What does Centric Wealth Management hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · Q1 2026

Centric Wealth Management filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

ISHARES TR

$31M310K6.2%

UNITED PARCEL SVCS INC

$24M245K4.7%

VANGUARD INDEX FDS

$20M30K3.9%

APPLE INC

$19M67K3.7%

HARTFORD FDS EXCHANGE TRADED

$14M412K2.9%

VANGUARD SCOTTSDALE FDS

$12M121K2.4%

PACER FDS TR

$10M190K2.1%

FIRST TR EXCH TRADED FD III

$10M133K1.9%

NVIDIA CORPORATION

$9M47K1.9%

ISHARES TR

$9M419K1.8%

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