Centered Wealth LLC dba Miller Equity Capital Advisors
Follow13F filer, CIK 1894543, IRVING, TX
Centered Wealth LLC dba Miller Equity Capital Advisors reported $1,446,635 across 5 holdings for the quarter ended 2025-03-31, in a 13F-HR filed 2025-04-29.
Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001894543-25-000003
- Period
- 2025-03-31
- Reported value
- $1.45M
- Holdings
- 5
- Top 10 weight
- 100%
- New
- 0
- Sold out
- 51
Largest buys vs the previous quarter
None.
Largest sells vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| VBreduced | -291,149 | -$64.6M |
| VTIexited | -51,249 | -$14.9M |
| VGTexited | -21,580 | -$13.4M |
| VVexited | -48,053 | -$13M |
| BNDreduced | -151,667 | -$11.1M |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Holdings, Q1 2025
Share positions as resolved from 13F-HR 0001894543-25-000003, largest first. % of portfolio is the value over $1,446,635, the sum of the share positions whose value is usable for ratios (method).
| Security | History | Shares | Value | % of portfolio | Change | Latest event | Timeline |
|---|---|---|---|---|---|---|---|
| VBVANGUARD INDEX FDS | 2,409 | $534K | 36.93% | -291,149 | Timeline | ||
| AAPLAPPLE INC | 1,180 | $262K | 18.12% | -15,070 | Timeline | ||
| BNDVANGUARD BD INDEX FDS | 3,160 | $232K | 16.04% | -151,667 | Timeline | ||
| WMBWILLIAMS COS INC | 3,640 | $218K | 15.04% | -44,400 | Timeline | ||
| QQQINVESCO QQQ TR | 428 | $201K | 13.87% | -13,390 | Timeline |
Sold out in Q1 2025
Positions in the previous quarter's report that this quarter's report no longer lists.
| Security | Shares before | Value before | Type |
|---|---|---|---|
| VTIVANGUARD INDEX FDS | 51,249 | $14.9M | shares |
| VGTVANGUARD WORLD FD | 21,580 | $13.4M | shares |
| VVVANGUARD INDEX FDS | 48,053 | $13M | shares |
| VOVANGUARD INDEX FDS | 35,935 | $9.49M | shares |
| VCRVANGUARD WORLD FD | 24,175 | $9.07M | shares |
| BRK-BBERKSHIRE HATHAWAY INC DEL | 14,630 | $6.63M | shares |
| COSTCOSTCO WHOLESALE CORPORATION | 6,800 | $6.23M | shares |
| VFHVANGUARD WORLD FD | 50,190 | $5.93M | shares |
| CMGCHIPOTLE MEXICAN GRILL INC | 88,500 | $5.34M | shares |
| TSLATESLA INC | 12,605 | $5.09M | shares |
| VOXVANGUARD WORLD FD | 32,585 | $5.05M | shares |
| GRMNGARMIN LTD | 23,750 | $4.9M | shares |
| MSFTMICROSOFT CORP | 10,625 | $4.48M | shares |
| WMTWALMART INC | 48,456 | $4.38M | shares |
| PGRPROGRESSIVE CORP | 17,300 | $4.15M | shares |
| VHTVANGUARD WORLD FD | 16,000 | $4.06M | shares |
| EMREMERSON ELEC CO | 31,733 | $3.93M | shares |
| TXNTEXAS INSTRS INC | 19,699 | $3.69M | shares |
| VAWVANGUARD WORLD FD | 15,642 | $2.94M | shares |
| VTVVANGUARD INDEX FDS | 16,773 | $2.84M | shares |
| VEUVANGUARD INTL EQUITY INDEX F | 44,134 | $2.53M | shares |
| VBRVANGUARD INDEX FDS | 12,655 | $2.51M | shares |
| VXUSVANGUARD STAR FDS | 42,199 | $2.49M | shares |
| VISVANGUARD WORLD FD | 9,430 | $2.4M | shares |
| TYLTYLER TECHNOLOGIES INC | 3,920 | $2.26M | shares |
| AALAMERICAN AIRLINES GROUP INC | 126,800 | $2.21M | shares |
| TIPISHARES TR | 17,350 | $1.85M | shares |
| VSSVANGUARD INTL EQUITY INDEX F | 16,035 | $1.84M | shares |
| FFINFIRST FINL BANKSHARES INC | 48,500 | $1.75M | shares |
| VTWVVANGUARD SCOTTSDALE FDS | 11,250 | $1.63M | shares |
| VDCVANGUARD WORLD FD | 7,560 | $1.6M | shares |
| DFSVDIMENSIONAL ETF TRUST | 49,630 | $1.53M | shares |
| IVOOVANGUARD ADMIRAL FDS INC | 13,920 | $1.47M | shares |
| VOEVANGUARD INDEX FDS | 8,967 | $1.45M | shares |
| VDEVANGUARD WORLD FD | 9,165 | $1.11M | shares |
| ETENERGY TRANSFER L P | 51,336 | $1.01M | shares |
| VIOOVANGUARD ADMIRAL FDS INC | 8,879 | $942K | shares |
| VNQVANGUARD INDEX FDS | 10,255 | $914K | shares |
| DFACDIMENSIONAL ETF TRUST | 25,955 | $898K | shares |
| VPUVANGUARD WORLD FD | 5,105 | $834K | shares |
| JPMJPMORGAN CHASE & CO | 2,677 | $642K | shares |
| DUHPDIMENSIONAL ETF TRUST | 15,760 | $533K | shares |
| BSVVANGUARD BD INDEX FDS | 6,825 | $527K | shares |
| BNDXVANGUARD CHARLOTTE FDS | 10,420 | $511K | shares |
| AMZNAMAZON COM INC | 1,565 | $343K | shares |
| BIVVANGUARD BD INDEX FDS | 3,705 | $277K | shares |
| CVXCHEVRON CORPORATION | 1,821 | $264K | shares |
| VWOVANGUARD INTL EQUITY INDEX F | 5,822 | $256K | shares |
| AWKAMERICAN WTR WKS CO INC NEW | 2,050 | $255K | shares |
| VYMVANGUARD WHITEHALL FDS | 1,910 | $244K | shares |
| XOMEXXON MOBIL CORP | 2,151 | $231K | shares |
How Q1 2025 was built
Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).
