Centennial Wealth Advisory LLC
All 13F Filings
- Location
- Traverse City, MI
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 463,223
- Description
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- Website
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- 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 |
|---|---|---|---|---|---|
| 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 | 220.2 K | 47.5% | 0 | 60.15 K | -60.15 K |
| ETFs | 243 K | 52.5% | 110.4 K | 0 | 110.4 K |
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Fund Snapshot
Q2 2026
Latest filed
7/13/2026
Total value ($000)
463,223
Holdings
181
QoQ value change ($000)
50,234
(12.2%)
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.