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Portfolio (Quarterly) Guide ↗

Centennial Wealth Advisory LLC

· CIK 0001839421
13F Portfolio $378M AUM Filed Jan 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 166 New
Page 6 of 9  ·  166 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 OGE OGE ENERGY CORP Utilities 12,519.0 $535K 0.14% NEW $42.71 +13.2%
102 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 6,060.0 $535K 0.14% NEW $88.22 +21.2%
103 BUNGE GLOBAL SA 5,992.0 $534K 0.14% NEW $89.09
104 FDIS FIDELITY COVINGTON TRUST 5,180.0 $529K 0.14% NEW $102.19 -0.3%
105 IEFA ISHARES TR 5,858.0 $524K 0.14% NEW $89.46 +6.7%
106 SHW SHERWIN WILLIAMS CO Basic Materials 1,616.0 $524K 0.14% NEW $324.03 +3.7%
107 OKE ONEOK INC NEW Energy 7,081.0 $521K 0.14% NEW $73.51 +17.3%
108 XLC SELECT SECTOR SPDR TR 4,349.0 $512K 0.14% NEW $117.71 -8.7%
109 IP INTERNATIONAL PAPER CO Consumer Cyclical 12,648.0 $498K 0.13% NEW $39.39 -3.1%
110 IWO ISHARES TR 1,537.0 $497K 0.13% NEW $323.09 +21.8%
111 GIS GENERAL MLS INC Consumer Defensive 10,566.0 $491K 0.13% NEW $46.51 -24.7%
112 SPY SPDR S&P 500 ETF TR Financial Services 718.0 $490K 0.13% NEW $682.23 +8.3%
113 PNW PINNACLE WEST CAP CORP Utilities 5,505.0 $488K 0.13% NEW $88.72 +18.1%
114 ABBV ABBVIE INC Healthcare 2,117.0 $484K 0.13% NEW $228.61 +2.3%
115 SMURFIT WESTROCK PLC 12,470.0 $482K 0.13% NEW $38.67
116 CAG CONAGRA BRANDS INC Consumer Defensive 27,598.0 $478K 0.13% NEW $17.31 -21.6%
117 JNJ JOHNSON & JOHNSON Healthcare 2,284.0 $473K 0.12% NEW $207.04 +16.3%
118 FIDU FIDELITY COVINGTON TRUST 5,729.0 $473K 0.12% NEW $82.48 +18.4%
119 BBY BEST BUY INC Consumer Cyclical 7,041.0 $471K 0.12% NEW $66.94 +15.4%
120 SWKS SKYWORKS SOLUTIONS INC Technology 6,997.0 $444K 0.12% NEW $63.42 +14.0%
Page 6 of 9  ·  166 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 32.0%
Financial Services 22.8%
Utilities 9.5%
Communication Services 8.4%
Consumer Cyclical 8.1%
Consumer Defensive 7.8%
Healthcare 5.3%
Energy 3.8%
Basic Materials 1.2%
Industrials 0.9%