0002085853-26-000494.txt : 20260424 0002085853-26-000494.hdr.sgml : 20260424 20260424155151 ACCESSION NUMBER: 0002085853-26-000494 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20260331 FILED AS OF DATE: 20260424 DATE AS OF CHANGE: 20260424 EFFECTIVENESS DATE: 20260424 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Center for Wealth Management Advisory CENTRAL INDEX KEY: 0002121390 ORGANIZATION NAME: EIN: 465338626 STATE OF INCORPORATION: OH FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-26806 FILM NUMBER: 26893383 BUSINESS ADDRESS: STREET 1: 1764 COTTONTAIL DR. CITY: MILFORD STATE: OH ZIP: 45150 BUSINESS PHONE: (513) 265-3425 MAIL ADDRESS: STREET 1: 1764 COTTONTAIL DR. CITY: MILFORD STATE: OH ZIP: 45150 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0002121390 XXXXXXXX 03-31-2026 03-31-2026 false Center for Wealth Management Advisory

1764 COTTONTAIL DR. MILFORD OH 45150

13F HOLDINGS REPORT 028-26806 000171221 801-112042 N Christopher M. Wright 513-407-5430 /s/ Christopher M. Wright Milford OH 04-24-2026 0 62 138866139 INFORMATION TABLE 2 infotable.xml ABBOTT LABORATORIES COM 002824100 1688527 16446 SH SOLE 0 0 16446 ABBVIE INC COM 00287Y109 1049024 4823 SH SOLE 0 0 4823 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 1402168 7071 SH SOLE 0 0 7071 ADVANCED MICRO DEVICES INC COM 007903107 346643 1704 SH SOLE 0 0 1704 ALPHABET INC CAP STK CL A 02079K305 309845 1078 SH SOLE 0 0 1078 ALTRIA GROUP INC COM 02209S103 893981 13547 SH SOLE 0 0 13547 AMAZON COM INC COM 023135106 736028 3534 SH SOLE 0 0 3534 APPLE INC COM 037833100 3955163 15584 SH SOLE 0 0 15584 AUTOMATIC DATA PROCESSING IN COM 053015103 1412305 6951 SH SOLE 0 0 6951 BANK NEW YORK MELLON CORP COM 064058100 1752992 14777 SH SOLE 0 0 14777 BROADCOM INC COM 11135F101 2596025 8388 SH SOLE 0 0 8388 CATERPILLAR INC COM 149123101 779306 1100 SH SOLE 0 0 1100 CHUBB LTD SWITZ COM H1467J104 278837 856 SH SOLE 0 0 856 CME GROUP INC COM 12572Q105 1748563 5920 SH SOLE 0 0 5920 COCA COLA CO COM 191216100 1755196 23080 SH SOLE 0 0 23080 COLGATE PALMOLIVE CO COM 194162103 887330 10411 SH SOLE 0 0 10411 COMCAST CORP NEW CL A 20030N101 1375868 47923 SH SOLE 0 0 47923 CONOCOPHILLIPS COM 20825C104 2311789 17514 SH SOLE 0 0 17514 CRH PLC ORD G25508105 1339963 12747 SH SOLE 0 0 12747 CVS HEALTH CORP COM 126650100 278599 3879 SH SOLE 0 0 3879 DUKE ENERGY CORP NEW COM NEW 26441C204 2002168 15291 SH SOLE 0 0 15291 ELEVANCE HEALTH INC FORMERLY COM 036752103 1570625 5365 SH SOLE 0 0 5365 EOG RES INC COM 26875P101 1855953 12838 SH SOLE 0 0 12838 EXXON MOBIL CORP COM 30231G102 2180423 12852 SH SOLE 0 0 12852 FEDEX CORP COM 31428X106 2415979 6783 SH SOLE 0 0 6783 FIRST TR EXCH TRADED FD III PFD SECS INC ETF 33739E108 563669 31756 SH SOLE 0 0 31756 FIRST TR EXCHANGE-TRADED FD SHS 336917109 14447968 284409 SH SOLE 679 0 283730 FIRST TR EXCHANGE-TRADED FD SHS 33734H106 8176914 173866 SH SOLE 421 0 173445 GENERAL DYNAMICS CORP COM 369550108 1433290 4176 SH SOLE 0 0 4176 HOME DEPOT INC COM 437076102 246467 749 SH SOLE 0 0 749 HUNTINGTON BANCSHARES INC COM 446150104 966967 61787 SH SOLE 0 0 61787 INVESCO EXCHANGE TRADED FD T LARGE CAP GROWTH 46137V746 26439018 209950 SH SOLE 304 0 209646 ISHARES TR RUS MID CAP ETF 464287499 1013799 10427 SH SOLE 0 0 10427 ISHARES TR U.S. TECH ETF 464287721 372256 2052 SH SOLE 0 0 2052 ISHARES TR MORNINGSTR US EQ 464287127 8396405 93439 SH SOLE 236 0 93203 ISHARES TR RUS 1000 ETF 464287622 2732146 7663 SH SOLE 0 0 7663 ISHARES TR US CONSM STAPLES 464287812 208507 2977 SH SOLE 0 0 2977 JOHNSON & JOHNSON COM 478160104 2518680 10304 SH SOLE 0 0 10304 JPMORGAN CHASE & CO COM 46625H100 296958 1010 SH SOLE 0 0 1010 LOCKHEED MARTIN CORP COM 539830109 2041953 3379 SH SOLE 0 0 3379 MCKESSON CORP COM 58155Q103 203360 235 SH SOLE 0 0 235 MEDTRONIC PLC SHS G5960L103 217015 2504 SH SOLE 0 0 2504 MERCK & CO INC COM 58933Y105 2081437 17304 SH SOLE 0 0 17304 META PLATFORMS INC CL A 30303M102 257539 450 SH SOLE 0 0 450 MICROSOFT CORP COM 594918104 1909217 5158 SH SOLE 0 0 5158 MONDELEZ INTL INC CL A 609207105 1818657 31552 SH SOLE 0 0 31552 MORGAN STANLEY COM NEW 617446448 1899055 11539 SH SOLE 0 0 11539 MOTOROLA SOLUTIONS INC COM NEW 620076307 545066 1256 SH SOLE 0 0 1256 NVIDIA CORPORATION COM 67066G104 1597807 9162 SH SOLE 0 0 9162 OREILLY AUTOMOTIVE INC COM 67103H107 290777 3150 SH SOLE 0 0 3150 PALANTIR TECHNOLOGIES INC CL A 69608A108 308941 2112 SH SOLE 0 0 2112 PEPSICO INC COM 713448108 1779316 11458 SH SOLE 0 0 11458 PFIZER INC COM 717081103 1688277 60124 SH SOLE 0 0 60124 PROCTER & GAMBLE CO COM 742718109 808177 5595 SH SOLE 0 0 5595 TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS 874039100 239037 707 SH SOLE 0 0 707 TESLA INC COM 88160R101 985889 2652 SH SOLE 0 0 2652 THE CIGNA GROUP COM 125523100 1697569 6364 SH SOLE 0 0 6364 UNITED PARCEL SVCS INC CL B 911312106 1565005 15908 SH SOLE 0 0 15908 UNITEDHEALTH GROUP INC COM 91324P102 1700539 6285 SH SOLE 0 0 6285 US BANCORP COM NEW 902973304 1723211 33132 SH SOLE 0 0 33132 VANECK ETF TRUST SEMICONDUCTR ETF 92189F676 6559975 17110 SH SOLE 39 0 17071 VERIZON COMMUNICATIONS INC COM 92343V104 2211976 44063 SH SOLE 0 0 44063