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CIK: 0002022893
Total reported value
$124.3M
$124.3M
114 檔
14.2%
During the Q4 2025 filing period, Miller Financial Services LLC (CIK: 0002022893) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $124.3M across 114 reported positions.
In Q4 2025, Miller Financial Services LLC adopted a defensive or profit-taking posture, trimming 61 positions and completely liquidating 13 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 5.36% | -0.77% | +16.74% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.29% | -0.64% | -11.19% | |
| 3 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 4.19% | -0.64% | +14.55% | |
| 4 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 3.50% | -0.86% | +51.03% | |
| 5 | UPS | United Parcel Service-cl B | Stock-Industrials | 3.40% | -0.64% | -1.18% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.38% | -0.40% | -2.85% | |
| 7 | SOFI | Sofi Technologies Inc | Stock-Financials | 3.22% | -0.34% | -3.66% | |
| 8 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 2.88% | -0.52% | -9.63% | |
| 9 | ETN | Eaton Corporation plc | Stock-Industrials | 2.79% | +0.17% | -31.06% | |
| 10 | SLV | Ishares Silver Trust | ETF-Commodities | 2.77% | -0.27% | -27.17% | |
| 11 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.92% | +3.84% | +2.06% | |
| 12 | CAG | Conagra Brands Inc | Stock-Consumer Staples | 1.89% | -0.66% | +30.42% | |
| 13 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.76% | -0.46% | -8.48% | |
| 14 | V | Visa Inc-class A Shares | Stock-Financials | 1.73% | -0.23% | -12.59% | |
| 15 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 1.71% | +0.42% | +6.13% | |
| 16 | KMI | Kinder Morgan, Inc. | Stock-Energy | 1.69% | -0.53% | -5.96% | |
| 17 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.52% | -0.13% | -6.46% | |
| 18 | UBER | Uber Technologies Inc | Stock-Industrials | 1.45% | -0.26% | +2.68% | |
| 19 | NET | Cloudflare Inc - Class A | Stock-Tech | 1.43% | -0.25% | -1.53% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.39% | -0.30% | -3.72% | |
| 21 | MSFT | Microsoft CORP | Stock-Tech | 1.37% | +0.56% | -26.24% | |
| 22 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 1.27% | -0.23% | +1.72% | |
| 23 | KJAN | Innovator U.s. Small Cap Pow | ETF-Small Cap | 1.18% | -0.28% | -1.83% | |
| 24 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.16% | -0.46% | +21.59% | |
| 25 | CAVA | Cava Group Inc | Stock-Consumer Disc | 1.05% | -0.47% | +0.09% | |
| 26 | SHOP | Shopify Inc - Class A | Stock-Tech | 1.04% | -0.17% | -8.03% | |
| 27 | CHWY | Chewy Inc - Class A | Stock-Consumer Disc | 1.03% | -0.31% | -3.50% | |
| 28 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.01% | -0.09% | -0.49% | |
| 29 | MA | Mastercard Inc - A | Stock-Financials | 1.01% | -0.23% | -0.79% | |
| 30 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.01% | -0.09% | -27.85% | |
| 31 | D | Dominion Energy Inc | Stock-Utilities | 0.96% | -0.20% | +15.23% | |
| 32 | KAPR | Innovator U.s. Small Cap Pow | ETF-Small Cap | 0.94% | -0.18% | -1.89% | |
| 33 | VGLT | Vanguard Long-term Treasury | ETF-Gov Bonds | 0.90% | -0.51% | +33.28% | |
| 34 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 0.89% | -0.25% | -2.36% | |
| 35 | KAUG | Inv US Sml Cap Pb ETF - Aug | ETF-Other | 0.89% | -0.28% | -0.09% | |
| 36 | ABT | Abbott Laboratories | Stock-Healthcare | 0.88% | +0.01% | -3.62% | |
| 37 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.85% | -0.31% | -3.68% | |
| 38 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 0.84% | -0.07% | +52.16% | |
| 39 | EVTR | Eaton Vance Total Return | ETF-Other | 0.80% | -0.17% | +102.07% | |
| 40 | MO | Altria Group Inc | Stock-Consumer Staples | 0.79% | -0.04% | -0.13% | |
| 41 | HD | Home Depot Inc | Stock-Consumer Disc | 0.78% | +0.48% | +133.13% | |
| 42 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.77% | +0.12% | -19.45% | |
| 43 | ORI | Old Republic Intl CORP | Stock-Financials | 0.76% | +0.17% | -3.40% | |
| 44 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.74% | — | -10.63% | |
| 45 | FBND | Fidelity Total Bond ETF | ETF-Other | 0.67% | -0.17% | — | |
