Centricity Wealth Management, LLC - Portfolio overview

Centricity Wealth Management, LLC has 429 reported holdings in this dataset, with the latest filing dated 2025-07-18.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Consumer Cyclical.

Largest reported holdings by portfolio allocation

1. VOO - VANGUARD INDEX FDSS&P 500 ETF SHS, 12.67%
2. EFA - ISHARES TRMSCI EAFE ETF, 5.38%
3. JPST - J P MORGAN EXCHANGE TRADED FULTRA SHRT ETF, 5.22%

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

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