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.
Centurion Wealth Management LLC (CIK 1951368) reported $443.8M across 298 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: GSLC ($27.4M, 6.18%), JEPQ ($14.8M, 3.33%), IVV ($14.4M, 3.25%), AAPL ($12.1M, 2.73%), SPYI ($10.4M, 2.34%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | GSLC | GOLDMAN SACHS ETF TR | $27.4M | 6.18% | 219,236 | Added |
| 2 | JEPQ | J P MORGAN EXCHANGE TRADED F | $14.8M | 3.33% | 265,813 | Added |
| 3 | IVV | ISHARES TR | $14.4M | 3.25% | 22,072 | Added |
| 4 | AAPL | APPLE INC | $12.1M | 2.73% | 47,721 | Trimmed |
| 5 | SPYI | NEOS ETF TRUST | $10.4M | 2.34% | 210,514 | New |
| 6 | JBND | J P MORGAN EXCHANGE TRADED F | $9.6M | 2.17% | 179,406 | Added |
| 7 | NOBL | PROSHARES TR | $9.0M | 2.04% | 85,284 | Added |
| 8 | DYNF | BLACKROCK ETF TRUST | $9.0M | 2.03% | 154,663 | Added |
| 9 | NVDA | NVIDIA CORPORATION | $8.0M | 1.81% | 46,036 | Trimmed |
| 10 | IUSB | ISHARES TR | $7.5M | 1.69% | 162,024 | Added |
| 11 | VOO | VANGUARD INDEX FDS | $7.4M | 1.66% | 12,355 | Added |
| 12 | ZROZ | PIMCO ETF TR | $7.1M | 1.60% | 110,684 | Added |
| 13 | IEMG | ISHARES INC | $6.2M | 1.40% | 88,990 | Trimmed |
| 14 | AIQ | GLOBAL X FDS | $6.2M | 1.39% | 132,549 | Added |
| 15 | QUAL | ISHARES TR | $6.1M | 1.38% | 31,826 | Trimmed |
| 16 | IVW | ISHARES TR | $6.1M | 1.38% | 54,202 | Added |
| 17 | QGRW | WISDOMTREE TR | $6.0M | 1.35% | 112,201 | New |
| 18 | JEPI | J P MORGAN EXCHANGE TRADED F | $5.7M | 1.29% | 100,950 | Trimmed |
| 19 | GLTR | ABRDN PRECIOUS METALS BASKET | $5.7M | 1.28% | 25,899 | Trimmed |
| 20 | IVE | ISHARES TR | $5.4M | 1.22% | 25,662 | Added |
| 21 | CSRE | COHEN & STEERS ETF TRUST | $4.9M | 1.11% | 177,176 | New |
| 22 | VIG | VANGUARD SPECIALIZED FUNDS | $4.6M | 1.04% | 21,466 | Trimmed |
| 23 | AMZN | AMAZON COM INC | $4.4M | 0.99% | 21,189 | Trimmed |
| 24 | SGOL | ETFS GOLD TR | $4.2M | 0.94% | 93,555 | Trimmed |
| 25 | OEF | ISHARES TR | $4.1M | 0.92% | 12,893 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31