Centered Wealth LLC dba Miller Equity Capital Advisors 13F Holdings · last filed Q1 2025
Centered Wealth LLC dba Miller Equity Capital Advisors reported 5 securities worth $1.45M in its SEC 13F filing for Q1 2025 (period ended 2025-03-31). Top holdings: VB (36.93%), AAPL (18.12%), BND (16.04%). Among its top 25 positions this quarter: 5 trimmed, 20 exited.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VB | VANGUARD INDEX FDS | $534,196 | 36.93% | 2,409 | Trimmed |
| 2 | AAPL | APPLE INC | $262,113 | 18.12% | 1,180 | Trimmed |
| 3 | BND | VANGUARD BD INDEX FDS | $232,102 | 16.04% | 3,160 | Trimmed |
| 4 | WMB | WILLIAMS COS INC | $217,526 | 15.04% | 3,640 | Trimmed |
| 5 | QQQ | INVESCO QQQ TR | $200,698 | 13.87% | 428 | Trimmed |
| 6 | AAL | AMERICAN AIRLS GROUP INC | $0 | 0.00% | 0 | Exited |
| 7 | AMZN | AMAZON COM INC | $0 | 0.00% | 0 | Exited |
| 8 | AWK | AMERICAN WTR WKS CO INC NEW | $0 | 0.00% | 0 | Exited |
| 9 | BIV | VANGUARD BD INDEX FDS | $0 | 0.00% | 0 | Exited |
| 10 | BNDX | VANGUARD CHARLOTTE FDS | $0 | 0.00% | 0 | Exited |
| 11 | BRKB | BERKSHIRE HATHAWAY INC DEL | $0 | 0.00% | 0 | Exited |
| 12 | BSV | VANGUARD BD INDEX FDS | $0 | 0.00% | 0 | Exited |
| 13 | CMG | CHIPOTLE MEXICAN GRILL INC | $0 | 0.00% | 0 | Exited |
| 14 | COST | COSTCO WHSL CORP NEW | $0 | 0.00% | 0 | Exited |
| 15 | CVX | CHEVRON CORP NEW | $0 | 0.00% | 0 | Exited |
| 16 | DFAC | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | Exited |
| 17 | DFSV | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | Exited |
| 18 | DUHP | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | Exited |
| 19 | EMR | EMERSON ELEC CO | $0 | 0.00% | 0 | Exited |
| 20 | ET | ENERGY TRANSFER L P | $0 | 0.00% | 0 | Exited |
| 21 | FFIN | FIRST FINL BANKSHARES INC | $0 | 0.00% | 0 | Exited |
| 22 | GRMN | GARMIN LTD | $0 | 0.00% | 0 | Exited |
| 23 | IVOO | VANGUARD ADMIRAL FDS INC | $0 | 0.00% | 0 | Exited |
| 24 | JPM | JPMORGAN CHASE & CO. | $0 | 0.00% | 0 | Exited |
| 25 | MSFT | MICROSOFT CORP | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2025-03-31
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR