StockDriftsStockDriftsTop 5 Centered Wealth Llc Dba Miller Equity Capital Advisors Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VB | VANGUARD INDEX FDS | 36.93% | 2.4K | $534K | -99.18%(-291.15K) | — | 2025-03-31 | |
| AAPL | APPLE INC | 18.12% | 1.2K | $262K | -92.74%(-15.07K) | — | 2025-03-31 | |
| BND | VANGUARD BD INDEX FDS | 16.04% | 3.2K | $232K | -97.96%(-151.67K) | — | 2025-03-31 | |
| WMB | WILLIAMS COS INC | 15.04% | 3.6K | $218K | -92.42%(-44.40K) | — | 2025-03-31 | |
| QQQ | INVESCO QQQ TR | 13.87% | 428 | $201K | -96.90%(-13.39K) | — | 2025-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Centered Wealth Llc Dba Miller Equity Capital Advisors reports $1.45M in US-listed equity holdings across 5 positions in its most recent 13F filing. Its largest disclosed positions are VB (36.9%), AAPL (18.1%) and BND (16.0%). Figures reflect the Q1 2025 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Centered Wealth Llc Dba Miller Equity Capital Advisors’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1894543). View Centered Wealth Llc Dba Miller Equity Capital Advisors’s 13F filings on SEC