Miller Financial Services LLC

MARSHALL, MI · CIK 2022893 · 13F filing filed 2026-07-29

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyMarshall, MI

$123.7m reported value +37.8% vs Q1 2026

137positions

32.8%in top 10

27 new 55 added 40 reduced 9 sold out vs Q1 2026

Options: 4 call positions ($418.1k notional), 1 put positions ($148.3k notional) – listed below, not included above.

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	PEPSICO INC COM PEP	PEP	51,600	$7.0m5.65%	5.65%	Added +41.1k	+41,124 392.6%
2	ISHARES TR 7-10 YR TRSY BD IEF	IEF	69,200	$6.5m5.29%	5.29%	Added +11.4k	+11,355 19.6%
3	ISHARES TR 20 YR TR BD ETF TLT	TLT	53,291	$4.6m3.72%	3.72%	Added +7.4k	+7,443 16.2%
4	APPLE INC COM AAPL	AAPL	13,062	$3.8m3.06%	3.06%	Reduced -179	-179 -1.4%
5	EATON CORP PLC SHS ETN	ETN	7,873	$3.4m2.71%	2.71%	Added +1.4k	+1,415 21.9%
6	VANGUARD SCOTTSDALE FDS LONG TERM TREAS VGLT	VGLT	59,900	$3.3m2.67%	2.67%	Added +7.6k	+7,610 14.6%
7	VANGUARD SCOTTSDALE FDS SHORT TERM TREAS VGSH	VGSH	56,634	$3.3m2.66%	2.66%	Added +1.9k	+1,947 3.6%
8	AMAZON COM INC COM AMZN	AMZN	13,432	$3.2m2.59%	2.59%	Added +368	+368 2.8%
9	UNITED PARCEL SERVICE INC CL B UPS	UPS	26,804	$2.9m2.33%	2.33%	Reduced -640	-640 -2.3%
10	ISHARES TR RUSSELL 2000 ETF IWM	IWM	8,605	$2.6m2.09%	2.09%	Reduced -952	-952 -10.0%
11	JPMORGAN CHASE & CO COM JPM	JPM	7,673	$2.5m2.03%	2.03%	New
12	CROWDSTRIKE HLDGS INC CL A CRWD	CRWD	3,053	$2.3m1.88%	1.88%	Reduced -362	-362 -10.6%
13	COLGATE PALMOLIVE CO COM CL	CL	24,000	$2.2m1.78%	1.78%	New
14	SOFI TECHNOLOGIES INC COM SOFI	SOFI	113,823	$2.0m1.65%	1.65%	Added +140	+140 0.1%
15	MICROSOFT CORP COM MSFT	MSFT	5,403	$2.0m1.63%	1.63%	Added +2.8k	+2,780 106.0%
16	HOME DEPOT INC COM HD	HD	4,569	$1.6m1.30%	1.30%	Added +2.3k	+2,293 100.8%
17	KINDER MORGAN INC DEL COM KMI	KMI	48,124	$1.5m1.24%	1.24%	Reduced -144	-144 -0.3%
18	VICTORY PORTFOLIOS II SHORT TRM BD ETF USTB	USTB	29,301	$1.5m1.20%	1.20%	Added +7.1k	+7,131 32.2%
19	ISHARES TR CORE US AGGBD ET AGG	AGG	14,525	$1.4m1.16%	1.16%	Reduced -375	-375 -2.5%
20	CLOUDFLARE INC CL A COM NET	NET	5,854	$1.4m1.16%	1.16%	Reduced -380	-380 -6.1%
21	VISA INC COM CL A V	V	4,174	$1.4m1.16%	1.16%	Reduced -10	-10 -0.2%
22	ALPHABET INC CAP STK CL A GOOGL	GOOGL	3,964	$1.4m1.15%	1.15%	Reduced -65	-65 -1.6%
23	BRISTOL-MYERS SQUIBB CO COM BMY	BMY	23,361	$1.3m1.09%	1.09%	Added +3.6k	+3,650 18.5%
