| Filing ID | Report Period | Holdings | Value ($000) | Form Type | Date Filed | Name |
|---|---|---|---|---|---|---|
| 000208585326000494 | Q1 2026 | 62 | 138,866,139 | 13F-HR | 4/24/2026 | Center for Wealth Management Advisory |
| 000208585326000330 | Q4 2025 | 61 | 135,676,057 | 13F-HR | 4/10/2026 | Center for Wealth Management Advisory |