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Portfolio (Quarterly) Guide ↗

Centennial Advisors, LLC

· CIK 0001951376
13F Portfolio $84M AUM 76 positions Filed Jul 27, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 76 New
Page 4 of 4  ·  76 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 MUB ISHARES TR 2,702.0 $291K 0.35% NEW $107.61 -1.9%
62 DELL DELL TECHNOLOGIES INC Technology 667.0 $288K 0.34% NEW $431.46 +4.5%
63 ELEVATION SERIES TRUST 11,918.0 $284K 0.34% NEW $23.80
64 AMZN AMAZON COM INC Consumer Cyclical 1,161.0 $277K 0.33% NEW $238.38 +9.5%
65 SCNM STERLING CAP FDS 10,673.0 $268K 0.32% NEW $25.15 -1.6%
66 VOO VANGUARD INDEX FDS 381.0 $262K 0.31% NEW $687.02 +2.5%
67 BERKSHIRE HATHAWAY INC DEL 494.0 $247K 0.29% NEW $500.39
68 AVGO BROADCOM INC Technology 645.0 $244K 0.29% NEW $377.60 -5.5%
69 LTPZ PIMCO ETF TR 4,688.0 $237K 0.28% NEW $50.65 -4.2%
70 GOOGL ALPHABET INC Communication Services 660.0 $236K 0.28% NEW $357.59 -3.0%
71 PZA INVESCO EXCH TRADED FD TR II 9,415.0 $221K 0.26% NEW $23.52 -3.1%
72 ASML ASML HLDG NV Technology 108.0 $214K 0.26% NEW $1981.30 -12.0%
73 IWP ISHARES TR 1,406.0 $206K 0.25% NEW $146.39 -3.0%
74 MBB ISHARES TR 2,148.0 $203K 0.24% NEW $94.52 -0.8%
75 WDIV SPDR INDEX SHS FDS 2,515.0 $201K 0.24% NEW $79.91 +7.5%
76 BAI BLACKROCK ETF TRUST 3,796.0 $200K 0.24% NEW $52.72 -16.9%
Page 4 of 4  ·  76 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
Financial Services 45.7%
Technology 41.1%
Basic Materials 7.8%
Consumer Cyclical 2.9%
Communication Services 2.5%