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Centaurus Financial, Inc.

SEC CIK
0000891943
Latest filing
Aug 17, 2026

Holdings in Q2 2025

Holdings as of Jun 30, 2025, filed Aug 29, 2025. Long positions only; changes compare share counts with Q1 2025.

Institution overview
Positions
959
+71 vs. Q1 2025
Portfolio value
$1.71B
+$60.7M (+3.7%) vs. Q1 2025
Filed
Aug 29, 2025
SEC
Holdings of Centaurus Financial, Inc. in Q2 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
SPYSPDR S&P 500 ETF TrustETF57,831$35.7M2.1%−2,888−4.8%ReducedHistory
Tidal Trust III45259A696NESTYIELD VISION767,971$34.3M2.0%+390,985+103.7%Added–
State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663ETF339,128$31.1M1.8%−40,657−10.7%Reduced–
Invesco QQQ Trust Series I46090E103ETF53,057$29.3M1.7%+1,314+2.5%Added–
METAMeta Platforms, Inc.Stock36,236$26.7M1.6%−286−0.8%ReducedHistory
AVGOBroadcom Inc.Stock93,442$25.8M1.5%+86+0.1%AddedHistory
Tidal Trust III45259A787NESTYIELD DYN ADDED618,358$24.3M1.4%+286,642+86.4%Added–
iShares MSCI USA Quality Factor ETF46432F339ETF128,651$23.5M1.4%+11,244+9.6%Added–
Tidal Trust III45259A795NESTYIELD TOTAL ADDED524,970$21.3M1.2%+211,768+67.6%Added–
TSLATesla, Inc.Stock61,036$19.4M1.1%+5,252+9.4%AddedHistory
Tidal Trust II88636J642YIEL MAGN 7 ETFS1,233,605$18.8M1.1%−121,382−9.0%Reduced–
State Street Technology Select Sector SPDR ETF81369Y803ETF74,187$18.8M1.1%−1,110−1.5%Reduced–
Fidelity Merrimack STR Tr316188309TOTAL BD ETF398,478$18.2M1.1%−8,191−2.0%Reduced–
PKSTPeakstone Realty TrustCommon Stock1,362,668$18.0M1.1%+40,514+3.1%AddedHistory
GOOGAlphabet Inc.Stock95,003$16.9M1.0%−3,573−3.6%ReducedHistory
NFLXNetflix IncStock12,498$16.7M1.0%−4,674−27.2%ReducedHistory
iShares Tr46428743220 YR TR BD ETF187,881$16.6M1.0%+8,652+4.8%Added–
iShares Tr464288257MSCI ACWI ETF128,438$16.5M1.0%−2,352−1.8%Reduced–
Tidal ETF Tr88634T774II YIELDMAX NVDA977,194$16.4M1.0%−14,244−1.4%Reduced–
State Street SPDR Portfolio S&P 500 Growth ETF78464A409ETF164,613$15.7M0.9%+160.0%Added–
Aim ETF Products Trust00888H505ALLIA US OCT ETF412,352$15.3M0.9%−26,396−6.0%Reduced–
iShares Core S&P US Value ETF464287663ETF160,792$15.2M0.9%+267+0.2%Added–
Innovator ETFs Trust45783Y855DEFINED WLT SHLD460,547$14.8M0.9%+41,511+9.9%Added–
ALRMAlarm.com Holdings, Inc.COM260,881$14.8M0.9%+7,756+3.1%AddedHistory
JPMorgan Ultra-Short Income ETF46641Q837ETF284,226$14.4M0.8%+10,223+3.7%Added–
JPMJPMorgan Chase & CoStock49,228$14.3M0.8%−1,222−2.4%ReducedHistory
Columbia ETF Tr I19761L706RESH ENHNC COR385,922$14.2M0.8%+9,909+2.6%Added–
iShares Core S&P Mid-Cap ETF464287507ETF221,908$13.8M0.8%+3,502+1.6%Added–
NBISNebius Group N.V.Stock245,640$13.6M0.8%+4,489+1.9%AddedHistory