| Filing | Role | Amendment | Filed | Accepted | Ingested |
|---|---|---|---|---|---|
| 13F-HR 0001894543-25-000003 | base | 2025-04-29 | acceptance time not in the bulk data set |
Filings
Every filing of this filer: 13F reports and notices, the 13D and 13G it filed or is a reporting person of, and Forms 3, 4 and 5 it reported as an owner.
| Filing | Subject | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001894543-25-000003 | Quarter ended 2025-03-31 | 2025-04-29 | acceptance time not in the bulk data set | |
| 13F-HR 0001894543-25-000001 | Quarter ended 2024-12-31 | 2025-02-06 | acceptance time not in the bulk data set | |
| 13F-HR 0001894543-24-000006 | Quarter ended 2024-09-30 | 2024-11-14 | acceptance time not in the bulk data set | |
| 13F-HR 0001894543-24-000004 | Quarter ended 2024-06-30 | 2024-07-30 | acceptance time not in the bulk data set | |
| 13F-HR 0001894543-24-000003 | Quarter ended 2024-03-31 | 2024-05-02 | acceptance time not in the bulk data set | |
| 13F-HR 0001894543-24-000001 | Quarter ended 2023-12-31 | 2024-02-02 | acceptance time not in the bulk data set | |
| 13F-HR 0001894543-23-000005 | Quarter ended 2023-09-30 | 2023-11-09 | acceptance time not in the bulk data set | |
| 13F-HR 0001894543-23-000004 | Quarter ended 2023-06-30 | 2023-08-01 | acceptance time not in the bulk data set | |
| 13F-HR 0001894543-23-000003 | Quarter ended 2023-03-31 | 2023-05-03 | acceptance time not in the bulk data set | |
| 13F-HR 0001894543-23-000001 | Quarter ended 2022-12-31 | 2023-02-07 | acceptance time not in the bulk data set | |
| 13F-HR 0001894543-22-000013 | Quarter ended 2022-09-30 | 2022-11-04 | acceptance time not in the bulk data set | |
| 13F-HR 0001894543-22-000012 | Quarter ended 2022-06-30 | 2022-08-02 | acceptance time not in the bulk data set | |
| 13F-HR 0001894543-22-000010 | Quarter ended 2022-03-31 | 2022-05-05 | acceptance time not in the bulk data set | |
| 13F-HR 0001894543-22-000009 | Quarter ended 2021-12-31 | 2022-02-07 | acceptance time not in the bulk data set | |
| 13F-HR 0001894543-22-000005 | Quarter ended 2020-12-31 | 2022-01-19 | acceptance time not in the bulk data set | |
| 13F-HR 0001894543-22-000008 | Quarter ended 2021-09-30 | 2022-01-19 | acceptance time not in the bulk data set | |
| 13F-HR 0001894543-22-000007 | Quarter ended 2021-06-30 | 2022-01-19 | acceptance time not in the bulk data set | |
| 13F-HR 0001894543-22-000002 | Quarter ended 2020-03-31 | 2022-01-19 | acceptance time not in the bulk data set | |
| 13F-HR 0001894543-22-000003 | Quarter ended 2020-06-30 | 2022-01-19 | acceptance time not in the bulk data set | |
| 13F-HR 0001894543-22-000006 | Quarter ended 2021-03-31 | 2022-01-19 | acceptance time not in the bulk data set | |
| 13F-HR 0001894543-22-000004 | Quarter ended 2020-09-30 | 2022-01-19 | acceptance time not in the bulk data set | |
| 13F-HR 0001894543-22-000001 | Quarter ended 2019-12-31 | 2022-01-14 | acceptance time not in the bulk data set |