24	CONAGRA BRANDS INC COM CAG	CAG	99,177	$1.3m1.08%	1.08%	Reduced -1.1k	-1,140 -1.1%
25	ELI LILLY & CO COM LLY	LLY	1,084	$1.3m1.05%	1.05%	New
26	INNOVATOR ETFS TRUST US SML CP PWR B KJAN	KJAN	25,803	$1.2m0.95%	0.95%	Reduced -1.1k	-1,107 -4.1%
27	MORGAN STANLEY ETF TRUST EAT INC OPP ETF XAGG	XAGG	23,375	$1.2m0.94%	0.94%	Added +9.3k	+9,260 65.6%
28	AMERICAN ELEC PWR CO INC COM AEP	AEP	8,467	$1.2m0.94%	0.94%	Added +5.8k	+5,850 223.5%
29	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	2,314	$1.2m0.94%	0.94%	Reduced -39	-39 -1.7%
30	ISHARES SILVER TR ISHARES SLV	SLV	21,340	$1.1m0.92%	0.92%	Added +5.4k	+5,441 34.2%
31	UBER TECHNOLOGIES INC COM UBER	UBER	15,507	$1.1m0.90%	0.90%	Added +725	+725 4.9%
32	GENERAC HLDGS INC COM GNRC	GNRC	3,673	$1.1m0.87%	0.87%	Unchanged
33	CAVA GROUP INC COM CAVA	CAVA	13,452	$1.1m0.85%	0.85%	Reduced -1.5k	-1,480 -9.9%
34	PPG INDS INC COM PPG	PPG	8,514	$1.0m0.83%	0.83%	New
35	ALTRIA GROUP INC COM MO	MO	14,107	$1.0m0.82%	0.82%	Added +2.1k	+2,138 17.9%
36	DOMINION ENERGY INC COM D	D	14,041	$958.9k0.78%	0.78%	Reduced -300	-300 -2.1%
37	OLD REP INTL CORP COM ORI	ORI	23,406	$957.8k0.77%	0.77%	Added +9.6k	+9,611 69.7%
38	VERIZON COMMUNICATIONS INC COM VZ	VZ	22,572	$955.7k0.77%	0.77%	Added +151	+151 0.7%
39	ALLSTATE CORP COM ALL	ALL	3,900	$928.0k0.75%	0.75%	New
40	ALPHABET INC CAP STK CL C GOOG	GOOG	2,624	$927.1k0.75%	0.75%	Reduced -35	-35 -1.3%
41	META PLATFORMS INC CL A META	META	1,615	$909.8k0.74%	0.74%	Added +643	+643 66.2%
42	INNOVATOR ETFS TRUST US SML CP PWR ET KAPR	KAPR	22,340	$889.1k0.72%	0.72%	Reduced -250	-250 -1.1%
43	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	1,097	$878.0k0.71%	0.71%	Reduced -23	-23 -2.0%
44	ADVANCED MICRO DEVICES INC COM AMD	AMD	1,483	$861.5k0.70%	0.70%	Reduced -1.1k	-1,124 -43.1%
45	MERCADOLIBRE INC COM MELI	MELI	506	$858.9k0.69%	0.69%	Added +105	+105 26.2%
46	ABBOTT LABS COM ABT	ABT	9,246	$839.0k0.68%	0.68%	Added +3.2k	+3,248 54.1%
47	MORGAN STANLEY ETF TRUST EATON VANCE TOTA EVTR	EVTR	16,084	$815.6k0.66%	0.66%	Added +1.1k	+1,070 7.1%
48	3M CO COM MMM	MMM	4,847	$784.8k0.63%	0.63%	Added +1.5k	+1,500 44.8%
49	PAYPAL HLDGS INC COM PYPL	PYPL	17,711	$764.8k0.62%	0.62%	Reduced -5.9k	-5,902 -25.0%
50	INNOVATOR ETFS TRUST US SMALL CAP PWR KMAR	KMAR	23,750	$763.3k0.62%	0.62%	Added +150	+150 0.6%
51	STRYKER CORPORATION COM SYK	SYK	2,414	$760.0k0.61%	0.61%	New
