Miller Financial Services LLC
Annual return '25
+14.5%
SPY '25
+17.7%
Alpha
-3.2ptsvs SPY
Invested
$91.3M
Holdings
119
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 98%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$IEF
ISHARES TR
Held since at least Q1 2024
6.2%
02
$TLT
ISHARES TR
Held since at least Q1 2024
4.4%
03
$AAPL
APPLE INC
Held since at least Q1 2024
3.7%
04
$VGSH
VANGUARD SCOTTSDALE FDS
Held since at least Q1 2024
3.6%
05
$VGLT
VANGUARD SCOTTSDALE FDS
Held since at least Q1 2024
3.2%
06
$AMZN
AMAZON COM INC
Held since at least Q1 2024
3.0%
07
$UPS
UNITED PARCEL SVCS INC
Held since at least Q1 2024
3.0%
08
$IWM
ISHARES TR
Held since at least Q1 2024
2.6%
09
$ETN
EATON CORP PLC
Held since at least Q1 2024
2.6%
10
$SOFI
SOFI TECHNOLOGIES INC
Held since at least Q1 2024
2.0%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 12:19 UTC.