Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Center For Asset Management LLC (CIK 1844878) reported $225.3M across 151 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: VOO ($15.2M, 6.77%), MINT ($9.0M, 4.01%), MGK ($8.7M, 3.88%), BNDX ($8.2M, 3.65%), IEFA ($6.9M, 3.07%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $15.2M | 6.77% | 22,196 | Added |
| 2 | MINT | PIMCO ETF TR | $9.0M | 4.01% | 89,582 | Added |
| 3 | MGK | VANGUARD WORLD FD | $8.7M | 3.88% | 99,507 | Added |
| 4 | BNDX | VANGUARD CHARLOTTE FDS | $8.2M | 3.65% | 169,833 | Added |
| 5 | IEFA | ISHARES TR | $6.9M | 3.07% | 71,539 | Added |
| 6 | GOVT | ISHARES TR | $6.3M | 2.79% | 276,384 | Added |
| 7 | MGV | VANGUARD WORLD FD | $6.2M | 2.74% | 37,808 | Added |
| 8 | USIG | ISHARES TR | $5.3M | 2.34% | 102,768 | Added |
| 9 | IEI | ISHARES TR | $4.8M | 2.15% | 41,175 | Added |
| 10 | MSFT | MICROSOFT CORP | $4.7M | 2.07% | 12,500 | Trimmed |
| 11 | AAPL | APPLE INC | $4.5M | 2.01% | 15,690 | Added |
| 12 | NVDA | NVIDIA CORPORATION | $4.4M | 1.96% | 22,021 | Added |
| 13 | VMBS | VANGUARD SCOTTSDALE FDS | $4.3M | 1.93% | 92,823 | Added |
| 14 | IGIB | ISHARES TR | $4.0M | 1.76% | 74,538 | Added |
| 15 | FMF | FIRST TR EXCHANGE-TRADED FD | $3.9M | 1.71% | 76,954 | Added |
| 16 | FAAR | FIRST TR EXCHANGE TRAD FD VI | $3.8M | 1.69% | 120,665 | Added |
| 17 | IEMG | ISHARES INC | $3.7M | 1.66% | 45,076 | Added |
| 18 | FTLS | FIRST TR EXCH TRADED FD III | $3.7M | 1.65% | 50,335 | Added |
| 19 | GOOGL | ALPHABET INC | $3.7M | 1.64% | 10,318 | Added |
| 20 | BND | VANGUARD BD INDEX FDS | $3.6M | 1.59% | 48,657 | Added |
| 21 | AVGO | BROADCOM INC | $2.9M | 1.29% | 7,711 | Trimmed |
| 22 | SHYG | ISHARES TR | $2.8M | 1.23% | 65,132 | Added |
| 23 | TLH | ISHARES TR | $2.5M | 1.09% | 24,561 | Added |
| 24 | NEE | NEXTERA ENERGY INC | $2.4M | 1.05% | 27,014 | Added |
| 25 | IAGG | ISHARES TR | $2.3M | 1.01% | 44,838 | Added |
Source: SEC Form 13F filings · as of 2026-06-30