Center For Asset Management LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 21, 2026, for the 2025 Q4 period, Center For Asset Management LLC held in its portfolio 136 assets valued at $191,240,095 (i.e. $191.24M).
The most valuable assets in the portfolio included: VANGUARD INDEX FDS ($11.40M), VANGUARD WORLD FD ($8.56M), and PIMCO ETF TR ($8.52M).
The chart below shows the top 10 valuable assets, and the table below shows the top 136 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Center For Asset Management LLC - Stock Holdings in 13F Filings (SEC)
Items per page:
25
0 of 0
| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| VANGUARD INDEX FDS | 18175 | 11398626 | S&P 500 ETF SHS |
| VANGUARD WORLD FD | 20731 | 8556941 | MEGA GRWTH IND |
| PIMCO ETF TR | 84946 | 8523480 | ENHAN SHRT MA AC |
| SPDR SERIES TRUST | 249011 | 7981925 | STATE STREET SPD |
| VANGUARD CHARLOTTE FDS | 149723 | 7234648 | TOTAL INT BD ETF |
| ISHARES TR | 251154 | 5782810 | US TREAS BD ETF |
| ISHARES TR | 60352 | 5399087 | CORE MSCI EAFE |
| VANGUARD WORLD FD | 37747 | 5328054 | MEGA CAP VAL ETF |
| ISHARES TR | 95809 | 4960009 | USD INV GRDE ETF |
| MICROSOFT CORP | 9682 | 4682342 | COM |
| APPLE INC | 15836 | 4304945 | COM |
| VANGUARD SCOTTSDALE FDS | 88301 | 4157136 | MTG-BKD SECS ETF |
| NVIDIA CORPORATION | 21456 | 4001754 | COM |
| ISHARES TR | 31931 | 3810914 | 3 7 YR TREAS BD |
| ISHARES TR | 66443 | 3579946 | ISHS 5-10YR INVT |
| FIRST TR EXCHANGE TRAD FD | 120801 | 3273701 | ALT ABSLT STRG |
| ALPHABET INC | 9499 | 2973379 | CAP STK CL A |
| FIRST TR EXCH TRADED FD III | 41761 | 2964651 | LNG/SHT EQUITY |
| BROADCOM INC | 8217 | 2844195 | COM |
| VANGUARD BD INDEX FDS | 37906 | 2807617 | TOTAL BND MRKT |
| FIRST TR EXCHANGE-TRADED FD | 59552 | 2801927 | MNGD FUTRS STRGY |
| ISHARES TR | 64041 | 2745458 | 0-5YR HI YL CP |
| ISHARES INC | 36547 | 2456748 | CORE MSCI EMKT |
| META PLATFORMS INC | 3539 | 2336327 | CL A |
| ISHARES TR | 22427 | 2280190 | 10-20 YR TRS ETF |
| VANGUARD INDEX FDS | 9815 | 2078482 | SM CP VAL ETF |
| NEXTERA ENERGY INC | 24898 | 1998778 | COM |
| VANGUARD SCOTTSDALE FDS | 23279 | 1949669 | INT-TERM CORP |
| VANGUARD INDEX FDS | 10801 | 1915586 | MCAP VL IDXVIP |
| SYNCHRONY FINANCIAL | 22478 | 1875335 | COM |
| PROCTER AND GAMBLE CO | 12502 | 1791728 | COM |
| FOX CORP | 23802 | 1739202 | CL A COM |
| NEWMONT CORP | 15991 | 1596747 | COM |
| VANGUARD INDEX FDS | 5626 | 1570259 | MCAP GR IDXVIP |
| AT&T INC | 63084 | 1566993 | COM |