ADSKAutodesk, Inc.COM43,182$13.4M0.8%−944−2.1%ReducedHistory
MAMastercard IncStock22,886$12.9M0.8%−46−0.2%ReducedHistory
FNDFloor & Decor Holdings, Inc.CL A167,994$12.8M0.7%+15,559+10.2%AddedHistory
Vanguard S&P 500 ETF922908363ETF20,547$11.7M0.7%+1,117+5.7%Added–
GLDSPDR Gold TrustETF38,267$11.7M0.7%−21,149−35.6%ReducedHistory
GOOGLAlphabet Inc.Stock62,773$11.1M0.6%−2,808−4.3%ReducedHistory
Invesco Exchange Traded FD T46137V233S&P 500 TOP 50201,811$10.5M0.6%−24,299−10.7%Reduced–
ORCLOracle CorpStock47,525$10.4M0.6%+1,286+2.8%AddedHistory
LLYEli Lilly & CoStock13,110$10.2M0.6%−616−4.5%ReducedHistory
WMTWalmart Inc.Stock102,717$10.0M0.6%−5,163−4.8%ReducedHistory
Innovator ETFs Trust45783Y442U S EQ 10 BUFFER324,706$10.0M0.6%+35,744+12.4%Added–
State Street SPDR Portfolio S&P 500 ETF78464A854ETF134,831$9.80M0.6%+32,188+31.4%Added–
BRK.BBerkshire Hathaway IncStock19,794$9.62M0.6%−2,154−9.8%ReducedHistory
GFLGFL Environmental Inc.SUB VTG SHS187,652$9.47M0.6%−12,303−6.2%ReducedHistory
Vanguard World FD921910816MEGA GRWTH IND25,613$9.38M0.5%+320+1.3%Added–
Janus Detroit STR Tr47103U845HENDRSON AAA CL181,463$9.21M0.5%−13,360−6.9%Reduced–
iShares MSCI USA Momentum Factor ETF46432F396ETF38,270$9.20M0.5%+324+0.9%Added–
Aim ETF Products Trust00888H406ALLIANZIM US EQT246,993$9.18M0.5%+117,427+90.6%Added–
iShares S&P 500 Growth ETF464287309ETF81,234$8.94M0.5%−49,553−37.9%Reduced–
American Centy ETF Tr025072877US SML CP VALU95,198$8.67M0.5%+3,936+4.3%Added–
State Street Industrial Select Sector SPDR ETF81369Y704ETF57,413$8.47M0.5%−100.0%Reduced–
UBERUber Technologies, IncStock90,650$8.46M0.5%−9,617−9.6%ReducedHistory
TYLTyler Technologies IncCOM14,218$8.43M0.5%−463−3.2%ReducedHistory
iShares Tr46436E7180-3 MTH TREASURY83,278$8.38M0.5%−17,149−17.1%Reduced–
State Street Utilities Select Sector SPDR ETF81369Y886ETF92,687$7.57M0.4%+8,737+10.4%Added–
State Street Communication Services Select Sector SPDR ETF81369Y852ETF68,726$7.46M0.4%+9,922+16.9%Added–
First Tr Exchng Traded FD VI33740F755FT LADD BUFF ETF233,866$7.44M0.4%−62,760−21.2%Reduced–
APPAppLovin CorpCOM CL A20,525$7.18M0.4%+1,262+6.6%AddedHistory
State Street Financial Select Sector SPDR ETF81369Y605ETF136,242$7.13M0.4%−9,228−6.3%Reduced–
SPDR Index Shs FDS78463X533ST MAR DIVID ETF186,678$7.12M0.4%+497+0.3%Added–
Capital Group Growth ETF14020G101SHS CREAT UNIT168,372$6.84M0.4%+44,079+35.5%Added–
Pacer US Cash Cows 100 ETF69374H881ETF122,322$6.74M0.4%+4,851+4.1%Added–
State Street Health Care Select Sector SPDR ETF81369Y209ETF45,446$6.13M0.4%+14,718+47.9%Added–
Invesco Nasdaq 100 ETF46138G649ETF26,695$6.06M0.4%+25,560+2,252.0%Added–
Invesco Exch Traded FD Tr II46138E222S&P INTL MOMNT114,829$5.88M0.3%+114,829New–
