• 13F History

Centricity Wealth Management, LLC

13F Filings History

Latest 13F report
Q1 2025 - Apr 14, 2025
Value $
$110M
Signature - Title
Christopher J. Ciehanski - CCO
Location
Westerville, OH
Summary
This page shows a list of all the recent 13F filings made by Centricity Wealth Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Centricity Wealth Management, LLC reported 449 stock holdings with total value $110M as of Q1 2025. Top holdings included VOO, JPST, EFA, IBDT, and IBDS.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2025 449 $110M +$5.8M -$1.13M +$4.66M VOO, JPST, EFA, IBDT, IBDS 13F-HR 4/14/2025, 02:31 PM
Q4 2024 454 $107M $0 $0 VOO, JPST, IBDT, IVV, IBDS 13F-HR 2/3/2025, 01:07 PM