13F Filings History of Centurion Wealth Management LLC

Latest 13F report
Q4 2025 - 14 Jan 2026
Value $
$455,065,250
Signature - Title
Jill Grimes - CCO
Location
Mclean, VA
Summary
This page shows a list of all the recent 13F filings made by Centurion Wealth Management LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Centurion Wealth Management LLC reported 302 stock holdings with total value $455,065,250 as of Q4 2025. Top holdings included GSLC, AAPL, JEPI, IVV, and JEPQ.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 302 $455,065,250 +$23,156,552 -$8,433,513 +$14,723,039 GSLC, AAPL, JEPI, IVV, JEPQ 13F-HR 14 Jan 2026, 16:39
Q3 2025 300 $437,865,501 +$83,702,307 -$16,392,733 +$67,309,574 GSLC, AAPL, JEPI, IVV, JEPQ 13F-HR 09 Oct 2025, 16:24
Q2 2025 233 $348,710,394 +$62,072,850 -$45,423,519 +$16,649,331 GSLC, AAPL, JEPI, IVV, JEPQ 13F-HR 07 Jul 2025, 09:10
Q1 2025 214 $317,186,774 $0 -$45,507 -$45,507 GSLC, AAPL, IVV, JEPI, NVDA 13F-HR 16 Apr 2025, 13:42
Q4 2024 215 $319,700,270 +$20,953,057 -$15,010,173 +$5,942,884 GSLC, AAPL, IVV, JEPI, NVDA 13F-HR 10 Feb 2025, 14:54
Q3 2024 217 $313,356,969 +$82,393,169 -$33,114,489 +$49,278,680 GSLC, AAPL, IVV, JEPI, IUSB 13F-HR 07 Nov 2024, 10:37
Q1 2024 190 $251,555,053 +$33,783,510 -$29,616,876 +$4,166,634 IVV, TFLO, AAPL, GSLC, JEPI 13F-HR 29 Apr 2024, 20:50
Q4 2023 172 $234,005,042 +$25,323,433 -$11,895,610 +$13,427,823 IVV, AAPL, TFLO, GSLC, FVD 13F-HR 24 Jan 2024, 18:03
Q3 2023 154 $204,254,813 +$27,016,854 -$21,799,530 +$5,217,324 IVV, AAPL, TFLO, GSLC, FVD 13F-HR 31 Oct 2023, 21:07
Q2 2023 154 $207,346,560 +$7,498,720 -$5,821,681 +$1,677,039 AAPL, IVV, GSLC, FVD, IUSB 13F-HR 21 Jul 2023, 10:43
Q1 2023 151 $195,098,193 +$29,016,238 -$20,147,870 +$8,868,368 IVV, AAPL, FVD, GSLC, IUSB 13F-HR 10 May 2023, 17:21
Q4 2022 155 $176,467,722 $0 $0 $0 IVV, AAPL, FVD, GSLC, IUSB Restatement 23 Feb 2023, 10:53