Center for Wealth Management Advisory
All 13F Filings
- Location
- Milford, OH
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 159,303
- 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 | 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 | 99.08 K | 62.2% | 6.494 K | 0 | 6.494 K |
| ETFs | 60.23 K | 37.8% | 13.94 K | 0 | 13.94 K |
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Fund Snapshot
Q2 2026
Latest filed
8/14/2026
Total value ($000)
159,303
Holdings
62
QoQ value change ($000)
20,437
(14.7%)
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.