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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 11 of 15  ·  283 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 GS GOLDMAN SACHS GROUP INC Financial Services 349.0 $353K 0.08% NEW $1011.37 +3.0%
202 ITRN ITURAN LOCATION AND CONTROL Technology 5,750.0 $351K 0.08% NEW $61.01 -14.7%
203 DUK DUKE ENERGY CORP NEW Utilities 2,759.0 $349K 0.08% NEW $126.58 -4.5%
204 NUE NUCOR CORP Basic Materials 1,516.0 $338K 0.08% NEW $222.81 +12.7%
205 MA MASTERCARD INCORPORATED Financial Services 657.0 $338K 0.08% NEW $513.85 +15.2%
206 WFC WELLS FARGO & CO Financial Services 4,077.0 $337K 0.08% NEW $82.64 +2.6%
207 COP CONOCOPHILLIPS Energy 3,236.0 $336K 0.08% NEW $103.96 +24.1%
208 UNM UNUM GROUP Financial Services 3,750.0 $335K 0.08% NEW $89.40 +3.9%
209 EFAV ISHARES TR 3,781.0 $332K 0.08% NEW $87.71 +7.2%
210 MMTM SPDR SERIES TRUST 1,056.0 $330K 0.08% NEW $312.86 -2.3%
211 J P MORGAN EXCHANGE TRADED F 6,468.0 $327K 0.08% NEW $50.57
212 GHY PGIM GLOBAL HIGH YIELD FD FO Financial Services 26,765.0 $324K 0.08% NEW $12.10 -4.1%
213 NUVEEN CR STRATEGIES INCOME 66,465.0 $323K 0.08% NEW $4.86
214 ANET ARISTA NETWORKS INC Technology 1,900.0 $323K 0.08% NEW $169.88 +18.4%
215 UBS UBS GROUP AG Financial Services 6,500.0 $322K 0.08% NEW $49.56 +9.7%
216 HUM HUMANA INC Healthcare 807.0 $321K 0.08% NEW $397.22 -0.7%
217 CVX CHEVRON CORPORATION Energy 1,902.0 $315K 0.07% NEW $165.75 +20.4%
218 EAGG ISHARES TR 6,584.0 $312K 0.07% NEW $47.41 -1.2%
219 MO ALTRIA GROUP INC Consumer Defensive 4,332.0 $312K 0.07% NEW $71.95 -5.6%
220 EFA ISHARES TR 2,999.0 $312K 0.07% NEW $103.88 +3.9%
Page 11 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%