Centurion Wealth Management LLC Portfolio Holdings

Centurion Wealth Management LLC

  • $349 Billion
  • Q2 2025

Centurion Wealth Management LLC has filed its 13F form on July 07, 2025 for Q2 2025 where it was disclosed a total value porftolio of $349 Billion distributed in 236 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Goldman Sachs ETF Tr Activebet with a value of $21.8B, Apple Inc. with a value of $14.6B, J P Morgan Exchange Traded Fd with a value of $14.1B, Ishares Core S&P 500 ETF with a value of $14B, and J P Morgan ETF Tr Nasdaq Equit with a value of $12.7B.

Examining the 13F form we can see an increase of $29.2B in the current position value, from $320B to 349B.

Centurion Wealth Management LLC is based out at Mclean, VA

Below you can find more details about Centurion Wealth Management LLC portfolio as well as his latest detailed transactions.

Portfolio value $349 Billion
ETFs: $215 Billion
Technology: $41.1 Billion
Financial Services: $19.1 Billion
Consumer Cyclical: $10.3 Billion
Communication Services: $8.05 Billion
Consumer Defensive: $6.78 Billion
Healthcare: $5.51 Billion
Industrials: $4.94 Billion
Other: $5.54 Billion

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$30.4B
$210 Million 0.06% of portfolio
4,056
Q2 2025 Reduced 0.52%
$54.5B
$193 Million 0.06% of portfolio
10,647
Q4 2024 Reduced 7.89%
$31.4B
$205 Million 0.06% of portfolio
3,265
Q2 2025 New
$15.3B
$218 Million 0.06% of portfolio
2,281
Q2 2025 Added 42.47%
$17.2B
$221 Million 0.06% of portfolio
1,345
Q2 2025 New
$70.3B
$90.1 Million 0.03% of portfolio
21,195
Q2 2025 Added 5.82%

Summary

  • Portfolio
  • No. of Stocks 236
  • Current Value $349 Billion
  • Prior Value $320 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 07, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 35 stocks
  • Additional Purchases 107 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 65 stocks
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