SEC 13F Intelligence

Centricity Wealth Management, LLC / VOO

Centricity Wealth Management, LLC’s Vanguard Index Fds Position

Does Centricity Wealth Management, LLC own Vanguard Index Fds (VOO)? Yes27.9K shares worth $16M (+12.67% of its 13F portfolio) as of Q2 2025, down from 28.2K shares the prior filed quarter.

Position Value
$16M
Q2 2025
Shares
27.9K
% of Portfolio
+12.67%
Quarters Held
3
currently held

Position History VOO

Reported value by quarter
Q4 ’24: $15MQ4 ’24Q1 ’25: $14MQ1 ’25Q2 ’25: $16MQ2 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q2 202527.9K$16M+12.67%
Q1 202528.2K$14M+13.14%
Q4 202427.7K$15M+13.92%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Centricity Wealth Management, LLC’s full portfolio or all institutional holders of VOO.