Miller Financial Services LLC
All 13F Filings
- Location
- Marshall, MI
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 124,262
- Description
- —
- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/29/2026 | 142 | 124,262 | 13F-HR | Miller Financial Services LLC |
| Q1 2026 | 5/1/2026 | 120 | 91,329 | 13F-HR | Miller Financial Services LLC |
| Q4 2025 | 2/12/2026 | 114 | 85,272 | 13F-HR | Miller Financial Services LLC |
| Q3 2025 | 11/13/2025 | 113 | 86,516 | 13F-HR | Miller Financial Services LLC |
| Q2 2025 | 8/12/2025 | 107 | 78,447 | 13F-HR | Miller Financial Services LLC |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
418
(0.3% of total reported value)
· QoQ Δ:
-1.174 K
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 91.42 K | 73.9% | 30.34 K | 0 | 30.34 K |
| ETFs | 32.27 K | 26.1% | 3.615 K | 0 | 3.615 K |
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Fund Snapshot
Q2 2026
Latest filed
7/29/2026
Total value ($000)
124,262
Holdings
142
QoQ value change ($000)
32,933
(36.1%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.