Centered Wealth LLC Dba Miller Equity Capital Advisors Top Holdings and 13F Report (2025) About Centered Wealth LLC Dba Miller Equity Capital AdvisorsInvestment ActivityCentered Wealth LLC Dba Miller Equity Capital Advisors has $1.45 million in total holdings as of March 31, 2025.Centered Wealth LLC Dba Miller Equity Capital Advisors owns shares of 5 different stocks, but just 4 companies or ETFs make up 80% of its holdings.About 17,606.20% of the portfolio was sold this quarter.This quarter, Centered Wealth LLC Dba Miller Equity Capital Advisors has purchased 56 new stocks and bought additional shares in 0 stocks.Centered Wealth LLC Dba Miller Equity Capital Advisors sold shares of 5 stocks and completely divested from 51 stocks this quarter.Largest Holdings Vanguard Small-Cap ETF $534,196Apple $262,113Vanguard Total Bond Market ETF $232,102Williams Companies $217,526Invesco QQQ $200,698 Largest Sales this Quarter Vanguard Small-Cap ETF 291,149 shares (about $64.56M)Vanguard Total Bond Market ETF 151,667 shares (about $11.14M)Invesco QQQ 13,390 shares (about $6.28M)Apple 15,070 shares (about $3.35M)Williams Companies 44,400 shares (about $2.65M) Sector Allocation Over TimeMap of 500 Largest Holdings ofCentered Wealth LLC Dba Miller Equity Capital Advisors Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVBVanguard Small-Cap ETF$534,196$64,562,321 ▼-99.2%2,40936.9%ETFAAPLApple$262,113$3,347,494 ▼-92.7%1,18018.1%Computer and TechnologyBNDVanguard Total Bond Market ETF$232,102$11,139,941 ▼-98.0%3,16016.0%ETFWMBWilliams Companies$217,526$2,653,339 ▼-92.4%3,64015.0%EnergyQQQInvesco QQQ$200,698$6,278,846 ▼-96.9%42813.9%FinanceVTIVanguard Total Stock Market ETF$0$14,852,473 ▼-100.0%00.0%ETFVGTVanguard Information Technology ETF$0$13,418,444 ▼-100.0%00.0%ETFVVVanguard Large-Cap ETF$0$12,959,894 ▼-100.0%00.0%ETFVOVanguard Mid-Cap ETF$0$9,491,512 ▼-100.0%00.0%ETFVCRVanguard Consumer Discretionary ETF$0$9,074,812 ▼-100.0%00.0%ETFBRK.BBerkshire Hathaway$0$6,631,486 ▼-100.0%00.0%FinanceCOSTCostco Wholesale$0$6,230,636 ▼-100.0%00.0%Retail/WholesaleVFHVanguard Financials ETF$0$5,925,933 ▼-100.0%00.0%ETFCMGChipotle Mexican Grill$0$5,336,550 ▼-100.0%00.0%Retail/WholesaleTSLATesla$0$5,090,403 ▼-100.0%00.0%Auto/Tires/TrucksVOXVanguard Communication Services ETF$0$5,049,372 ▼-100.0%00.0%ETFGRMNGarmin$0$4,898,675 ▼-100.0%00.0%Computer and TechnologyMSFTMicrosoft$0$4,478,438 ▼-100.0%00.0%Computer and TechnologyWMTWalmart$0$4,378,000 ▼-100.0%00.0%Retail/WholesalePGRProgressive$0$4,145,253 ▼-100.0%00.0%FinanceVHTVanguard Health Care ETF$0$4,059,040 ▼-100.0%00.0%ETFEMREmerson Electric$0$3,932,671 ▼-100.0%00.0%IndustrialsTXNTexas Instruments$0$3,693,759 ▼-100.0%00.0%Computer and TechnologyVAWVanguard Materials ETF$0$2,938,193 ▼-100.0%00.0%ETFVTVVanguard Value ETF$0$2,839,669 ▼-100.0%00.0%ETFVEUVanguard FTSE All-World ex-US ETF$0$2,533,733 ▼-100.0%00.0%ETFVBRVanguard Small-Cap Value ETF$0$2,507,968 ▼-100.0%00.0%ETFVXUSVanguard Total International Stock ETF$0$2,486,787 ▼-100.0%00.0%ETFVISVanguard Industrials ETF$0$2,398,902 ▼-100.0%00.0%ETFTYLTyler Technologies$0$2,260,429 ▼-100.0%00.0%Computer and TechnologyAALAmerican Airlines Group$0$2,210,124 ▼-100.0%00.0%TransportationTIPiShares TIPS Bond ETF$0$1,848,643 ▼-100.0%00.0%ETFVSSVanguard FTSE All-World ex-US Small-Cap ETF$0$1,835,687 ▼-100.0%00.0%ETFFFINFirst Financial Bankshares$0$1,748,425 ▼-100.0%00.0%FinanceVTWVVanguard Russell 2000 Value ETF$0$1,626,863 ▼-100.0%00.0%ETFVDCVanguard Consumer Staples ETF$0$1,598,033 ▼-100.0%00.0%ETFDFSVDimensional US Small Cap Value ETF$0$1,527,611 ▼-100.0%00.0%ETFIVOOVanguard S&P Mid-Cap 400 ETF$0$1,468,560 ▼-100.0%00.0%ETFVOEVanguard Mid-Cap Value ETF$0$1,450,592 ▼-100.0%00.0%ETFVDEVanguard Energy ETF$0$1,111,806 ▼-100.0%00.0%ETFETEnergy Transfer$0$1,005,672 ▼-100.0%00.0%EnergyVIOOVanguard S&P Small-Cap 600 ETF$0$941,529 ▼-100.0%00.0%ETFVNQVanguard Real Estate ETF$0$913,515 ▼-100.0%00.0%ETFDFACDimensional U.S. Core Equity 2 ETF$0$897,783 ▼-100.0%00.0%ETFVPUVanguard Utilities ETF$0$834,259 ▼-100.0%00.0%ETFJPMJPMorgan Chase & Co.$0$641,704 ▼-100.0%00.0%FinanceDUHPDimensional US High Profitability ETF$0$532,530 ▼-100.0%00.0%ETFBSVVanguard Short-Term Bond ETF$0$527,368 ▼-100.0%00.0%ETFBNDXVanguard Total International Bond ETF$0$511,101 ▼-100.0%00.0%ETFAMZNAmazon.com$0$343,345 ▼-100.0%00.0%Retail/WholesaleBIVVanguard Intermediate-Term Bond ETF$0$276,875 ▼-100.0%00.0%ETFCVXChevron$0$263,754 ▼-100.0%00.0%EnergyVWOVanguard FTSE Emerging Markets ETF$0$256,401 ▼-100.0%00.0%ETFAWKAmerican Water Works$0$255,205 ▼-100.0%00.0%UtilitiesVYMVanguard High Dividend Yield ETF$0$243,697 ▼-100.0%00.0%ETFXOMExxon Mobil$0$231,383 ▼-100.0%00.0%EnergyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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