Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Centered Wealth LLC dba Miller Equity Capital Advisors (CIK 1894543) reported $1.4M across 5 reported positions in its SEC 13F filing for 2025-03-31. Largest positions: VB ($534,196, 36.93%), AAPL ($262,113, 18.12%), BND ($232,102, 16.04%), WMB ($217,526, 15.04%), QQQ ($200,698, 13.87%). Source: SEC Form 13F.
| 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 | AMZN | AMAZON COM INC | $0 | 0.00% | 0 | Exited |
| 7 | GRMN | GARMIN LTD | $0 | 0.00% | 0 | Exited |
| 8 | AWK | AMERICAN WTR WKS CO INC NEW | $0 | 0.00% | 0 | Exited |
| 9 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $0 | 0.00% | 0 | Exited |
| 10 | CVX | CHEVRON CORP NEW | $0 | 0.00% | 0 | Exited |
| 11 | CMG | CHIPOTLE MEXICAN GRILL INC | $0 | 0.00% | 0 | Exited |
| 12 | COST | COSTCO WHSL CORP NEW | $0 | 0.00% | 0 | Exited |
| 13 | DFAC | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | Exited |
| 14 | DFSV | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | Exited |
| 15 | DUHP | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | Exited |
| 16 | EMR | EMERSON ELEC CO | $0 | 0.00% | 0 | Exited |
| 17 | ET | ENERGY TRANSFER L P | $0 | 0.00% | 0 | Exited |
| 18 | XOM | EXXON MOBIL CORP | $0 | 0.00% | 0 | Exited |
| 19 | VPU | VANGUARD WORLD FD | $0 | 0.00% | 0 | Exited |
| 20 | TIP | ISHARES TR | $0 | 0.00% | 0 | Exited |
| 21 | JPM | JPMORGAN CHASE & CO. | $0 | 0.00% | 0 | Exited |
| 22 | MSFT | MICROSOFT CORP | $0 | 0.00% | 0 | Exited |
| 23 | PGR | PROGRESSIVE CORP | $0 | 0.00% | 0 | Exited |
| 24 | TSLA | TESLA INC | $0 | 0.00% | 0 | Exited |
| 25 | TXN | TEXAS INSTRS INC | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2025-03-31