Centurion Wealth Management’s Schwab Fundamental US Broad Market Index ETF FNDB Stock Holding History

Centurion Wealth Management’s Portfolio FNDB Stock Details FNDB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.91M	Buy	95,380 +1,120	+1%	+$33K	0.69%	36
2026 Q1	$2.56M	Buy	94,260 +6,278	+7%	+$174K	0.58%	45
2025 Q4	$2.34M	Buy	87,982 +2,009	+2%	+$52.5K	0.51%	48
2025 Q3	$2.21M	Buy	+85,973	New	+$2.14M	0.51%	50

Other funds holding FNDB

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Guardian Financial Partners Orange, California $257M AUM 19.03% 1-Year Est. Return

HHM Wealth Advisors Chattanooga, Tennessee $994M AUM 23.11% 1-Year Est. Return

Red Door Wealth Management Memphis, Tennessee $1.1B AUM 31.77% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Elevation Wealth Partners Santa Rosa, California $334M AUM 26.48% 1-Year Est. Return

Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return

LexAurum Advisors Overland Park, Kansas $866M AUM