Center for Wealth Management Advisory
Q4 2025 13F-HR Holdings
Location
Milford, OH
Holdings as of
12/31/2025
Value ($000)
$135,676,057
Num holdings
61
Date filed
4/10/2026
Form type
13F-HR
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SEC
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Compare Q4 2025 to
Issuer Name
Class
CUSIP
Value ($000)
%
Shares
Principal
Option Type