Miller Financial Services LLC - Portfolio Stock Holdings
Miller Financial Services LLC disclosed 146 stock positions in a recent SEC 13F filing. $121,888,736 of stock holdings were filed, with the largest holdings including PEP, IEF, and TLT. This filing represented positions held on June 30, 2026, and was filed today.We estimate the fund has a total AUM of $462,860,424 and has 3 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
146Est. Stock Holding Value:
$121,888,736Top Stock Holdings By Sector
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Portfolio Stock Holdings - Miller Financial Services LLC
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Portfolio Options Holdings - Miller Financial Services LLC
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