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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 2 of 15  ·  283 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 BAI BLACKROCK ETF TRUST 83,628.0 $4.4M 1.05% NEW $52.72 -16.1%
22 MSFT MICROSOFT CORP Technology 11,552.0 $4.3M 1.03% NEW $373.02 +33.1%
23 EFV ISHARES TR 54,729.0 $4.2M 1.00% NEW $76.55 +7.4%
24 NCDL NUVEEN CHURCHILL DIRECT LEND Financial Services 312,308.0 $3.9M 0.93% NEW $12.42 -1.2%
25 AMZN AMAZON COM INC Consumer Cyclical 15,834.0 $3.8M 0.90% NEW $238.33 +9.2%
26 SGOL ETFS GOLD TR Financial Services 92,305.0 $3.5M 0.84% NEW $38.23 +14.4%
27 OEF ISHARES TR 9,140.0 $3.3M 0.80% NEW $365.89 +3.1%
28 FNDF SCHWAB STRATEGIC TR 63,285.0 $3.3M 0.80% NEW $52.76 +5.5%
29 TLH ISHARES TR 32,935.0 $3.3M 0.79% NEW $100.35 -2.6%
30 JPIE J P MORGAN EXCHANGE TRADED F 70,932.0 $3.3M 0.78% NEW $46.05 -0.3%
31 VTI VANGUARD INDEX FDS 8,773.0 $3.2M 0.78% NEW $370.06 +2.2%
32 MBB ISHARES TR 34,280.0 $3.2M 0.78% NEW $94.52 -1.0%
33 PXF INVESCO EXCH TRADED FD TR II 41,829.0 $3.2M 0.76% NEW $75.64 +5.2%
34 VTIP VANGUARD MALVERN FDS 61,876.0 $3.1M 0.74% NEW $50.23 -0.8%
35 BINC BLACKROCK ETF TRUST II 55,833.0 $2.9M 0.70% NEW $52.34 -0.4%
36 FNDB SCHWAB STRATEGIC TR 95,380.0 $2.9M 0.69% NEW $30.46 +4.3%
37 THRO BLACKROCK ETF TRUST 65,234.0 $2.8M 0.67% NEW $43.11 +1.0%
38 GOOG ALPHABET INC 7,875.0 $2.8M 0.67% NEW $353.35
39 IAGG ISHARES TR 54,877.0 $2.8M 0.66% NEW $50.60 -1.5%
40 GDX VANECK ETF TRUST 35,000.0 $2.6M 0.63% NEW $75.45 +35.7%
Page 2 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%