Center for Wealth Management Advisory holds a focused book of 62 stocks worth $159.3M as of Q2 2026 (disclosed Aug 14, 2026, a ~45-day 13F lag). This quarter they opened Bank Of America Corp and trimmed Invesco Large Cap Growth ETF. Their largest long position is Invesco Large Cap Growth ETF at 22% of the equity book.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
48% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Center for Wealth Management Advisory
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| FMR LLC | 73 / 62 | $783.5B |
| MORGAN STANLEY | 73 / 62 | $519.4B |
| JPMORGAN CHASE & CO | 73 / 62 | $509.6B |
| BANK OF AMERICA CORP /DE/ | 73 / 62 | $338.2B |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | 73 / 62 | $217.1B |
| ROYAL BANK OF CANADA | 73 / 62 | $147.8B |
| WELLS FARGO & COMPANY/MN | 73 / 62 | $141.4B |
| AMERIPRISE FINANCIAL INC | 73 / 62 | $139.3B |
Ranked by how many of Center for Wealth Management Advisory's top 62 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Invesco Exchange Traded FD T LARG CAP GRO ETF | $34.4M | 204.5K | 21.6% | ▼−2.6% Reduced · −5K sh | |
| 2 | First TR Exchange-Traded FD SHS | $14.1M | 289.6K | 8.8% | ▲+1.8% Added · +5K sh | |
| 3 | Vaneck ETF Trust SEMICONDUCTR ETF | $10.5M | 16.0K | 6.6% | ▼−6.4% Reduced · −1K sh | |
| 4 | Ishares TR MORNINGSTR US EQ | $9.7M | 93.8K | 6.1% | ▲+0.4% Added · +351 sh | |
| 5 | First TR Exchange-Traded FD SHS | $8.8M | 183.7K | 5.6% | ▲+5.6% Added · +10K sh | |
| 6 | Apple Inc COM | $4.5M | 15.6K | 2.8% | ▲+0.1% Added · +19 sh | |
| 7 | Broadcom Inc COM | $3.2M | 8.6K | 2.0% | ▲+2.4% Added · +205 sh | |
| 8 | Ishares TR RUS 1000 ETF | $3.1M | 7.6K | 2.0% | ▼−0.8% Reduced · −64 sh | |
| 9 | Morgan Stanley COM NEW | $2.7M | 12.9K | 1.7% | ▲+12% Added · +1K sh | |
| 10 | Johnson & Johnson COM | $2.7M | 10.5K | 1.7% | ▲+1.5% Added · +153 sh | |
| 11 | Unitedhealth Group Inc COM | $2.4M | 5.8K | 1.5% | ▼−6.9% Reduced · −435 sh | |
| 12 | Bank Of Amer Corp COM | $2.4M | 41.9K | 1.5% | ▲New New position | |
| 13 | Merck & Co Inc COM | $2.3M | 17.7K | 1.4% | ▲+2.3% Added · +392 sh | |
| 14 | Bank Of NY Mellon Corp COM | $2.2M | 15.1K | 1.4% | ▲+1.9% Added · +275 sh | |
| 15 | Microsoft Corp COM | $2.1M | 5.7K | 1.3% | ▲+11% Added · +576 sh | |
| 16 | PNC Finl Svcs Group Inc COM | $2.1M | 8.7K | 1.3% | ▲New New position | |
| 17 | US Bancorp COM NEW | $2.0M | 33.5K | 1.3% | ▲+1.1% Added · +374 sh | |
| 18 | Nike Inc CL B | $2.0M | 49.1K | 1.3% | ▲New New position | |
| 19 | Duke Energy Corp New COM NEW | $2.0M | 15.5K | 1.2% | ▲+1.6% Added · +250 sh | |
