Centurion Wealth Management LLC

Position in UBS — UBS Group AG

CIK 1951368 Mclean, VA

Position in UBS

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$322,140

+$68,185 QoQ

Shares Held

6,500

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.27%

of 13F equity value

Holder Rank

#473

of 758 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Centurion Wealth Management LLC holds $2,754,175 across 4 Banks - Diversified names. UBS ranks #4 (11.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	4,808	$1,573,802
2	BAC	Bank Of America Corp /De/	9,149	$521,310
3	WFC	Wells Fargo & Company/Mn	4,077	$336,923
4	UBS	UBS Group AG This page	6,500	$322,140

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$322,140	6,500	0.0%	Shares	Sole	2026-07-09
2026-03-31	$253,955	6,500	0.0%	Shares	Sole	2026-04-13
2025-12-31	$301,015	6,500	0.0%	Shares	Sole	2026-01-14
2025-09-30	$266,500	6,500	—	Shares	Sole	2025-10-09
No filing history on record for this holder in this stock.