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Portfolio (Quarterly) Guide ↗

Centurion Wealth Management LLC

· CIK 0001951368
13F Portfolio $418M AUM 283 positions Filed Jul 9, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 283 New
Page 10 of 15  ·  283 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 MAR MARRIOTT INTL INC NEW Consumer Cyclical 1,113.0 $413K 0.10% NEW $370.64 -3.9%
182 COF CAPITAL ONE FINL CORP Financial Services 2,048.0 $411K 0.10% NEW $200.63 +8.2%
183 SGDM SPROTT ETF TRUST 6,483.0 $408K 0.10% NEW $62.87 +36.8%
184 IUSG ISHARES TR 2,165.0 $407K 0.10% NEW $188.09 +2.1%
185 TXN TEXAS INSTRS INC Technology 1,363.0 $406K 0.10% NEW $298.04 -10.5%
186 SPYV SPDR SERIES TRUST 6,581.0 $400K 0.10% NEW $60.79 +4.5%
187 VTV VANGUARD INDEX FDS 1,831.0 $399K 0.10% NEW $217.90 +3.6%
188 VCSH VANGUARD SCOTTSDALE FDS 5,003.0 $395K 0.10% NEW $79.04 -0.4%
189 WF WOORI FINL GROUP INC Financial Services 6,850.0 $393K 0.09% NEW $57.40 +24.5%
190 PWB INVESCO EXCHANGE TRADED FD T 2,304.0 $388K 0.09% NEW $168.46 -7.1%
191 BCD ABRDN ETFS 11,223.0 $383K 0.09% NEW $34.15 +11.7%
192 LAMR LAMAR ADVERTISING CO Real Estate 2,456.0 $383K 0.09% NEW $156.00 -3.7%
193 RTX RTX CORPORATION Industrials 2,001.0 $380K 0.09% NEW $189.77 +11.5%
194 FICO FAIR ISAAC CORP Technology 316.0 $378K 0.09% NEW $1194.78 -2.4%
195 LMT LOCKHEED MARTIN CORP Industrials 722.0 $368K 0.09% NEW $509.39 +10.4%
196 ACN ACCENTURE PLC IRELAND Technology 2,931.0 $365K 0.09% NEW $124.44 +51.7%
197 BHP BHP BILLITON LIMITED Basic Materials 4,350.0 $362K 0.09% NEW $83.31 +15.7%
198 FDVV FIDELITY COVINGTON TRUST 5,959.0 $359K 0.09% NEW $60.29 +5.1%
199 D DOMINION ENERGY INC Utilities 5,258.0 $359K 0.09% NEW $68.29 -3.0%
200 DIS DISNEY WALT CO Communication Services 3,727.0 $359K 0.09% NEW $96.24 +11.6%
Page 10 of 15  ·  283 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 34.5%
Financial Services 28.7%
Industrials 8.0%
Healthcare 7.8%
Consumer Cyclical 6.3%
Consumer Defensive 4.1%
Communication Services 3.5%
Energy 2.4%
Utilities 1.8%
Real Estate 1.5%