Centered Wealth LLC dba Miller Equity Capital Advisors
CIK 1894543 · View on SEC EDGAR ↗
- Portfolio value
- $1.4M
- Positions
- 5
- As of
- March 31, 2025 Data as of Q1 2025
#9,134 of 9,443 by 13F value · top 96.7%
Portfolio value QoQ: -99.4% 13F does not disclose cash
- Top 10 holdings weight
- 100.00%
- Top 25 holdings weight
- 100.00%
- Positions above 1%
- 5
- Effective number of positions
- 4.2
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q1 2025: 0.0% Est. buys $0 · sells $254,697,439
- New positions
- 0
- Increased
- 0
- Decreased
- 5
- Closed
- 51
On this page
Sector breakdown
Technology
18.1%
Energy
15.0%
Other/Unmapped
66.8%
Full portfolio 5 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| VB | $534,196 | 36.93% | 2,409 | $-70,001,920 | Down ×1 | ||
| AAPL Apple Inc. - Common Stock | $262,113 | 18.12% | 1,180 | $-3,807,212 | Down ×1 | ||
| BND Vanguard Total Bond Market ETF | $232,102 | 16.04% | 3,160 | $-10,901,508 | Down ×1 | ||
| WMB Williams Companies, Inc. (The) Common Stock | $217,526 | 15.04% | 3,640 | $-2,382,399 | Down ×1 | ||
| QQQ Invesco QQQ Trust, Series 1 | $200,698 | 13.87% | 428 | $-6,863,478 | Down ×1 | ||
| No matches | |||||||
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.
| Security | Quarter | Shares before | Value before | Price since exit |
|---|---|---|---|---|
| VTI | March 31, 2025 | 51,249 | $14,852,473 | No longer tracked |
| VGT | March 31, 2025 | 21,580 | $13,418,444 | No longer tracked |
| VV | March 31, 2025 | 48,053 | $12,959,894 | No longer tracked |
| VO | March 31, 2025 | 35,935 | $9,491,512 | No longer tracked |
| VCR | March 31, 2025 | 24,175 | $9,074,812 | No longer tracked |
| BRKB | March 31, 2025 | 14,630 | $6,631,486 | No longer tracked |
| COST | March 31, 2025 | 6,800 | $6,230,636 | -0.3% |
| VFH | March 31, 2025 | 50,190 | $5,925,933 | No longer tracked |
| CMG | March 31, 2025 | 88,500 | $5,336,550 | -28.5% |
| TSLA | March 31, 2025 | 12,605 | $5,090,403 | 34.6% |
| VOX | March 31, 2025 | 32,585 | $5,049,372 | No longer tracked |
| GRMN | March 31, 2025 | 23,750 | $4,898,675 | 35.4% |
| MSFT | March 31, 2025 | 10,625 | $4,478,438 | 28.4% |
| WMT | March 31, 2025 | 48,456 | $4,378,000 | 17.5% |
| PGR | March 31, 2025 | 17,300 | $4,145,253 | -22.2% |
| VHT | March 31, 2025 | 16,000 | $4,059,040 | No longer tracked |
| EMR | March 31, 2025 | 31,733 | $3,932,671 | 42.3% |
| TXN | March 31, 2025 | 19,699 | $3,693,759 | 47.5% |
| VAW | March 31, 2025 | 15,642 | $2,938,193 | No longer tracked |
| VTV | March 31, 2025 | 16,773 | $2,839,669 | No longer tracked |
| VEU | March 31, 2025 | 44,134 | $2,533,733 | No longer tracked |
| VBR | March 31, 2025 | 12,655 | $2,507,968 | No longer tracked |
| VXUS | March 31, 2025 | 42,199 | $2,486,787 | |
| VIS | March 31, 2025 | 9,430 | $2,398,902 | No longer tracked |
| TYL | March 31, 2025 | 3,920 | $2,260,429 | -40.9% |
| AAL | March 31, 2025 | 126,800 | $2,210,124 | 29.7% |
| TIP | March 31, 2025 | 17,350 | $1,848,643 | No longer tracked |
| VSS | March 31, 2025 | 16,035 | $1,835,687 | No longer tracked |
| FFIN | March 31, 2025 | 48,500 | $1,748,425 | -4.3% |
| VTWV | March 31, 2025 | 11,250 | $1,626,863 | |
| VDC | March 31, 2025 | 7,560 | $1,598,033 | No longer tracked |
| DFSV | March 31, 2025 | 49,630 | $1,527,611 | No longer tracked |
| IVOO | March 31, 2025 | 13,920 | $1,468,560 | No longer tracked |
| VOE | March 31, 2025 | 8,967 | $1,450,592 | No longer tracked |
| VDE | March 31, 2025 | 9,165 | $1,111,806 | No longer tracked |
| ET | March 31, 2025 | 51,336 | $1,005,672 | 14.3% |
| VIOO | March 31, 2025 | 8,879 | $941,529 | No longer tracked |
| VNQ | March 31, 2025 | 10,255 | $913,515 | No longer tracked |
| DFAC | March 31, 2025 | 25,955 | $897,783 | No longer tracked |
| VPU | March 31, 2025 | 5,105 | $834,259 | No longer tracked |
| JPM | March 31, 2025 | 2,677 | $641,704 | 44.9% |
| DUHP | March 31, 2025 | 15,760 | $532,530 | No longer tracked |
| BSV | March 31, 2025 | 6,825 | $527,368 | No longer tracked |
| BNDX | March 31, 2025 | 10,420 | $511,101 | |
| AMZN | March 31, 2025 | 1,565 | $343,345 | 35.5% |
| BIV | March 31, 2025 | 3,705 | $276,875 | No longer tracked |
| CVX | March 31, 2025 | 1,821 | $263,754 | 23.5% |
| VWO | March 31, 2025 | 5,822 | $256,401 | No longer tracked |
| AWK | March 31, 2025 | 2,050 | $255,205 | -7.1% |
| VYM | March 31, 2025 | 1,910 | $243,697 | No longer tracked |
| XOM | March 31, 2025 | 2,151 | $231,383 | 39.9% |