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Portfolio (Quarterly) Guide ↗

Centennial Wealth Advisory LLC

· CIK 0001839421
13F Portfolio $463M AUM 181 positions Filed Jul 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 38 New 60 Added 71 Reduced 17 Exited
Page 3 of 3  ·  60 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 PPL PPL CORP Utilities 18,124.0 $659K 0.14% +2K +9.8% $36.35 +0.2%
42 SWKS SKYWORKS SOLUTIONS INC Technology 9,400.0 $637K 0.14% +398.0 +4.4% $67.80 -2.7%
43 ABBV ABBVIE INC Healthcare 2,331.0 $587K 0.13% +77.0 +3.4% $251.77 +2.6%
44 VOO VANGUARD INDEX FDS 824.0 $566K 0.12% +225.0 +37.6% $686.90 +2.8%
45 V VISA INC Financial Services 1,633.0 $560K 0.12% +23.0 +1.4% $343.12 +6.4%
46 NFLX NETFLIX INC. Communication Services 7,737.0 $552K 0.12% +3K +76.8% $71.40 +10.4%
47 PLTR PALANTIR TECHNOLOGIES INC Technology 4,567.0 $533K 0.12% +468.0 +11.4% $116.67 +47.3%
48 SPY STATE STR SPDR S&P 500 ETF T Financial Services 672.0 $502K 0.11% +14.0 +2.1% $747.14 +2.8%
49 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 5,023.0 $483K 0.10% +830.0 +19.8% $96.12 -50.7%
50 INTU INTUIT Technology 1,606.0 $419K 0.09% +917.0 +133.1% $261.01 +34.8%
51 MA MASTERCARD INCORPORATED Financial Services 740.0 $380K 0.08% +20.0 +2.8% $513.69 +11.9%
52 HD HOME DEPOT INC Consumer Cyclical 993.0 $350K 0.08% +13.0 +1.3% $352.71 -3.4%
53 LIN LINDE PLC Basic Materials 630.0 $327K 0.07% +70.0 +12.5% $518.98 -7.4%
54 UNH UNITEDHEALTH GROUP INC Healthcare 778.0 $323K 0.07% +10.0 +1.3% $415.64 -4.9%
55 KLAC KLA CORP Technology 963.0 $291K 0.06% +756.0 +365.2% $301.72 -35.6%
56 BMY BRISTOL-MYERS SQUIBB CO Healthcare 4,016.0 $231K 0.05% +32.0 +0.8% $57.62 +15.0%
57 TMUS T-MOBILE US INC Communication Services 1,270.0 $213K 0.05% +107.0 +9.2% $167.72 +9.7%
58 RTX RTX CORPORATION Industrials 1,117.0 $212K 0.05% +28.0 +2.6% $189.66 +17.8%
59 DIS DISNEY WALT CO Communication Services 2,172.0 $209K 0.04% +73.0 +3.5% $96.25 +9.0%
60 EIM EATON VANCE MUN BD FD Financial Services 15,072.0 $150K 0.03% +230.0 +1.6% $9.96 -3.6%
Page 3 of 3  ·  60 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 34.8%
Financial Services 18.1%
Utilities 9.8%
Consumer Defensive 8.9%
Communication Services 7.8%
Consumer Cyclical 7.3%
Healthcare 5.2%
Energy 4.2%
Industrials 2.5%
Basic Materials 1.5%