmed |
| 19 | CAVA | CAVA GROUP INC | $1.2M | 1.32% | 14,932 | Trimmed |
| 20 | BMY | BRISTOL-MYERS SQUIBB CO | $1.2M | 1.31% | 19,711 | Trimmed |
| 21 | GOOGL | ALPHABET INC | $1.2M | 1.27% | 4,029 | Trimmed |
| 22 | KJAN | INNOVATOR ETFS TRUST | $1.1M | 1.23% | 26,910 | Added |
| 23 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $1.1M | 1.23% | 2,353 | Hold |
| 24 | VZ | VERIZON COMMUNICATIONS INC | $1.1M | 1.23% | 22,421 | Trimmed |
| 25 | USTB | VICTORY PORTFOLIOS II | $1.1M | 1.23% | 22,170 | Added |
Source: SEC Form 13F filings · as of 2026-03-31