Centurion Wealth Management LLC - Portfolio overview

Centurion Wealth Management LLC has 333 reported holdings in this dataset, with the latest filing dated 2026-04-13.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. GSLC - GOLDMAN SACHS ETF TR, 6.10%
2. JEPQ - J P MORGAN EXCHANGE TRADED F, 3.28%
3. IVV - ISHARES TR, 3.21%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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