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.
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
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