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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 9 of 15  ·  283 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 GEV GE VERNOVA INC Utilities 422.0 $496K 0.12% NEW $1174.88 -18.9%
162 HD HOME DEPOT INC Consumer Cyclical 1,405.0 $496K 0.12% NEW $352.72 -5.1%
163 VOOV VANGUARD ADMIRAL FDS INC 2,241.0 $491K 0.12% NEW $219.25 +4.8%
164 ORCL ORACLE CORP Technology 3,324.0 $487K 0.12% NEW $146.56 +1.6%
165 INTC INTEL CORP Technology 3,432.0 $479K 0.12% NEW $139.63 -36.8%
166 TFC TRUIST FINL CORP Financial Services 9,544.0 $475K 0.11% NEW $49.82 +1.7%
167 IYW ISHARES TR 1,874.0 $473K 0.11% NEW $252.22 -2.2%
168 MCN XAI MADISON EQUITY PREMIUM I Financial Services 84,426.0 $466K 0.11% NEW $5.52 +2.4%
169 JPC NUVEEN PFD & INCOME OPPORTUN Financial Services 58,732.0 $463K 0.11% NEW $7.88 -4.9%
170 FTEC FIDELITY COVINGTON TRUST 1,614.0 $461K 0.11% NEW $285.58 -1.4%
171 KYN KAYNE ANDERSON ENERGY INFRST Financial Services 33,024.0 $457K 0.11% NEW $13.83 +7.2%
172 RSPG INVESCO EXCHANGE TRADED FD T 4,600.0 $451K 0.11% NEW $97.96 +14.5%
173 ENB ENBRIDGE INC Energy 8,238.0 $447K 0.11% NEW $54.21 -7.1%
174 FELV FIDELITY COVINGTON TRUST 10,743.0 $431K 0.10% NEW $40.09 +7.2%
175 DIA STATE STR SPDR DOW JONES IND Financial Services 824.0 $431K 0.10% NEW $522.62 +2.2%
176 AVK ADVENT CONV & INCOME FD Financial Services 32,815.0 $430K 0.10% NEW $13.10 -4.2%
177 AMT AMERICAN TOWER CORP Real Estate 2,586.0 $423K 0.10% NEW $163.59 +7.4%
178 PM PHILIP MORRIS INTL INC Consumer Defensive 2,337.0 $423K 0.10% NEW $180.93 +7.3%
179 GMO ETF TRUST 11,250.0 $422K 0.10% NEW $37.48
180 BLACKROCK ETF TRUST 13,145.0 $418K 0.10% NEW $31.78
Page 9 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%