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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 $443,843,449
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Goldman Sachs Etf Tr
 219,236 $27,433,036 6.18%
2.
J P Morgan Exchange Traded F
 265,813 $14,757,961 3.33%
3.
Ishares Trust
 IEF 22,072 $14,417,544 3.25%
4.
Apple Inc.
 AAPL 47,721 $12,111,057 2.73%
5.
Neos Etf Trust - NEOS S&P 500 HI
 210,514 $10,393,093 2.34%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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