Center For Asset Management LLC
•CIK: 1844878•Filing: Q4 2025
**Center For Asset Management LLC** manages $191M across a diversified portfolio of 145 positions. The fund exhibits a notable allocation to core US equities, with VOO representing the largest holding at $11.4M, followed by MGK ($8.6M) and MINT ($8.5M). Significant exposure is also maintained in fixed income and international markets, evidenced by $7.2M in BNDX and $5.4M in IEFA. Top holdings further include substantial positions in technology and market segments such as MSFT ($4.7M) and AAPL ($4.3M).
Total AUM
$191.2M
QoQ Performance
+2.0%
Positions
98
Top 10 Concentration
34.6%
Latest Filing
Q4 2025
Top Holdings Allocation
VOO
VOO6.0%
MGK4.5%
MINT4.5%
BNDX3.8%
GOVT3.0%
IEFA2.8%
MGV2.8%
USIG2.6%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other72.3%
Technology11.8%
ETF6.7%
Consumer2.0%
Financial1.6%
Utilities1.5%
Healthcare1.5%
Communication1.2%
🚪 Exited Positionssold since Q3 2025
+10 more exited positions
Changes from Q3 2025
NEW24 new positions
↑39 increased
↓73 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023