Center For Asset Management LLC
All 13F Filings
- Location
- Palm Beach Gardens, FL
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 225,324
- Description
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- Website
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- Founded
- —
- Chairman
- —
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 7/27/2026 | 151 | 225,324 | 13F-HR | Center For Asset Management LLC |
| Q1 2026 | 4/16/2026 | 144 | 201,334 | 13F-HR | Center For Asset Management LLC |
| Q4 2025 | 1/21/2026 | 145 | 191,240 | 13F-HR | Center For Asset Management LLC |
| Q3 2025 | 11/19/2025 | 136 | 187,429 | 13F-HR | Center For Asset Management LLC |
| Q2 2025 | 7/23/2025 | 125 | 162,208 | 13F-HR | Center For Asset Management LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 89.59 K | 39.8% | 10.83 K | 0 | 10.83 K |
| ETFs | 134.5 K | 59.7% | 13.15 K | 0 | 13.15 K |
| Debt | 1.241 K | 0.6% | 1 | 0 | 1 |
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Fund Snapshot
Q2 2026
Latest filed
7/27/2026
Total value ($000)
225,324
Holdings
151
QoQ value change ($000)
23,990
(11.9%)
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.