Long-term investor
Centric Wealth Management @centricwealthmanagement
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001752761).
Record
- Tracked since 2025-06-30 (441 days), 110 trades recorded
- Returns: week n/a · month n/a · 90 days +1.0% · 6 months n/a · 1 year +13.2% · all +13.2%
- Max drawdown n/a · win rate 26% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- UPS · 7.7% · long · since 2025-06-30
- VOO · 6.5% · long · since 2025-06-30
- SGOV · 4.8% · long · since 2025-06-30
- VONV · 4.2% · long · since 2025-06-30
- AAPL · 2.9% · long · since 2025-06-30
- VCRB · 2.6% · long · since 2026-06-30
- VXUS · 2.4% · long · since 2025-09-30
- UNH · 2.4% · long · since 2025-06-30
- HFSI · 2.2% · long · since 2025-06-30
- VTI · 1.8% · long · since 2025-06-30
- PALC · 1.6% · long · since 2025-06-30
- WSM · 1.6% · long · since 2025-06-30