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Jill Grimes

Centurion Wealth Management Llc

Assets Managed
$418.232M
Holdings
283
Last Quarter
2026 - Q2
Filed Date
13d ago
Growth Rate
-5.77%(2Q avg: -4.27%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Centurion Wealth Management Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 283 positions.

Assets under management

The assets under management (AUM) of Centurion Wealth Management Llc 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 - Q2, they manage 418.232M in assets, with a quarterly growth rate of -5.77% and a 2-quarter average growth rate of -4.27%. The portfolio is managed by Jill Grimes, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
GSLC
Goldman Activebeta Us Lc Etf
Recent Activity
Decreased -20.86%
5.89%
$24.618M
173,502 shares@ $141.9 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Decreased -6.86%
3.69%
$15.395M
20,557 shares@ $748.9 avg price
JEPQ
Jpm Nasdaq Equity Premium
Recent Activity
Decreased -16.67%
3.26%
$13.612M
221,476 shares@ $61.47 avg price
AAPL
Apple Inc
Recent Activity
Decreased -21%
2.61%
$10.908M
37,697 shares@ $289.36 avg price
QGRW
Wisdomtree Us Quality Growth
Recent Activity
Increased 43.95%
2.55%
$10.664M
161,509 shares@ $66.04 avg price
SPYI
Neos S&p 500 High Income Etf
Recent Activity
Decreased -10.1%
2.41%
$10.046M
189,234 shares@ $53.09 avg price
DYNF
Ishrs Us E F R A Etf-usd Inc
Recent Activity
Decreased -14.02%
2.17%
$9.043M
132,969 shares@ $68.02 avg price
NOBL
Proshares S&p 500 Dividend A
Recent Activity
Increased 80.37%
2.07%
$8.639M
153,824 shares@ $56.17 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
Decreased -7.99%
1.87%
$7.807M
11,367 shares@ $686.83 avg price
JBND
Jpmorgan Active Bond Etf
Recent Activity
Decreased -18.66%
1.87%
$7.807M
145,927 shares@ $53.5 avg price

1-10 of 283