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Showing Q1 2025 data
Centered Wealth LLC dba Miller Equity Capital Advisors's Q4 2025 filing not yet available. Expected by Feb 14, 2026.
Centered Wealth LLC dba Miller Equity Capital Advisors
•CIK: 1894543•Filing: Q1 2025
**Centered Wealth LLC dba Miller Equity Capital Advisors** manages $1M across a focused portfolio of five positions. Current top holdings include a significant allocation to VB ($0.5M), AAPL ($0.3M), BND ($0.2M), WMB ($0.2M), and NDQ ($0.2M). The strategy exhibits a blend of sector exposure, notably in technology and fixed income, while maintaining concentrated risk management. This structure suggests a tactical approach balancing growth potential with defensive asset allocation.
Total AUM
$1.4M
QoQ Performance
-99.5%
Positions
5
Top 10 Concentration
100.0%
Latest Filing
Q1 2025
Top Holdings Allocation
VB
AAPL
BND
WMB
NDQ
VB36.9%
AAPL18.1%
BND16.0%
WMB15.0%
NDQ13.9%
📈 Biggest Buys
No new positions or increases this quarter
📉 Biggest Sells
Sector Breakdown
Other81.9%
Technology18.1%
🚪 Exited Positionssold since Q4 2024
+46 more exited positions
Changes from Q4 2024
↓5 decreased
Historical Filings
Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023