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Jill Grimes

Centurion Wealth Management Llc

Assets Managed
$443.843M
Holdings
307
Last Quarter
2026 - Q1
Filed Date
2mo 2d ago
Growth Rate
-2.78%(2Q avg: 0.6%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Centurion Wealth Management Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 307 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 - Q1, they manage 443.843M in assets, with a quarterly growth rate of -2.78% and a 2-quarter average growth rate of 0.6%. The portfolio is managed by Jill Grimes, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
GSLC
Goldman Activebeta Us Lc Etf
Recent Activity
Increased 19.45%
6.19%
$27.433M
219,236 shares@ $125.14 avg price
JEPQ
Jpm Nasdaq Equity Premium
Recent Activity
Increased 5.53%
3.33%
$14.758M
265,813 shares@ $55.53 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 1.02%
3.25%
$14.418M
22,072 shares@ $653.21 avg price
AAPL
Apple Inc
Recent Activity
Decreased -36.09%
2.73%
$12.111M
47,721 shares@ $253.79 avg price
SPYI
Neos S&p 500 High Income Etf
Recent Activity
New Position
2.35%
$10.393M
210,514 shares@ $49.38 avg price
JBND
Jpmorgan Active Bond Etf
Recent Activity
Increased 10.21%
2.18%
$9.647M
179,406 shares@ $53.77 avg price
NOBL
Proshares S&p 500 Dividend A
Recent Activity
Increased 13.94%
2.04%
$9.041M
85,284 shares@ $106.01 avg price
DYNF
Ishrs Us E F R A Etf-usd Inc
Recent Activity
Increased 1.39%
2.03%
$8.998M
154,663 shares@ $58.18 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -29.09%
1.81%
$8.029M↓ Put
46,036 shares@ $174.41 avg price
IUSB
Ishares Core Total Bond Etf
Recent Activity
Increased 1.87%
1.69%
$7.484M
162,024 shares@ $46.2 avg price

1-10 of 307