Centric Wealth Management

Position in HOOD — Robinhood Markets, Inc.

CIK 1752761 CHICAGO, IL

Position in HOOD

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$1,002,800

+$309,800 QoQ

Shares Held

10,000

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.26%

of 13F equity value

Holder Rank

#678

of 1,380 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Centric Wealth Management holds $6,816,849 across 3 Capital Markets names. HOOD ranks #2 (14.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EVR	Evercore Inc.	14,764	$5,041,020
2	HOOD	Robinhood Markets, Inc. This page	10,000	$1,002,800
3	MS	Morgan Stanley	3,698	$773,029

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,002,800	10,000	0.0%	Shares	Sole	2026-08-06
2026-03-31	$693,000	10,000	—	Shares	Sole	2026-05-12
No filing history on record for this holder in this stock.