SEC Form 13F

Centricity Wealth Management, LLC 13F Holdings

Report period2025-06-30
Publicly available2025-07-19
Reported value$125,130,752
Positions429

Largest disclosed positions

IssuerTickerClassReported valueReported amount
VANGUARD INDEX FDSS&P 500 ETF SHSVOOETF$15,856,07727,914
ISHARES TRMSCI EAFE ETFEFAETF$6,733,12375,323
J P MORGAN EXCHANGE TRADED FULTRA SHRT ETFJPSTETF$6,529,675128,841
ISHARES TRIBDS DEC28 ETFIBDTETF$4,977,999195,830
ISHARES TRIBONDS 27 ETFIBDSETF$4,930,475203,151
ISHARES TRCORE S&P500 ETFIVVETF$4,750,5067,651
VANGUARD ADMIRAL FDS INC500 GRTH IDX FVOOGETF$4,037,96710,183
VANGUARD ADMIRAL FDS INC500 VAL IDX FDVOOVETF$3,567,18518,903
ISHARES TRCORE DIV GRWTHDGROETF$3,422,64453,529
SPDR GOLD TRGLDETF$3,407,69511,179

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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