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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 4 of 10  ·  181 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 VZ VERIZON COMMUNICATIONS INC Communication Services 25,002.0 $1.1M 0.23% +419.0 +1.7% $42.34 +13.5%
62 MO ALTRIA GROUP INC Consumer Defensive 14,578.0 $1.0M 0.23% +2K +14.5% $71.94 -11.1%
63 CVX CHEVRON CORPORATION Energy 6,308.0 $1.0M 0.23% +4K +237.9% $165.78 +22.3%
64 CMCSA COMCAST CORP NEW Communication Services 42,156.0 $1.0M 0.22% +32K +317.9% $24.55 +4.2%
65 SGOV ISHARES TR 10,220.0 $1.0M 0.22% -553.0 -5.1% $100.71 -0.1%
66 CMS CMS ENERGY CORP Utilities 13,320.0 $1.0M 0.22% +3K +28.1% $76.52 -6.7%
67 PKG PACKAGING CORP AMER Consumer Cyclical 4,196.0 $1000K 0.22% NEW $238.28 +6.2%
68 AEP AMERICAN ELEC PWR CO INC Utilities 7,151.0 $978K 0.21% +928.0 +14.9% $136.79 -7.5%
69 GIS GENERAL MILLS INC Consumer Defensive 27,662.0 $963K 0.21% NEW $34.80 +9.1%
70 INTC INTEL CORP Technology 6,629.0 $926K 0.20% -2K -19.4% $139.63 -25.9%
71 F FORD MTR CO Consumer Cyclical 65,521.0 $911K 0.20% -31K -32.0% $13.90 +1.1%
72 SDVY FIRST TR EXCHANGE TRADED FD 20,144.0 $869K 0.19% -8K -28.2% $43.14 +3.2%
73 HPQ HP INC Technology 39,576.0 $868K 0.19% +17K +78.4% $21.94 +34.0%
74 KEY KEYCORP Financial Services 37,441.0 $863K 0.19% -16K -29.6% $23.05 -0.0%
75 TGT TARGET CORP Consumer Defensive 6,607.0 $863K 0.19% NEW $130.62 +15.6%
76 SMURFIT WESTROCK PLC 18,222.0 $843K 0.18% NEW $46.26
77 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 7,806.0 $841K 0.18% +554.0 +7.6% $107.79 +4.8%
78 WSO WATSCO INC Industrials 2,019.0 $841K 0.18% NEW $416.72 -25.2%
79 NI NISOURCE INC Utilities 17,621.0 $838K 0.18% NEW $47.55 -10.9%
80 USB US BANCORP Financial Services 13,799.0 $833K 0.18% -4K -24.5% $60.40 +7.4%
Page 4 of 10  ·  181 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%