MCKMcKesson CorpStock7,944$5.82M0.3%−495−5.9%ReducedHistory
First Tr Exchng Traded FD VI33740F805SMITH OPPORT FXD132,171$5.80M0.3%−6,159−4.5%Reduced–
Aim ETF Products Trust00888H208ALLIANZIM US EQT172,400$5.75M0.3%+27,645+19.1%Added–
J P Morgan Exchange Traded F46641Q332EQUITY PREMIUM100,967$5.74M0.3%+10,231+11.3%Added–
AXONAxon Enterprise, Inc.COM6,784$5.62M0.3%−81−1.2%ReducedHistory
WCNWaste Connections, Inc.COM29,601$5.53M0.3%−875−2.9%ReducedHistory
APGAPi Group CorpCOM STK106,936$5.46M0.3%−5,774−5.1%ReducedHistory
PLTRPalantir Technologies Inc.Stock39,538$5.39M0.3%+10,539+36.3%AddedHistory
iShares Tr464287572GLOBAL 100 ETF49,305$5.32M0.3%−66,558−57.4%Reduced–
COSTCostco Wholesale CorpStock5,364$5.31M0.3%+217+4.2%AddedHistory
PATKPatrick Industries IncCOM56,697$5.23M0.3%−521−0.9%ReducedHistory
AMDAdvanced Micro Devices IncStock36,626$5.20M0.3%+955+2.7%AddedHistory
JPMorgan Nasdaq Equity Premium Income ETF46654Q203ETF94,658$5.15M0.3%+13,327+16.4%Added–
TSMTaiwan Semiconductor Manufacturing Co LtdADR22,726$5.15M0.3%+2,819+14.2%AddedHistory
Capital Group Core Equity Et14020V108SHS CREAT UNIT136,665$5.05M0.3%+22,907+20.1%Added–
MUMicron Technology IncStock40,684$5.01M0.3%−1,466−3.5%ReducedHistory
UNHUnitedHealth Group IncStock15,958$4.98M0.3%+1,237+8.4%AddedHistory
iShares MSCI Eafe ETF464287465ETF55,588$4.97M0.3%+53,694+2,835.0%Added–
iShares U.S. Medical Devices ETF464288810ETF77,664$4.87M0.3%+1,215+1.6%Added–
WFCWells Fargo & CompanyStock60,607$4.86M0.3%+23,549+63.5%AddedHistory
T Rowe Price Exchange-Traded87283Q867CAP APPRECIATION135,837$4.79M0.3%+28,263+26.3%Added–
DSGXDescartes Systems Group IncCOM46,677$4.75M0.3%−1,935−4.0%ReducedHistory
POOLPool CorpCOM15,797$4.60M0.3%−1,764−10.0%ReducedHistory
Vanguard World FD921910840MEGA CAP VAL ETF34,611$4.54M0.3%+810+2.4%Added–
XOMExxonMobil Holdings CorpCOM41,659$4.49M0.3%−160.0%ReducedHistory
Vanguard Morningstar Growth ETF922908736ETF10,201$4.47M0.3%−1,956−16.1%Reduced–
PANWPalo Alto Networks IncStock21,819$4.46M0.3%+115+0.5%AddedHistory
STWDStarwood Property Trust, Inc.COM222,042$4.46M0.3%+107,987+94.7%AddedHistory
iShares Tr46434V456MSCI INTL QUALTY102,670$4.44M0.3%+22,377+27.9%Added–
Schwab U.S. Large-Cap Growth ETF808524300ETF150,534$4.40M0.3%+29,568+24.4%Added–
DHRDanaher CorpStock22,094$4.36M0.3%+4,016+22.2%AddedHistory
MKLMarkel Group Inc.COM2,182$4.36M0.3%−8−0.4%ReducedHistory
iShares Tr464287234MSCI EMG MKT ETF89,455$4.32M0.3%+84,501+1,705.7%Added–
T Rowe Price Exchange-Traded87283Q826SMALL MID CAP128,798$4.22M0.2%+79,764+162.7%Added–
VVisa Inc.Stock11,818$4.20M0.2%−1,911−13.9%ReducedHistory
IBITiShares Bitcoin Trust ETFETF67,617$4.14M0.2%+14,417+27.1%AddedHistory

