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
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.
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| VANGUARD SMALL-CAP INDEX FUND | VB | — | 2,409 | $534.2K | 36.93% |
| APPLE INC | AAPL | Technology | 1,180 | $262.1K | 18.12% |
| VANGUARD TOTAL BOND MARKET INDEX FUND | BND | — | 3,160 | $232.1K | 16.04% |
| WILLIAMS COMPANIES INC | WMB | Energy | 3,640 | $217.5K | 15.04% |
| INVESCO QQQ TRUST SERIES 1 | QQQ | — | 428 | $200.7K | 13.87% |