DOSSIER · 13F-HR · Q1 2026

Centennial Wealth Advisory LLC

Centennial Wealth Advisory's family office based in Chicago, IL $413M in tracked AUM across 160 positions as of Q1 2026.

CW
Centennial Wealth Advisory·Chicago, IL·Family Office
CIK 0001839421 · last filed Mar 31, 2026
Total AUM
$413M
2.9%
vs prior
Holdings
160
positions
Whale Score
53
53
tracked
Activity
no data
changes this Q
Top sector
Health Care
6% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Centennial Wealth Advisory LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
BUFD
FIRST TR EXCHNG TRADED FD VI
$51M1.8M12.4%
02
AVIG
AMERICAN CENTY ETF TR
$23M553K5.6%
03
FTCB
FIRST TR EXCHANGE-TRADED FD
$23M1.1M5.5%
04
BUFQ
FIRST TR EXCHNG TRADED FD VI
$18M517K4.4%
05
BUFG
FIRST TR EXCHNG TRADED FD VI
$18M671K4.4%
06
BUFT
FIRST TR EXCHNG TRADED FD VI
$16M660K4.0%
07
BUFR
FIRST TR EXCHNG TRADED FD VI
$16M481K3.9%
08
IVV
ISHARES TR
$13M19K3.1%
09
LMBS
FIRST TR EXCHANGE-TRADED FD
$13M251K3.0%
10
CGMS
CAPITAL GRP FIXED INCM ETF T
$12M454K3.0%

Filing history

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