Centennial Wealth Advisory LLC
โขCIK: 1839421โขFiling: Q4 2025
**Centennial Wealth Advisory LLC** manages $378M across a diversified portfolio of 166 positions. The fund exhibits a notable concentration in the financial and technology sectors, highlighted by the top holding in BUFD at $52.4M. Significant allocations are also directed toward AVIG ($22.3M) and IVV ($20.8M), suggesting a strategic focus on established financial and broad market indices. This positioning indicates a disciplined, large-cap oriented approach to capital preservation and growth.
Total AUM
$378.1M
QoQ Performance
+5.2%
Positions
128
Top 10 Concentration
52.7%
Latest Filing
Q4 2025
Top Holdings Allocation
BUFD
AVIG
IVV
BUFD13.9%
AVIG5.9%
IVV5.5%
BUFQ4.6%
BUFG4.6%
BUFR4.5%
BUFT4.3%
SPYG3.9%
๐ Biggest Buys
๐ Biggest Sells
Sector Breakdown
Other80.1%
Technology7.7%
ETF5.7%
Financial1.9%
Consumer1.7%
Healthcare1.1%
Communication0.4%
Energy0.4%
๐ช Exited Positionssold since Q3 2025
+2 more exited positions
Changes from Q3 2025
NEW13 new positions
โ131 increased
โ20 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023