StockDriftsStockDriftsTop 50 Center For Wealth Management Advisory Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| PWB | INVESCO EXCHANGE TRADED FD T | 21.62% | 204.5K | $34.4M | -2.62%(-5.49K) | $126.26(+29.58%) | 2026-06-30 | |
| FDL | FIRST TR EXCHANGE-TRADED FD | 8.85% | 289.6K | $14.1M | +1.82%(+5.19K) | $43.98(+19.67%) | 2026-06-30 | |
| SMH | VANECK ETF TRUST | 6.59% | 16.0K | $10.5M | -6.43%(-1.10K) | $343.25(+71.63%) | 2026-06-30 | |
| ILCB | ISHARES TR | 6.1% | 93.8K | $9.7M | +0.38%(+351) | $93.39(+15.50%) | 2026-06-30 | |
| FVD | FIRST TR EXCHANGE-TRADED FD | 5.55% | 183.7K | $8.8M | +5.63%(+9.79K) | $46.23(+9.94%) | 2026-06-30 | |
| AAPL | APPLE INC | 2.83% | 15.6K | $4.5M | +0.12%(+19) | $263.25(+15.96%) | 2026-06-30 | |
| AVGO | BROADCOM INC | 2.04% | 8.6K | $3.2M | +2.44%(+205) | $343.71(+21.56%) | 2026-06-30 | |
| IWB | ISHARES TR | 1.95% | 7.6K | $3.1M | -0.84%(-64) | $369.46(+15.31%) | 2026-06-30 | |
| MS | MORGAN STANLEY | 1.69% | 12.9K | $2.7M | +11.57%(+1.33K) | $169.85(+28.57%) | 2026-06-30 | |
| JNJ | JOHNSON & JOHNSON | 1.67% | 10.5K | $2.7M | +1.48%(+153) | $196.95(+33.07%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +15.69% |
| Top 20 Holdings Unweighted | — | — | — | — | +4.74% |
Center For Wealth Management Advisory reports $159.30M in US-listed equity holdings across 62 positions in its most recent 13F filing. Its largest disclosed positions are PWB (21.6%), FDL (8.8%) and SMH (6.6%). The top 20 holdings account for 72.39% of reported assets. Its disclosed equity book has returned +15.69% cumulatively over 2 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Center For Wealth Management Advisory’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2121390). View Center For Wealth Management Advisory’s 13F filings on SEC