| VANGUARD INDEX FDS | 7448 | 1557640 | EXTEND MKT ETF |
| FIRST TR EXCHANGE-TRADED FD | 31106 | 1555011 | FST LOW OPPT EFT |
| JPMORGAN CHASE & CO. | 4422 | 1424977 | COM |
| ISHARES GOLD TR | 17345 | 1407887 | ISHARES NEW |
| UNITED THERAPEUTICS CORP | 2853 | 1390157 | COM |
| AMAZON COM INC | 5549 | 1280832 | COM |
| TESLA INC | 2835 | 1274944 | COM |
| ALTRIA GROUP INC | 21285 | 1227353 | COM |
| VERIZON COMMUNICATIONS INC | 26938 | 1097188 | COM |
| ISHARES TR | 20950 | 1047678 | CORE INTL AGGR |
| VANGUARD INDEX FDS | 3402 | 1027784 | SML CP GRW ETF |
| SPDR S&P 500 ETF TR | 1463 | 998896 | TR UNIT |
| ELI LILLY & CO | 927 | 996146 | COM |
| ISHARES TR | 10502 | 988829 | MSCI USA MIN VOL |
| FIRST TR EXCHANGE TRAD FD | 42559 | 988644 | FST TR GLB FD |
| ISHARES TR | 9918 | 953750 | 7-10 YR TRSY BD |
| ISHARES TR | 3567 | 892804 | MSCI USA MMENTM |
| UNITED AIRLS HLDGS INC | 7658 | 856326 | COM |
| MARSH & MCLENNAN COS INC | 4550 | 844201 | COM |
| KLA CORP | 689 | 837837 | COM NEW |
| VANGUARD BD INDEX FDS | 10360 | 816469 | SHORT TRM BOND |
| ROYAL CARIBBEAN GROUP | 2880 | 803364 | COM |
| TAIWAN SEMICONDUCTOR MFG | 2577 | 783124 | SPONSORED ADS |
| VANGUARD MALVERN FDS | 15762 | 779544 | STRM INFPROIDX |
| CATERPILLAR INC | 1349 | 772709 | COM |
| CITIZENS FINL GROUP INC | 13045 | 761971 | COM |
| VANGUARD TAX-MANAGED FDS | 12098 | 755760 | VAN FTSE DEV MKT |
| FIRST TR EXCH TRADED FD III | 35816 | 739240 | MERGER ARBITRA |
| VANGUARD INDEX FDS | 2552 | 658362 | SMALL CP ETF |
| VANGUARD INDEX FDS | 1326 | 646902 | GROWTH ETF |
| VISTRA CORP | 3956 | 638251 | COM |
| SCHWAB STRATEGIC TR | 23477 | 621911 | US TIPS ETF |
| NORTHROP GRUMMAN CORP | 1080 | 615819 | COM |
| WILLIAMS SONOMA INC | 3446 | 615498 | COM |
| CORNING INC | 6967 | 610030 | COM |
| VANGUARD INDEX FDS | 2101 | 609825 | MID CAP ETF |
| ALPHABET INC | 1870 | 586769 | CAP STK CL C |
| QUALCOMM INC | 3395 | 580732 | COM |
| ISHARES INC | 10736 | 579035 | MSCI CDA ETF |
| PUBLIC SVC ENTERPRISE GRP | 6214 | 499032 | COM |
| ISHARES TR | 5121 | 493007 | JPMORGAN USD EMG |
| EXELIXIS INC | 11196 | 490716 | COM |
| VICI PPTYS INC | 17415 | 489701 | COM |
| OMEGA HEALTHCARE INVS INC | 10802 | 478968 | COM |
| AMGEN INC | 1459 | 477971 | COM |
| VANGUARD INDEX FDS | 2472 | 472131 | VALUE ETF |
| PALANTIR TECHNOLOGIES INC | 2642 | 469647 | CL A |
| ISHARES TR | 676 | 463099 | CORE S&P500 ETF |
| BUILDERS FIRSTSOURCE INC | 4469 | 459818 | COM |
| COMCAST CORP NEW | 15223 | 455026 | CL A |
| CONSOLIDATED EDISON INC | 4566 | 453496 | COM |
