CENTAURUS FINANCIAL, INC.
All 13F Filings
- Location
- Anaheim, CA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 2,186,782
- Description
- Anaheim California based relationship driven wealth allocation platform with an incorporated management platform and a cycle aware and portfolio focused investment mandate. The approach emphasizes planning integrated mandate design, valuation discipline and downside awareness, and fundamental research depth for planning centered advisory portfolios. Decision making is guided by risk budgets, governance discipline, and pragmatic portfolio controls through position level governance and mandate continuity.
- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/13/2026 | 1,046 | 2,186,782 | 13F-HR | CENTAURUS FINANCIAL, INC. |
| Q3 2025 | 11/20/2025 | 1,034 | 2,130,711 | 13F-HR | CENTAURUS FINANCIAL, INC. |
| Q2 2025 | 8/29/2025 | 963 | 1,712,762 | 13F-HR | CENTAURUS FINANCIAL, INC. |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
115
(0.0% of total reported value)
· QoQ Δ:
-247
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 1.914 M | 87.6% | 43.77 K | 0 | 43.77 K |
| ETFs | 268.4 K | 12.3% | 14.07 K | 0 | 14.07 K |
| Debt | 2.274 K | 0.1% | 0 | 992 | -992 |
| Other | 806 | 0.0% | 0 | 26 | -26 |
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Fund Snapshot
Q4 2025
Latest filed
2/13/2026
Total value ($000)
2,186,782
Holdings
1046
QoQ value change ($000)
56,071
(2.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.