Miller Financial Services LLC holds a diversified book of 138 stocks worth $123.8M as of Q2 2026 (disclosed Jul 29, 2026, a ~45-day 13F lag). This quarter they opened JPMorgan Chase & Co and trimmed Apple Inc. Their largest long position is Pepsico Inc at 6% of the equity book. They also disclosed $418K in call options (bullish), shown separately below and excluded from the equity book. Cloning the disclosed picks since 2025 would be +21% (+13.5%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2022893/holdings"
Use Arkolith to show Miller Financial Services LLC's latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 4.7 points over this window.
Growth of $10,000 cloning Miller Financial Services LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
69% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Pepsico Inc COM | $7.0M | 51.6K | 5.6% | ▲+393% Added · +41K sh | |
| 2 | Ishares TR 7-10 YR TRSY BD | $6.5M | 69.2K | 5.3% | ▲+20% Added · +11K sh | |
| 3 | Ishares TR 20 YR TR BD ETF | $4.6M | 53.3K | 3.7% | ▲+16% Added · +7K sh | |
| 4 | Apple Inc COM | $3.8M | 13.1K | 3.1% | ▼−1.4% Reduced · −179 sh | |
| 5 | Eaton Corp PLC SHS | $3.4M | 7.9K | 2.7% | ▲+22% Added · +1K sh | |
| 6 | Vanguard Scottsdale FDS LONG TERM TREAS | $3.3M | 59.9K | 2.7% | ▲+15% Added · +8K sh | |
| 7 | Vanguard Scottsdale FDS SHORT TERM TREAS | $3.3M | 56.6K | 2.7% | ▲+3.6% Added · +2K sh | |
| 8 | Amazon Com Inc COM | $3.2M | 13.4K | 2.6% | ▲+2.8% Added · +368 sh | |
| 9 | United Parcel Svcs Inc CL B | $2.9M | 26.8K | 2.3% | ▼−2.3% Reduced · −640 sh | |
| 10 | Ishares TR RUSSELL 2000 ETF | $2.6M | 8.6K | 2.1% | ▼−10.0% Reduced · −952 sh | |
| 11 | JPMorgan Chase & Co COM | $2.5M | 7.7K | 2.0% | ▲New New position | |
| 12 | Crowdstrike Hldgs Inc CL A | $2.3M | 3.1K | 1.9% | ▼−11% Reduced · −362 sh | |
| 13 | Colgate Palmolive Co COM | $2.2M | 24.0K | 1.8% | ▲New New position | |
| 14 | Sofi Technologies Inc COM | $2.0M | 113.8K | 1.6% | ▲+0.1% Added · +140 sh | |
| 15 | Microsoft Corp COM | $2.0M | 5.4K | 1.6% | ▲+106% Added · +3K sh | |
| 16 | Home Depot Inc COM | $1.6M | 4.6K | 1.3% | ▲+101% Added · +2K sh | |
| 17 | Kinder Morgan Inc Del COM | $1.5M | 48.1K | 1.2% | ▼−0.3% Reduced · −144 sh | |
| 18 | Victory Portfolios II SHORT TRM BD ETF | $1.5M | 29.3K | 1.2% | ▲+32% Added · +7K sh | |
| 19 | Ishares TR CORE US AGGBD ET | $1.4M | 14.5K | 1.2% | ▼−2.5% Reduced · −375 sh | |
| 20 | Cloudflare Inc CL A COM | $1.4M | 5.9K | 1.2% | ▼−6.1% Reduced · −380 sh | |
| 21 | Visa Inc COM CL A | $1.4M | 4.2K | 1.2% | ▼−0.2% Reduced · −10 sh | |
| 22 | Alphabet Inc CAP STK CL A | $1.4M | 4.0K | 1.1% | ▼−1.6% Reduced · −65 sh | |
| 23 | Bristol-Myers Squibb Co COM | $1.3M | 23.4K | 1.1% | ▲+19% Added · +4K sh | |
| 24 | Conagra Brands Inc COM | $1.3M | 99.2K | 1.1% | ▼−1.1% Reduced · −1K sh | |
| 25 | Eli Lilly & Co COM | $1.3M | 1.1K | 1.0% | ▲New New position | |
| 26 | Innovator Etfs Trust US SML CP PWR B | $1.2M | 25.8K | 1.0% | ▼−4.1% Reduced · −1K sh | |
