Centurion Wealth Management LLC

CIK: 0001951368Latest portfolio: $456.5M · Q4 2025

Holdings

302

Total Value

$456.5M

New Positions

15

Closed Positions

13

#StockSharesValue% PortfolioChangeType
1
GSLCGOLDMAN SACHS ETF TR
183,547$24.3M5.32%+2K
2
AAPLAPPLE INC
74,678$20.3M4.45%-645
3
JEPIJ P MORGAN EXCHANGE TRADED F
267,487$15.3M3.35%+7K
4
IVVISHARES TR
21,850$15.0M3.28%+224
5
JEPQJ P MORGAN EXCHANGE TRADED F
251,902$14.6M3.21%+6K
6
NVDANVIDIA CORPORATION
64,926$12.1M2.65%+855
7
DYNFBLACKROCK ETF TRUST
152,553$9.3M2.03%+9K
8
JBNDJ P MORGAN EXCHANGE TRADED F
162,789$8.8M1.93%-17,267
9
MSFTMICROSOFT CORP
16,937$8.2M1.79%NEWCall
10
NOBLPROSHARES TR
74,854$7.8M1.71%+3K
11
IUSBISHARES TR
159,063$7.4M1.62%+4K
12
GLTRABRDN PRECIOUS METALS BASKET
33,128$6.8M1.49%+192
13
ZROZPIMCO ETF TR
104,176$6.7M1.47%+3K
14
VOOVANGUARD INDEX FDS
10,561$6.6M1.45%+834
15
IVWISHARES TR
53,111$6.5M1.43%+204
16
QUALISHARES TR
32,469$6.4M1.41%-5,809
17
AIQGLOBAL X FDS
126,414$6.4M1.41%+2K
18
IEMGISHARES INC
94,596$6.4M1.39%+11K
19
DTCRGLOBAL X FDS
296,856$6.3M1.37%+6K
20
OEFISHARES TR
17,654$6.1M1.33%+386
21
XLUSELECT SECTOR SPDR TR
140,700$6.0M1.32%+74K
22
IVEISHARES TR
24,643$5.2M1.14%+5K
23
AMZNAMAZON COM INC
22,403$5.2M1.13%+1K
24
IHAKISHARES TR
101,079$4.9M1.07%-194
25
VIGVANGUARD SPECIALIZED FUNDS
21,659$4.8M1.04%-340

Quarterly Changes

New Positions

Closed Positions

Increased Positions

NameSharesChange
COWZ37K+13K
IEMG95K+11K
EXTR33K+10K
COWG79K+9K
DYNF153K+9K
BAI89K+8K
NFLX9K+8K
NEAR20K+8K
JEPI267K+7K
DTCR297K+6K

Decreased Positions

NameSharesChange
JBND163K-17267
VMBS39K-9006
NPFI31K-6127
QUAL32K-5809
FBCG33K-4408
EFV54K-4390
EOD20K-3985
CMCSA12K-3505
TFLO29K-3385
FISV3K-3133

Sector Breakdown

Financial ServicesNaN% ($InfinityT)
Technology0.0% ($2.030212108819068e+138T)
Unknown0.0% ($2.9772277196410137e+69T)
Healthcare0.0% ($2.082149610008557e+44T)
Industrials0.0% ($1.0891078754622578e+40T)
Consumer Cyclical0.0% ($5.171251772559557e+27T)
Energy0.0% ($1582632509487418112.0T)
Communication Services0.0% ($369433921593847872.0T)
Consumer Defensive0.0% ($18061451929862308.0T)
Utilities0.0% ($832.4T)
Basic Materials0.0% ($314.3T)
Real Estate0.0% ($633.3B)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Jan 14, 2026$456.5M312
Q3 2025Oct 9, 2025$439.1B311
Q2 2025Jul 7, 2025$348.8B236
Q1 2025Apr 16, 2025$319.7B214
Q4 2024Feb 10, 2025$319.7B215

Fund Information

CIK0001951368
Most Recent FilingJan 14, 2026
Number of Filings5

Centurion Wealth Management LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $456.5M across 302 holdings. The largest position is GOLDMAN SACHS ETF TR (GSLC), representing 5.3% of the portfolio. Compared to the previous quarter, the fund opened 32 new positions and closed 30 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.