| 20 | Coca Cola Co COM | $1.9M | 24.0K | 1.2% | ▲+3.9% Added · +903 sh | |
| 21 | Elevance Health Inc Formerly COM | $1.9M | 5.0K | 1.2% | ▼−6.9% Reduced · −372 sh | |
| 22 | Verizon Communications Inc COM | $1.9M | 44.3K | 1.2% | ▲+0.4% Added · +187 sh | |
| 23 | Mondelez Intl Inc CL A | $1.9M | 32.2K | 1.2% | ▲+1.9% Added · +611 sh | |
| 24 | Lockheed Martin Corp COM | $1.9M | 3.6K | 1.2% | ▲+7.9% Added · +268 sh | |
| 25 | The Cigna Group COM | $1.8M | 6.6K | 1.1% | ▲+4.2% Added · +269 sh | |
| 26 | Medtronic PLC SHS | $1.8M | 23.2K | 1.1% | ▲+825% Added · +21K sh | |
| 27 | United Parcel Svcs Inc CL B | $1.8M | 16.7K | 1.1% | ▲+4.8% Added · +764 sh | |
| 28 | Nvidia Corporation COM | $1.8M | 8.9K | 1.1% | ▼−3.2% Reduced · −291 sh | |
| 29 | Gilead Sciences Inc COM | $1.7M | 13.8K | 1.1% | ▲New New position | |
| 30 | Automatic Data Processing In COM | $1.7M | 7.7K | 1.1% | ▲+11% Added · +742 sh | |
| 31 | Pepsico Inc COM | $1.6M | 11.6K | 1.0% | ▲+1.1% Added · +123 sh | |
| 32 | Abbott Laboratories COM | $1.6M | 17.2K | 1.0% | ▲+4.8% Added · +787 sh | |
| 33 | General Dynamics Corp COM | $1.6M | 4.4K | 1.0% | ▲+5.7% Added · +236 sh | |
| 34 | CRH PLC ORD | $1.4M | 13.5K | 0.9% | ▲+5.7% Added · +728 sh | |
| 35 | Tesla Inc COM | $1.4M | 3.3K | 0.9% | ▲+26% Added · +688 sh | |
| 36 | Cme Group Inc COM | $1.3M | 6.1K | 0.8% | ▲+2.2% Added · +133 sh | |
| 37 | Comcast Corp New CL A | $1.3M | 52.0K | 0.8% | ▲+8.4% Added · +4K sh | |
| 38 | Abbvie Inc COM | $1.2M | 4.9K | 0.8% | ▲+0.8% Added · +39 sh | |
| 39 | Caterpillar Inc COM | $1.2M | 1.1K | 0.7% | —Held | |
| 40 | Ishares TR RUS MID CAP ETF | $1.2M | 10.4K | 0.7% | —Held | |
| 41 | Huntington Bancshares Inc COM | $1.1M | 61.8K | 0.7% | —Held | |
| 42 | Advanced Micro Devices Inc COM | $1.1M | 1.9K | 0.7% | ▲+9.2% Added · +156 sh | |
| 43 | Accenture PLC Ireland SHS CLASS A | $979K | 7.9K | 0.6% | ▲+11% Added · +799 sh | |
| 44 | Amazon Com Inc COM | $890K | 3.7K | 0.6% | ▲+5.7% Added · +202 sh | |
| 45 | Procter & Gamble Co COM | $856K | 5.8K | 0.5% | ▲+4.3% Added · +243 sh | |
| 46 | Colgate Palmolive Co COM | $848K | 9.2K | 0.5% | ▼−11% Reduced · −1K sh | |
| 47 | Altria Group Inc COM | $808K | 11.2K | 0.5% | ▼−17% Reduced · −2K sh | |
| 48 | First TR Exch Traded FD III PFD SECS INC ETF | $568K | 31.8K | 0.4% | —Held | |
| 49 | Motorola Solutions Inc COM NEW | $529K | 1.3K | 0.3% | ▲+1.5% Added · +19 sh | |
| 50 | Ishares TR U.S. TECH ETF | $518K | 2.1K | 0.3% | —Held |
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As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.