Home/Smart Money/Centered Wealth LLC dba Miller Equity Capital Advisors
§ 13F · FUND PROFILE

Centered Wealth LLC dba Miller Equity Capital Advisors.

Institutional filer · behavioral pattern: Other. Summary pending.
AUM · (13F)Positions · 5Turnover · · Q1Filed · Apr 29, 2025
CONCENTRATION
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
No prior quarter data
3YR HIT RATE
Top-5 overlap
§ 01 · TOP HOLDINGS

The book · Q1 2025

FILED APR 29, 2025
#TickerNameShares$ value% portΔ Q1
1VBVANGUARD INDEX FDS2K$534.2B36.9%
2AAPLAPPLE INC1K$262.1B18.1%
3BNDVANGUARD BD INDEX FDS3K$232.1B16.0%
4WMBWILLIAMS COS INC4K$217.5B15.0%
5QQQINVESCO QQQ TR428$200.7B13.9%
§ 02 · SECTOR ALLOCATION

Where the money is

Sector data pending
§ 03 · THE CENTERED SIGNAL

AC read

Centered Wealth LLC dba Miller Equity Capital Advisors is classified as a Other fund.

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§ 04 · FILING HISTORY

Q-by-Q deltas

1 FILINGS
Q1 2025
Steady book
+0 buys · 0 exits · 0 changed