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Home > Institutional Investor > Centurion Wealth Management Llc > Profile

Instuitional Investor - Centurion Wealth Management Llc

Fund Profile
Filing Period:
Fund Name: Centurion Wealth Management Llc
Portfolio Value $418,232,048
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Goldman Sachs Etf Tr
 173,502 $24,618,251 5.89%
2.
Ishares Trust
 IEF 20,557 $15,395,085 3.68%
3.
J P Morgan Exchange Traded F
 221,476 $13,611,921 3.25%
4.
Apple Inc.
 AAPL 37,697 $10,907,901 2.61%
5.
Wisdomtree Tr
 161,509 $10,664,440 2.55%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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