StockDriftsStockDriftsTop 50 Centurion Wealth Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GSLC | GOLDMAN SACHS ETF TR | 6.03% | 172.8K | $25.1M | -0.40%(-694) | $94.84(+54.33%) | 2026-09-30 | |
| IVV | ISHARES TR | 5.17% | 28.0K | $21.5M | +36.44%(+7.49K) | $490.86(+56.87%) | 2026-09-30 | |
| JEPQ | J P MORGAN EXCHANGE TRADED F | 3.3% | 223.4K | $13.7M | +0.87%(+1.93K) | $55.13(+7.93%) | 2026-09-30 | |
| IUSB | ISHARES TR | 2.73% | 257.1K | $11.3M | +66.70%(+102.89K) | $45.18(-1.88%) | 2026-09-30 | |
| QGRW | WISDOMTREE TR | 2.72% | 164.5K | $11.3M | +1.84%(+2.96K) | $57.02(+19.04%) | 2026-09-30 | |
| AAPL | APPLE INC | 2.61% | 32.5K | $10.8M | -13.79%(-5.20K) | $139.82(+145.27%) | 2026-09-30 | |
| SPYI | NEOS ETF TRUST | 2.47% | 193.2K | $10.3M | +2.07%(+3.92K) | $50.99(+4.99%) | 2026-09-30 | |
| IVW | ISHARES TR | 2.13% | 62.3K | $8.9M | +11.57%(+6.46K) | $88.87(+57.77%) | 2026-09-30 | |
| DYNF | BLACKROCK ETF TRUST | 2.04% | 122.2K | $8.5M | -8.07%(-10.73K) | $46.15(+49.42%) | 2026-09-30 | |
| JBND | J P MORGAN EXCHANGE TRADED F | 1.83% | 148.9K | $7.6M | +2.07%(+3.02K) | $53.47(-3.87%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (14 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +11.85% | +39.94% | — | — | +54.12% |
| Top 20 Holdings Unweighted | +12.15% | +41.04% | — | — | +55.84% |
Centurion Wealth Management LLC reports $415.34M in US-listed equity holdings across 281 positions in its most recent 13F filing. Its largest disclosed positions are GSLC (6.0%), IVV (5.2%) and JEPQ (3.3%). The top 20 holdings account for 44.7% of reported assets. Its disclosed equity book has returned +39.94% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Centurion Wealth Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1951368). View Centurion Wealth Management LLC’s 13F filings on SEC