account_balance

Investment manager · 13F filer · SEC CIK 1951368

Centurion Wealth Management LLC

Reported value$415Mas of Sep 30, 2026
Positions281 25 new, 27 sold out
Top 10 weight31.0%GSLC alone is 6%
FiledOct 1313 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
GSLC Goldman Sachs ETF Tr 6.0% Held
IVV iShares Tr 5.2% Added +36%
JEPQ J P Morgan Exchange Traded F 3.3% Held
IUSB iShares Tr 2.7% Added +67%
QGRW Wisdomtree Tr 2.7% Held
AAPL Apple Inc. 2.6% Trimmed −14%
SPYI Neos ETF Trust 2.5% Added +2%
IVW iShares Tr 2.1% Added +12%
DYNF BlackRock ETF Trust 2.0% Trimmed −8%
JBND J P Morgan Exchange Traded F 1.8% Added +2%
NVDA NVIDIA Corp 1.8% Trimmed −7%
VOO Vanguard Index FDS 1.7% Trimmed −10%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 13, 2026, compared with the Jul 9, 2026 filing
add_circleNew
  • FNDX $5.45M
  • SPYM $3.67M
  • IALT $2.15M
  • VGIT $1.96M
arrow_upwardAdded
  • CORO +209%
  • FBND +197%
  • CBRS +179%
  • BLCR +154%
arrow_downwardTrimmed
  • NOBL −71%
  • MBB −65%
  • TLH −62%
  • QUAL −53%
remove_circleSold out
  • IAGG $2.78M
  • XTEN $1.24M
  • MUB $1M
  • ZROZ $831K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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