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Kevin Lee

Centaurus Financial, Inc.

Assets Managed
$2.104B
Holdings
1055
Last Quarter
2026 - Q1
Filed Date
8d ago
Growth Rate
-3.78%(2Q avg: -0.57%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Centaurus Financial, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 1055 positions.

Assets under management

The assets under management (AUM) of Centaurus Financial, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 2.104B in assets, with a quarterly growth rate of -3.78% and a 2-quarter average growth rate of -0.57%. The portfolio is managed by Kevin Lee, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
NVDA
Nvidia Corp
Recent Activity
Increased 1.5%
2.77%
$58.182M
333,612 shares@ $174.41 avg price
AAPL
Apple Inc
Recent Activity
Increased 5.58%
2.57%
$54.03M
212,892 shares@ $253.8 avg price
EGGQ
Nestyield Visionary Etf
Recent Activity
Increased 3.28%
2.52%
$52.836M
1.267M shares@ $41.71 avg price
EGGY
Nestyeld Dyn Inc Etf Usd Inc
Recent Activity
Increased 7.92%
2.29%
$48.106M
1.578M shares@ $30.5 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 3.22%
2.01%
$42.114M
202,208 shares@ $208.28 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Decreased -10.88%
1.75%
$36.764M
56,530 shares@ $650.35 avg price
EGGS
Nestyield Ttl Rtrn Guard Etf
Recent Activity
Increased 7.99%
1.73%
$36.231M
1.045M shares@ $34.68 avg price
AVGO
Broadcom Inc
Recent Activity
Increased 1.44%
1.42%
$29.801M
96,284 shares@ $309.52 avg price
QUAL
Ishares Msci Usa Quality Fac
Recent Activity
Increased 2.39%
1.38%
$29.004M
151,213 shares@ $191.81 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Decreased -3.82%
1.38%
$28.893M
50,059 shares@ $577.18 avg price

1-10 of 1055