Center for Wealth Management Advisory
All 13F Filings
- Location
- Milford, OH
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 161,259
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- 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 | 10/23/2026 | 62 | 161,259 | 13F-HR | Center for Wealth Management Advisory |
| Q2 2026 | 8/14/2026 | 62 | 159,303 | 13F-HR | Center for Wealth Management Advisory |
| Q1 2026 | 4/24/2026 | 62 | 138,866 | 13F-HR | Center for Wealth Management Advisory |
| Q4 2025 | 4/10/2026 | 61 | 135,676 | 13F-HR | Center for Wealth Management Advisory |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 101.8 K | 63.1% | 2.715 K | 0 | 2.715 K |
| ETFs | 59.47 K | 36.9% | 0 | 757 | -757 |
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Fund Snapshot
Q3 2026
Latest filed
10/23/2026
Total value ($000)
161,259
Holdings
62
QoQ value change ($000)
1,956
(1.2%)
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.