Centurion Wealth Management LLC
All 13F Filings
- Location
- Mclean, VA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 443,843
- 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 |
|---|---|---|---|---|---|
| Q1 2026 | 4/10/2026 | 316 | 443,843 | 13F-HR | Centurion Wealth Management LLC |
| Q4 2025 | 1/14/2026 | 312 | 456,541 | 13F-HR | Centurion Wealth Management LLC |
| Q3 2025 | 10/9/2025 | 311 | 439,141 | 13F-HR | Centurion Wealth Management LLC |
| Q2 2025 | 7/7/2025 | 236 | 348,847 | 13F-HR | Centurion Wealth Management LLC |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
934
(0.2% of total reported value)
· QoQ Δ:
-542
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 143.5 K | 32.5% | 0 | 181.5 K | -181.5 K |
| ETFs | 288.9 K | 65.4% | 178.9 K | 0 | 178.9 K |
| Debt | 9.647 K | 2.2% | 845 | 0 | 845 |
| Other | 0 | 0.0% | 0 | 9.839 K | -9.839 K |
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Fund Snapshot
Q1 2026
Latest filed
4/10/2026
Total value ($000)
443,843
Holdings
316
QoQ value change ($000)
-12,698
(-2.8%)
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.