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Manager record

Center for Wealth Management Advisory

Milford, OH · CIK 2121390 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$159.30MReported 13F valueQ2 2026 · as filed
62Holdings listed
+14.7%vs prior quartervalue change includes market moves
3Quarters on record
Aug 14Latest filed
Reported 13F value by quarter, Q4 2025 to Q2 2026Q4 2025: $135.7M$135.7MQ4 202561 holdingsQ1 2026: $138.9M$138.9MQ1 202662 holdingsQ2 2026: $159.3M$159.3MQ2 202662 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Aug 14 2026 13F-HR · period Q2 2026

$159.30M · 62 holdings listed · View original SEC filing ↗
Apr 24 2026 13F-HR · period Q1 2026

$138.87M · 62 holdings listed · View original SEC filing ↗
Apr 10 2026 13F-HR · period Q4 2025

$135.68M · 61 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Aug 14, 2026 · Change methodology