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Portfolio (Quarterly) Guide ↗

Centennial Wealth Advisory LLC

· CIK 0001839421
13F Portfolio $463M AUM 181 positions Filed Jul 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 38 New 60 Added 71 Reduced 17 Exited
Page 1 of 2  ·  38 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 WCMI FIRST TR EXCHANGE-TRADED FD 227,057.0 $4.4M 0.96% NEW $19.57 +2.8%
2 SCIO FIRST TR EXCHANGE-TRADED FD 118,426.0 $2.4M 0.53% NEW $20.67 -0.2%
3 ILDR FIRST TR EXCHNG TRADED FD VI 46,783.0 $1.8M 0.40% NEW $39.24 +1.5%
4 FDT FIRST TR EXCH TRD ALPHDX FD 15,300.0 $1.4M 0.31% NEW $94.69 +1.5%
5 KMB KIMBERLY-CLARK CORP Consumer Defensive 11,827.0 $1.3M 0.28% NEW $109.77 -1.7%
6 MDLZ MONDELEZ INTL INC Consumer Defensive 18,886.0 $1.1M 0.24% NEW $57.84 +7.5%
7 PKG PACKAGING CORP AMER Consumer Cyclical 4,196.0 $1000K 0.22% NEW $238.28 +6.2%
8 GIS GENERAL MILLS INC Consumer Defensive 27,662.0 $963K 0.21% NEW $34.80 +9.1%
9 TGT TARGET CORP Consumer Defensive 6,607.0 $863K 0.19% NEW $130.62 +15.6%
10 SMURFIT WESTROCK PLC 18,222.0 $843K 0.18% NEW $46.26
11 WSO WATSCO INC Industrials 2,019.0 $841K 0.18% NEW $416.72 -25.2%
12 NI NISOURCE INC Utilities 17,621.0 $838K 0.18% NEW $47.55 -10.9%
13 ORI OLD REP INTL CORP Financial Services 18,989.0 $777K 0.17% NEW $40.92 +3.9%
14 LNT ALLIANT ENERGY CORP Utilities 10,097.0 $770K 0.17% NEW $76.29 -7.8%
15 MET METLIFE INC Financial Services 8,846.0 $749K 0.16% NEW $84.62 +14.3%
16 EOG EOG RES INC Energy 5,448.0 $707K 0.15% NEW $129.73 +12.7%
17 FNB F N B CORP Financial Services 34,368.0 $656K 0.14% NEW $19.08 +1.7%
18 APA APA CORPORATION Energy 16,139.0 $526K 0.11% NEW $32.57 +27.7%
19 TXN TEXAS INSTRS INC Technology 1,699.0 $506K 0.11% NEW $298.05 -5.1%
20 DCI DONALDSON INC Industrials 3,708.0 $333K 0.07% NEW $89.77 +5.5%
Page 1 of 2  ·  38 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 34.8%
Financial Services 18.1%
Utilities 9.8%
Consumer Defensive 8.9%
Communication Services 7.8%
Consumer Cyclical 7.3%
Healthcare 5.2%
Energy 4.2%
Industrials 2.5%
Basic Materials 1.5%