Centennial Wealth Advisory LLC
All 13F Filings
- Location
- Traverse City, MI
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 485,519
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 10/16/2026 | 195 | 485,519 | 13F-HR | Centennial Wealth Advisory LLC |
| Q2 2026 | 7/13/2026 | 181 | 463,223 | 13F-HR | Centennial Wealth Advisory LLC |
| Q1 2026 | 4/20/2026 | 160 | 412,989 | 13F-HR | Centennial Wealth Advisory LLC |
| Q4 2025 | 1/14/2026 | 166 | 378,069 | 13F-HR | Centennial Wealth Advisory LLC |
| Q3 2025 | 10/22/2025 | 160 | 359,339 | 13F-HR | Centennial Wealth Advisory LLC |
| Q2 2025 | 7/17/2025 | 150 | 314,423 | 13F-HR | Centennial Wealth Advisory LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 231.5 K | 47.7% | 11.33 K | 0 | 11.33 K |
| ETFs | 254 K | 52.3% | 10.97 K | 0 | 10.97 K |
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Fund Snapshot
Q3 2026
Latest filed
10/16/2026
Total value ($000)
485,519
Holdings
195
QoQ value change ($000)
22,296
(4.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.