Centurion Wealth Management LLC

All 13F Filings

Location
Mclean, VA
Most recent 13F
Q3 2026
Holdings value ($000)
415,344
Description
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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
Q3 2026 10/13/2026 281 415,344 13F-HR Centurion Wealth Management LLC
Q2 2026 7/9/2026 283 418,232 13F-HR Centurion Wealth Management LLC
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)
Type Value ($000) Share % Inflow Outflow Net
Stocks 134.8 K 32.5% 0 2.137 K -2.137 K
ETFs 272 K 65.6% 0 573 -573
Debt 7.614 K 1.8% 0 193 -193
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Fund Snapshot

Q3 2026
Latest filed
10/13/2026
Total value ($000)
415,344
Holdings
281
QoQ value change ($000)
-2,888 (-0.7%)
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.