Center for Wealth Management Advisory
Center for Wealth Management Advisory reported 62 positions worth $159.3M as of June 30, 2026 (13F filed August 14, 2026). Largest holding: PWB (21.6%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | PWB | SH | $34.4M | 21.62% | 204,459 | — | — | |
| ▸ 2 | FDL | SH | $14.1M | 8.85% | 289,599 | — | — | |
| ▸ 3 | SMH | SH | $10.5M | 6.59% | 16,009 | — | — | |
| ▸ 4 | ILCB | SH | $9.7M | 6.10% | 93,790 | — | — | |
| ▸ 5 | FVD | SH | $8.8M | 5.55% | 183,653 | — | — | |
| ▸ 6 | AAPL | SH | $4.5M | 2.83% | 15,603 | — | — | |
| ▸ 7 | AVGO | SH | $3.2M | 2.04% | 8,593 | — | — | |
| ▸ 8 | IWB | SH | $3.1M | 1.95% | 7,599 | — | — | |
| ▸ 9 | MS | SH | $2.7M | 1.69% | 12,874 | — | — | |
| ▸ 10 | JNJ | SH | $2.7M | 1.67% | 10,457 | — | — |
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Frequently Asked Questions
What stocks does Center for Wealth Management Advisory hold as of Q2 2026?
Center for Wealth Management Advisory reported 62 positions worth $159.3M in its Q2 2026 13F filing. Largest positions: PWB (21.6%), FDL (8.8%), SMH (6.6%), ILCB (6.1%) and FVD (5.6%).
What did Center for Wealth Management Advisory buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Center for Wealth Management Advisory sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.