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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 3 of 15  ·  283 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 MTUM ISHARES TR 7,648.0 $2.6M 0.63% NEW $342.81 -11.3%
42 BTC GRAYSCALE BITCOIN MINI TR ET Financial Services 92,440.0 $2.4M 0.57% NEW $25.95 +33.8%
43 FNDE SCHWAB STRATEGIC TR 59,424.0 $2.4M 0.56% NEW $39.68 +5.6%
44 VYM VANGUARD WHITEHALL FDS 14,889.0 $2.4M 0.56% NEW $158.03 +4.4%
45 DGRO ISHARES TR 30,143.0 $2.3M 0.55% NEW $75.79 +5.2%
46 VRIG INVESCO ACTIVELY MANAGED EXC 86,304.0 $2.2M 0.52% NEW $25.07 -0.1%
47 VIGI VANGUARD WHITEHALL FDS 23,027.0 $2.2M 0.51% NEW $93.38 +5.5%
48 GOVT ISHARES TR 93,685.0 $2.1M 0.51% NEW $22.78 -1.0%
49 COWG PACER FDS TR 52,724.0 $2.1M 0.51% NEW $40.15 -1.6%
50 IAU ISHARES GOLD TR Financial Services 27,945.0 $2.1M 0.51% NEW $75.51 +14.4%
51 LLY ELI LILLY & CO Healthcare 1,750.0 $2.1M 0.50% NEW $1199.43 -0.8%
52 FBCG FIDELITY COVINGTON TRUST 33,161.0 $2.1M 0.49% NEW $62.11 -1.1%
53 GOOGL ALPHABET INC Communication Services 5,638.0 $2.0M 0.48% NEW $357.39 -4.3%
54 SPY STATE STR SPDR S&P 500 ETF T Financial Services 2,659.0 $2.0M 0.47% NEW $746.87 +2.6%
55 CAT CATERPILLAR INC Industrials 1,861.0 $2.0M 0.47% NEW $1064.63 -22.8%
56 SCHO SCHWAB STRATEGIC TR 78,255.0 $1.9M 0.45% NEW $24.14 -0.2%
57 COWZ PACER FDS TR 28,615.0 $1.8M 0.43% NEW $62.20 +15.5%
58 USMV ISHARES TR 18,219.0 $1.8M 0.42% NEW $96.46 +5.3%
59 DTCR GLOBAL X FDS 57,456.0 $1.7M 0.42% NEW $30.37 -6.7%
60 SCHD SCHWAB STRATEGIC TR 54,649.0 $1.7M 0.41% NEW $31.71 +10.5%
Page 3 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%