Center for Wealth Management Advisory
13F Portfolio Filings
Most recent 13F
Q2 2026
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
Q2 2026
62
159,303
PWB, FDL, SMH, JKD
13F-HR
8/14/2026
000208585326001001
Q1 2026
62
138,866
PWB, FDL, JKD, FVD
13F-HR
4/24/2026
000208585326000494
Q4 2025
61
135,676
PWB, FDL, JKD, FVD
13F-HR
4/10/2026
000208585326000330