Center for Wealth Management Advisory

Est. AUM

$138.9M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	INVESCO EXCHANGE TRADED FD T	LARGE CAP GROWTH	$26.4M	209950	19.04%	SOLE
2	FIRST TR EXCHANGE-TRADED FD	SHS	$14.4M	284409	10.40%	SOLE
3	ISHARES TR	MORNINGSTR US EQ	$8.4M	93439	6.05%	SOLE
4	FIRST TR EXCHANGE-TRADED FD	SHS	$8.2M	173866	5.89%	SOLE
5	VANECK ETF TRUST	SEMICONDUCTR ETF	$6.6M	17110	4.72%	SOLE
6	APPLE INC	COM	$4.0M	15584	2.85%	SOLE
7	ISHARES TR	RUS 1000 ETF	$2.7M	7663	1.97%	SOLE
8	BROADCOM INC	COM	$2.6M	8388	1.87%	SOLE
9	JOHNSON & JOHNSON	COM	$2.5M	10304	1.81%	SOLE
10	FEDEX CORP	COM	$2.4M	6783	1.74%	SOLE
11	CONOCOPHILLIPS	COM	$2.3M	17514	1.66%	SOLE
12	VERIZON COMMUNICATIONS INC	COM	$2.2M	44063	1.59%	SOLE
13	EXXON MOBIL CORP	COM	$2.2M	12852	1.57%	SOLE
14	MERCK & CO INC	COM	$2.1M	17304	1.50%	SOLE
15	LOCKHEED MARTIN CORP	COM	$2.0M	3379	1.47%	SOLE
16	DUKE ENERGY CORP NEW	COM NEW	$2.0M	15291	1.44%	SOLE
17	MICROSOFT CORP	COM	$1.9M	5158	1.37%	SOLE
18	MORGAN STANLEY	COM NEW	$1.9M	11539	1.37%	SOLE
19	EOG RES INC	COM	$1.9M	12838	1.34%	SOLE
20	MONDELEZ INTL INC	CL A	$1.8M	31552	1.31%	SOLE
21	PEPSICO INC	COM	$1.8M	11458	1.28%	SOLE
22	COCA COLA CO	COM	$1.8M	23080	1.26%	SOLE
23	BANK NEW YORK MELLON CORP	COM	$1.8M	14777	1.26%	SOLE
24	CME GROUP INC	COM	$1.7M	5920	1.26%	SOLE
25	US BANCORP	COM NEW	$1.7M	33132	1.24%	SOLE
26	UNITEDHEALTH GROUP INC	COM	$1.7M	6285	1.22%	SOLE
27	THE CIGNA GROUP	COM	$1.7M	6364	1.22%	SOLE
28	ABBOTT LABORATORIES	COM	$1.7M	16446	1.22%	SOLE
29	PFIZER INC	COM	$1.7M	60124	1.22%	SOLE
30	NVIDIA CORPORATION	COM	$1.6M	9162	1.15%	SOLE
31	ELEVANCE HEALTH INC FORMERLY	COM	$1.6M	5365	1.13%	SOLE
32	UNITED PARCEL SVCS INC	CL B	$1.6M	15908	1.13%	SOLE
33	GENERAL DYNAMICS CORP	COM	$1.4M	4176	1.03%	SOLE
34	AUTOMATIC DATA PROCESSING IN	COM	$1.4M	6951	1.02%	SOLE
35	ACCENTURE PLC IRELAND	SHS CLASS A	$1.4M	7071	1.01%	SOLE
36	COMCAST CORP NEW	CL A	$1.4M	47923	0.99%	SOLE
37	CRH PLC	ORD	$1.3M	12747	0.96%	SOLE
38	ABBVIE INC	COM	$1.0M	4823	0.76%	SOLE
39	ISHARES TR	RUS MID CAP ETF	$1.0M	10427	0.73%	SOLE
40	TESLA INC	COM	$986K	2652	0.71%	SOLE
41	HUNTINGTON BANCSHARES INC	COM	$967K	61787	0.70%	SOLE
42	ALTRIA GROUP INC	COM	$894K	13547	0.64%	SOLE
43	COLGATE PALMOLIVE CO	COM	$887K	10411	0.64%	SOLE
44	PROCTER & GAMBLE CO	COM	$808K	5595	0.58%	SOLE
45	CATERPILLAR INC	COM	$779K	1100	0.56%	SOLE
46	AMAZON COM INC	COM	$736K	3534	0.53%	SOLE
47	FIRST TR EXCH TRADED FD III	PFD SECS INC ETF	$564K	31756	0.41%	SOLE
48	MOTOROLA SOLUTIONS INC	COM NEW	$545K	1256	0.39%	SOLE
49	ISHARES TR	U.S. TECH ETF	$372K	2052	0.27%	SOLE
50	ADVANCED MICRO DEVICES INC	COM	$347K	1704	0.25%	SOLE

1–50 of 62

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.