CIK 1752761
Centric Wealth Management
Institutional 13F holdings & portfolio
Holdings
194
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
1
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 194
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| UPS | UNITED PARCEL SERVICE INC | 262K | $1M+ | SH |
| SGOV | ISHARES TR | 209K | $1M+ | SH |
| VOO | VANGUARD INDEX FDS | 31K | $1M+ | SH |
| AAPL | APPLE INC | 70K | $1M+ | SH |
| HFSI | HARTFORD FDS EXCHANGE TRADED | 386K | $1M+ | SH |
| VONV | VANGUARD SCOTTSDALE FDS | 118K | $1M+ | SH |
| PALC | PACER FDS TR | 189K | $1M+ | SH |
| LLY | ELI LILLY & CO | 9K | $1M+ | SH |
| FTLS | FIRST TR EXCH TRADED FD III | 135K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 49K | $1M+ | SH |
| IBDV | ISHARES TR | 394K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 20K | $1M+ | SH |
| SCHR | SCHWAB STRATEGIC TR | 338K | $1M+ | SH |
| SCHD | SCHWAB STRATEGIC TR | 236K | $1M+ | SH |
| UNH | UNITEDHEALTH GROUP INC | 23K | $1M+ | SH |
| ABBV | ABBVIE INC | 28K | $1M+ | SH |
| AMD | ADVANCED MICRO DEVICES INC | 25K | $1M+ | SH |
| AMZN | AMAZON COM INC | 23K | $1M+ | SH |
| EVR | EVERCORE INC | 15K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 16K | $1M+ | SH |
| WSM | WILLIAMS SONOMA INC | 23K | $1M+ | SH |
| SCHQ | SCHWAB STRATEGIC TR | 155K | $1M+ | SH |
| WMT | WALMART INC | 39K | $1M+ | SH |
| SPTS | SPDR SERIES TRUST | 164K | $1M+ | SH |
| — | RTX CORPORATION | 24K | $1M+ | SH |
| COST | COSTCO WHSL CORP NEW | 5K | $1M+ | SH |
| CVX | CHEVRON CORP NEW | 27K | $1M+ | SH |
| QQQ | INVESCO QQQ TR | 7K | $1M+ | SH |
| ADI | ANALOG DEVICES INC | 14K | $1M+ | SH |
| PLTR | PALANTIR TECHNOLOGIES INC | 30K | $1M+ | SH |
| XOM | EXXON MOBIL CORP | 32K | $1M+ | SH |
| JNJ | JOHNSON & JOHNSON | 19K | $1M+ | SH |
| IBDT | ISHARES TR | 173K | $1M+ | SH |
| GLD | SPDR GOLD TR | 10K | $1M+ | SH |
| XLF | SELECT SECTOR SPDR TR | 79K | $1M+ | SH |
| VTWG | VANGUARD SCOTTSDALE FDS | 17K | $1M+ | SH |
| LMT | LOCKHEED MARTIN CORP | 6K | $1M+ | SH |
| XLB | SELECT SECTOR SPDR TR | 82K | $1M+ | SH |
| GILD | GILEAD SCIENCES INC | 27K | $1M+ | SH |
| TSLA | TESLA INC | 9K | $1M+ | SH |
| KMI | KINDER MORGAN INC DEL | 117K | $1M+ | SH |
| DIVO | AMPLIFY ETF TR | 75K | $1M+ | SH |
| XLU | SELECT SECTOR SPDR TR | 81K | $1M+ | SH |
| MTG | MGIC INVT CORP WIS | 125K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 7K | $1M+ | SH |
| XLV | SELECT SECTOR SPDR TR | 22K | $1M+ | SH |
| SNA | SNAP ON INC | 9K | $1M+ | SH |
| CRWD | CROWDSTRIKE HLDGS INC | 8K | $1M+ | SH |
| MA | MASTERCARD INCORPORATED | 6K | $1M+ | SH |
| GOOG | ALPHABET INC | 9K | $1M+ | SH |