Centric Wealth Management - Portfolio overview

Centric Wealth Management has 220 reported holdings in this dataset, with the latest filing dated 2026-05-12.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Industrials.

Largest reported holdings by portfolio allocation

1. SGOV - ISHARES TR, 6.05%
2. UPS - UNITED PARCEL SVCS INC, 4.58%
3. VOO - VANGUARD INDEX FDS, 3.83%

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

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