Centric Wealth Management
Centric Wealth Management reported 209 positions worth $643.2M as of June 30, 2026 (13F filed August 6, 2026). Largest holding: UPS (7.7%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | UPS | SH | $49.3M | 7.66% | 480,457 | — | — | |
| ▸ 2 | VOO | SH | $41.8M | 6.49% | 60,977 | — | — | |
| ▸ 3 | SGOV | SH | $31.2M | 4.84% | 310,239 | — | — | |
| ▸ 4 | VONV | SH | $27.0M | 4.20% | 252,918 | — | — | |
| ▸ 5 | AAPL | SH | $18.5M | 2.88% | 66,927 | — | — | |
| ▸ 6 | VCRB | SH | $16.7M | 2.60% | 220,113 | — | — | |
| ▸ 7 | VXUS | SH | $15.3M | 2.38% | 180,068 | — | — | |
| ▸ 8 | UNH | SH | $15.2M | 2.36% | 39,178 | — | — | |
| ▸ 9 | HFSI | SH | $14.4M | 2.24% | 411,612 | — | — | |
| ▸ 10 | VTI | SH | $11.6M | 1.81% | 31,189 | — | — |
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Frequently Asked Questions
What stocks does Centric Wealth Management hold as of Q2 2026?
Centric Wealth Management reported 209 positions worth $643.2M in its Q2 2026 13F filing. Largest positions: UPS (7.7%), VOO (6.5%), SGOV (4.8%), VONV (4.2%) and AAPL (2.9%).
What did Centric Wealth Management buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Centric Wealth Management 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.