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Every 13F-reported equity position this quarter with its quarter-over-quarter change; each row traces to the filer's 13F-HR on EDGAR.

13F holdings, latest quarter

SourceSEC EDGAR13F-HR

Centered Wealth LLC dba Miller Equity Capital Advisors 13F Holdings -- Portfolio & Top Positions (2025-03-31)

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.

RankTickerCompanyValue% PortfolioSharesAction
1VBVANGUARD INDEX FDS$534,19636.93%2,409Trimmed
2AAPLAPPLE INC$262,11318.12%1,180Trimmed
3BNDVANGUARD BD INDEX FDS$232,10216.04%3,160Trimmed
4WMBWILLIAMS COS INC$217,52615.04%3,640Trimmed
5QQQINVESCO QQQ TR$200,69813.87%428Trimmed
6AALAMERICAN AIRLS GROUP INC$00.00%0Exited
7AMZNAMAZON COM INC$00.00%0Exited
8AWKAMERICAN WTR WKS CO INC NEW$00.00%0Exited
9BIVVANGUARD BD INDEX FDS$00.00%0Exited
10BNDXVANGUARD CHARLOTTE FDS$00.00%0Exited
11BRKBBERKSHIRE HATHAWAY INC DEL$00.00%0Exited
12BSVVANGUARD BD INDEX FDS$00.00%0Exited
13CMGCHIPOTLE MEXICAN GRILL INC$00.00%0Exited
14COSTCOSTCO WHSL CORP NEW$00.00%0Exited
15CVXCHEVRON CORP NEW$00.00%0Exited
16DFACDIMENSIONAL ETF TRUST$00.00%0Exited
17DFSVDIMENSIONAL ETF TRUST$00.00%0Exited
18DUHPDIMENSIONAL ETF TRUST$00.00%0Exited
19EMREMERSON ELEC CO$00.00%0Exited
20ETENERGY TRANSFER L P$00.00%0Exited
21FFINFIRST FINL BANKSHARES INC$00.00%0Exited
22GRMNGARMIN LTD$00.00%0Exited
23IVOOVANGUARD ADMIRAL FDS INC$00.00%0Exited
24JPMJPMORGAN CHASE & CO.$00.00%0Exited
25MSFTMICROSOFT CORP$00.00%0Exited

Source: SEC Form 13F filings · as of 2025-03-31