Institutional
Centered Wealth LLC dba Miller Equity Capital Advisors
CIK 0001894543
$1.4M
Reported AUM
5
Positions
Q1 2025
Period
2025-04-29
Filed
Editorial summary
Summary for Centered Wealth LLC dba Miller Equity Capital Advisors · Q1 2025 is not yet generated. It will appear here after the next nightly run.
Portfolio · Q1 2025
Top holdings
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | VB | VANGUARD INDEX FDS | $293.00 | -1.66% | 27.11% | 41.84% | $534K | 36.93% | — | HELD |
| 2 | AAPL | APPLE INC | $338.19 | -0.56% | 67.77% | 128.17% | $262K | 18.12% | — | HELD |
| 3 | BND | VANGUARD BD INDEX FDS | $72.38 | -0.36% | 2.10% | -1.58% | $232K | 16.04% | — | HELD |
| 4 | WMB | WILLIAMS COS INC | $70.13 | -0.04% | 21.22% | 260.70% | $218K | 15.04% | — | HELD |
| 5 | QQQ | INVESCO QQQ TR | $661.73 | -2.04% | 22.54% | 83.19% | $201K | 13.87% | — | HELD |
Source: SEC EDGAR · accession 0001894543-25-000003. 13F discloses long positions only — shorts, foreign equities, and options are excluded.