| 27 | Morgan Stanley ETF Trust EAT INC OPP ETF | $1.2M | 23.4K | 0.9% | ▲+66% Added · +9K sh | |
| 28 | American Elec PWR Co Inc COM | $1.2M | 8.5K | 0.9% | ▲+224% Added · +6K sh | |
| 29 | Berkshire Hathaway Inc Del CL B NEW | $1.2M | 2.3K | 0.9% | ▼−1.6% Reduced · −39 sh | |
| 30 | Ishares Silver TR ISHARES | $1.1M | 21.3K | 0.9% | ▲+34% Added · +5K sh | |
| 31 | Uber Technologies Inc COM | $1.1M | 15.5K | 0.9% | ▲+4.9% Added · +725 sh | |
| 32 | Generac Hldgs Inc COM | $1.1M | 3.7K | 0.9% | —Held | |
| 33 | Cava Group Inc COM | $1.1M | 13.5K | 0.9% | ▼−9.9% Reduced · −1K sh | |
| 34 | PPG Inds Inc COM | $1.0M | 8.5K | 0.8% | ▲New New position | |
| 35 | Altria Group Inc COM | $1.0M | 14.1K | 0.8% | ▲+18% Added · +2K sh | |
| 36 | Dominion Energy Inc COM | $959K | 14.0K | 0.8% | ▼−2.1% Reduced · −300 sh | |
| 37 | Old Rep Intl Corp COM | $958K | 23.4K | 0.8% | ▲+70% Added · +10K sh | |
| 38 | Verizon Communications Inc COM | $956K | 22.6K | 0.8% | ▲+0.7% Added · +151 sh | |
| 39 | Allstate Corp COM | $928K | 3.9K | 0.7% | ▲New New position | |
| 40 | Alphabet Inc CAP STK CL C | $927K | 2.6K | 0.7% | ▼−1.3% Reduced · −35 sh | |
| 41 | Meta Platforms Inc CL A | $910K | 1.6K | 0.7% | ▲+66% Added · +643 sh | |
| 42 | Innovator Etfs Trust US SML CP PWR ET | $889K | 22.3K | 0.7% | ▼−1.1% Reduced · −250 sh | |
| 43 | State STR SPDR S&P 500 ETF T TR UNIT | $878K | 1.1K | 0.7% | ▼−2.0% Reduced · −23 sh | |
| 44 | Advanced Micro Devices Inc COM | $861K | 1.5K | 0.7% | ▼−43% Reduced · −1K sh | |
| 45 | Mercadolibre Inc COM | $859K | 506 | 0.7% | ▲+26% Added · +105 sh | |
| 46 | Abbott Laboratories COM | $839K | 9.2K | 0.7% | ▲+54% Added · +3K sh | |
| 47 | Morgan Stanley ETF Trust EATO VANC BD ETF | $816K | 16.1K | 0.7% | ▲+7.1% Added · +1K sh | |
| 48 | 3M Co COM | $785K | 4.8K | 0.6% | ▲+45% Added · +2K sh | |
| 49 | PayPal Hldgs Inc COM | $765K | 17.7K | 0.6% | ▼−25% Reduced · −6K sh | |
| 50 | Innovator Etfs Trust US SMALL CAP PWR | $763K | 23.8K | 0.6% | ▲+0.6% Added · +150 sh |
Put / call positions from the 13F — totals include every disclosed option leg
| Type | Underlying | Notional value | Underlying shares |
|---|---|---|---|
| CALL · bullish | UNITED PARCEL SVCS INC | $220K | 254 |
| CALL · bullish | NETFLIX INC. | $121K | 548 |
| CALL · bullish | STARBUCKS CORP | $68K | 62 |
| CALL · bullish | CONAGRA BRANDS INC | $9K | 400 |
13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the equity book, weighting, concentration and sector figures above.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 29, 2026 | 148 | $124.3M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 4, 2026 | 125 | $91.3M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 12, 2026 | 135 | $85.3M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 13, 2025 | 113 | $86.5M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 12, 2025 | 107 | $78.4M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 5, 2025 | 97 | $69.6M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 7, 2025 | 128 | $118.4M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.