MondegarAI
Centric Wealth Management

Q3 2025 · 13F-HR

Centric Wealth Managementholdings as filed

Filed 2025-11-04 · accession 0001104659-25-106007

$449.5M
Reported value
190
Positions
2025-09-30
Period end
View analyzed profile →PRO

The Brief · Centric Wealth Management · Q3 2025

AI · grounded in 13F

Centric Wealth Management established a new position in UPS valued at $28.9M. The fund also initiated new stakes in VOO for $20.9M and AAPL for $18.2M. Additional new positions include HFSI at $13.2M and UNH at $12.8M.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
911312106UPSUNITED PARCEL SERVICE INC$28.9M6.43%299,774CommonNONE
922908363VOOVANGUARD INDEX FDS$20.9M4.65%33,347CommonNONE
037833100AAPLAPPLE INC$18.2M4.06%67,498CommonNONE
41653L875HFSIHARTFORD FDS EXCHANGE TRADED$13.2M2.94%369,880CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$12.8M2.86%37,585CommonNONE
594918104MSFTMICROSOFT CORP$10.2M2.26%19,647CommonNONE
69374H816PALCPACER FDS TR$9.8M2.19%191,095CommonNONE
33739P103FTLSFIRST TR EXCH TRADED FD III$9.7M2.15%136,318CommonNONE
67066G104NVDANVIDIA CORPORATION$9.7M2.15%47,735CommonNONE
532457108LLYELI LILLY & CO$8.5M1.89%9,867CommonNONE
46436E726IBDVISHARES TR$8.4M1.87%380,058CommonNONE
808524854SCHRSCHWAB STRATEGIC TR$8.4M1.87%332,987CommonNONE
46436E718SGOVISHARES TR$7.5M1.66%74,223CommonNONE
92206C714VONVVANGUARD SCOTTSDALE FDS$7.2M1.60%80,113CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$6.4M1.42%24,894CommonNONE
808524797SCHDSCHWAB STRATEGIC TR$6.2M1.37%230,440CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$6.1M1.35%30,233CommonNONE
023135106AMZNAMAZON COM INC$5.6M1.26%23,113CommonNONE
00287Y109ABBVABBVIE INC$5.5M1.21%25,009CommonNONE
78468R101SPTSSPDR SERIES TRUST$4.9M1.10%167,909CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$4.9M1.09%15,683CommonNONE
808524680SCHQSCHWAB STRATEGIC TR$4.9M1.08%149,004CommonNONE
68389X105ORCLORACLE CORP$4.7M1.04%17,771CommonNONE
969904101WSMWILLIAMS SONOMA INC$4.6M1.03%23,842CommonNONE
46090E103QQQINVESCO QQQ TR$4.6M1.02%7,258CommonNONE
29977A105EVREVERCORE INC$4.5M1.01%15,347CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$4.3M0.96%4,729CommonNONE
46435U515IBDTISHARES TR$4.3M0.95%166,671CommonNONE
92206C623VTWGVANGUARD SCOTTSDALE FDS$4.2M0.94%17,519CommonNONE
81369Y605XLFSELECT SECTOR SPDR TR$4.2M0.93%79,470CommonNONE
00755E105RTX CORPORATION$4.1M0.91%22,919CommonNONE
88160R101TSLATESLA INC$3.9M0.86%8,444CommonNONE
78463V107GLDSPDR GOLD TR$3.8M0.85%10,425CommonNONE
22788C105CRWDCROWDSTRIKE HLDGS INC$3.8M0.85%7,043CommonNONE
166764100CVXCHEVRON CORP NEW$3.8M0.85%24,210CommonNONE
26923N462ETF OPPORTUNITIES TRUST$3.8M0.84%1,251,446CommonNONE
478160104JNJJOHNSON & JOHNSON$3.7M0.82%19,520CommonNONE
30231G102XOMEXXON MOBIL CORP$3.7M0.82%32,120CommonNONE
81369Y886XLUSELECT SECTOR SPDR TR$3.6M0.81%40,685CommonNONE
742718109PGPROCTER AND GAMBLE CO$3.6M0.80%23,815CommonNONE
