SEC Form 13F

Centric Wealth Management 13F Holdings

Report period2026-06-30
Publicly available2026-08-07
Reported value$643,179,546
Positions209

Largest disclosed positions

IssuerTickerClassReported valueReported amount
UNITED PARCEL SVCS INCUPSCL B$49,285,927480,457
VANGUARD INDEX FDSVOOS&P 500 ETF SHS$41,770,05160,977
ISHARES TRSGOV0-3 MTH TREASURY$31,154,169310,239
VANGUARD SCOTTSDALE FDSVONVVNG RUS1000VAL$27,031,504252,918
APPLE INCAAPLCOM$18,527,48666,927
VANGUARD MALVERN FDSVCRBCORE BD ETF$16,748,432220,113
VANGUARD STAR FDSVXUSVG TL INTL STK F$15,284,152180,068
UNITEDHEALTH GROUP INCUNHCOM$15,166,48439,178
HARTFORD FDS EXCHANGE TRADEDHFSISTRAT INCOM ETF$14,435,235411,612
VANGUARD INDEX FDSVTITOTAL STK MKT$11,609,61731,189

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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