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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
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 1,915.0 $750K 0.18% NEW $391.58 +165.2%
2 FIDELITY COVINGTON TRUST 6,710.0 $472K 0.11% NEW $70.37
3 ORCL ORACLE CORP Technology 2,285.0 $336K 0.08% NEW $147.12 +12.3%
4 HD HOME DEPOT INC Consumer Cyclical 980.0 $322K 0.08% NEW $328.82 -1.3%
5 INTU INTUIT Technology 689.0 $298K 0.07% NEW $432.38 -40.3%
6 XLB SELECT SECTOR SPDR TR 5,830.0 $291K 0.07% NEW $49.97 +1.8%
7 LIN LINDE PLC Basic Materials 560.0 $278K 0.07% NEW $495.81 +3.3%
8 TMUS T-MOBILE US INC Communication Services 1,163.0 $244K 0.06% NEW $210.01 -12.1%
9 BMY BRISTOL-MYERS SQUIBB CO Healthcare 3,984.0 $242K 0.06% NEW $60.67 -8.5%
10 C CITIGROUP INC Financial Services 2,077.0 $236K 0.06% NEW $113.43 +27.8%
11 MRVL MARVELL TECHNOLOGY INC Technology 2,339.0 $232K 0.06% NEW $99.04 +181.7%
12 CAT CATERPILLAR INC Industrials 318.0 $225K 0.06% NEW $708.25 +39.0%
13 GGG GRACO INC Industrials 2,528.0 $214K 0.05% NEW $84.69 -12.4%
14 IAU ISHARES GOLD TR Financial Services 2,387.0 $210K 0.05% NEW $88.16 -12.3%
15 RTX RTX CORPORATION Industrials 1,089.0 $210K 0.05% NEW $192.98 -3.4%
16 UNH UNITEDHEALTH GROUP INC Healthcare 768.0 $208K 0.05% NEW $270.55 +51.3%

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%