| ISHARES TR | 6735 | 444510 | CORE S&P MCP ETF |
| ISHARES TR | 3605 | 444306 | S&P 500 GRWT ETF |
| ABBVIE INC | 1910 | 436348 | COM |
| PRICE T ROWE GROUP INC | 4117 | 421488 | COM |
| PFIZER INC | 16082 | 400473 | COM |
| EXPEDITORS INTL WASH INC | 2677 | 398952 | COM |
| VANGUARD BD INDEX FDS | 4677 | 364244 | INTERMED TERM |
| VANGUARD INTL EQUITY INDEX | 2537 | 363725 | FTSE SMCAP ETF |
| VANGUARD BD INDEX FDS | 5183 | 360322 | LONG TERM BOND |
| APPLIED MATLS INC | 1401 | 360083 | COM |
| GLOBAL X FDS | 6770 | 344321 | ARTIFICIAL ETF |
| CANADIAN IMPERIAL BANK OF | 3740 | 338880 | COM |
| ISHARES TR | 1669 | 333227 | U.S. TECH ETF |
| SELECT SECTOR SPDR TR | 2304 | 331754 | STATE STREET TEC |
| COGNIZANT TECHNOLOGY | 3886 | 322558 | CL A |
| LENNAR CORP | 3131 | 322002 | CL A |
| ASTRAZENECA PLC | 3430 | 315322 | SPONSORED ADR |
| GENERAL MLS INC | 6637 | 308696 | COM |
| VERTEX PHARMACEUTICALS INC | 677 | 306889 | COM |
| OMNICOM GROUP INC | 3800 | 306861 | COM |
| EVEREST GROUP LTD | 890 | 302365 | COM |
| UNITED RENTALS INC | 371 | 300257 | COM |
| AMERICAN EXPRESS CO | 805 | 297810 | COM |
| ASML HOLDING N V | 277 | 296357 | N Y REGISTRY SHS |
| CARRIER GLOBAL CORPORATION | 5525 | 291937 | COM |
| INTERNATIONAL BUSINESS | 926 | 274522 | COM |
| SEMPRA | 3078 | 271781 | COM |
| CVS HEALTH CORP | 3352 | 265959 | COM |
| EXXON MOBIL CORP | 2175 | 261740 | COM |
| DIAMONDBACK ENERGY INC | 1733 | 260502 | COM |
| JOHNSON & JOHNSON | 1254 | 259516 | COM |
| CADENCE DESIGN SYSTEM INC | 819 | 256018 | COM |
| SPDR INDEX SHS FDS | 7097 | 254925 | MSCI ACWI EXUS |
| VANGUARD WORLD FD | 334 | 251801 | INF TECH ETF |
| ISHARES TR | 1177 | 249596 | S&P 500 VAL ETF |
| SONY GROUP CORP | 9732 | 249137 | SPONSORED ADR |
| NETFLIX INC | 2608 | 244526 | COM |
| VANGUARD INTL EQUITY INDEX | 4439 | 238642 | FTSE EMR MKT ETF |
| VISA INC | 678 | 237788 | COM CL A |
| ISHARES TR | 1173 | 233042 | MSCI USA QLT FCT |
| ETF SER SOLUTIONS | 2054 | 225244 | DEFIANCE QUANTUM |
| VANECK ETF TRUST | 623 | 224450 | SEMICONDUCTR ETF |
| SHOPIFY INC | 1331 | 214257 | CL A SUB VTG SHS |
| ISHARES SILVER TR | 3317 | 213681 | ISHARES |
| INVESCO EXCHANGE TRADED FD | 4540 | 213017 | RAFI US 1000 ETF |
| COSTCO WHSL CORP NEW | 244 | 210414 | COM |
| BOEING CO | 969 | 210389 | COM |
| FIDELITY COVINGTON TRUST | 2003 | 204581 | MSCI CONSM DIS |
| TYSON FOODS INC | 3456 | 202571 | CL A |
| PHILIP MORRIS INTL INC | 1259 | 201909 | COM |
Popular Topics:
Find us
Copyright © Beautify Data LLC. All Rights Reserved.