Center For Asset Management LLC

PALM BEACH GARDENS, FL · CIK 1844878 · 13F filing filed 2026-07-27

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyPalm Beach Gardens, FL

$225.3m reported value +11.9% vs Q1 2026

151positions

33.5%in top 10

14 new 92 added 39 reduced 7 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	22,196	$15.2m6.77%	6.77%	Added +950	+950 4.5%
2	PIMCO ETF TR ENHAN SHRT MA AC MINT	MINT	89,582	$9.0m4.01%	4.01%	Added +3.9k	+3,915 4.6%
3	VANGUARD WORLD FD MEGA GRWTH IND MGK	MGK	99,507	$8.7m3.88%	3.88%	Reduced -863	-863 -0.9%
4	VANGUARD CHARLOTTE FDS TOTAL INT BD ETF BNDX	BNDX	169,833	$8.2m3.65%	3.65%	Added +7.4k	+7,402 4.6%
5	ISHARES TR CORE MSCI EAFE IEFA	IEFA	71,539	$6.9m3.07%	3.07%	Added +3.4k	+3,391 5.0%
6	ISHARES TR US TREAS BD ETF GOVT	GOVT	276,384	$6.3m2.79%	2.79%	Added +12.0k	+12,021 4.5%
7	VANGUARD WORLD FD MEGA CAP VAL ETF MGV	MGV	37,808	$6.2m2.74%	2.74%	Added +721	+721 1.9%
8	ISHARES TR USD INV GRDE ETF USIG	USIG	102,768	$5.3m2.34%	2.34%	Added +575	+575 0.6%
9	ISHARES TR 3 7 YR TREAS BD IEI	IEI	41,175	$4.8m2.15%	2.15%	Added +5.1k	+5,103 14.2%
10	MICROSOFT CORP COM MSFT	MSFT	12,500	$4.7m2.07%	2.07%	Reduced -4	-4 -0.0%
11	APPLE INC COM AAPL	AAPL	15,690	$4.5m2.01%	2.01%	Added +91	+91 0.6%
12	NVIDIA CORPORATION COM NVDA	NVDA	22,021	$4.4m1.96%	1.96%	Added +219	+219 1.0%
13	VANGUARD SCOTTSDALE FDS MTG-BKD SECS ETF VMBS	VMBS	92,823	$4.3m1.93%	1.93%	Added +2.7k	+2,658 3.0%
14	ISHARES TR ISHS 5-10YR INVT IGIB	IGIB	74,538	$4.0m1.76%	1.76%	Added +1.2k	+1,243 1.7%
15	FIRST TR EXCHANGE-TRADED FD MNGD FUTRS STRGY FMF	FMF	76,954	$3.9m1.71%	1.71%	Added +1.8k	+1,756 2.3%
16	FIRST TR EXCHANGE TRAD FD VI ALT ABSLT STRG FAAR	FAAR	120,665	$3.8m1.69%	1.69%	Added +8.6k	+8,567 7.6%
17	ISHARES INC CORE MSCI EMKT IEMG	IEMG	45,076	$3.7m1.66%	1.66%	Added +1.3k	+1,329 3.0%
18	FIRST TR EXCH TRADED FD III LNG/SHT EQUITY FTLS	FTLS	50,335	$3.7m1.65%	1.65%	Added +1.1k	+1,106 2.2%
19	ALPHABET INC CAP STK CL A GOOGL	GOOGL	10,318	$3.7m1.64%	1.64%	Added +257	+257 2.5%
20	VANGUARD BD INDEX FDS TOTAL BND MRKT BND	BND	48,657	$3.6m1.59%	1.59%	Added +3.3k	+3,265 7.2%
21	BROADCOM INC COM AVGO	AVGO	7,711	$2.9m1.29%	1.29%	Reduced -666	-666 -8.0%
22	ISHARES TR 0-5YR HI YL CP SHYG	SHYG	65,132	$2.8m1.23%	1.23%	Added +1.5k	+1,522 2.4%
23	ISHARES TR 10-20 YR TRS ETF TLH	TLH	24,561	$2.5m1.09%	1.09%	Added +1.8k	+1,834 8.1%
