Institutional Fund
Center For Asset Management LLC
Palm Beach Gardens, FLCIK 18448785 filings on record
Portfolio Value
$201.33M
Q1 2026
Holdings
144
Reported positions
New Buys
11
Opened this quarter
QoQ Change
+5.3%
from $191.24M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Index Fds6.3%
- Pimco ETF Tr4.3%
- Vanguard Charlotte Fds3.9%
- Vanguard World Fd3.7%
- Ishares Tr3.1%
- Ishares Tr3.0%
- Other75.8%
Portfolio Holdings
144 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 21.2K | $12.70M | 6.3% | +3.1K | Added |
| 2 | Pimco ETF Tr | 85.7K | $8.62M | 4.3% | +721 | Added |
| 3 | Vanguard Charlotte Fds | 162.4K | $7.80M | 3.9% | +12.7K | Added |
| 4 | Vanguard World Fd | 20.1K | $7.38M | 3.7% | −657 | Reduced |
| 5 | Ishares Tr | 68.1K | $6.17M | 3.1% | +7.8K | Added |
| 6 | Ishares Tr | 264.4K | $6.06M | 3.0% | +13.2K | Added |
| 7 | Vanguard World Fd | 37.1K | $5.38M | 2.7% | −660 | Reduced |
| 8 | Ishares Tr | 102.2K | $5.24M | 2.6% | +6.4K | Added |
| 9 | Microsoft Corp | 12.5K | $4.63M | 2.3% | +2.8K | Added |
| 10 | Ishares Tr | 36.1K | $4.28M | 2.1% | +4.1K | Added |
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