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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 5 of 10  ·  181 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 D DOMINION ENERGY INC Utilities 12,154.0 $830K 0.18% -3K -17.4% $68.28 +0.7%
82 HBAN HUNTINGTON BANCSHARES INC Financial Services 46,137.0 $818K 0.18% -6K -11.7% $17.73 +1.2%
83 ES EVERSOURCE ENERGY Utilities 11,274.0 $815K 0.18% +879.0 +8.5% $72.28 -0.5%
84 JNJ JOHNSON & JOHNSON Healthcare 3,173.0 $806K 0.17% -255.0 -7.4% $254.00 +3.3%
85 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 858.0 $802K 0.17% +47.0 +5.8% $935.26 +2.0%
86 EXC EXELON CORP Utilities 17,189.0 $801K 0.17% +2K +10.7% $46.62 -2.3%
87 LYB LYONDELLBASELL INDUSTRIES NV Basic Materials 15,196.0 $800K 0.17% +1K +10.8% $52.65 +23.0%
88 AMGN AMGEN INC Healthcare 2,160.0 $782K 0.17% +59.0 +2.8% $362.21 +15.8%
89 ORI OLD REP INTL CORP Financial Services 18,989.0 $777K 0.17% NEW $40.92 +3.9%
90 LNT ALLIANT ENERGY CORP Utilities 10,097.0 $770K 0.17% NEW $76.29 -7.8%
91 CVS CVS HEALTH CORP Healthcare 7,391.0 $765K 0.17% -2K -23.7% $103.45 -9.1%
92 OGE OGE ENERGY CORP Utilities 15,558.0 $757K 0.16% +2K +17.7% $48.66 -2.7%
93 GPC GENUINE PARTS CO Consumer Cyclical 6,366.0 $751K 0.16% +1K +20.3% $118.02 +12.3%
94 MET METLIFE INC Financial Services 8,846.0 $749K 0.16% NEW $84.62 +14.3%
95 EIX EDISON INTL Utilities 10,015.0 $746K 0.16% +672.0 +7.2% $74.45 -4.2%
96 CFG CITIZENS FINL GROUP INC Financial Services 10,400.0 $729K 0.16% -5K -34.6% $70.07 +6.1%
97 WEC WEC ENERGY GROUP INC Utilities 6,188.0 $723K 0.16% +466.0 +8.1% $116.80 -5.4%
98 PNW PINNACLE WEST CAP CORP Utilities 6,629.0 $709K 0.15% +497.0 +8.1% $107.00 -6.2%
99 RF REGIONS FINANCIAL CORP NEW Financial Services 23,431.0 $708K 0.15% -7K -23.5% $30.20 +5.0%
100 EOG EOG RES INC Energy 5,448.0 $707K 0.15% NEW $129.73 +12.7%
Page 5 of 10  ·  181 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%