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Centered Wealth LLC dba Miller Equity Capital Advisors Current Holdings: USA ETF

Centered Wealth LLC dba Miller Equity Capital Advisors current holdings: USA ETF

Centered Wealth LLC dba Miller Equity Capital Advisors reported $0.00 billion in exchange-traded fund shares (known by the fund name on the filing) (listed in the US), 3 positions, in its Form 13F for the quarter ended 2025-03-31; the largest are VB, BND, QQQ.

  • VB: Country of operation —; Class SMALL CP ETF; Shares 2,409; Value $534,196.
  • BND: Country of operation —; Class TOTAL BND MRKT; Shares 3,160; Value $232,102.
  • QQQ: Country of operation —; Class UNIT SER 1; Shares 428; Value $200,698.

Form 13F-HR as filed (SEC CIK 1894543): quarter ended 2025-03-31, filed 2025-04-29. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.

Performance is each holding's price change from its close on the 2025-03-31 quarter end to its latest retained close (2026-09-29, or the date shown for a stock that stopped trading). Price only; dividends are not included. A stock that split in the period is restated by the split ratio in its own Form 8-K; a dash marks a holding with no retained closes.

StockCountry of operationClassSharesValueQuarter endFiledPerformance
VB
VANGUARD INDEX FDS
SMALL CP ETF2,409$534,1962025-03-312025-04-29
BND
VANGUARD BD INDEX FDS
TOTAL BND MRKT3,160$232,1022025-03-312025-04-29
QQQ
INVESCO QQQ TR
UNIT SER 1428$200,6982025-03-312025-04-29+53.78%

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