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CIK: 0002121390
Total reported value
$159.3M
$159.3M
61 檔
39.0%
The Q4 2025 SEC filing reveals that Center for Wealth Management Advisory held a total portfolio value of $159.3M, covering 61 public equity positions.
During Q4 2025, Center for Wealth Management Advisory's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | PWB | Invesco Large Cap Growth ETF | ETF-Large Cap & Growth | 19.72% | +2.58% | — | |
| 2 | FDL | First Trust Morn Dvd Lead In | ETF-Other | 9.31% | -1.55% | — | |
| 3 | ILCB | Ishares Morningstar U.s. Equ | ETF-Other | 6.43% | +0.05% | — | |
| 4 | FVD | First Trust Value Line Dvd | ETF-Other | 5.78% | -0.34% | — | |
| 5 | SMH | Vaneck Semiconductor ETF | ETF-Other | 4.54% | +1.87% | — | |
| 6 | AAPL | Apple Inc | Stock-Tech | 3.11% | -0.02% | — | |
| 7 | IWB | Ishares Russell 1000 ETF | ETF-Other | 2.78% | -0.02% | — | |
| 8 | AVGO | Broadcom Inc | Stock-Tech | 2.02% | +0.17% | — | |
| 9 | MS | Morgan Stanley | Stock-Financials | 1.70% | +0.32% | — | |
| 10 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.66% | -0.14% | — | |
| 11 | MSFT | Microsoft CORP | Stock-Tech | 1.66% | -0.03% | — | |
| 12 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.52% | +0.31% | — | |
| 13 | FDX | Fedex CORP | Stock-Industrials | 1.48% | -1.74% | EXIT | |
| 14 | ABT | Abbott Laboratories | Stock-Healthcare | 1.45% | -0.24% | — | |
| 15 | CVS | Cvs Health CORP | Stock-Healthcare | 1.43% | +0.05% | — | |
| 16 | ACN | Accenture plc | Stock-Tech | 1.35% | -0.40% | — | |
| 17 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.34% | -0.41% | — | |
| 18 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.33% | -0.07% | — | |
| 19 | CB | Chubb Limited | Stock-Financials | 1.32% | -0.01% | — | |
| 20 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.32% | -0.30% | — | |
| 21 | DUK | Duke Energy CORP | Stock-Utilities | 1.31% | -0.21% | — | |
| 22 | USB | US Bancorp | Stock-Financials | 1.30% | +0.03% | — | |
| 23 | MDT | Medtronic plc | Stock-Healthcare | 1.23% | +0.98% | — | |
| 24 | ELV | Elevance Health Inc | Stock-Healthcare | 1.22% | +0.08% | — | |
| 25 | COP | Conocophillips | Stock-Energy | 1.22% | -1.66% | EXIT | |
| 26 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.22% | -0.30% | — | |
| 27 | NVDA | Nvidia CORP | Stock-Tech | 1.19% | -0.04% | — | |
| 28 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.19% | -0.04% | — | |
| 29 | CME | Cme Group Inc | Stock-Financials | 1.17% | -0.42% | — | |
| 30 | XOM | Exxon Mobil CORP | Stock-Energy | 1.15% | -1.57% | EXIT | |
| 31 | QCOM | Qualcomm Inc | Stock-Tech | 1.12% | — | — | |
| 32 | PFE | Pfizer Inc | Stock-Healthcare | 1.07% | -1.22% | EXIT | |
| 33 | UPS | United Parcel Service-cl B | Stock-Industrials | 1.03% | — | — | |
| 34 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 1.00% | -0.14% | — | |
| 35 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.99% | +1.27% | NEW | |
| 36 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.83% | -0.19% | — | |
| 37 | ABBV | Abbvie Inc | Stock-Healthcare | 0.81% | +0.01% | — | |
| 38 | EOG | Eog Resources Inc | Stock-Energy | 0.80% | -1.34% | EXIT | |
| 39 | HBAN | Huntington Bancshares Inc | Stock-Financials | 0.79% | -0.01% | — | |
| 40 | MO | Altria Group Inc | Stock-Consumer Staples | 0.79% | -0.13% | — | |
| 41 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.78% | +0.17% | — | |
| 42 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.74% | -0.01% | — | |
| 43 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.61% | -0.04% | — | |
| 44 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 0.61% | -0.11% | — | |
| 45 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.53% | — | — | |
| 46 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.50% | +0.03% | — | |
| 47 | CAT | Caterpillar Inc | Stock-Industrials | 0.46% | +0.18% | — | |
| 48 | MSI | Motorola Solutions Inc | Stock-Tech | 0.35% | -0.06% | — | |
| 49 | FPE | Ft-preferred Secur & Inc ETF | ETF-Other | 0.32% | -0.05% | — | |
| 50 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.32% | — | — |
According to official SEC Form 13F filings, Center for Wealth Management Advisory reported a total U.S. public equity portfolio value of $159.3M across 61 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 PWB, FDL, ILCB) accounted for 39.0% of total reported equity market value during Q4 2025.
During Q4 2025, Center for Wealth Management Advisory's top holdings by market value included PWB (19.7%)、FDL (9.3%)、ILCB (6.4%). The largest single position, PWB, represented 19.7% of total portfolio value.
In Q4 2025, Center for Wealth Management Advisory made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 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.
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