Center For Asset Management LLC
All 13F Filings
- Location
- Palm Beach Gardens, FL
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 191,240
- 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 |
|---|---|---|---|---|---|
| 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 | 135 K | 70.6% | 4.392 K | 0 | 4.392 K |
| ETFs | 54.59 K | 28.5% | 0 | 634 | -634 |
| Debt | 1.176 K | 0.6% | 37 | 0 | 37 |
| Other | 493 | 0.3% | 22 | 0 | 22 |
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Fund Snapshot
Q4 2025
Latest filed
1/21/2026
Total value ($000)
191,240
Holdings
145
QoQ value change ($000)
3,811
(2.0%)
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.