CENTAURUS FINANCIAL, INC. — 13F Holdings & Portfolio

CIK 891943 · latest 13F-HR filed 2026-08-17

CENTAURUS FINANCIAL, INC. manages $2.6M in 13F-reported U.S. long-equity assets across 1,115 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are EGGQ (3.35%), EGGY (2.98%), NVDA (2.53%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 110 new positions, exited 54, added to 600, and trimmed 198.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
2300 E. KATELLA AVENUE
SUITE #200
ANAHEIM, CA 92806
Phone
(714) 456-1790
Filing Manager
CENTAURUS FINANCIAL, INC.
ANAHEIM, CA
Signatory
Kevin Lee
Deputy CCO
Loading holdings…
AUM

$2.6M

Long-equity book

Holdings

1,115

Distinct positions

Period

2026-06-30

Filed 2026-08-17

Q/Q Activity

+110 / −54 / ↑600 / ↓198

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • TIDAL TRUST III$33.9K +64.1%
  • TIDAL TRUST III$29.1K +60.6%
  • TIDAL TRUST III$17.4K +48.0%
  • NEBIUS GROUP N.V.$14.5K +84.6%
  • ADVANCED MICRO DEVICES INC$14.3K +163.3%
Show all 600

Top Trims

  • ISHARES TR-$12.0K -97.6%
  • SPDR SERIES TRUST-$9.8K -38.4%
  • ISHARES TR-$6.7K -40.7%
  • SPDR GOLD TR-$3.9K -28.7%
  • AIM ETF PRODUCTS TRUST-$3.6K -49.4%
Show all 198

New Positions

  • PROSHARES TR$7.8K
  • INNOVATOR ETFS TRUST$7.4K
  • EXXON MOBIL CORP$5.9K
  • HORIZON FDS$5.8K
  • SPACE EXPLORATION TECHN CORP$5.4K
Show all 110

Exited Positions

  • ISHARES TR$12.1K
  • EXXON MOBIL CORP$7.2K
  • TWO RDS SHARED TR$5.8K
  • ROUNDHILL ETF TRUST$2.6K
  • NIO INC$1.8K
Show all 54
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 TIDAL TRUST III EGGQ 45259A696 $86.7K 3.35% 1,345,656 SH
2 TIDAL TRUST III EGGY 45259A787 $77.2K 2.98% 1,785,906 SH
3 NVIDIA CORPORATION NVDA 67066G104 $65.4K 2.53% 327,094 SH
4 APPLE INC AAPL 037833100 $59.5K 2.30% 205,686 SH
5 TIDAL TRUST III EGGS 45259A795 $53.6K 2.07% 1,241,390 SH
6 AMAZON COM INC AMZN 023135106 $46.1K 1.78% 193,412 SH
7 INVESCO QQQ TR QQQ 46090E103 $41.3K 1.60% 56,115 SH
8 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $40.8K 1.57% 54,577 SH
9 BROADCOM INC AVGO 11135F101 $35.7K 1.38% 94,466 SH
10 ISHARES TR QUAL 46432F339 $33.3K 1.29% 151,970 SH
11 NEBIUS GROUP N.V. NBIS N97284108 $31.6K 1.22% 114,395 SH
12 TESLA INC TSLA 88160R101 $28.9K 1.12% 68,681 SH
13 SELECT SECTOR SPDR TR XLK 81369Y803 $27.4K 1.06% 143,833 SH
14 MICROSOFT CORP MSFT 594918104 $27.3K 1.05% 73,120 SH
15 ALPHABET INC GOOG 02079K107 $26.4K 1.02% 74,691 SH
16 SPDR SERIES TRUST SPYG 78464A409 $23.2K 0.90% 195,374 SH
17 ADVANCED MICRO DEVICES INC AMD 007903107 $23.0K 0.89% 39,597 SH
18 ALPHABET INC GOOGL 02079K305 $22.3K 0.86% 62,454 SH
19 ISHARES TR ACWI 464288257 $21.8K 0.84% 138,615 SH
20 INNOVATOR ETFS TRUST BALT 45783Y855 $21.3K 0.82% 620,618 SH
21 FIDELITY MERRIMACK STR TR FBND 316188309 $21.3K 0.82% 467,220 SH
22 META PLATFORMS INC META 30303M102 $21.1K 0.81% 37,429 SH
23 COLUMBIA ETF TR I RECS 19761L706 $20.2K 0.78% 467,530 SH
24 ISHARES TR IJH 464287507 $19.4K 0.75% 251,102 SH
25 ISHARES TR TLT 464287432 $19.2K 0.74% 222,290 SH
26 ISHARES TR Put TLT 464287432 $19.2K 0.74% 222,290 SH
27 INNOVATOR ETFS TRUST ZALT 45783Y442 $17.1K 0.66% 505,210 SH
28 MICRON TECHNOLOGY INC MU 595112103 $16.9K 0.65% 14,617 SH
29 JPMORGAN CHASE & CO JPM 46625H100 $16.2K 0.63% 49,446 SH
30 SPDR SERIES TRUST BIL 78468R663 $15.7K 0.61% 171,822 SH
31 ELI LILLY & CO LLY 532457108 $14.5K 0.56% 12,081 SH
32 VANGUARD INDEX FDS VOO 922908363 $14.4K 0.56% 20,939 SH
33 TIDAL TRUST II NVDY 88634T774 $13.2K 0.51% 1,057,834 SH
34 ISHARES TR SGOV 46436E718 $13.1K 0.51% 130,584 SH
35 INVESCO EXCHANGE TRADED FD T XLG 46137V233 $12.9K 0.50% 210,983 SH
36 ISHARES TR MTUM 46432F396 $12.8K 0.50% 37,377 SH
37 JANUS DETROIT STR TR JAAA 47103U845 $12.6K 0.49% 249,023 SH
38 AMERICAN CENTY ETF TR AVUV 025072877 $12.6K 0.49% 100,652 SH
39 MASTERCARD INCORPORATED MA 57636Q104 $12.4K 0.48% 24,076 SH
40 ALARM COM HLDGS INC ALRM 011642105 $12.3K 0.48% 263,992 SH
41 WALMART INC WMT 931142103 $11.9K 0.46% 104,996 SH
42 GLOBAL X FDS CLIP 37960A438 $11.6K 0.45% 115,613 SH
43 PUTNAM ETF TRUST PVAL 746729300 $11.3K 0.44% 222,228 SH
44 INVESCO EXCH TRADED FD TR II IDMO 46138E222 $11.3K 0.44% 187,716 SH
45 VANGUARD WORLD FD MGK 921910816 $11.2K 0.43% 127,559 SH
46 FLOOR & DECOR HLDGS INC FND 339750101 $10.7K 0.41% 180,015 SH
47 SELECT SECTOR SPDR TR XLI 81369Y704 $10.6K 0.41% 57,064 SH
48 J P MORGAN EXCHANGE TRADED F JPST 46641Q837 $10.3K 0.40% 204,214 SH
49 TAIWAN SEMICONDUCTOR MANUFAC TSM 874039100 $10.1K 0.39% 21,054 SH
50 NETFLIX INC. NFLX 64110L106 $10.0K 0.39% 140,565 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-17 $2.6M 1,115 0000891943-26-000010
2026-03-31 2026-05-18 $2.1M 1,058 0000891943-26-000005
2025-12-31 2026-02-13 $2.2M 1,046 0000891943-26-000001
2025-09-30 2025-11-20 $2.1M 1,034 0000891943-25-000011