Centric Wealth Management: 13F holdings
CIK 17527612026Q2
| Positions | 209 |
|---|---|
| Reported value | $643.2m |
| Filed | 2026-08-06 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| UPS UNITED PARCEL SVCS INC | 480,457 | $49.3m | 7.7% |
| VOO VANGUARD INDEX FDS | 60,977 | $41.8m | 6.5% |
| SGOV ISHARES TR | 310,239 | $31.2m | 4.8% |
| VONV VANGUARD SCOTTSDALE FDS | 252,918 | $27.0m | 4.2% |
| AAPL APPLE INC | 66,927 | $18.5m | 2.9% |
| VANGUARD MALVERN FDS | 220,113 | $16.7m | 2.6% |
| VXUS VANGUARD STAR FDS | 180,068 | $15.3m | 2.4% |
| UNH UNITEDHEALTH GROUP INC | 39,178 | $15.2m | 2.4% |
| HARTFORD FDS EXCHANGE TRADED | 411,612 | $14.4m | 2.2% |
| VTI VANGUARD INDEX FDS | 31,189 | $11.6m | 1.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1752761")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.