Centered Wealth LLC dba Miller Equity Capital Advisors

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 29, 2025), Centered Wealth LLC dba Miller Equity Capital Advisors reported 5 stock positions worth $1.4 million. Its top holding was Vanguard Most SM-Cap ETF-Usd (VB) at 36.9% of the portfolio, followed by Apple (AAPL, 18.1%) and Vanguard Total Bond Market (BND, 16.0%).

Most Recent 13F
Q1 2025
Location
IRVING, TX
CIK
0001894543
Portfolio Value
$1.4M (Q1 2025)
SEC Filing
0001894543-25-000003 ↗ filed Apr 29, 2025

Holdings Value

0$100.0M$200.0M$300.0M Q1 2024: $242.2M Q1 2024 Q2 2024: $240.4M Q2 2024 Q3 2024: $256.3M Q3 2024 Q4 2024: $262.1M Q4 2024 Q1 2025: $1.4M $1.4M Q1 2025

Holdings 5 stocks · $1.4M
VB Vanguard Most SM-Cap ETF-Usd 36.93% 2,409 $534K —
AAPL Apple Inc. 18.12% 1,180 $262K —
BND Vanguard Total Bond Market 16.04% 3,160 $232K —
WMB Williams Cos Inc. 15.04% 3,640 $218K —
QQQ Invesco QQQ Trust Series 1 13.87% 428 $201K —

Portfolio Sells Q1 2025

No earlier filing to compare with.

Portfolio Buys Q1 2025

No earlier filing to compare with.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q1 2025 5$1.4MVB, AAPL, BND, WMB, QQQ
Q4 2024 56$262.1MVB, VTI, VGT, VV, BND
Q3 2024 56$256.3MVB, VTI, VV, VGT, BND
Q2 2024 55$240.4MVB, VTI, VGT, VV, BND
Q1 2024 56$242.2MVB, VTI, VGT, VV, BND