52	COSTCO WHSL CORP NEW COM COST	COST	806	$753.8k0.61%	0.61%	Reduced -35	-35 -4.2%
53	INTUITIVE SURGICAL INC COM NEW ISRG	ISRG	1,860	$739.7k0.60%	0.60%	Added +677	+677 57.2%
54	VANGUARD INDEX FDS VALUE ETF VTV	VTV	3,342	$728.3k0.59%	0.59%	Added +586	+586 21.3%
55	MASTERCARD INCORPORATED CL A MA	MA	1,418	$728.3k0.59%	0.59%	Reduced -88	-88 -5.8%
56	KIMBERLY-CLARK CORP COM KMB	KMB	6,632	$728.0k0.59%	0.59%	Added +1.1k	+1,067 19.2%
57	PROCTER AND GAMBLE CO COM PG	PG	4,941	$724.5k0.59%	0.59%	New
58	ZOETIS INC CL A ZTS	ZTS	10,074	$723.9k0.59%	0.59%	Added +7.3k	+7,319 265.7%
59	SHOPIFY INC CL A SUB VTG SHS SHOP	SHOP	6,031	$688.6k0.56%	0.56%	Added +520	+520 9.4%
60	INNOVATOR ETFS TRUST US SMALL CAP PWR KAUG	KAUG	22,925	$656.2k0.53%	0.53%	Reduced -4.8k	-4,760 -17.2%
61	CHEVRON CORP NEW COM CVX	CVX	3,887	$644.3k0.52%	0.52%	New
62	VIRTUS EQUITY & CONV INCM FD COM XNIEX	XNIEX	23,200	$623.2k0.50%	0.50%	New
63	VANECK ETF TRUST GOLD MINERS ETF GDX	GDX	8,207	$619.2k0.50%	0.50%	Added +752	+752 10.1%
64	DEERE & CO COM DE	DE	973	$617.5k0.50%	0.50%	Unchanged
65	PNC FINL SVCS GROUP INC COM PNC	PNC	2,472	$608.7k0.49%	0.49%	New
66	CATERPILLAR INC COM CAT	CAT	569	$605.9k0.49%	0.49%	Reduced -374	-374 -39.7%
67	ABBVIE INC COM ABBV	ABBV	2,346	$590.4k0.48%	0.48%	New
68	INNOVATOR ETFS TRUST US SMALL CAP PWR KDEC	KDEC	20,162	$572.2k0.46%	0.46%	Added +150	+150 0.8%
69	INNOVATOR ETFS TRUST US SMALL CAP PWR KNOV	KNOV	17,959	$569.5k0.46%	0.46%	Reduced -500	-500 -2.7%
70	FIDELITY MERRIMACK STR TR TOTAL BD ETF FBND	FBND	12,409	$564.5k0.46%	0.46%	Unchanged
71	SERVICENOW INC COM NOW	NOW	5,665	$562.4k0.45%	0.45%	Added +2.2k	+2,195 63.3%
72	PHILIP MORRIS INTL INC COM PM	PM	3,020	$546.4k0.44%	0.44%	New
73	MCDONALDS CORP COM MCD	MCD	2,016	$544.9k0.44%	0.44%	Added +281	+281 16.2%
74	RADIAN GROUP INC COM RDN	RDN	14,400	$542.4k0.44%	0.44%	Unchanged
75	CAPITAL ONE FINL CORP COM COF	COF	2,587	$519.1k0.42%	0.42%	New
76	CSX CORP COM CSX	CSX	10,660	$506.7k0.41%	0.41%	New
77	EXXON MOBIL CORP COM XOM	XOM	3,702	$506.1k0.41%	0.41%	New
78	VANGUARD INDEX FDS MID CAP ETF VO	VO	6,255	$504.0k0.41%	0.41%	Added +507	+507 8.8%
79	PURECYCLE TECHNOLOGIES INC COM PCT	PCT	61,880	$501.8k0.41%	0.41%	Added +9.7k	+9,660 18.5%
80	CHEWY INC CL A CHWY	CHWY	24,834	$488.0k0.39%	0.39%	Added +1.2k	+1,160 4.9%
81	VANGUARD INDEX FDS SML CP GRW ETF VBK	VBK	1,317	$481.6k0.39%	0.39%	Added +100	+100 8.2%
