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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 2 of 2  ·  38 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 BKNG BOOKING HOLDINGS INC Consumer Cyclical 1,678.0 $299K 0.07% NEW $178.23 +18.6%
22 QCOM QUALCOMM INC Technology 1,605.0 $297K 0.06% NEW $184.84 -14.3%
23 PCAR PACCAR INC Industrials 2,452.0 $295K 0.06% NEW $120.12 +7.1%
24 PANW PALO ALTO NETWORKS INC Technology 855.0 $292K 0.06% NEW $341.00 +9.5%
25 CDNS CADENCE DESIGN SYSTEM INC Technology 720.0 $270K 0.06% NEW $375.33 -15.3%
26 LLY ELI LILLY & CO Healthcare 224.0 $269K 0.06% NEW $1200.43 +1.5%
27 ANET ARISTA NETWORKS INC Technology 1,542.0 $262K 0.06% NEW $169.78 +12.6%
28 QQQ INVESCO QQQ TR Financial Services 334.0 $246K 0.05% NEW $736.40 -2.5%
29 CRWD CROWDSTRIKE HLDGS INC Technology 322.0 $246K 0.05% NEW $190.76 +10.8%
30 SPACE EXPLORATION TECHN CORP 1,382.0 $236K 0.05% NEW $170.77
31 ADP AUTOMATIC DATA PROCESSING IN Industrials 1,049.0 $235K 0.05% NEW $223.98 +21.8%
32 RSPA INVESCO ACTIVELY MANAGED EXC 4,213.0 $225K 0.05% NEW $53.35 +2.5%
33 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 463.0 $221K 0.05% NEW $477.83 -13.6%
34 IVW ISHARES TR 1,598.0 $220K 0.05% NEW $137.53 +1.6%
35 GILD GILEAD SCIENCES INC Healthcare 1,656.0 $209K 0.04% NEW $126.34 +13.8%
36 SCHG SCHWAB STRATEGIC TR 6,173.0 $209K 0.04% NEW $33.84 +4.4%
37 MS MORGAN STANLEY Financial Services 995.0 $208K 0.04% NEW $209.03 +3.5%
38 BA BOEING CO Industrials 940.0 $203K 0.04% NEW $216.38 +3.8%
Page 2 of 2  ·  38 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%