Miller Financial Services LLC ETF holdings
Marshall, MI
Reported $37.3M in 30 ETFs in its Form 13F for June 30, 2026.
ETF value
$37.3M
ETFs held
30
Change from prior quarter
+11.5%
With price moves
ETFs as a share of its 13F
30.1%
of $123.8M
Top 10 of 30 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| IEF | iShares 7-10 Year Treasury Bond ETF | $6.5M | 69,200 | +11,355 shares |
| TLT | iShares 20+ Year Treasury Bond ETF | $4.6M | 53,291 | +7,443 shares |
| VGLT | Vanguard Long-Term Treasury ETF | $3.3M | 59,900 | +7,610 shares |
| VGSH | Vanguard Short-Term Treasury ETF | $3.3M | 56,634 | +1,947 shares |
| IWM | iShares Russell 2000 ETF | $2.6M | 8,605 | −952 shares |
| USTB | VictoryShares Short-Term Bond ETF | $1.5M | 29,301 | +7,131 shares |
| AGG | iShares Core U.S. Aggregate Bond ETF | $1.4M | 14,525 | −375 shares |
| KJAN | Innovator U.S. Small Cap Power Buffer ETF - Jan | $1.2M | 25,803 | −1,107 shares |
| XAGG | Eaton Vance Income Opportunities ETF | $1.2M | 23,375 | +9,260 shares |
| SLV | iShares Silver Trust | $1.1M | 21,340 | +5,441 shares |
20 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0002022893. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Miller Financial Services LLC own?
Miller Financial Services LLC reported 30 ETF positions worth $37.3M in its Form 13F for June 30, 2026. The largest was IEF, at $6.5M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.