Centered Wealth LLC Dba Miller Equity Capital Advisors

Investment Portfolio & 13F Holdings Analysis

About

Centered Wealth LLC dba Miller Equity Capital Advisors is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 5 holdings worth $0.0 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-29
Total Holdings: 5
Total Value: 1446635
Accession Number: 0001894543-25-000003
Form Type: 13F-HR
CIK: 0001894543
Manager Name: Centered Wealth LLC Dba Miller Equity Capital Advisors

Data Enrichment

100% identified

5 identified0 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

5 positions • $1,446.635K total value

5 positions

Manager:

SEC FilingSEC DataHachi Filing

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922908751

VB|922908751

2409(-99.2%)

Value:

$534.2M(-99.2%)

Apple Inc.

AAPL|037833100

1180(-92.7%)

Value:

$262.1M(-93.5%)

921937835

BND|921937835

3160(-98.0%)

Value:

$232.1M(-97.9%)

WILLIAMS COMPANIES, INC.

WMB|969457100

3640(-92.4%)

Value:

$217.5M(-91.6%)

INVESCO QQQ TRUST, SERIES 1

QQQ|46090E103

428(-96.9%)

Value:

$200.7M(-97.2%)

Instrument	Shares		Other Manager	Value
(VBcusip922908751)	2.4K	QoQ -99.17% (-291.1K) YoY -99.18% (-293.3K)	All Managers (Combined)	$534.2K	QoQ -99.24% (-$70.0M) YoY -99.20% (-$67.1M)
Apple Inc.(AAPLcusip037833100)	1.2K	QoQ -92.73% (-15.1K) YoY -93.35% (-16.6K)	All Managers (Combined)	$262.1K	QoQ -93.55% (-$3.8M) YoY -91.39% (-$2.8M)
(BNDcusip921937835)	3.2K	QoQ -97.95% (-151.7K) YoY -97.93% (-149.6K)	All Managers (Combined)	$232.1K	QoQ -97.91% (-$10.9M) YoY -97.90% (-$10.9M)
Williams Companies, Inc.(WMBcusip969457100)	3.6K	QoQ -92.42% (-44.4K) YoY -92.56% (-45.3K)	All Managers (Combined)	$217.5K	QoQ -91.63% (-$2.4M) YoY -88.60% (-$1.7M)
Invesco Qqq Trust, Series 1(QQQcusip46090E103)	428	QoQ -96.90% (-13.4K) YoY -96.89% (-13.4K)	All Managers (Combined)	$200.7K	QoQ -97.15% (-$6.9M) YoY -96.72% (-$5.9M)