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CIK: 0002022893
Total reported value
$124.3M
$124.3M
113 檔
14.4%
According to the latest 13F quarterly dataset, Miller Financial Services LLC managed an equity portfolio of $124.3M at the end of Q3 2025, spanning 113 distinct U.S. exchange-listed positions.
Miller Financial Services LLC executed strategic sector rebalancing during Q3 2025, establishing 23 new positions while fully exiting 7 holdings and trimming 47 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ETN | Eaton Corporation plc | Stock-Industrials | 4.68% | +0.17% | -24.69% | |
| 2 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 4.53% | -0.77% | +9.35% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 4.46% | -0.64% | -1.29% | |
| 4 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 3.69% | -0.64% | +47.98% | |
| 5 | SOFI | Sofi Technologies Inc | Stock-Financials | 3.32% | -0.34% | -15.24% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.23% | -0.40% | +5.70% | |
| 7 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 3.08% | -0.52% | -1.44% | |
| 8 | UPS | United Parcel Service-cl B | Stock-Industrials | 2.84% | -0.64% | +28.91% | |
| 9 | SLV | Ishares Silver Trust | ETF-Commodities | 2.45% | -0.27% | -1.09% | |
| 10 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 2.29% | -0.86% | +44.70% | |
| 11 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.90% | -0.46% | -0.31% | |
| 12 | V | Visa Inc-class A Shares | Stock-Financials | 1.90% | -0.23% | — | |
| 13 | MSFT | Microsoft CORP | Stock-Tech | 1.89% | +0.56% | -1.03% | |
| 14 | KMI | Kinder Morgan, Inc. | Stock-Energy | 1.82% | -0.53% | -0.61% | |
| 15 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.81% | +3.84% | +14.05% | |
| 16 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 1.66% | +0.42% | +9.40% | |
| 17 | UBER | Uber Technologies Inc | Stock-Industrials | 1.65% | -0.26% | +0.24% | |
| 18 | NET | Cloudflare Inc - Class A | Stock-Tech | 1.56% | -0.25% | -3.21% | |
| 19 | CAG | Conagra Brands Inc | Stock-Consumer Staples | 1.50% | -0.66% | +144.11% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.42% | -0.30% | — | |
| 21 | CHWY | Chewy Inc - Class A | Stock-Consumer Disc | 1.27% | -0.31% | +7.66% | |
| 22 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.24% | -0.13% | -0.41% | |
| 23 | KJAN | Innovator U.s. Small Cap Pow | ETF-Small Cap | 1.15% | -0.28% | -0.20% | |
| 24 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.07% | -0.09% | -0.26% | |
| 25 | CAVA | Cava Group Inc | Stock-Consumer Disc | 1.06% | -0.47% | +4.85% | |
| 26 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.05% | +0.12% | -0.56% | |
| 27 | SHOP | Shopify Inc - Class A | Stock-Tech | 1.03% | -0.17% | -4.34% | |
| 28 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 1.02% | -0.23% | +3.90% | |
| 29 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.02% | -0.46% | +4.17% | |
| 30 | MA | Mastercard Inc - A | Stock-Financials | 1.00% | -0.23% | -1.11% | |
| 31 | ABT | Abbott Laboratories | Stock-Healthcare | 0.96% | +0.01% | -0.67% | |
| 32 | NVDA | Nvidia CORP | Stock-Tech | 0.95% | — | -3.53% | |
| 33 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.94% | -0.09% | +18.77% | |
| 34 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.93% | -0.31% | — | |
| 35 | KAPR | Innovator U.s. Small Cap Pow | ETF-Small Cap | 0.92% | -0.18% | -1.61% | |
| 36 | MO | Altria Group Inc | Stock-Consumer Staples | 0.89% | -0.04% | -1.47% | |
| 37 | KAUG | Inv US Sml Cap Pb ETF - Aug | ETF-Other | 0.86% | -0.28% | -4.29% | |
| 38 | D | Dominion Energy Inc | Stock-Utilities | 0.86% | -0.20% | +16.64% | |
| 39 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 0.80% | -0.25% | -14.52% | |
| 40 | GNRC | Generac Holdings Inc | Stock-Industrials | 0.73% | +0.08% | — | |
| 41 | ORI | Old Republic Intl CORP | Stock-Financials | 0.72% | +0.17% | +0.02% | |
| 42 | VGLT | Vanguard Long-term Treasury | ETF-Gov Bonds | 0.67% | -0.51% | +29.87% | |
| 43 | FBND | Fidelity Total Bond ETF | ETF-Other | 0.66% | -0.17% | -2.24% | |
| 44 | SWK | Stanley Black & Decker Inc | Stock-Industrials | 0.66% | -0.05% | -14.82% | |
| 45 | CAT | Caterpillar Inc | Stock-Industrials | 0.65% | -0.24% | -2.90% | |