931142103WMTWALMART INC$3.6M0.79%35,225CommonNONE
464287200IVVISHARES TR$3.5M0.78%5,125CommonNONE
552848103MTGMGIC INVT CORP WIS$3.5M0.78%127,520CommonNONE
032654105ADIANALOG DEVICES INC$3.4M0.76%14,614CommonNONE
253393102DKSDICKS SPORTING GOODS INC$3.4M0.76%15,423CommonNONE
81369Y852XLCSELECT SECTOR SPDR TR$3.4M0.76%29,658CommonNONE
032108409DIVOAMPLIFY ETF TR$3.3M0.74%74,190CommonNONE
92826C839VVISA INC$3.3M0.74%9,746CommonNONE
81369Y209XLVSELECT SECTOR SPDR TR$3.2M0.72%22,529CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$3.2M0.71%6,696CommonNONE
57636Q104MAMASTERCARD INCORPORATED$3.2M0.70%5,726CommonNONE
872540109TJXTJX COS INC NEW$3.1M0.69%22,158CommonNONE
375558103GILDGILEAD SCIENCES INC$3.1M0.68%25,701CommonNONE
833034101SNASNAP ON INC$3.0M0.67%8,958CommonNONE
053015103ADPAUTOMATIC DATA PROCESSING IN$3.0M0.67%11,530CommonNONE
539830109LMTLOCKHEED MARTIN CORP$3.0M0.66%6,065CommonNONE
026874784AIGAMERICAN INTL GROUP INC$2.9M0.65%36,828CommonNONE
49456B101KMIKINDER MORGAN INC DEL$2.9M0.64%109,862CommonNONE
907818108UNPUNION PAC CORP$2.7M0.61%12,415CommonNONE
747525103QCOMQUALCOMM INC$2.7M0.59%14,765CommonNONE
02079K107GOOGALPHABET INC$2.7M0.59%9,460CommonSOLE
69374H659HERDPACER FDS TR$2.6M0.58%60,777CommonNONE
125269100CFCF INDS HLDGS INC$2.5M0.56%30,401CommonNONE
74251V102PFGPRINCIPAL FINANCIAL GROUP IN$2.5M0.56%29,838CommonNONE
56585A102MPCMARATHON PETE CORP$2.5M0.55%12,729CommonNONE
94106L109WMWASTE MGMT INC DEL$2.5M0.55%12,273CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$2.4M0.54%9,691CommonNONE
11135F101AVGOBROADCOM INC$2.3M0.52%6,288CommonNONE
457187102INGRINGREDION INC$2.3M0.51%20,004CommonNONE
063679385FNGUBANK MONTREAL QUE$2.3M0.51%70,533CommonNONE
48662X105KBDCKAYNE ANDERSON BDC INC$2.1M0.46%143,369CommonNONE
60855R100MOHMOLINA HEALTHCARE INC$1.8M0.41%12,084CommonNONE
46435GAA0IBDRISHARES TR$1.8M0.40%73,956CommonNONE
02079K305GOOGLALPHABET INC$1.7M0.37%5,938CommonNONE
922908769VTIVANGUARD INDEX FDS$1.6M0.36%4,882CommonNONE
G0176J109ALLEALLEGION PLC$1.6M0.36%9,755CommonNONE
46429B697USMVISHARES TR$1.6M0.35%16,749CommonNONE
194162103CLCOLGATE PALMOLIVE CO$1.5M0.34%19,611CommonNONE
19260Q107COINCOINBASE GLOBAL INC$1.4M0.31%4,029CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$1.4M0.30%1,990CommonNONE
580135101MCDMCDONALDS CORP$1.3M0.29%4,417CommonNONE
88636R834BTGDTIDAL TRUST II$1.3M0.28%29,648CommonNONE
886364173SFYTIDAL TRUST I$1.2M0.28%9,283CommonNONE
482480100KLACKLA CORP$1.2M0.27%1,007CommonNONE
74347Y748BOILPROSHARES TR II$1.2M0.27%40,000CommonNONE
886364603RPARTIDAL TRUST I$1.2M0.26%53,445CommonNONE
69374H881COWZPACER FDS TR$1.1M0.24%18,646CommonNONE
65339F101NEENEXTERA ENERGY INC$1.1M0.24%13,087CommonNONE
557441300MAGGMADISON ETFS TRUST$1.1M0.24%51,524CommonNONE
557441201MSTIMADISON ETFS TRUST$1.0M0.23%50,728CommonNONE
464287846IYYISHARES TR$970,2740.22%5,840CommonNONE
88634T535FIAXTIDAL TRUST II$961,5170.21%53,311CommonNONE
