Miller Financial Services LLC
All 13F Filings
- Location
- Marshall, MI
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 85,272
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/12/2026 | 114 | 85,272 | 13F-HR | Miller Financial Services LLC |
| Q3 2025 | 11/13/2025 | 113 | 86,516 | 13F-HR | Miller Financial Services LLC |
| Q2 2025 | 8/12/2025 | 107 | 78,447 | 13F-HR | Miller Financial Services LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 72.84 K | 85.5% | 0 | 2.206 K | -2.206 K |
| ETFs | 12.32 K | 14.5% | 849 | 0 | 849 |
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Fund Snapshot
Q4 2025
Latest filed
2/12/2026
Total value ($000)
85,272
Holdings
114
QoQ value change ($000)
-1,244
(-1.4%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.