13F Filings History of Centricity Wealth Management, LLC

Latest 13F report
Q2 2025 - 18 Jul 2025
Value $
$125,130,752
Signature - Title
Christopher J. Ciehanski - CCO
Location
Westerville, OH
Summary
This page shows a list of all the recent 13F filings made by Centricity Wealth Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Centricity Wealth Management, LLC reported 429 stock holdings with total value $125,130,752 as of Q2 2025. Top holdings included VOO, EFA, JPST, IBDT, and IBDS.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q2 2025 429 $125,130,752 +$8,818,818 -$1,815,635 +$7,003,183 VOO, EFA, JPST, IBDT, IBDS 13F-HR 18 Jul 2025, 12:52
Q1 2025 449 $110,173,053 +$5,796,438 -$1,131,500 +$4,664,938 VOO, JPST, EFA, IBDT, IBDS 13F-HR 14 Apr 2025, 14:31
Q4 2024 454 $107,127,666 $0 $0 $0 VOO, JPST, IBDT, IVV, IBDS 13F-HR 03 Feb 2025, 13:07