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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 8 of 9  ·  166 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 WTS WATTS WATER TECHNOLOGIES INC Industrials 1,012.0 $279K 0.07% NEW $276.09 +28.1%
142 DIA SPDR DOW JONES INDL AVERAGE Financial Services 566.0 $272K 0.07% NEW $480.80 +8.4%
143 FNF FIDELITY NATIONAL FINANCIAL Financial Services 4,822.0 $263K 0.07% NEW $54.60 -14.2%
144 CRM SALESFORCE INC Technology 993.0 $263K 0.07% NEW $264.97 -41.5%
145 CTAS CINTAS CORP Industrials 1,371.0 $258K 0.07% NEW $188.06 -8.7%
146 GE GE AEROSPACE Industrials 836.0 $258K 0.07% NEW $308.05 +18.9%
147 NFLX NETFLIX INC Communication Services 2,677.0 $251K 0.07% NEW $93.76 -23.0%
148 PEP PEPSICO INC Consumer Defensive 1,699.0 $244K 0.06% NEW $143.53 -0.1%
149 ADBE ADOBE INC Technology 668.0 $234K 0.06% NEW $350.00 -43.2%
150 CMCSA COMCAST CORP NEW Communication Services 7,650.0 $229K 0.06% NEW $29.89 -24.3%
151 SCHX SCHWAB STRATEGIC TR 8,478.0 $228K 0.06% NEW $26.91 +8.1%
152 MRK MERCK & CO INC Healthcare 2,158.0 $227K 0.06% NEW $105.27 +14.4%
153 ISRG INTUITIVE SURGICAL INC Healthcare 399.0 $226K 0.06% NEW $566.36 -28.8%
154 SYK STRYKER CORPORATION Healthcare 610.0 $214K 0.06% NEW $351.47 -10.0%
155 FREL FIDELITY COVINGTON TRUST 7,916.0 $213K 0.06% NEW $26.89 +9.5%
156 QQQ INVESCO QQQ TR Financial Services 342.0 $210K 0.06% NEW $614.31 +16.7%
157 ATR APTARGROUP INC Healthcare 1,719.0 $210K 0.06% NEW $122.02 +1.7%
158 KLAC KLA CORP Technology 172.0 $209K 0.06% NEW $1215.01 -80.2%
159 INTC INTEL CORP Technology 5,581.0 $206K 0.05% NEW $36.90 +264.7%
160 XLRE SELECT SECTOR SPDR TR 5,046.0 $204K 0.05% NEW $40.35 +10.3%
Page 8 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%