Arkolith/Funds/Centric Wealth Management

Centric Wealth Management

CIK 1752761Wealth platform
Holdings as of Jun 30, 2026·disclosed Aug 6, 2026·~37-day 13F lag·13F-HR
Active Filer

Centric Wealth Management holds a diversified book of 209 stocks worth $643.2M as of Q2 2026 (disclosed Aug 6, 2026, a ~37-day 13F lag). This quarter they opened Vanguard Core Bond ETF. Their largest long position is United Parcel Service-CL B at 8% of the equity book. Cloning the disclosed picks since 2024 would be +22% (+11.9%/yr). That is a simulation of the disclosed long book, not audited returns.

Opened
71
bought for the first time
Added to
24
already held, bought more
Trimmed
0
sold some, still holds it
no trims
Sold out
0
exited the position entirely
nothing exited

Growth of $10,000: cloning the disclosed book

If you'd copied them
+21.7%
+11.9%/yr · since Nov '24
Their reported book
+16.9%
held from quarter-end
S&P 500
+33.5%
same window
$9K$10K$11K$12K$13KNov '24Mar '25Jul '25Dec '25Apr '26Aug '26
Centric Wealth Management (copied at disclosure) S&P 500

Following at the filing date actually beat the quarter-end book by 4.8 points over this window.

Growth of $10,000 cloning Centric Wealth Management's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~37 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

Concentration

Top-heavy: diversified book

Top 5 holdings
26%
Top 10 holdings
37%
Top 20 holdings
52%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

53% mapped to company sectors

ETF / fund or unclassified
47%
Information Technology
13%
Industrials
12%
Financials
8%
Health Care
7%
Consumer Discretionary
7%
Energy
3%
Utilities
2%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

No trims or exits this quarter.

Funds with the most overlap

Other tracked managers holding the same core names as Centric Wealth Management

Manager / fundShared namesTheir $ in those
MORGAN STANLEY80 / 80$558.9B
OSAIC HOLDINGS, INC.79 / 80$17.2B
JPMORGAN CHASE & CO78 / 80$526.6B
RAYMOND JAMES FINANCIAL INC78 / 80$102.2B
ENVESTNET ASSET MANAGEMENT INC78 / 80$78.2B
Cetera Investment Advisers78 / 80$21.9B
ROYAL BANK OF CANADA77 / 80$163.2B
LPL Financial LLC77 / 80$77.4B

Ranked by how many of Centric Wealth Management's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