| 46 | AMD | Advanced Micro Devices | Stock-Tech | 0.66% | +0.11% | -22.50% | |
| 47 | KNOV | Inn US Sml Cp Pow B ETF - No | ETF-Other | 0.64% | -0.12% | -3.55% | |
| 48 | MMM | 3m Co | Stock-Industrials | 0.63% | +0.10% | -2.41% | |
| 49 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.63% | -0.15% | -1.96% | |
| 50 | RDN | Radian Group Inc | Stock-Financials | 0.61% | -0.08% | -1.71% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VGSH | Vanguard Short-term Treasury | +1.2% | +51.03% | Add |
| 2 | IEF | Ishares 7-10 Year Treasury B | +0.8% | +16.74% | Add |
| 3 | UPS | United Parcel Service-cl B | +0.6% | -1.18% | Trim |
| 4 | TLT | Ishares 20+ Year Treasury Bd | +0.5% | +14.55% | Add |
| 5 | EVTR | Eaton Vance Total Return | +0.4% | +102.07% | Add |
| 6 | HD | Home Depot Inc | +0.4% | +133.13% | Add |
| 7 | CAG | Conagra Brands Inc | +0.4% | +30.42% | Add |
| 8 | SLV | Ishares Silver Trust | +0.3% | -27.17% | Trim |
| 9 | GOOGL | Alphabet Inc-cl A | +0.3% | -6.46% | Trim |
| 10 | BMY | Bristol-myers Squibb Co | +0.2% | +1.72% | Add |
| 11 | VGLT | Vanguard Long-term Treasury | +0.2% | +33.28% | Add |
| 12 | MELI | Mercadolibre Inc | +0.2% | +52.16% | Add |
| 13 | VZ | Verizon Communications Inc | +0.1% | +21.59% | Add |
| 14 | AMZN | Amazon.com Inc | +0.1% | -2.85% | Trim |
| 15 | ZTS | Zoetis Inc | +0.1% | +73.28% | Add |
| 16 | FLG | Flagstar Bank NA | +0.1% | +28.13% | Add |
| 17 | IVVD | Invivyd Inc | +0.1% | +37.84% | Add |
| 18 | D | Dominion Energy Inc | +0.1% | +15.23% | Add |
| 19 | PEP | Pepsico Inc | +0.1% | +2.06% | Add |
| 20 | CTMX | Cytomx Therapeutics Inc | +0.1% | +1.49% | Add |
| 21 | ISRG | Intuitive Surgical Inc | +0.1% | -10.63% | Trim |
| 22 | B | Barrick Mining CORP | +0.1% | -7.20% | Trim |
| 23 | GDX | Vaneck Gold Miners ETF | +0.1% | -2.36% | Trim |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | -0.49% | Trim |
| 25 | ITOT | Ishares Core S&p Total U.s. | +0.1% | +14.92% | Add |
| 26 | JNJ | Johnson & Johnson | +0.1% | — | Unchanged |
| 27 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | +6.13% | Add |
| 28 | RTX | Rtx CORP | 0% | — | Unchanged |
| 29 | ORI | Old Republic Intl CORP | 0% | -3.40% | Trim |
| 30 | SLB | Slb LTD | 0% | -2.34% | Trim |
| 31 | VHT | Vanguard Health Care ETF | 0% | +0.10% | Add |
| 32 | IAU | Ishares Gold Trust | 0% | -1.45% | Trim |
| 33 | BEPC | Brookfield Renewable CORP | 0% | -5.12% | Trim |
| 34 | KAUG | Inv US Sml Cap Pb ETF - Aug | 0% | -0.09% | Trim |
| 35 | VBK | Vanguard Small-cap Grwth ETF | 0% | +6.69% | Add |
| 36 | F | Ford Motor Co | 0% | +0.14% | Add |
| 37 | AMD | Advanced Micro Devices | 0% | -22.50% | Trim |
| 38 | BABA | Alibaba Group Holding-sp Adr | 0% | +15.58% | Add |
| 39 | VO | Vanguard Mid-cap ETF | 0% | +4.34% | Add |
| 40 | KJUL | Innovator U.s. Small Cap Pow | 0% | — | Unchanged |
| 41 | KJAN | Innovator U.s. Small Cap Pow | 0% | -1.83% | Trim |
| 42 | KAPR | Innovator U.s. Small Cap Pow | 0% | -1.89% | Trim |
| 43 | KO | Coca-cola Co/the | 0% | -0.77% | Trim |
| 44 | VTV | Vanguard Value ETF | 0% | -0.41% | Trim |
| 45 | DTIL | Precision Biosciences Inc | 0% | +50.00% | Add |
| 46 | MA | Mastercard Inc - A | 0% | -0.79% | Trim |
| 47 | MMM | 3m Co | 0% | -2.41% | Trim |
| 48 | SHOP | Shopify Inc - Class A | 0% | -8.03% | Trim |
| 49 | FBND | Fidelity Total Bond ETF | 0% | — | Unchanged |
| 50 | DOW | Dow Inc | 0% | -2.05% | 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 114 disclosed positions in Q4 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 IEF, AAPL, TLT) accounted for 14.2% of total reported equity market value during Q4 2025.
Top New Position Initiated
ZS
市值: $490.9K
Top Position Liquidated / Trimmed
NVDA
前期市值: $820.2K
During Q4 2025, Miller Financial Services LLC's top holdings by market value included IEF (5.4%)、AAPL (4.3%)、TLT (4.2%). The largest single position, IEF, represented 5.4% of total portfolio value.
In Q4 2025, Miller Financial Services LLC made 118 total portfolio adjustments, initiating 14 new buys, adding to 30 positions, trimming 61 holdings, and fully liquidating 13 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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