Options (2)

Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.

Option positions of Centaurus Financial, Inc. in Q2 2025
SecurityClassPutsCalls
GENIGenius Sports LtdSHARES CL A–$123.0K
ACHRArcher Aviation Inc.Stock–$11.0K

Sold out since Q1 2025 (41)

Positions held at the end of Q1 2025 that are gone from this filing.

Positions of Centaurus Financial, Inc. sold out since Q1 2025
SecurityClassShares in Q1 2025Value in Q1 2025% of portfolio in Q1 2025History
AAPLApple Inc.Stock208,051$46.2M2.8%History
NVDANVIDIA CorpStock339,093$36.8M2.2%History
AMZNAmazon Com IncStock191,738$36.5M2.2%History
MSFTMicrosoft CorpStock87,726$32.9M2.0%History
Calamos ETF Tr12811T829S&P 500 STRUCTUR83,166$2.11M0.1%–
Innovator ETFs Trust45782C276GRWT100 PWR BUF23,315$1.40M0.1%–
COOPMaverick Merger Sub 2, LLCCOM11,457$1.37M0.1%History
IGRCbre Global Real Estate Income FundCOM241,121$1.24M0.1%History
Innovator ETFs Trust45782C615GRWT100 PWR BUF22,970$1.14M0.1%–
Aim ETF Products Trust00888H604ALLIANZIM US EQT30,339$1.13M0.1%–
DBCInvesco DB Commodity Index Tracking FundUNIT49,861$1.12M0.1%History
Calamos ETF Tr12811T852NASDAQ 100 STRU41,527$1.01M0.1%–
Innovator ETFs Tr45783Y632PREM INCM 10 BAR38,590$947.0K0.1%–
Calamos ETF Tr12811T860NASDAQ 100 STRUC37,603$947.0K0.1%–
SHYFShyft Group, Inc.COM101,472$821.0K<0.1%History
SNASnap-on IncCOM1,954$659.0K<0.1%History
Innovator U.S. Equity Buffer ETF - October45782C771ETF15,517$652.0K<0.1%–
DFSDiscover Financial ServicesCOM3,582$612.0K<0.1%History
Capital Group GBL Growth EQT14020X104SHS CREAT UNIT7,958$225.0K<0.1%–
EIXEdison InternationalStock3,245$191.0K<0.1%History
iShares Tr46429B309MSCI INDONIA ETF11,500$187.0K<0.1%–
Innovator ETFs Trust45782C789US EQTY BUFR JUL4,049$175.0K<0.1%–
iShares Tr464288752US HOME CONS ETF1,827$174.0K<0.1%–
MLMMartin Marietta Materials IncCOM317$152.0K<0.1%History
BLFSBiolife Solutions IncCOM NEW6,600$151.0K<0.1%History
MKZRMacKenzie Realty Capital, Inc.COM98,024$147.0K<0.1%History
iShares Tr464288786U.S. INSRNCE ETF1,027$142.0K<0.1%–
SJMJ M SMUCKER CoStock1,174$139.0K<0.1%History
KHCKraft Heinz CoStock4,506$137.0K<0.1%History
ProShares Tr74347X831ULTRAPRO QQQ2,358$135.0K<0.1%–
CAGConagra Brands Inc.Stock4,891$130.0K<0.1%History
PIMCO ETF Tr72201R7830-5 HIGH YIELD1,367$128.0K<0.1%–
T Rowe Price Exchange-Traded87283Q107PRICE BLUE CHIP3,227$123.0K<0.1%–
State Street SPDR Portfolio Aggregate Bond ETF78464A649ETF4,644$119.0K<0.1%–
CHTRCharter Communications, Inc.CL A318$117.0K<0.1%History
UTHRUnited Therapeutics CorpCOM371$114.0K<0.1%History
NXPINXP Semiconductors N.V.COM587$112.0K<0.1%History
AZOAutoZone IncCOM29$111.0K<0.1%History
INVHInvitation Homes Inc.COM3,026$105.0K<0.1%History
iShares U.S. Regional Banks ETF464288778ETF2,181$102.0K<0.1%–
iShares Semiconductor ETF464287523ETF536$101.0K<0.1%–