Center For Asset Management LLC

Est. AUM

$201.3M

13F long equity, this entity only

Positions

144

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD INDEX FDS	S&P 500 ETF SHS	$12.7M	21246	6.31%	SOLE
2	PIMCO ETF TR	ENHAN SHRT MA AC	$8.6M	85667	4.28%	SOLE
3	VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$7.8M	162431	3.88%	SOLE
4	VANGUARD WORLD FD	MEGA GRWTH IND	$7.4M	20074	3.66%	SOLE
5	ISHARES TR	CORE MSCI EAFE	$6.2M	68148	3.06%	SOLE
6	ISHARES TR	US TREAS BD ETF	$6.1M	264363	3.01%	SOLE
7	VANGUARD WORLD FD	MEGA CAP VAL ETF	$5.4M	37087	2.67%	SOLE
8	ISHARES TR	USD INV GRDE ETF	$5.2M	102193	2.60%	SOLE
9	MICROSOFT CORP	COM	$4.6M	12504	2.30%	SOLE
10	ISHARES TR	3 7 YR TREAS BD	$4.3M	36072	2.12%	SOLE
11	VANGUARD SCOTTSDALE FDS	MTG-BKD SECS ETF	$4.2M	90165	2.10%	SOLE
12	APPLE INC	COM	$4.0M	15599	1.97%	SOLE
13	ISHARES TR	ISHS 5-10YR INVT	$3.9M	73295	1.94%	SOLE
14	FIRST TR EXCHANGE-TRADED FD	MNGD FUTRS STRGY	$3.8M	75198	1.89%	SOLE
15	NVIDIA CORPORATION	COM	$3.8M	21802	1.89%	SOLE
16	FIRST TR EXCHANGE TRAD FD VI	ALT ABSLT STRG	$3.8M	112098	1.88%	SOLE
17	FIRST TR EXCH TRADED FD III	LNG/SHT EQUITY	$3.5M	49229	1.72%	SOLE
18	VANGUARD BD INDEX FDS	TOTAL BND MRKT	$3.3M	45392	1.66%	SOLE
19	ISHARES INC	CORE MSCI EMKT	$3.1M	43747	1.52%	SOLE
20	ALPHABET INC	CAP STK CL A	$2.9M	10061	1.44%	SOLE
21	ISHARES TR	0-5YR HI YL CP	$2.7M	63610	1.34%	SOLE
22	BROADCOM INC	COM	$2.6M	8377	1.29%	SOLE
23	NEXTERA ENERGY INC	COM	$2.3M	24903	1.15%	SOLE
24	ISHARES TR	10-20 YR TRS ETF	$2.3M	22727	1.14%	SOLE
25	META PLATFORMS INC	CL A	$2.2M	3777	1.07%	SOLE
26	ISHARES TR	CORE INTL AGGR	$2.1M	42141	1.05%	SOLE
27	VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$2.0M	24734	1.02%	SOLE
28	VANGUARD INDEX FDS	SM CP VAL ETF	$1.9M	8815	0.95%	SOLE
29	VANGUARD INDEX FDS	MCAP VL IDXVIP	$1.9M	10091	0.92%	SOLE
30	FIRST TR EXCHANGE-TRADED FD	FST LOW OPPT EFT	$1.8M	36988	0.91%	SOLE
31	AT&T INC	COM	$1.8M	63412	0.91%	SOLE
32	PROCTER & GAMBLE CO	COM	$1.8M	12634	0.91%	SOLE
33	NEWMONT CORP	COM	$1.7M	16155	0.87%	SOLE
34	SPDR SERIES TRUST	STATE STREET SPD	$1.7M	51066	0.85%	SOLE
35	SPDR SERIES TRUST	STATE STREET SPD	$1.7M	59352	0.84%	SOLE
36	UNITED THERAPEUTICS CORP DEL	COM	$1.7M	2856	0.84%	SOLE
37	SPDR SERIES TRUST	STATE STREET SPD	$1.7M	57392	0.83%	SOLE
38	VANGUARD INDEX FDS	EXTEND MKT ETF	$1.6M	7940	0.81%	SOLE
39	SYNCHRONY FINANCIAL	COM	$1.6M	22897	0.77%	SOLE
40	SPDR SERIES TRUST	STATE STREET SPD	$1.5M	19376	0.76%	SOLE
41	FOX CORP	CL A COM	$1.4M	24664	0.72%	SOLE
42	ALTRIA GROUP INC	COM	$1.4M	21195	0.69%	SOLE
43	VANGUARD INDEX FDS	MCAP GR IDXVIP	$1.4M	5303	0.68%	SOLE
44	FIRST TR EXCHANGE TRAD FD VI	FST TR GLB FD	$1.3M	47003	0.67%	SOLE
45	JPMORGAN CHASE & CO	COM	$1.3M	4497	0.66%	SOLE
46	VERIZON COMMUNICATIONS INC	COM	$1.3M	26214	0.65%	SOLE
47	ISHARES TR	7-10 YR TRSY BD	$1.2M	13079	0.62%	SOLE
48	AMAZON COM INC	COM	$1.2M	5991	0.62%	SOLE
49	SPDR SERIES TRUST	STATE STREET SPD	$1.1M	50874	0.57%	SOLE
50	TESLA INC	COM	$1.1M	2891	0.53%	SOLE

1–50 of 144

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.