Centurion Wealth Management LLC GOVT — ISHARES TR

Ownership history in Centurion Wealth Management LLC  ·  13 quarters on record

AI Ownership Summary

Centurion Wealth Management LLC reported ISHARES TR (GOVT) in 13 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.42% in 2026 Q1. The latest visible filing shows GOVT at 0.42% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this GOVT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Centurion Wealth Management LLC's position in ISHARES TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

GOVT was reported at 0.42% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.42% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

GOVT stock page Centurion Wealth Management LLC fund profile Centurion Wealth Management LLC full holdings
How Centurion Wealth Management LLC held GOVT — position size vs. price
% of Fund (quarterly)    GOVT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 81,557 +55,136 +208.7% 0.42% $1.9M 2026-04-13 $22.84
2025 Q4 ADDED — — — 26,421 +4,027 +18.0% 0.13% $608K 2026-01-14 $22.83
2025 Q3 ADDED — — — 22,394 +99 +0.4% 0.12% $518K 2025-10-09 $22.61
2025 Q2 REDUCED — — — 22,295 -334 -1.5% 0.15% $512K 2025-07-07 $22.06
2025 Q1 UNCHANGED — — — 22,629 — 0% 0.16% $520K 2025-04-16 $22.01
2024 Q4 REDUCED — — — 22,629 -555 -2.4% 0.16% $520K 2025-02-10 $21.62
2024 Q3 ADDED — — — 23,184 +188 +0.8% 0.17% $544K 2024-11-07 $21.56
2024 Q1 REDUCED 12.9% -0.7% ✅ 22,996 -3,401 -12.9% 0.21% $524K 2024-04-30 $20.64
2023 Q4 REDUCED 53.7% -1.6% ✅ 26,397 -30,569 -53.7% 0.26% $608K 2024-01-25 $21.06
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding GOVT

As of 2026 Q1 — sorted by position size

SCHOOL EMPLOYEES RETIREMENT BOARD OF OHIO 10.17% SOL Capital Management CO 3Y 7Y 8.7% STOLZ & ASSOCIATES, PS 7.43% Verum Partners LLC 3Y 6.76% DDFG, Inc 3Y 6.2% Peak Wealth Management LLC 6.02% Roberts Financial Services LLC 3Y 7Y 5.94% Madson Wealth Advisors Inc 5.76% Snider Financial Group 3Y 5.08% Arcadia Wealth Management, LLC 3Y 4.66%

FAQ About Centurion Wealth Management LLC and GOVT

These are the practical questions this page is built to answer before you even open the full history table.

How long has Centurion Wealth Management LLC reported owning GOVT?

Centurion Wealth Management LLC reported GOVT across 9 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported GOVT position in Centurion Wealth Management LLC's portfolio?

The largest reported portfolio weight for GOVT was 0.42% in 2026 Q1.

What is the latest reported GOVT position on this page?

The most recent filing on this page is 2026 Q1, when Centurion Wealth Management LLC reported 81,557 shares, equal to 0.42% of portfolio, with an estimated market value of $1.9M.

What does the chart on this GOVT ownership page compare?

The chart compares Centurion Wealth Management LLC's quarterly GOVT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Centurion Wealth Management LLC time their GOVT position?

Based on 13F filing dates vs. subsequent GOVT price moves, Centurion Wealth Management LLC correctly timed 6 out of 11 reported position changes (55%). The annualised alpha on GOVT relative to SPY over the holding period was -13.6%.

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