Miller Investment Management, LP — 13F holdings

Miller Investment Management, LP reported 83 holdings worth $1.09B in its 13F filing for Q2 2026, filed August 13, 2026.

Largest positions

  1. SPY SPDR S&P 500 ETF TR — $222M (20.3%)
  2. BILS SPDR SERIES TRUST — $122M (11.1%)
  3. VGSH VANGUARD SCOTTSDALE FDS — $89.5M (8.2%)
  4. BRK.B BERKSHIRE HATHAWAY INC DEL — $79.4M (7.3%)
  5. VGIT VANGUARD SCOTTSDALE FDS — $76.7M (7.0%)
  6. EFA ISHARES TR — $67.5M (6.2%)
  7. SMH VANECK ETF TRUST — $62.7M (5.7%)
  8. META META PLATFORMS INC — $33.8M (3.1%)
  9. GOOGL ALPHABET INC — $32.0M (2.9%)
  10. VV VANGUARD INDEX FDS — $31.1M (2.8%)