Centricity Wealth Management, LLC
CIK 2054645
13F portfolio (2025-Q2)
$125M
Positions
429
As reported on this filer's Form 13F for 2025-Q2, filed 2025-07-18. Long positions in SEC Section 13(f) securities; a lagged quarterly snapshot, filed up to 45 days after quarter-end. This filer has stopped filing 13F reports.
| 1 | VOO | VANGUARD INDEX FDS |
| 2 | EFA | ISHARES TR |
| 3 | JPST | J P MORGAN EXCHANGE TRADED F |
| 4 | IBDT | ISHARES TR |
| 5 | IBDS | ISHARES TR |
Top holdings — weights and history with Pro
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