account_balance
Investment manager · 13F filer · SEC CIK 2121390
Center for Wealth Management Advisory
Reported value$161Mas of Sep 30, 2026
Positions62 15 new, 15 sold out
Top 10 weight58.6%PWB alone is 21%
FiledOct 2323 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
PWBInvesco Exchange Traded Fd T
20.9%
FDLFirst Tr Exchange-Traded Fd
9.2%Added +5%
ILCBiShares Tr
6.3%Added +3%
SMHVaneck ETF Trust
5.8%Trimmed −4%
FVDFirst Tr Exchange-Traded Fd
5.7%Added +6%
AAPLApple Inc.
3.1%Trimmed −5%
AVGOBroadcom Inc.
2.0%Added +7%
MSFTMicrosoft Corp
2.0%+8%
IWBiShares Tr
2.0%
CATCaterpillar Inc
1.7%
ORCL1.5%NVDA1.4%PWBInvesco Exchange Traded Fd T
20.9%
FDLFirst Tr Exchange-Traded Fd
9.2%
ILCBiShares Tr
6.3%+3%
SMHVaneck ETF Trust
5.8%−4%
FVDFirst Tr Exchange-Traded Fd
5.7%+6%
IWB2.0%
CAT1.7%ORCLNVDABoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
PWB Invesco Exchange Traded Fd T 20.9% Held
FDL First Tr Exchange-Traded Fd 9.2% Added +5%
ILCB iShares Tr 6.3% Added +3%
SMH Vaneck ETF Trust 5.8% Trimmed −4%
FVD First Tr Exchange-Traded Fd 5.7% Added +6%
AAPL Apple Inc. 3.1% Trimmed −5%AVGO Broadcom Inc. 2.0% Added +7%MSFT Microsoft Corp 2.0% Added +8%IWB iShares Tr 2.0% Held
CAT Caterpillar Inc 1.7% Added +202%ORCL Oracle Corp 1.5% Added +968%NVDA NVIDIA Corp 1.4% Added +11%What changed
Biggest moves since Jun 30, 2026
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