Center for Wealth Management Advisory

13F Portfolio Filings

Most recent 13F: Q4 2025
Location: Milford, OH
CIK: 0002121390
All SEC filings: View on sec.gov

Holdings Value

Quarter	Holdings	Value ($000)	Top Holdings	Form Type	Date Filed	Filing ID
Q4 2025	61	135,676	PWB, FDL, JKD, FVD	13F-HR	4/10/2026	000208585326000330