209 positions
#SecurityValueShares% PortLast moveHistory
1United Parcel Svcs Inc
CL B
$49.3M480.5K
7.7%
+96%
Added · +235K sh
2Vanguard Index FDS
S&P 500 ETF SHS
$41.8M61.0K
6.5%
+104%
Added · +31K sh
3Ishares TR
0-3 MTH TREASURY
$31.2M310.2K
4.8%
Held
4Vanguard Scottsdale FDS
VNG RUS1000VAL
$27.0M252.9K
4.2%
+109%
Added · +132K sh
5Apple Inc
COM
$18.5M66.9K
2.9%
Held
6Vanguard Malvern FDS
CORE BD ETF
$16.7M220.1K
2.6%
New
New position
7Vanguard Star FDS
VG TL INTL STK F
$15.3M180.1K
2.4%
+168%
Added · +113K sh
8Unitedhealth Group Inc
COM
$15.2M39.2K
2.4%
+80%
Added · +17K sh
9Hartford FDS Exchange Traded
STRAT INCOM ETF
$14.4M411.6K
2.2%
Held
10Vanguard Index FDS
TOTAL STK MKT
$11.6M31.2K
1.8%
+212%
Added · +21K sh
11Pacer FDS TR
LUNT LRGCP MULTI
$10.3M189.5K
1.6%
Held
12Williams Sonoma Inc
COM
$10.2M47.7K
1.6%
+104%
Added · +24K sh
13First TR Exch Traded FD III
LNG/SHT EQUITY
$9.7M132.5K
1.5%
Held
14Walmart Inc
COM
$9.5M79.5K
1.5%
+121%
Added · +43K sh
15Nvidia Corporation
COM
$9.3M47.0K
1.5%
Held
16Ishares TR
IBONDS DEC 2030
$9.1M418.8K
1.4%
Held
17Eli Lilly & Co
COM
$9.0M9.3K
1.4%
Held
18Schwab Strategic TR
INT-TRM U.S TRES
$8.7M352.0K
1.4%
Held
19Microsoft Corp
COM
$8.6M20.8K
1.3%
Held
20Union Pac Corp
COM
$7.8M27.7K
1.2%
+116%
Added · +15K sh
21Vanguard BD Index FDS
TOTAL BND MRKT
$7.7M106.5K
1.2%
+214%
Added · +73K sh
22Schwab Strategic TR
US DIVIDEND EQ
$7.6M241.2K
1.2%
Held
23Visa Inc
COM CL A
$7.0M20.1K
1.1%
+121%
Added · +11K sh
24Waste Mgmt Inc Del
COM
$6.8M29.8K
1.1%
+120%
Added · +16K sh
25Vanguard Scottsdale FDS
VNG RUS2000GRW
$6.5M24.3K
1.0%
+42%
Added · +7K sh
26Amazon Com Inc
COM
$6.3M23.0K
1.0%
Held
27Advanced Micro Devices Inc
COM
$6.2M18.1K
1.0%
Held
28Abbvie Inc
COM
$5.8M28.0K
0.9%
Held
29Analog Devices Inc
COM
$5.6M14.1K
0.9%
Held
30Coinbase Global Inc
COM CL A
$5.5M27.0K
0.9%
Held
31Super Micro Computer Inc
COM NEW
$5.1M183.0K
0.8%
Held
32Schwab Strategic TR
LONG TERM US
$5.1M164.7K
0.8%
Held
33JPMorgan Chase & Co
COM
$5.1M16.5K
0.8%
Held
34Chevron Corporation
COM
$5.0M26.2K
0.8%
Held
35Costco Wholesale Corporation
COM
$5.0M4.9K
0.8%
Held
36SPDR Series Trust
ST SHO TREAS ETF
$5.0M171.1K
0.8%
Held
37Exxon Mobil Corp
COM
$4.9M32.0K
0.8%
Held
38Invesco QQQ TR
UNIT SER 1
$4.8M7.2K
0.7%
Held
39Evercore Inc
CLASS A
$4.7M14.8K
0.7%
Held
40Ishares TR
IBDS DEC28 ETF
$4.6M182.8K
0.7%
Held
41Johnson & Johnson
COM
$4.3M19.3K
0.7%
Held
42Palantir Technologies Inc
CL A
$4.1M27.9K
0.6%
Held
43RTX Corporation
COM
$4.0M23.4K
0.6%
Held
44Select Sector SPDR TR
ST STR UTIL ETF
$4.0M85.4K
0.6%
Held
45CF Industries Hold
COM
$3.9M30.7K
0.6%
Held
46Kinder Morgan Inc Del
COM
$3.7M114.9K
0.6%
Held
47Alphabet Inc
CAP STK CL C
$3.7M9.7K
0.6%
Held
48Select Sector SPDR TR
ST STR MATER ETF
$3.7M72.1K
0.6%
Held
49SPDR Gold TR
GOLD SHS
$3.6M8.8K
0.6%
Held
50Gilead Sciences Inc
COM
$3.5M26.5K
0.5%
Held
Showing 50 of 209 positions
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Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 6, 2026233$643.2M13F-HR
Q1 2026Mar 31, 2026May 12, 2026203$500.9M13F-HR
Q4 2025Dec 31, 2025Feb 4, 2026194$473.4M13F-HR
Q3 2025Sep 30, 2025Nov 4, 2025193$449.5M13F-HR
Q2 2025Jun 30, 2025Aug 12, 2025195$418.9M13F-HR
Q1 2025Mar 31, 2025May 15, 2025175$380.5M13F-HR
Q4 2024Dec 31, 2024Feb 12, 2025166$370.2M13F-HR
Q3 2024Sep 30, 2024Nov 14, 2024172$376.3M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.