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 $201.3M across 144 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VOO ($12.7M, 6.31%), MINT ($8.6M, 4.28%), BNDX ($7.8M, 3.88%), MGK ($7.4M, 3.66%), IEFA ($6.2M, 3.06%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $12.7M | 6.31% | 21,246 | Added |
| 2 | MINT | PIMCO ETF TR | $8.6M | 4.28% | 85,667 | Added |
| 3 | BNDX | VANGUARD CHARLOTTE FDS | $7.8M | 3.88% | 162,431 | Added |
| 4 | MGK | VANGUARD WORLD FD | $7.4M | 3.66% | 20,074 | Trimmed |
| 5 | IEFA | ISHARES TR | $6.2M | 3.06% | 68,148 | Added |
| 6 | GOVT | ISHARES TR | $6.1M | 3.01% | 264,363 | Added |
| 7 | MGV | VANGUARD WORLD FD | $5.4M | 2.67% | 37,087 | Trimmed |
| 8 | USIG | ISHARES TR | $5.2M | 2.60% | 102,193 | Added |
| 9 | MSFT | MICROSOFT CORP | $4.6M | 2.30% | 12,504 | Added |
| 10 | IEI | ISHARES TR | $4.3M | 2.12% | 36,072 | Added |
| 11 | VMBS | VANGUARD SCOTTSDALE FDS | $4.2M | 2.10% | 90,165 | Added |
| 12 | AAPL | APPLE INC | $4.0M | 1.97% | 15,599 | Trimmed |
| 13 | IGIB | ISHARES TR | $3.9M | 1.94% | 73,295 | Added |
| 14 | NVDA | NVIDIA CORPORATION | $3.8M | 1.89% | 21,802 | Added |
| 15 | FMF | FIRST TR EXCHANGE-TRADED FD | $3.8M | 1.89% | 75,198 | Added |
| 16 | FAAR | FIRST TR EXCHANGE TRAD FD VI | $3.8M | 1.88% | 112,098 | Trimmed |
| 17 | FTLS | FIRST TR EXCH TRADED FD III | $3.5M | 1.72% | 49,229 | Added |
| 18 | BND | VANGUARD BD INDEX FDS | $3.3M | 1.66% | 45,392 | Added |
| 19 | IEMG | ISHARES INC | $3.1M | 1.52% | 43,747 | Added |
| 20 | GOOGL | ALPHABET INC | $2.9M | 1.44% | 10,061 | Added |
| 21 | SHYG | ISHARES TR | $2.7M | 1.34% | 63,610 | Trimmed |
| 22 | AVGO | BROADCOM INC | $2.6M | 1.29% | 8,377 | Added |
| 23 | NEE | NEXTERA ENERGY INC | $2.3M | 1.15% | 24,903 | Added |
| 24 | TLH | ISHARES TR | $2.3M | 1.14% | 22,727 | Added |
| 25 | META | META PLATFORMS INC | $2.2M | 1.07% | 3,777 | Added |
Source: SEC Form 13F filings · as of 2026-03-31