24	NEXTERA ENERGY INC COM NEE	NEE	27,014	$2.4m1.05%	1.05%	Added +2.1k	+2,111 8.5%
25	ISHARES TR CORE INTL AGGR IAGG	IAGG	44,838	$2.3m1.01%	1.01%	Added +2.7k	+2,697 6.4%
26	VANGUARD SCOTTSDALE FDS INT-TERM CORP VCIT	VCIT	26,496	$2.2m0.97%	0.97%	Added +1.8k	+1,762 7.1%
27	KLA CORP COM NEW KLAC	KLAC	7,247	$2.2m0.97%	0.97%	Added +517	+517 7.7%
28	VANGUARD INDEX FDS SM CP VAL ETF VBR	VBR	8,987	$2.2m0.97%	0.97%	Added +172	+172 1.9%
29	VANGUARD INDEX FDS MCAP VL IDXVIP VOE	VOE	10,344	$2.0m0.91%	0.91%	Added +253	+253 2.5%
30	META PLATFORMS INC CL A META	META	3,627	$2.0m0.91%	0.91%	Reduced -150	-150 -4.0%
31	VANGUARD INDEX FDS EXTEND MKT ETF VXF	VXF	8,290	$2.0m0.91%	0.91%	Added +350	+350 4.4%
32	PROCTER AND GAMBLE CO COM PG	PG	13,009	$1.9m0.85%	0.85%	Added +375	+375 3.0%
33	FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT LMBS	LMBS	37,579	$1.9m0.83%	0.83%	Added +591	+591 1.6%
34	SPDR SER TR PORTFLI INTRMDIT SPTI	SPTI	64,786	$1.8m0.82%	0.82%	Added +5.4k	+5,434 9.2%
35	SYNCHRONY FINANCIAL COM SYF	SYF	23,810	$1.8m0.80%	0.80%	Added +913	+913 4.0%
36	CORNING INC COM GLW	GLW	6,967	$1.8m0.79%	0.79%	Unchanged
37	SPDR SER TR PORTFOLIO INTRMD SPIB	SPIB	52,778	$1.8m0.78%	0.78%	Added +1.7k	+1,712 3.4%
38	SPDR SER TR PORTFOLIO CRPORT SPBO	SPBO	59,709	$1.7m0.77%	0.77%	Added +2.3k	+2,317 4.0%
39	SPDR SERIES TRUST PORTFOLI S&P1500 SPTM	SPTM	18,957	$1.7m0.76%	0.76%	Reduced -419	-419 -2.2%
40	VANGUARD INDEX FDS MCAP GR IDXVIP VOT	VOT	5,276	$1.6m0.72%	0.72%	Reduced -27	-27 -0.5%
41	MICRON TECHNOLOGY INC COM MU	MU	1,389	$1.6m0.71%	0.71%	Added +24	+24 1.8%
42	FRANKLIN TEMPLETON ETF TR SYSTMTC STYL PRE FLSP	FLSP	57,106	$1.6m0.70%	0.70%	Added +18.9k	+18,897 49.5%
43	UNITED THERAPEUTICS CORP DEL COM UTHR	UTHR	2,911	$1.6m0.70%	0.70%	Added +55	+55 1.9%
44	NEWMONT CORP COM NEM	NEM	16,608	$1.6m0.69%	0.69%	Added +453	+453 2.8%
45	ALTRIA GROUP INC COM MO	MO	20,895	$1.5m0.67%	0.67%	Reduced -300	-300 -1.4%
46	AMAZON COM INC COM AMZN	AMZN	6,130	$1.5m0.65%	0.65%	Added +139	+139 2.3%
47	CATERPILLAR INC COM CAT	CAT	1,353	$1.4m0.64%	0.64%	Added +9	+9 0.7%
48	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	2,903	$1.4m0.62%	0.62%	Added +264	+264 10.0%
49	FIRST TR EXCHANGE TRAD FD VI FST TR GLB FD FTGC	FTGC	50,918	$1.4m0.61%	0.61%	Added +3.9k	+3,915 8.3%