438516106HONHONEYWELL INTL INC$922,6950.21%4,583CommonSOLE
45259A100WOMNTIDAL TRUST III$893,9890.20%21,856CommonNONE
59001A102MTHMERITAGE HOMES CORP$877,8940.20%12,994CommonNONE
886364520GVLUTIDAL TRUST I$877,1140.20%35,046CommonNONE
921937835BNDVANGUARD BD INDEX FDS$821,7020.18%11,018CommonNONE
655844108NSCNORFOLK SOUTHN CORP$766,2600.17%2,704CommonNONE
717081103PFEPFIZER INC$760,8540.17%30,866CommonNONE
921909768VXUSVANGUARD STAR FDS$758,3900.17%10,162CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$725,9130.16%2,361CommonNONE
88636J857DARPTIDAL TRUST II$723,3090.16%16,078CommonNONE
88636J535CCSBTIDAL TRUST II$721,9850.16%35,795CommonNONE
552641102MAIAMAIA BIOTECHNOLOGY INC$712,8740.16%574,898CommonNONE
33740F789MMLGFIRST TR EXCHNG TRADED FD VI$667,2400.15%18,068CommonNONE
69374H568PSFFPACER FDS TR$663,7590.15%20,801CommonNONE
17275R102CSCOCISCO SYS INC$645,7630.14%8,833CommonNONE
443510607HUBBHUBBELL INC$642,9600.14%1,368CommonNONE
46138G805BABINVESCO EXCH TRADED FD TR II$633,3630.14%23,107CommonNONE
25434V401DFUSDIMENSIONAL ETF TRUST$622,8400.14%8,402CommonNONE
617446448MSMORGAN STANLEY$605,3240.13%3,691CommonNONE
33740F540CRPTFIRST TR EXCHNG TRADED FD VI$601,0430.13%27,878CommonNONE
33740F383AGQIFIRST TR EXCHNG TRADED FD VI$597,9390.13%36,891CommonNONE
30303M102METAMETA PLATFORMS INC$593,5360.13%915CommonNONE
097023105BABOEING CO$586,3100.13%2,917CommonNONE
88636J337MFUTTIDAL TRUST II$576,3760.13%37,129CommonNONE
149123101CATCATERPILLAR INC$569,5150.13%987CommonNONE
025816109AXPAMERICAN EXPRESS CO$554,8030.12%1,538CommonNONE
886364587HAUSTIDAL TRUST I$551,4520.12%32,484CommonNONE
33740F565ILDRFIRST TR EXCHNG TRADED FD VI$520,0730.12%15,136CommonNONE
46432F396MTUMISHARES TR$519,9910.12%2,045CommonSOLE
922908637VVVANGUARD INDEX FDS$491,7350.11%1,558CommonNONE
132061797MYLDCAMBRIA ETF TR$487,8010.11%19,238CommonNONE
12514G108CDWCDW CORP$486,8900.11%3,055CommonNONE
384802104GWWGRAINGER W W INC$473,8360.11%484CommonNONE
26922B527BGIGETF SER SOLUTIONS$473,5100.11%14,848CommonNONE
136375102CNICANADIAN NATL RY CO$462,6700.10%4,824CommonNONE
97717W570EZMWISDOMTREE TR$455,2650.10%7,018CommonSOLE
64110L106NFLXNETFLIX INC$454,2570.10%406CommonNONE
036752103ELVELEVANCE HEALTH INC FORMERLY$449,1550.10%1,416CommonNONE
78464A854SPYMSPDR SERIES TRUST$442,7190.10%5,517CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$436,2870.10%1,451CommonNONE
09857L108BKNGBOOKING HOLDINGS INC$416,3750.09%82CommonNONE
713448108PEPPEPSICO INC$416,2140.09%2,849CommonNONE
97717W125WTMFWISDOMTREE TR$415,5680.09%10,936CommonNONE
58933Y105MRKMERCK & CO INC$378,4590.08%4,402CommonNONE
060505104BACBANK AMERICA CORP$376,7960.08%7,050CommonNONE
14064D519HTUSCAPITOL SER TR$375,6190.08%8,626CommonNONE
002824100ABTABBOTT LABS$375,5970.08%3,038CommonNONE
N07059210ASMLASML HOLDING N V$369,6710.08%349CommonNONE
369604301GEGE AEROSPACE$363,9430.08%1,178CommonSOLE
