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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 3 of 8  ·  160 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 AVGO BROADCOM INC Technology 4,664.0 $1.4M 0.35% -124.0 -2.6% $309.58 +22.8%
42 IWR ISHARES TR 14,562.0 $1.4M 0.34% -190.0 -1.3% $97.26 +10.9%
43 WMT WALMART INC Consumer Defensive 11,252.0 $1.4M 0.34% +5K +84.6% $124.29 -5.7%
44 BERKSHIRE HATHAWAY INC DEL 2,862.0 $1.4M 0.33% -260.0 -8.3% $479.20
45 PFE PFIZER INC Healthcare 45,437.0 $1.3M 0.31% +6K +15.8% $28.08 -12.0%
46 TSLA TESLA INC Consumer Cyclical 3,393.0 $1.3M 0.30% +523.0 +18.2% $371.74 +2.7%
47 VZ VERIZON COMMUNICATIONS INC Communication Services 24,583.0 $1.2M 0.30% -189.0 -0.8% $50.20 -9.6%
48 VLO VALERO ENERGY CORP Energy 4,953.0 $1.2M 0.30% +970.0 +24.4% $247.11 -1.3%
49 MCD MCDONALDS CORP Consumer Cyclical 3,782.0 $1.2M 0.28% +627.0 +19.9% $310.85 -12.6%
50 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 15,525.0 $1.1M 0.27% +3K +22.3% $72.70 +4.3%
51 F FORD MTR CO Consumer Cyclical 96,335.0 $1.1M 0.27% +15K +19.1% $11.54 +21.3%
52 PM PHILIP MORRIS INTL INC Consumer Defensive 6,719.0 $1.1M 0.27% +1K +24.1% $165.37 +8.1%
53 SDVY FIRST TR EXCHANGE TRADED FD 28,066.0 $1.1M 0.27% +4K +16.9% $39.43 +7.1%
54 LYB LYONDELLBASELL INDUSTRIES NV Basic Materials 13,708.0 $1.1M 0.27% +1K +10.8% $80.56 -28.5%
55 SGOV ISHARES TR 10,773.0 $1.1M 0.26% +5K +82.6% $100.69 -0.1%
56 KEY KEYCORP Financial Services 53,191.0 $1.1M 0.26% +8K +18.2% $20.05 +14.8%
57 TROW PRICE T ROWE GROUP INC Financial Services 11,812.0 $1.1M 0.26% +2K +26.7% $90.14 +17.6%
58 DTE DTE ENERGY CO Utilities 6,845.0 $1.0M 0.24% +167.0 +2.5% $146.24 +2.0%
59 T AT&T INC Communication Services 33,543.0 $972K 0.23% +325.0 +1.0% $28.99 -21.3%
60 CFG CITIZENS FINL GROUP INC Financial Services 15,895.0 $953K 0.23% +3K +27.3% $59.97 +15.0%
Page 3 of 8  ·  160 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%