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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 6 of 8  ·  160 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 BBY BEST BUY INC Consumer Cyclical 8,589.0 $551K 0.13% +2K +22.0% $64.21 +20.3%
102 FUTY FIDELITY COVINGTON TRUST 8,737.0 $516K 0.12% +1K +14.3% $59.07 -1.0%
103 IEFA ISHARES TR 5,676.0 $514K 0.12% -182.0 -3.1% $90.53 +5.5%
104 CAG CONAGRA BRANDS INC Consumer Defensive 32,509.0 $511K 0.12% +5K +17.8% $15.72 -13.7%
105 ABBV ABBVIE INC Healthcare 2,254.0 $491K 0.12% +137.0 +6.5% $217.63 +7.4%
106 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 6,054.0 $490K 0.12% +586.0 +10.7% $80.96 +1.1%
107 XLE SELECT SECTOR SPDR TR 7,958.0 $487K 0.12% +243.0 +3.1% $61.26 -13.1%
108 FDIS FIDELITY COVINGTON TRUST 5,221.0 $487K 0.12% +41.0 +0.8% $93.27 +9.2%
109 V VISA INC Financial Services 1,610.0 $487K 0.12% -162.0 -9.1% $302.26 +9.8%
110 SWKS SKYWORKS SOLUTIONS INC Technology 9,002.0 $482K 0.12% +2K +28.7% $53.56 +35.0%
111 XLC SELECT SECTOR SPDR TR 4,346.0 $482K 0.12% $110.86 -3.1%
112 FIDU FIDELITY COVINGTON TRUST 5,546.0 $480K 0.12% -183.0 -3.2% $86.51 +12.9%
113 SHW SHERWIN WILLIAMS CO Basic Materials 1,489.0 $477K 0.12% -127.0 -7.9% $320.55 +4.8%
114 FIDELITY COVINGTON TRUST 6,710.0 $472K 0.11% NEW $70.37
115 SPY STATE STR SPDR S&P 500 ETF T Financial Services 658.0 $428K 0.10% -60.0 -8.4% $650.97 +13.5%
116 HPQ HP INC Technology 22,184.0 $426K 0.10% +3K +12.9% $19.21 +20.5%
117 NFLX NETFLIX INC. Communication Services 4,377.0 $421K 0.10% +2K +63.5% $96.15 -24.9%
118 MDYV SPDR SERIES TRUST 4,770.0 $406K 0.10% -63.0 -1.3% $85.15 +10.1%
119 DIA STATE STR SPDR DOW JONES IND Financial Services 847.0 $392K 0.10% +281.0 +49.6% $463.35 +12.5%
120 SYK STRYKER CORPORATION Healthcare 1,186.0 $390K 0.09% +576.0 +94.4% $328.59 -3.7%
Page 6 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%