464288760ITAISHARES TR$343,9280.08%1,594CommonNONE
670100205NVONOVO-NORDISK A S$342,7580.08%6,930CommonNONE
132061862TAILCAMBRIA ETF TR$338,8260.08%28,605CommonNONE
701094104PHPARKER-HANNIFIN CORP$337,7270.08%437CommonNONE
87256C101TKOTKO GROUP HOLDINGS INC$337,0480.07%1,789CommonNONE
816851109SRESEMPRA$334,0180.07%3,633CommonNONE
09290D101BLKBLACKROCK INC$325,9700.07%301CommonSOLE
500767389KSPYKRANESHARES TRUST$325,6640.07%11,296CommonNONE
548661107LOWLOWES COS INC$319,3320.07%1,341CommonNONE
46138J742IUSINVESCO EXCH TRD SLF IDX FD$315,7310.07%5,625CommonNONE
921932703VOOVVANGUARD ADMIRAL FDS INC$308,7390.07%1,530CommonNONE
31428X106FDXFEDEX CORP$306,3610.07%1,207CommonNONE
46428Q109SLVISHARES SILVER TR$305,4650.07%6,941CommonNONE
14040H105COFCAPITAL ONE FINL CORP$304,0260.07%1,382CommonNONE
81369Y704XLISELECT SECTOR SPDR TR$297,4050.07%1,918CommonNONE
12503M108CBOECBOE GLOBAL MKTS INC$296,7330.07%1,208CommonNONE
58155Q103MCKMCKESSON CORP$293,7050.07%362CommonNONE
093712107BEBLOOM ENERGY CORP$283,8800.06%2,148CommonNONE
464287507IJHISHARES TR$280,4810.06%4,320CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$273,0910.06%909CommonNONE
464285204IAUISHARES GOLD TR$269,6700.06%3,577CommonNONE
389637109GBTCGRAYSCALE BITCOIN TRUST ETF$268,2960.06%3,119CommonNONE
912318409UNGUNITED STS NAT GAS FD LP$265,0000.06%20,000CommonNONE
038222105AMATAPPLIED MATLS INC$263,3120.06%1,130CommonNONE
98389B100XELXCEL ENERGY INC$258,3640.06%3,183CommonNONE
464287184FXIISHARES TR$250,9670.06%6,320CommonNONE
38747R827NVDLGRANITESHARES ETF TR$249,1440.06%2,900CALLSOLE
437076102HDHOME DEPOT INC$247,8720.06%653CommonNONE
458140100INTCINTEL CORP$244,3080.05%6,109CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$243,6320.05%456CommonNONE
46438F101IBITISHARES BITCOIN TRUST ETF$241,4130.05%3,875CommonNONE
464287309IVWISHARES TR$240,6040.05%1,928CommonNONE
091941104BGTBLACKROCK FLOATING RATE INC$235,9250.05%19,859CommonNONE
69374H675TRNDPACER FDS TR$227,7770.05%6,663CommonNONE
464287432TLTISHARES TR$226,4450.05%2,508CommonNONE
46137V233XLGINVESCO EXCHANGE TRADED FD T$226,4220.05%3,780CommonNONE
773903109ROKROCKWELL AUTOMATION INC$223,5950.05%607CommonSOLE
464286806EWGISHARES INC$219,1270.05%5,380CommonNONE
46434G822EWJISHARES INC$211,5460.05%2,535CommonNONE
92204A504VHTVANGUARD WORLD FD$209,5450.05%775CommonNONE
74762E102QUREQUANTA SVCS INC$209,5340.05%467CommonSOLE
58733R102MELIMERCADOLIBRE INC$202,4720.05%87CommonNONE
722014107PHKPIMCO HIGH INCOME FD$133,2780.03%27,424CommonNONE
105532105BAKBRASKEM S A$100,4000.02%40,000CommonNONE
11777Q209BTGB2GOLD CORP$98,7750.02%22,500CommonNONE
64129H104NMLNEUBERGER BERMAN ENERGY INFR$96,5960.02%11,766CommonNONE
349942102FSMFORTUNA MNG CORP$82,7000.02%10,000CommonNONE
29258Y103EXKENDEAVOUR SILVER CORP$82,5250.02%10,064CommonNONE
222070203COTYCOTY INC$79,4000.02%20,000CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.