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Portfolio (Quarterly) Guide ↗

Centennial Wealth Advisory LLC

· CIK 0001839421
13F Portfolio $413M AUM 160 positions Filed Apr 20, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 16 New 100 Added 39 Reduced 22 Exited
Page 2 of 5  ·  100 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AVEM AMERICAN CENTY ETF TR 39,347.0 $3.2M 0.77% +11K +40.8% $80.58 +17.5%
22 PYLD PIMCO ETF TR 118,458.0 $3.1M 0.75% +3K +3.0% $26.20 +0.9%
23 AVUV AMERICAN CENTY ETF TR 26,560.0 $2.9M 0.71% +14K +109.2% $110.47 +10.8%
24 IBM INTERNATIONAL BUSINESS MACHS Technology 10,462.0 $2.5M 0.61% +919.0 +9.6% $242.40 +9.3%
25 AMZN AMAZON COM INC Consumer Cyclical 11,334.0 $2.4M 0.57% +840.0 +8.0% $208.28 +12.4%
26 META META PLATFORMS INC Communication Services 3,693.0 $2.1M 0.51% +468.0 +14.5% $572.18 -1.7%
27 CDX SIMPLIFY EXCHANGE TRADED FUN 98,145.0 $2.1M 0.51% +8K +8.5% $21.34 -0.6%
28 CLOA BLACKROCK ETF TRUST II 29,275.0 $1.5M 0.37% +838.0 +3.0% $51.84 +0.1%
29 XOM EXXON MOBIL CORP Energy 8,562.0 $1.5M 0.35% +714.0 +9.1% $169.66 -18.4%
30 WMT WALMART INC Consumer Defensive 11,252.0 $1.4M 0.34% +5K +84.6% $124.29 -5.7%
31 PFE PFIZER INC Healthcare 45,437.0 $1.3M 0.31% +6K +15.8% $28.08 -12.0%
32 TSLA TESLA INC Consumer Cyclical 3,393.0 $1.3M 0.30% +523.0 +18.2% $371.74 +2.7%
33 VLO VALERO ENERGY CORP Energy 4,953.0 $1.2M 0.30% +970.0 +24.4% $247.11 -1.3%
34 MCD MCDONALDS CORP Consumer Cyclical 3,782.0 $1.2M 0.28% +627.0 +19.9% $310.85 -12.6%
35 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 15,525.0 $1.1M 0.27% +3K +22.3% $72.70 +4.3%
36 F FORD MTR CO Consumer Cyclical 96,335.0 $1.1M 0.27% +15K +19.1% $11.54 +21.3%
37 PM PHILIP MORRIS INTL INC Consumer Defensive 6,719.0 $1.1M 0.27% +1K +24.1% $165.37 +8.1%
38 SDVY FIRST TR EXCHANGE TRADED FD 28,066.0 $1.1M 0.27% +4K +16.9% $39.43 +7.1%
39 LYB LYONDELLBASELL INDUSTRIES NV Basic Materials 13,708.0 $1.1M 0.27% +1K +10.8% $80.56 -28.5%
40 SGOV ISHARES TR 10,773.0 $1.1M 0.26% +5K +82.6% $100.69 -0.1%
Page 2 of 5  ·  100 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 31.0%
Financial Services 20.7%
Utilities 10.8%
Communication Services 8.4%
Consumer Cyclical 8.4%
Consumer Defensive 7.6%
Healthcare 5.7%
Energy 4.2%
Basic Materials 2.0%
Industrials 1.2%