Centered Wealth LLC dba Miller Equity Capital Advisors 13F Holdings

CIK 0001894543 · IRVING, TX

As of Mar 31, 2025, Centered Wealth LLC dba Miller Equity Capital Advisors reported 5 positions worth .4M in its SEC Form 13F filing.

Top 5 holdings

SecurityTickerSectorSharesValue% of portfolio
VANGUARD SMALL-CAP INDEX FUNDVB—2,409$534.2K36.93%
APPLE INCAAPLTechnology1,180$262.1K18.12%
VANGUARD TOTAL BOND MARKET INDEX FUNDBND—3,160$232.1K16.04%
WILLIAMS COMPANIES INCWMBEnergy3,640$217.5K15.04%
INVESCO QQQ TRUST SERIES 1QQQ—428$200.7K13.87%