Centennial Wealth Advisory LLC has filed its 13F form on July 17, 2025 for Q2 2025 where it was disclosed a total value porftolio of $288 Million distributed in 150 stocks.

Among their holdings, we can observe that their the top five positions include companies like: First Tr Exc Trd Fd Viii Ft Cb with a value of $47.1M, American Centy ETF Tr Avantis with a value of $19.9M, Ishares Core S&P 500 ETF with a value of $18.1M, First Tr Ex Td Viii Ft Cboe Ve with a value of $15.2M, and Ft Exch Trd Fd Viii Cboe Vest with a value of $14.9M.

Examining the 13F form we can see an increase of $26.3M in the current position value, from $261M to 288M.

Below you can find more details about Centennial Wealth Advisory LLC portfolio as well as his latest detailed transactions.

Portfolio value $288 Million
ETFs: $222 Million
Technology: $20.2 Million
Financial Services: $10.9 Million
Utilities: $7.35 Million
Consumer Defensive: $6.11 Million
Communication Services: $6.01 Million
Consumer Cyclical: $5.48 Million
Healthcare: $3.03 Million
Other: $4.77 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 150
  • Current Value $288 Million
  • Prior Value $261 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 17, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 30 stocks
  • Additional Purchases 78 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 39 stocks
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