Centricity Wealth Management, LLC has filed its 13F form on July 18, 2025 for Q2 2025 where it was disclosed a total value porftolio of $125 Billion distributed in 430 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $15.9B, Ishares Tr Msci Eafe ETF with a value of $6.73B, Jp Morgan ETF Tr Ultra Short I with a value of $6.53B, Ishares Tr Ibonds Dec 2028 Ter with a value of $4.98B, and Ishares Tr Ibonds Dec 2027 Ter with a value of $4.93B.
Examining the 13F form we can see an increase of $15B in the current position value, from $110B to 125B.
Also it can be appreciated an additional of 9 stocks purchases and 1 closed positions.
Centricity Wealth Management, LLC is based out at Westerville, OH
Below you can find more details about Centricity Wealth Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$125 Billion
ETFs: $95.5 Billion
Technology: $6.97 Billion
Consumer Cyclical: $3.67 Billion
Financial Services: $3.26 Billion
Industrials: $3.22 Billion
Healthcare: $3 Billion
Consumer Defensive: $2.48 Billion
Communication Services: $1.3 Billion
Other: $1.45 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
