Center for Wealth Management AdvisoryCoreConcentrated trader

CIK: 0002121390 | MILFORD, OH

Filing History

Quarter	Form Type	Holdings	Value	Filed	SEC
Q3 2026	13F-HR	62	$161.3M	2026-10-23	SEC ↗
Q2 2026	13F-HR	62	$159.3M	2026-08-14	SEC ↗
Q1 2026	13F-HR	62	$138.9M	2026-04-24	SEC ↗
Q4 2025	13F-HR	61	$135.7M	2026-04-10	SEC ↗