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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 7 of 10  ·  181 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 APA APA CORPORATION Energy 16,139.0 $526K 0.11% NEW $32.57 +27.7%
122 MRVL MARVELL TECHNOLOGY INC Technology 1,736.0 $517K 0.11% -603.0 -25.8% $297.93 -21.3%
123 FIDELITY COVINGTON TRUST 6,633.0 $513K 0.11% -77.0 -1.1% $77.27
124 TXN TEXAS INSTRS INC Technology 1,699.0 $506K 0.11% NEW $298.05 -5.1%
125 FUTY FIDELITY COVINGTON TRUST 8,624.0 $504K 0.11% -113.0 -1.3% $58.41 -2.4%
126 SPY STATE STR SPDR S&P 500 ETF T Financial Services 672.0 $502K 0.11% +14.0 +2.1% $747.14 +3.4%
127 SHW SHERWIN WILLIAMS CO Basic Materials 1,434.0 $494K 0.11% -55.0 -3.7% $344.32 +1.6%
128 IEFA ISHARES TR 5,083.0 $491K 0.11% -593.0 -10.4% $96.59 +4.6%
129 PM PHILIP MORRIS INTL INC Consumer Defensive 2,709.0 $490K 0.11% -4K -59.7% $181.00 +1.9%
130 MCD MCDONALDS CORP Consumer Cyclical 1,813.0 $490K 0.11% -2K -52.1% $270.21 -1.7%
131 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 5,023.0 $483K 0.10% +830.0 +19.8% $96.12 -52.6%
132 XLC SELECT SECTOR SPDR TR 4,211.0 $451K 0.10% -135.0 -3.1% $107.13 +3.5%
133 MDYV SPDR SERIES TRUST 4,689.0 $445K 0.10% -81.0 -1.7% $94.85 +2.2%
134 DIA STATE STR SPDR DOW JONES IND Financial Services 828.0 $433K 0.09% -19.0 -2.2% $522.59 +2.2%
135 INTU INTUIT Technology 1,606.0 $419K 0.09% +917.0 +133.1% $261.01 +28.6%
136 OSBC OLD SECOND BANCORP INC DEL Financial Services 17,556.0 $409K 0.09% $23.32 +10.8%
137 XLI SELECT SECTOR SPDR TR 2,206.0 $409K 0.09% -94.0 -4.1% $185.23 +0.6%
138 XLE SELECT SECTOR SPDR TR 7,614.0 $404K 0.09% -344.0 -4.3% $53.11 +17.9%
139 AVXC AMERICAN CENTY ETF TR 4,505.0 $386K 0.08% -987.0 -18.0% $85.65 -3.7%
140 MA MASTERCARD INCORPORATED Financial Services 740.0 $380K 0.08% +20.0 +2.8% $513.69 +9.5%
Page 7 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%