13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001839421
Total reported value
$463.2M
$463.2M
166 檔
28.2%
According to the latest 13F quarterly dataset, Centennial Wealth Advisory LLC managed an equity portfolio of $463.2M at the end of Q4 2025, spanning 166 distinct U.S. exchange-listed positions.
In Q4 2025, Centennial Wealth Advisory LLC displayed an active expansion posture, initiating 13 new positions and adding to 26 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BUFD | Ft Vst Lad Deep Buf Etf-usdi | ETF-Other | 13.87% | -0.86% | +0.80% | |
| 2 | AVIG | Avantis Core Fixed Income | ETF-Other | 5.90% | -0.61% | +7.38% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 5.50% | +0.02% | -0.15% | |
| 4 | BUFQ | Ft Vst Lad Nsdq Buf Etf-usdi | ETF-Other | 4.65% | +0.53% | +4.38% | |
| 5 | BUFG | Ft Vest Buffered Allocation | ETF-Other | 4.64% | +0.49% | +5.05% | |
| 6 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 4.49% | -0.21% | +0.51% | |
| 7 | BUFT | Ft Vest Buffered Allocation | ETF-Other | 4.35% | -0.34% | +1.57% | |
| 8 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 3.88% | +0.16% | -8.47% | |
| 9 | FTCB | Ft Core Investment Grade ETF | ETF-Corp Bonds | 3.02% | +0.87% | -1.75% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 2.43% | +0.05% | +3.02% | |
| 11 | BUFS | Ftvest Lddrdsmcpmod Buff ETF | ETF-Other | 2.34% | +0.25% | +6.20% | |
| 12 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 2.19% | -0.09% | +7.37% | |
| 13 | LMBS | First Trust Low Duration Opp | ETF-Other | 1.74% | -1.15% | +3.95% | |
| 14 | CGMS | Cap Group US Multi-sect Bond | ETF-Other | 1.66% | -0.17% | +1.42% | |
| 15 | NVDA | Nvidia CORP | Stock-Tech | 1.42% | +0.01% | +6.23% | |
| 16 | FTGS | First Trust Grwth Strgth ETF | ETF-Other | 1.17% | -0.08% | +13.78% | |
| 17 | LVHI | Franklin International Low V | ETF-Other | 1.10% | -0.04% | +6.93% | |
| 18 | LGOV | First Tr Long Duration O-etf | ETF-Other | 1.09% | -0.85% | +0.47% | |
| 19 | FICS | Ft International Dev Cap Str | ETF-Other | 1.05% | -1.10% | +8.47% | |
| 20 | RDVY | First Trust Rising Dividend | ETF-Other | 0.98% | +0.13% | +11.12% | |
| 21 | SLV | Ishares Silver Trust | ETF-Commodities | 0.89% | -0.23% | -0.57% | |
| 22 | MSFT | Microsoft CORP | Stock-Tech | 0.88% | -0.04% | +8.59% | |
| 23 | GLD | Spdr Gold Shares | ETF-Commodities | 0.88% | -0.21% | +5.95% | |
| 24 | FLRG | Fidelity US Multifactor ETF | ETF-Other | 0.86% | -0.01% | +4.11% | |
| 25 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.86% | +0.11% | +12.30% | |
| 26 | MBB | Ishares Mbs ETF | ETF-Other | 0.84% | -0.09% | +4.40% | |
| 27 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 0.84% | -0.09% | +4.47% | |
| 28 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 0.81% | -0.07% | +7.58% | |
| 29 | IBM | Intl Business Machines CORP | Stock-Tech | 0.75% | -0.10% | +0.47% | |
| 30 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-Other | 0.70% | -0.04% | +11.82% | |
| 31 | DLN | Wisdomtree US Largecap Divid | ETF-Other | 0.66% | +0.07% | +10.83% | |
| 32 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.64% | +0.02% | +5.14% | |
| 33 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.57% | +0.05% | +4.67% | |
| 34 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.56% | -0.07% | +4.74% | |
| 35 | IWX | Ishares Russell Top 200 Valu | ETF-Other | 0.54% | — | — | |
| 36 | CDX | Simplify High Yield ETF | ETF-High Yield | 0.53% | -0.06% | +7.88% | |
| 37 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.53% | +0.07% | +10.05% | |
| 38 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.50% | — | -8.16% | |
| 39 | AVGO | Broadcom Inc | Stock-Tech | 0.44% | +0.06% | +10.94% | |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.42% | -0.04% | +5.19% | |
| 41 | CLOA | Ishares Aaa Clo Act Etf-usdi | ETF-Other | 0.39% | -0.04% | +5.80% | |
| 42 | AVSC | Avantis US Small Cap Equity | ETF-Small Cap | 0.39% | +0.01% | +0.88% | |
| 43 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.38% | — | +0.31% | |
| 44 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.34% | +0.06% | +11.23% | |
| 45 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.34% | +0.01% | +16.34% | |
