Center For Asset Management LLC
All 13F Filings
- Location
- Palm Beach Gardens, FL
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 201,334
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| 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 |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 78.76 K | 39.1% | 0 | 56.23 K | -56.23 K |
| ETFs | 121.3 K | 60.3% | 66.75 K | 0 | 66.75 K |
| Debt | 1.24 K | 0.6% | 64 | 0 | 64 |
| Other | 0 | 0.0% | 0 | 493 | -493 |
Swipe for more columns
Fund Snapshot
Q1 2026
Latest filed
4/16/2026
Total value ($000)
201,334
Holdings
144
QoQ value change ($000)
10,094
(5.3%)
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.