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Portfolio (Quarterly) Guide ↗

Center for Wealth Management Advisory

· CIK 0002121390
13F Portfolio $159M AUM 62 positions Filed Aug 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 62 New
Page 2 of 4  ·  62 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 4,993.0 $1.9M 1.21% NEW $386.73 +2.0%
22 VZ VERIZON COMMUNICATIONS INC Communication Services 44,250.0 $1.9M 1.18% NEW $42.34 +18.3%
23 MDLZ MONDELEZ INTL INC Consumer Defensive 32,163.0 $1.9M 1.17% NEW $57.84 +7.8%
24 LMT LOCKHEED MARTIN CORP Industrials 3,647.0 $1.9M 1.17% NEW $509.52 +10.7%
25 CI THE CIGNA GROUP Healthcare 6,633.0 $1.8M 1.15% NEW $275.69 +1.2%
26 MDT MEDTRONIC PLC Healthcare 23,156.0 $1.8M 1.14% NEW $78.23 +16.6%
27 UPS UNITED PARCEL SVCS INC Industrials 16,672.0 $1.8M 1.12% NEW $107.50 -2.0%
28 NVDA NVIDIA CORPORATION Technology 8,871.0 $1.8M 1.11% NEW $200.09 +8.7%
29 GILD GILEAD SCIENCES INC Healthcare 13,777.0 $1.7M 1.09% NEW $126.34 +15.3%
30 ADP AUTOMATIC DATA PROCESSING IN Industrials 7,693.0 $1.7M 1.08% NEW $223.94 +28.4%
31 PEP PEPSICO INC Consumer Defensive 11,581.0 $1.6M 0.98% NEW $135.40 +4.2%
32 ABT ABBOTT LABORATORIES Healthcare 17,233.0 $1.6M 0.98% NEW $90.74 +23.9%
33 GD GENERAL DYNAMICS CORP Industrials 4,412.0 $1.6M 0.98% NEW $354.26 +7.1%
34 CRH PLC 13,475.0 $1.4M 0.91% NEW $107.00
35 TSLA TESLA INC Consumer Cyclical 3,340.0 $1.4M 0.88% NEW $420.60 -17.1%
36 CME CME GROUP INC Financial Services 6,053.0 $1.3M 0.84% NEW $220.81 +29.4%
37 CMCSA COMCAST CORP NEW Communication Services 51,963.0 $1.3M 0.80% NEW $24.55 +10.2%
38 ABBV ABBVIE INC Healthcare 4,862.0 $1.2M 0.77% NEW $251.64 +1.5%
39 CAT CATERPILLAR INC Industrials 1,100.0 $1.2M 0.73% NEW $1064.90 -24.9%
40 IWR ISHARES TR 10,427.0 $1.2M 0.72% NEW $110.32 +1.8%
Page 2 of 4  ·  62 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
Healthcare 23.9%
Technology 20.8%
Financial Services 19.4%
Industrials 10.9%
Consumer Defensive 10.6%
Consumer Cyclical 6.5%
Communication Services 5.3%
Utilities 2.6%