| 46 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.31% | — | — | |
| 47 | MO | Altria Group Inc | Stock-Consumer Staples | 0.30% | +0.03% | +4.30% | |
| 48 | CVX | Chevron CORP | Stock-Energy | 0.30% | +0.14% | +2.91% | |
| 49 | F | Ford Motor Co | Stock-Consumer Disc | 0.28% | -0.07% | -1.04% | |
| 50 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.27% | -0.07% | +3.94% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SLV | Ishares Silver Trust | +0.3% | -0.57% | Trim |
| 2 | GOOGL | Alphabet Inc-cl A | +0.1% | +10.05% | Add |
| 3 | AAPL | Apple Inc | +0.1% | +3.02% | Add |
| 4 | AVIG | Avantis Core Fixed Income | +0.1% | +7.38% | Add |
| 5 | BUFQ | Ft Vst Lad Nsdq Buf Etf-usdi | +0.1% | +4.38% | Add |
| 6 | SPYV | Ss Spdr P S&p 500 Value ETF | +0.1% | +7.37% | Add |
| 7 | GLD | Spdr Gold Shares | +0.1% | +5.95% | Add |
| 8 | BUFG | Ft Vest Buffered Allocation | +0.1% | +5.05% | Add |
| 9 | RDVY | First Trust Rising Dividend | +0.1% | +11.12% | Add |
| 10 | MU | Micron Technology Inc | +0.1% | +0.49% | Add |
| 11 | LVHI | Franklin International Low V | +0.1% | +6.93% | Add |
| 12 | FICS | Ft International Dev Cap Str | +0.1% | +8.47% | Add |
| 13 | QQQM | Invesco Nasdaq 100 ETF | +0.1% | +12.30% | Add |
| 14 | LLY | Eli Lilly & Co | +0.1% | +52.46% | Add |
| 15 | FTGS | First Trust Grwth Strgth ETF | +0.1% | +13.78% | Add |
| 16 | BUFS | Ftvest Lddrdsmcpmod Buff ETF | +0.1% | +6.20% | Add |
| 17 | AMAT | Applied Materials Inc | +0.1% | +9.70% | Add |
| 18 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | 0% | +11.82% | Add |
| 19 | DLN | Wisdomtree US Largecap Divid | 0% | +10.83% | Add |
| 20 | AVGO | Broadcom Inc | 0% | +10.94% | Add |
| 21 | AMZN | Amazon.com Inc | 0% | +5.14% | Add |
| 22 | NVDA | Nvidia CORP | 0% | +6.23% | Add |
| 23 | PYLD | Pimco Multisector Bond Actv | 0% | +7.58% | Add |
| 24 | LMBS | First Trust Low Duration Opp | 0% | +3.95% | Add |
| 25 | BUFT | Ft Vest Buffered Allocation | -0.1% | +1.57% | Add |
| 26 | BUFR | Ft Vest Lad Buffervetf-usd I | -0.1% | +0.51% | Add |
| 27 | IVV | Ishares Core S&p 500 ETF | -0.2% | -0.15% | Trim |
| 28 | FTCB | Ft Core Investment Grade ETF | -0.2% | -1.75% | Trim |
| 29 | BUFD | Ft Vst Lad Deep Buf Etf-usdi | -0.3% | +0.80% | Add |
| 30 | SPYG | Ss Spdr P S&p 500 Growth ETF | -0.5% | -8.47% | Trim |
| 31 | SPMO | Invesco S&p 500 Momentum ETF | — | EXIT | Sold out |
| 32 | IWX | Ishares Russell Top 200 Valu | — | NEW | New buy |
| 33 | IWY | Ishares Russell Top 200 Grow | — | EXIT | Sold out |
| 34 | IJR | Ishares Core S&p Small-cap E | — | NEW | New buy |
| 35 | SGOV | Ishares 0-3 Month Treasury B | — | NEW | New buy |
| 36 | ORCL | Oracle CORP | — | EXIT | Sold out |
| 37 | TXN | Texas Instruments Inc | — | EXIT | Sold out |
| 38 | PEP | Pepsico Inc | — | NEW | New buy |
| 39 | CMCSA | Comcast Corp-class A | — | NEW | New buy |
| 40 | MRK | Merck & Co. Inc. | — | NEW | New buy |
| 41 | ANET | Arista Networks Inc | — | EXIT | Sold out |
| 42 | ISRG | Intuitive Surgical Inc | — | NEW | New buy |
| 43 | TMUS | T-mobile US Inc | — | EXIT | Sold out |
| 44 | LIN | Linde plc | — | EXIT | Sold out |
| 45 | KLAC | Kla CORP | — | NEW | New buy |
| 46 | INTC | Intel CORP | — | NEW | New buy |
| 47 | XLRE | Ss Real Estate Select Sector | — | NEW | New buy |
| 48 | APP | Applovin Corp-class A | — | NEW | New buy |
| 49 | SCHG | Schwab US Large-cap Growth | — | NEW | New buy |
| 50 | EGP | Eastgroup Properties Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Centennial Wealth Advisory LLC reported a total U.S. public equity portfolio value of $463.2M across 166 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including BUFD, AVIG, IVV) accounted for 28.2% of total reported equity market value during Q4 2025.
Top New Position Initiated
IWX
市值: $2.1M
Top Position Liquidated / Trimmed
SPMO
前期市值: $2.3M
During Q4 2025, Centennial Wealth Advisory LLC's top holdings by market value included BUFD (13.9%)、AVIG (5.9%)、IVV (5.5%). The largest single position, BUFD, represented 13.9% of total portfolio value.
In Q4 2025, Centennial Wealth Advisory LLC made 50 total portfolio adjustments, initiating 13 new buys, adding to 26 positions, trimming 4 holdings, and fully liquidating 7 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.