50	AT&T INC COM T	T	64,065	$1.3m0.59%	0.59%	Added +653	+653 1.0%
51	ISHARES TR 7-10 YR TRSY BD IEF	IEF	13,537	$1.3m0.57%	0.57%	Added +458	+458 3.5%
52	JPMORGAN CHASE & CO COM JPM	JPM	3,868	$1.3m0.56%	0.56%	Reduced -629	-629 -14.0%
53	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	1,692	$1.3m0.56%	0.56%	Added +159	+159 10.4%
54	VANGUARD INDEX FDS SML CP GRW ETF VBK	VBK	3,446	$1.3m0.56%	0.56%	Added +27	+27 0.8%
55	TESLA INC COM TSLA	TSLA	2,969	$1.2m0.55%	0.55%	Added +78	+78 2.7%
56	SPDR SER TR PORT MTG BK ETF SPMB	SPMB	53,668	$1.2m0.53%	0.53%	Added +2.8k	+2,794 5.5%
57	ELI LILLY & CO COM LLY	LLY	946	$1.1m0.50%	0.50%	Added +26	+26 2.8%
58	VERIZON COMMUNICATIONS INC COM VZ	VZ	26,532	$1.1m0.50%	0.50%	Added +318	+318 1.2%
59	UNITED AIRLS HLDGS INC COM UAL	UAL	7,998	$1.1m0.48%	0.48%	Reduced -231	-231 -2.8%
60	ROYAL CARIBBEAN GROUP COM RCL	RCL	3,349	$1.1m0.47%	0.47%	Reduced -8	-8 -0.2%
61	FOX CORP CL A COM FOXA	FOXA	19,352	$1.0m0.45%	0.45%	Reduced -5.3k	-5,312 -21.5%
62	APPLIED MATLS INC COM AMAT	AMAT	1,375	$994.3k0.44%	0.44%	Reduced -35	-35 -2.5%
63	CITIZENS FINL GROUP INC COM CFG	CFG	13,812	$967.7k0.43%	0.43%	Added +145	+145 1.1%
64	ISHARES TR MSCI USA MMENTM MTUM	MTUM	2,706	$927.3k0.41%	0.41%	Reduced -107	-107 -3.8%
65	VANGUARD BD INDEX FDS SHORT TRM BOND BSV	BSV	11,078	$863.1k0.38%	0.38%	Added +49	+49 0.4%
66	CF INDS HLDGS INC COM CF	CF	7,937	$859.3k0.38%	0.38%	New
67	VANGUARD MALVERN FDS STRM INFPROIDX VTIP	VTIP	16,425	$824.9k0.37%	0.37%	Added +920	+920 5.9%
68	WILLIAMS SONOMA INC COM WSM	WSM	3,483	$811.9k0.36%	0.36%	Reduced -106	-106 -3.0%
69	LAM RESEARCH CORP COM NEW LRCX	LRCX	1,852	$802.6k0.36%	0.36%	Reduced -58	-58 -3.0%
70	RTX CORPORATION COM RTX	RTX	4,179	$792.8k0.35%	0.35%	Reduced -360	-360 -7.9%
71	SCHWAB STRATEGIC TR US TIPS ETF SCHP	SCHP	29,614	$784.8k0.35%	0.35%	Added +2.0k	+1,995 7.2%
72	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	11,000	$783.8k0.35%	0.35%	Reduced -193	-193 -1.7%
73	WESTERN DIGITAL CORP COM WDC	WDC	1,227	$783.7k0.35%	0.35%	New
74	ISHARES INC MSCI CDA ETF EWC	EWC	13,583	$783.0k0.35%	0.35%	Added +386	+386 2.9%
75	ISHARES TR MSCI USA MIN VOL USMV	USMV	8,039	$775.5k0.34%	0.34%	Reduced -251	-251 -3.0%
76	SPDR SER TR PORTFOLIO LN TSR SPTL	SPTL	29,522	$774.4k0.34%	0.34%	Added +1.2k	+1,237 4.4%
77	ALPHABET INC CAP STK CL C GOOG	GOOG	1,982	$700.3k0.31%	0.31%	Added +19	+19 1.0%
