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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 5 of 5  ·  100 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 XLE SELECT SECTOR SPDR TR 7,958.0 $487K 0.12% +243.0 +3.1% $61.26 -11.1%
82 FDIS FIDELITY COVINGTON TRUST 5,221.0 $487K 0.12% +41.0 +0.8% $93.27 +6.5%
83 SWKS SKYWORKS SOLUTIONS INC Technology 9,002.0 $482K 0.12% +2K +28.7% $53.56 +37.1%
84 HPQ HP INC Technology 22,184.0 $426K 0.10% +3K +12.9% $19.21 +23.2%
85 NFLX NETFLIX INC. Communication Services 4,377.0 $421K 0.10% +2K +63.5% $96.15 -24.3%
86 DIA STATE STR SPDR DOW JONES IND Financial Services 847.0 $392K 0.10% +281.0 +49.6% $463.35 +11.5%
87 SYK STRYKER CORPORATION Healthcare 1,186.0 $390K 0.09% +576.0 +94.4% $328.59 -5.7%
88 INTC INTEL CORP Technology 8,221.0 $363K 0.09% +3K +47.3% $44.13 +199.7%
89 VOO VANGUARD INDEX FDS 599.0 $358K 0.09% +120.0 +25.1% $598.24 +13.0%
90 PEP PEPSICO INC Consumer Defensive 2,189.0 $340K 0.08% +490.0 +28.8% $155.29 -8.5%
91 FMAT FIDELITY COVINGTON TRUST 5,851.0 $337K 0.08% +527.0 +9.9% $57.64 +1.6%
92 KLAC KLA CORP Technology 207.0 $305K 0.07% +35.0 +20.4% $1472.29 -83.4%
93 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 4,193.0 $304K 0.07% +404.0 +10.7% $72.46 +29.3%
94 CMCSA COMCAST CORP NEW Communication Services 10,087.0 $290K 0.07% +2K +31.9% $28.71 -20.6%
95 FNF FIDELITY NATL FINL INC Financial Services 5,373.0 $249K 0.06% +551.0 +11.4% $46.38 +3.4%
96 XLRE SELECT SECTOR SPDR TR 5,899.0 $241K 0.06% +853.0 +16.9% $40.83 +9.3%
97 CTAS CINTAS CORP Industrials 1,388.0 $235K 0.06% +17.0 +1.2% $169.12 -0.2%
98 CRM SALESFORCE INC Technology 1,198.0 $224K 0.05% +205.0 +20.6% $186.68 -17.8%
99 ISRG INTUITIVE SURGICAL INC Healthcare 483.0 $223K 0.05% +84.0 +21.1% $461.00 -12.5%
100 EIM EATON VANCE MUN BD FD Financial Services 14,842.0 $145K 0.04% +229.0 +1.6% $9.77 +0.2%
Page 5 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%