82	STANLEY BLACK & DECKER INC COM SWK	SWK	4,917	$462.8k0.37%	0.37%	Reduced -526	-526 -9.7%
83	JOHNSON & JOHNSON COM JNJ	JNJ	1,699	$431.5k0.35%	0.35%	Reduced -50	-50 -2.9%
84	PFIZER INC COM PFE	PFE	17,891	$430.8k0.35%	0.35%	Reduced -50	-50 -0.3%
85	LOWES COS INC COM LOW	LOW	1,906	$420.3k0.34%	0.34%	Unchanged
86	UNITEDHEALTH GROUP INC COM UNH	UNH	931	$387.1k0.31%	0.31%	Reduced -10	-10 -1.1%
87	MARATHON PETE CORP COM MPC	MPC	1,500	$383.5k0.31%	0.31%	New
88	SCHLUMBERGER LTD COM STK SLB	SLB	8,224	$382.3k0.31%	0.31%	Reduced -325	-325 -3.8%
89	OLIN CORP COM PAR $1 OLN	OLN	18,706	$370.7k0.30%	0.30%	Reduced -982	-982 -5.0%
90	MORGAN STANLEY ETF TRUST EATON VANCE INTE EVIM	EVIM	6,860	$365.4k0.30%	0.30%	Added +1.6k	+1,620 30.9%
91	INNOVATOR ETFS TRUST US SML CP PWR B KJUL	KJUL	10,711	$363.9k0.29%	0.29%	Unchanged
92	RTX CORPORATION COM RTX	RTX	1,874	$355.6k0.29%	0.29%	Unchanged
93	TWILIO INC CL A TWLO	TWLO	1,691	$348.9k0.28%	0.28%	New
94	VANGUARD STAR FDS VG TL INTL STK F VXUS	VXUS	4,065	$347.5k0.28%	0.28%	Added +400	+400 10.9%
95	MONDELEZ INTL INC CL A MDLZ	MDLZ	5,679	$328.5k0.27%	0.27%	Added +554	+554 10.8%
96	CYTOMX THERAPEUTICS INC COM CTMX	CTMX	85,000	$318.8k0.26%	0.26%	Added +13.0k	+13,000 18.1%
97	ISHARES TR CORE S&P TTL STK ITOT	ITOT	1,906	$313.1k0.25%	0.25%	Added +3	+3 0.2%
98	CHURCHILL DOWNS INC COM CHDN	CHDN	3,485	$312.4k0.25%	0.25%	Added +360	+360 11.5%
99	WASTE MGMT INC DEL COM WM	WM	1,375	$306.5k0.25%	0.25%	Unchanged
100	CORTEVA INC COM CTVA	CTVA	3,567	$302.1k0.24%	0.24%	Added +1.0k	+1,000 39.0%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
BOEING CO BA	BA	2,050	$408.0k2.0k shares
NIKE INC NKE	NKE	4,937	$260.8k4.9k shares
SPDR GOLD TR GLD	GLD	511	$219.9k511 shares
DOW INC DOW	DOW	5,246	$218.5k5.2k shares
ISHARES BITCOIN TRUST ETF IBIT	IBIT	5,271	$202.5k5.3k shares
WYNN RESORTS LTD WYNN	WYNN	1,970	$200.1k2.0k shares
PRECISION BIOSCIENCES INC DTIL	DTIL	17,000	$93.5k17.0k shares
PLUS THERAPEUTICS INC		50,000	$8.1k50.0k shares
VOLITIONRX LTD		31,000	$6.3k31.0k shares

Options (notional value)

Underlying	Ticker	Type	Shares controlled	Notional	Change
UNITEDHEALTH GROUP INC UNH · Call	UNH	Call	254	$219.8k254 shares	New
SPDR S&P 500 ETF TR SPY · Put	SPY	Put	28	$148.3k28 shares	New
NETFLIX INC NFLX · Call	NFLX	Call	548	$121.2k548 shares	New
STARBUCKS CORP SBUX · Call	SBUX	Call	62	$68.2k62 shares	New
CONAGRA BRANDS INC CAG · Call	CAG	Call	400	$8.8k400 shares	New