78	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	7,901	$680.6k0.30%	0.30%	Reduced -19	-19 -0.2%
79	ISHARES TR JPMORGAN USD EMG EMB	EMB	6,590	$635.5k0.28%	0.28%	Added +294	+294 4.7%
80	VANGUARD INDEX FDS SMALL CP ETF VB	VB	2,076	$629.3k0.28%	0.28%	Added +66	+66 3.3%
81	QUALCOMM INC COM QCOM	QCOM	3,326	$614.8k0.27%	0.27%	Reduced -64	-64 -1.9%
82	EXELIXIS INC COM EXEL	EXEL	11,265	$612.9k0.27%	0.27%	Reduced -47	-47 -0.4%
83	ASML HOLDING N V N Y REGISTRY SHS ASML	ASML	305	$606.8k0.27%	0.27%	Added +4	+4 1.3%
84	SPDR SERIES TRUST PORTFLI HIGH YLD SPHY	SPHY	24,060	$564.0k0.25%	0.25%	Added +1.9k	+1,922 8.7%
85	NORTHROP GRUMMAN CORP COM NOC	NOC	1,096	$558.2k0.25%	0.25%	Added +2	+2 0.2%
86	AMGEN INC COM AMGN	AMGN	1,493	$540.8k0.24%	0.24%	Added +6	+6 0.4%
87	EDISON INTL COM EIX	EIX	7,154	$532.7k0.24%	0.24%	Reduced -37	-37 -0.5%
88	ISHARES TR CORE S&P MCP ETF IJH	IJH	6,735	$519.3k0.23%	0.23%	Unchanged
89	ISHARES TR CORE S&P500 ETF IVV	IVV	692	$517.5k0.23%	0.23%	Added +13	+13 1.9%
90	CONSOLIDATED EDISON INC COM ED	ED	4,588	$507.7k0.23%	0.23%	Reduced -14	-14 -0.3%
91	OMEGA HEALTHCARE INVS INC COM OHI	OHI	10,599	$505.3k0.22%	0.22%	Added +92	+92 0.9%
92	VANGUARD INDEX FDS VALUE ETF VTV	VTV	2,289	$498.8k0.22%	0.22%	Added +7	+7 0.3%
93	ISHARES TR U.S. TECH ETF IYW	IYW	1,942	$489.9k0.22%	0.22%	Added +195	+195 11.2%
94	ISHARES TR S&P 500 GRWT ETF IVW	IVW	3,540	$486.9k0.22%	0.22%	Unchanged
95	EXPEDITORS INTL WASH INC COM EXPD	EXPD	2,986	$486.7k0.22%	0.22%	Added +241	+241 8.8%
96	ABBVIE INC COM ABBV	ABBV	1,911	$480.8k0.21%	0.21%	Added +1	+1 0.1%
97	VICI PPTYS INC COM VICI	VICI	18,076	$479.9k0.21%	0.21%	Added +172	+172 1.0%
98	PUBLIC SVC ENTERPRISE GRP IN COM PEG	PEG	5,771	$468.4k0.21%	0.21%	Reduced -289	-289 -4.8%
99	PRICE T ROWE GROUP INC COM TROW	TROW	4,097	$465.7k0.21%	0.21%	Added +70	+70 1.7%
100	VANGUARD INDEX FDS MID CAP ETF VO	VO	5,770	$464.9k0.21%	0.21%	Added +166	+166 3.0%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
MARSH & MCLENNAN COS INC MRSH	MRSH	4,511	$782.5k4.5k shares
ISHARES TR IVE	IVE	1,147	$242.3k1.1k shares
COGNIZANT TECHNOLOGY SOLUTIO CTSH	CTSH	3,926	$240.8k3.9k shares
KINROSS GOLD CORP KGC	KGC	7,532	$229.9k7.5k shares
SSGA ACTIVE ETF TR TOTL	TOTL	5,654	$224.6k5.7k shares
NETFLIX INC NFLX	NFLX	2,205	$212.0k2.2k shares
TYSON FOODS INC TSN	TSN	3,252	$208.3k3.3k shares