Miller Investment Management
Miller Investment Management reported 83 stocks worth $1.1B in its 13F filing for Q2 2026, filed Aug 13, 2026. Its largest holdings are SPY (20.3%), BILS (11.1%) and VGSH (8.2%). Compared with Q1 2026, the fund opened new positions in QCOM, THG and GS, added to SPY, BRK.B and SMH, trimmed BILS, VGSH and VGIT and sold out of IWD, MCD and XOM.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  SPY Spdr S&P 500 ETF TR | $222M | 20.3% | 298K | +5,513 (+2%) | 8 of 8 | |
| 2 |  BILS Spdr Series Trust | $122M | 11.1% | 1.2M | −36K (−3%) | 8 of 8 | |
| 3 |  VGSH Vanguard Scottsdale Fds | $89.5M | 8.2% | 1.5M | −136K (−8%) | 8 of 8 | |
| 4 |  BRK.B Berkshire Hathaway Inc Del | $79.4M | 7.3% | 159K | +4,446 (+3%) | 8 of 8 | |
| 5 |  VGIT Vanguard Scottsdale Fds | $76.7M | 7.0% | 1.3M | −26K (−2%) | 4 of 8 | |
| 6 |  EFA Ishares TR | $67.5M | 6.2% | 650K | −2,488 (−0%) | 8 of 8 | |
| 7 |  SMH Vaneck ETF Trust | $62.7M | 5.7% | 96K | +623 (+1%) | 8 of 8 | |
| 8 |  META Meta Platforms Inc | $33.8M | 3.1% | 60K | +2,106 (+4%) | 8 of 8 | |
| 9 |  GOOGL Alphabet Inc | $32M | 2.9% | 90K | +1,629 (+2%) | 8 of 8 | |
| 10 |  VV Vanguard Large Cap ETF | $31.1M | 2.8% | 91K | +3,757 (+4%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 IWD Ishares TR | $720K | 3,368 |
 MCD Mcdonalds Corp | $513K | 1,652 |
 XOM Exxon Mobil Corp | $405K | 2,390 |
 KO Coca Cola Co | $395K | 5,200 |
 NKE Nike Inc | $252K | 4,771 |
🔒 Free account: see all 6.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 13, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Miller Investment Management 13F FAQ
What does Miller Investment Management own?
Miller Investment Management reported 83 stocks worth $1.1B in its 13F filing for Q2 2026, filed Aug 13, 2026. Its largest holdings are SPY (20.3%), BILS (11.1%) and VGSH (8.2%). The table above lists every position in the filing (the top 10 without an account).
What did Miller Investment Management buy and sell in Q2 2026?
Compared with Q1 2026: 3 new positions, 18 added to, 13 trimmed and 6 sold out. New positions include QCOM, THG and GS. It sold all of IWD, MCD and XOM.
When will Miller Investment Management file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Miller Investment Management's portfolio worth?
The Q2 2026 filing reports $1.1B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.