Centricity Wealth Management, LLC
13F Portfolio Filings
Most recent 13F
Q1 2025
Location
Westerville, OH
CIK
0002054645
All SEC filings
View on sec.gov
Holdings Value
Quarter
Holdings
Value ($000)
Top Holdings
Form Type
Date Filed
Filing ID
Q1 2025
449
110,173
VOO, JPST, EFA, IBDT
13F-HR
4/14/2025
000090572925000073
Q4 2024
454
107,127
VOO, JPST, IBDT, IVV
13F-HR
2/3/2025
000090572925000024