Center for Wealth Management Advisory: 13F holdings
CIK 21213902026Q2
| Positions | 62 |
|---|---|
| Reported value | $159.3m |
| Filed | 2026-08-14 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| PWB INVESCO EXCHANGE TRADED FD T | 204,459 | $34.4m | 21.6% |
| FE FIRST TR EXCHANGE-TRADED FD | 289,599 | $14.1m | 8.8% |
| SMH VANECK ETF TRUST | 16,009 | $10.5m | 6.6% |
| MLRG ISHARES TR | 93,790 | $9.7m | 6.1% |
| FVD FIRST TR EXCHANGE-TRADED FD | 183,653 | $8.8m | 5.6% |
| AAPL APPLE INC | 15,603 | $4.5m | 2.8% |
| AVGO BROADCOM INC | 8,593 | $3.2m | 2.0% |
| IWB ISHARES TR | 7,599 | $3.1m | 2.0% |
| MS MORGAN STANLEY | 12,874 | $2.7m | 1.7% |
| JNJ JOHNSON & JOHNSON | 10,457 | $2.7m | 1.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2121390")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.