Centennial Wealth Advisory LLC
All 13F Filings
- Location
- Traverse City, MI
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 378,069
- Description
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- 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 |
|---|---|---|---|---|---|
| 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 | 335.4 K | 88.7% | 14.54 K | 0 | 14.54 K |
| ETFs | 42.64 K | 11.3% | 4.188 K | 0 | 4.188 K |
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Fund Snapshot
Q4 2025
Latest filed
1/14/2026
Total value ($000)
378,069
Holdings
166
QoQ value change ($000)
18,730
(5.2%)
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.