Center for Wealth Management Advisory

Q1 2026 13F-HR Holdings

Location
Milford, OH
Holdings as of
3/31/2026
Value ($000)
$138,866,139
Num holdings
62
Date filed
4/24/2026
Form type
13F-HR
Prev filing
4/10/2026
Next filing
SEC
View on sec.gov
Issuer Name Class CUSIP Value ($000) % Shares Principal Option Type