Center For Asset Management LLC

CIK 0001844878 · PALM BEACH GARDENS, FL · Quarter end: 2026-06-30 · Filed on: 2026-07-27 · Open the SEC source

Center For Asset Management LLC reported 151 positions worth $225.3M as of June 30, 2026 (13F filed July 27, 2026). Largest holding: VOO (6.8%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$225.3M
2026 Q2
Positions
151
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
33.5%
Est. Net Flow (Q)
2026 Q2
10 / 151 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1VOOVANGUARD INDEX FDSSH$15.2M6.77%22,196
2MINTPIMCO ETF TRSH$9.0M4.01%89,582
3MGKVANGUARD WORLD FDSH$8.7M3.88%99,507
4BNDXVANGUARD CHARLOTTE FDSSH$8.2M3.65%169,833
5IEFAISHARES TRSH$6.9M3.07%71,539
6GOVTISHARES TRSH$6.3M2.79%276,384
7MGVVANGUARD WORLD FDSH$6.2M2.74%37,808
8USIGISHARES TRSH$5.3M2.34%102,768
9IEIISHARES TRSH$4.8M2.15%41,175
10MSFTMICROSOFT CORPSH$4.7M2.07%12,500

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Center For Asset Management LLC hold as of Q2 2026?

Center For Asset Management LLC reported 151 positions worth $225.3M in its Q2 2026 13F filing. Largest positions: VOO (6.8%), MINT (4.0%), MGK (3.9%), BNDX (3.7%) and IEFA (3.1%).

What did Center For Asset Management LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Center For Asset Management LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.