Centurion Wealth Management LLC
Top Portfolio Positions
169 positions ·
$133,730,817 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
47,721 | $12,111,112 | 9.06% | |
| NVDA |
Nvidia Corp
Technology
|
46,036 | $8,028,678 | 6.00% | |
| GLTR |
abrdn Precious Metals Basket ETF Trust
|
25,899 | $5,664,629 | 4.24% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
21,189 | $4,413,033 | 3.30% | |
| SGOL |
abrdn Gold ETF Trust
|
93,555 | $4,174,424 | 3.12% | |
| MSFT |
Microsoft Corp
Technology
|
10,656 | $3,944,531 | 2.95% | |
| IBIT |
iShares Bitcoin Trust ETF
|
91,036 | $3,497,603 | 2.62% | |
| SPY |
Spdr S&P 500 ETF Trust
|
4,566 | $2,969,452 | 2.22% | |
| IAU |
Ishares Gold Trust
|
32,559 | $2,870,401 | 2.15% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
8,030 | $2,309,106 | 1.73% |
Portfolio Trend
13 quarters · across all stocks
Holdings in WF
Shares Held
Position Value (USD)
3 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $456,210 | 6,850 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $432,106 | 7,350 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $412,702 | 7,350 | Shares | Sole | 2025-10-09 | |
| No 13F history on record for this holder in this stock. | ||||||