| 46 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.65% | — | — | |
| 47 | AMD | Advanced Micro Devices | Stock-Tech | 0.64% | +0.11% | -0.76% | |
| 48 | KNOV | Inn US Sml Cp Pow B ETF - No | ETF-Other | 0.63% | -0.12% | — | |
| 49 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.63% | -0.15% | -1.11% | |
| 50 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 0.63% | -0.07% | +26.09% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SOFI | Sofi Technologies Inc | +1.4% | -15.24% | Trim |
| 2 | TLT | Ishares 20+ Year Treasury Bd | +1% | +47.98% | Add |
| 3 | NET | Cloudflare Inc - Class A | +0.6% | -3.21% | Add |
| 4 | CAG | Conagra Brands Inc | +0.5% | +144.11% | Add |
| 5 | SLV | Ishares Silver Trust | +0.4% | -1.09% | Add |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.4% | +18.77% | Add |
| 7 | GOOGL | Alphabet Inc-cl A | +0.4% | -0.41% | Add |
| 8 | NVDA | Nvidia CORP | +0.3% | -3.53% | Add |
| 9 | CRWD | Crowdstrike Holdings Inc - A | +0.3% | +9.40% | Add |
| 10 | IEF | Ishares 7-10 Year Treasury B | +0.3% | +9.35% | Add |
| 11 | GOOG | Alphabet Inc-cl C | +0.2% | -0.26% | Add |
| 12 | PCT | Purecycle Technologies Inc | +0.2% | +3.49% | Add |
| 13 | VGSH | Vanguard Short-term Treasury | +0.2% | +44.70% | Add |
| 14 | SHOP | Shopify Inc - Class A | +0.2% | -4.34% | Add |
| 15 | CTMX | Cytomx Therapeutics Inc | +0.2% | +31.37% | Add |
| 16 | UBER | Uber Technologies Inc | +0.2% | +0.24% | Add |
| 17 | MSFT | Microsoft CORP | +0.2% | -1.03% | Trim |
| 18 | AMD | Advanced Micro Devices | +0.1% | -0.76% | Trim |
| 19 | SWK | Stanley Black & Decker Inc | +0.1% | -14.82% | Add |
| 20 | CAT | Caterpillar Inc | +0.1% | -2.90% | Trim |
| 21 | AMZN | Amazon.com Inc | +0.1% | +5.70% | Add |
| 22 | PEP | Pepsico Inc | +0.1% | +14.05% | Add |
| 23 | DOW | Dow Inc | +0.1% | +0.23% | Add |
| 24 | GNRC | Generac Holdings Inc | 0% | — | Trim |
| 25 | MELI | Mercadolibre Inc | 0% | +26.09% | Add |
| 26 | IVVD | Invivyd Inc | 0% | +54.17% | Add |
| 27 | META | Meta Platforms Inc-class A | — | -0.56% | Trim |
| 28 | EVTR | Eaton Vance Total Return | — | +22.43% | Add |
| 29 | GLD | Spdr Gold Shares | — | — | Trim |
| 30 | CHWY | Chewy Inc - Class A | 0% | +7.66% | Trim |
| 31 | F | Ford Motor Co | 0% | +0.15% | Add |
| 32 | DTIL | Precision Biosciences Inc | 0% | — | Unchanged |
| 33 | HD | Home Depot Inc | 0% | +9.14% | Add |
| 34 | ABBV | Abbvie Inc | 0% | +0.08% | Add |
| 35 | RTX | Rtx CORP | 0% | -5.07% | Trim |
| 36 | VO | Vanguard Mid-cap ETF | 0% | -0.43% | Trim |
| 37 | BTZ | Blackrock Credit Allocation | 0% | — | Unchanged |
| 38 | KNOV | Inn US Sml Cp Pow B ETF - No | 0% | — | Add |
| 39 | VPU | Vanguard Utilities ETF | 0% | — | Unchanged |
| 40 | LMT | Lockheed Martin CORP | 0% | — | Unchanged |
| 41 | TWI | Titan International Inc | 0% | — | Unchanged |
| 42 | DIS | Walt Disney Co/the | -0.1% | -0.74% | Trim |
| 43 | KJUL | Innovator U.s. Small Cap Pow | -0.1% | — | Trim |
| 44 | SYK | Stryker CORP | -0.1% | -0.36% | Add |
| 45 | ETSY | Etsy Inc | -0.1% | -27.04% | Trim |
| 46 | JNJ | Johnson & Johnson | -0.1% | -0.61% | Trim |
| 47 | AEP | American Electric Power | -0.1% | -0.93% | Trim |
| 48 | VHT | Vanguard Health Care ETF | -0.1% | — | Unchanged |
| 49 | IWM | Ishares Russell 2000 ETF | -0.1% | -1.44% | Add |
| 50 | FLG | Flagstar Bank NA | -0.1% | -0.97% | Trim |
According to official SEC Form 13F filings, Miller Financial Services LLC reported a total U.S. public equity portfolio value of $124.3M across 113 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including ETN, IEF, AAPL) accounted for 14.4% of total reported equity market value during Q3 2025.
Top New Position Initiated
VGLT
市值: $583.4K
Top Position Liquidated / Trimmed
VNOMUSD
前期市值: $214.5K
During Q3 2025, Miller Financial Services LLC's top holdings by market value included ETN (4.7%)、IEF (4.5%)、AAPL (4.5%). The largest single position, ETN, represented 4.7% of total portfolio value.
In Q3 2025, Miller Financial Services LLC made 112 total portfolio adjustments, initiating 23 new buys, adding to 35 positions, trimming 47 holdings, and fully liquidating 7 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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