Institutional Manager · CIK 0001844878
Center For Asset Management LLC
PALM BEACH GARDENS, FL · File #028-20683
Latest AUM
$191.2M
Positions
145
Top-10 Concentration
44.8%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 2025145 pos · $191.2M
- 13F HOLDINGS REPORTQ/E Sep 2025136 pos · $187.4M
- 13F HOLDINGS REPORTQ/E Jun 2025125 pos · $162.2M
- 13F HOLDINGS REPORTQ/E Mar 2025130 pos · $163.5M
- 13F HOLDINGS REPORTQ/E Dec 2024118 pos · $154.5M
- 13F HOLDINGS REPORTQ/E Sep 2024121 pos · $167.4M
- 13F HOLDINGS REPORTQ/E Jun 2024121 pos · $151.2M
- 13F HOLDINGS REPORTQ/E Mar 2024100 pos · $122.2M
- 13F HOLDINGS REPORTQ/E Dec 202395 pos · $100.2M
- 13F HOLDINGS REPORTQ/E Sep 202399 pos · $105.9M
- 13F HOLDINGS REPORTQ/E Jun 2023103 pos · $102.2M
- 13F HOLDINGS REPORTQ/E Mar 2023111 pos · $107.3M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 922908363 | 18,175 | $11.4M | 7.71% |
| 2 | VANGUARD WORLD FD | 921910816 | 20,731 | $8.6M | 5.79% |
| 3 | PIMCO ETF TR | 72201R833 | 84,946 | $8.5M | 5.77% |
| 4 | VANGUARD CHARLOTTE FDS | 92203J407 | 149,723 | $7.2M | 4.90% |
| 5 | ISHARES TR | 46429B267 | 251,154 | $5.8M | 3.91% |
| 6 | ISHARES TR | 46432F842 | 60,352 | $5.4M | 3.65% |
| 7 | VANGUARD WORLD FD | 921910840 | 37,747 | $5.3M | 3.61% |
| 8 | ISHARES TR | 464288620 | 95,809 | $5.0M | 3.36% |
| 9 | MICROSOFT CORP | MSFT | 9,682 | $4.7M | 3.17% |
| 10 | APPLE INC | AAPL | 15,836 | $4.3M | 2.91% |
| 11 | VANGUARD SCOTTSDALE FDS | 92206C771 | 88,301 | $4.2M | 2.81% |
| 12 | NVIDIA CORPORATION | NVDA | 21,456 | $4.0M | 2.71% |
| 13 | ISHARES TR | 464288661 | 31,931 | $3.8M | 2.58% |
| 14 | ISHARES TR | 464288638 | 66,443 | $3.6M | 2.42% |
| 15 | FIRST TR EXCHANGE TRAD FD | 33740Y101 | 120,801 | $3.3M | 2.22% |
| 16 | ALPHABET INC | GOOG | 9,499 | $3.0M | 2.01% |
| 17 | FIRST TR EXCH TRADED FD III | 33739P103 | 41,761 | $3.0M | 2.01% |
| 18 | BROADCOM INC | AVGO | 8,217 | $2.8M | 1.92% |
| 19 | VANGUARD BD INDEX FDS | 921937835 | 37,906 | $2.8M | 1.90% |
| 20 | FIRST TR EXCHANGE-TRADED FD | 33739G103 | 59,552 | $2.8M | 1.90% |