Centric Wealth Management - Portfolio Stock Holdings
Centric Wealth Management disclosed 207 stock positions in a recent SEC 13F filing. $645,196,122 of stock holdings were filed, with the largest holdings including UPS, VOO, and SGOV. This filing represented positions held on June 30, 2026, and was filed on Aug. 6, 2026.Report Period:
June 30, 2026No. of Stocks:
207Est. Stock Holding Value:
$645,196,122Top Stock Holdings By Sector
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Portfolio Stock Holdings - Centric Wealth Management
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Stock
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Holdings (Shares)
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Holdings (USD)
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% of Portfolio
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Change (Shares)
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Change (USD)
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% Change
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