Centered Wealth LLC dba Miller Equity Capital Advisors
CIK 1894543 · Holdings on Mar 31, 2025 · First reported Apr 29, 2025
Top ten holdings
Q1 2025- VB36.93%
- AAPL18.12%
- BND16.04%
- WMB15.04%
- QQQ13.87%
Share classes counted separately100.00%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- AAPLWeight increased · +16.57 pp1.55% → 18.12%Shares -15.07K (-92.74%)
- WMBWeight increased · +14.05 pp0.99% → 15.04%Shares -44.40K (-92.42%)
- BNDWeight increased · +11.79 pp4.25% → 16.04%Shares -151.67K (-97.96%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 5
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | VBVANGUARD MOST SM-CAP ETF-USDSMALL CP ETF View history and evidence | $534.20K | 36.93% | 2.41K shares | 26.91% → 36.93%+10.02 pp -291.15K (-99.18%) | Reduced | ▾ |
| 02 | AAPLAPPLE INC View history and evidence | $262.11K | 18.12% | 1.18K shares | 1.55% → 18.12%+16.57 pp -15.07K (-92.74%) | Reduced | ▾ |
| 03 | BNDVANGUARD TOTAL BOND MARKETTOTAL BND MRKT View history and evidence | $232.10K | 16.04% | 3.16K shares | 4.25% → 16.04%+11.79 pp -151.67K (-97.96%) | Reduced | ▾ |
| 04 | WMBWILLIAMS COS INC View history and evidence | $217.53K | 15.04% | 3.64K shares | 0.99% → 15.04%+14.05 pp -44.40K (-92.42%) | Reduced | ▾ |
| 05 | QQQINVESCO QQQ TRUST SERIES 1UNIT SER 1 View history and evidence | $200.70K | 13.87% | 428 shares | 2.70% → 13.87%+11.17 pp -13.39K (-96.90%) | Reduced | ▾ |
Options overlay 0
No options reported this quarter.
Exited positions 51
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| VTI VG MORNINGSTAR TS MKT ETF-US | Non-derivative | -51,249 | -$14.85M | SEC filing ↗ | SEC filing ↗ |
| VGT VANGUARD INFO TECH ETF | Non-derivative | -21,580 | -$13.42M | SEC filing ↗ | SEC filing ↗ |
| VV VNGRD MRGSTR LRG-CAP ETF-USD | Non-derivative | -48,053 | -$12.96M | SEC filing ↗ | SEC filing ↗ |
3 / 51 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1894543 · Period 2025-03-31
Data loaded 2026-09-23 · First reported 2025-04-29
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 1446635
}Take these holdings further.
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