Institutional Fund
Miller Financial Services LLC
Marshall, MICIK 20228935 filings on record
Portfolio Value
$89.74M
Q1 2026
Holdings
119
Reported positions
New Buys
18
Opened this quarter
QoQ Change
+5.2%
from $85.27M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr6.2%
- Ishares Tr4.4%
- Apple Inc3.7%
- Vanguard Scottsdale Fds3.6%
- Vanguard Scottsdale Fds3.2%
- Amazon Com Inc3.0%
- Other75.8%
Portfolio Holdings
119 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 57.8K | $5.52M | 6.2% | +10.4K | Added |
| 2 | Ishares Tr | 45.8K | $3.97M | 4.4% | +4.9K | Added |
| 3 | Apple Inc | 13.2K | $3.36M | 3.7% | −210 | Reduced |
| 4 | Vanguard Scottsdale Fds | 54.7K | $3.20M | 3.6% | +3.9K | Added |
| 5 | Vanguard Scottsdale Fds | 52.3K | $2.89M | 3.2% | +38.6K | Added |
| 6 | Amazon Com Inc | 13.1K | $2.72M | 3.0% | +708 | Added |
| 7 | United Parcel Service Inc | 27.4K | $2.70M | 3.0% | −1.7K | Reduced |
| 8 | Ishares Tr | 9.6K | $2.37M | 2.6% | −394 | Reduced |
| 9 | Eaton Corp PLC | 6.5K | $2.31M | 2.6% | −1.0K | Reduced |
| 10 | Sofi Technologies Inc | 113.7K | $1.81M | 2.0% | +9.0K | Added |
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