Center for Wealth Management Advisory quarter change: Foreign Funds, Reduced
In funds and trusts that are not on this site's ETF list (sponsor series, commodity pools, money market) (depositary receipts and foreign shares traded over the counter), from the quarter ended 2026-03-31 to 2026-06-30, Center for Wealth Management Advisory opened 0 positions, added to 0, reduced 0, sold out of 0 and left 0 unchanged.
Two Form 13F-HR filings compared (SEC CIK 2121390): 2026-03-31 (filed 2026-04-24) and 2026-06-30 (filed 2026-08-14). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
No position of this class changed this way between the two filings.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Argyle Capital Partners, LLC | United States | $0.139B | 187 |
| GraniteShares Advisors LLC | United States | $0.139B | 90 |
| Bluegrass Capital Partners LP | United States | $0.139B | 10 |
| Kennondale Capital Management LLC | United States | $0.139B | 78 |
| Parvin Asset Management, LLC | United States | $0.139B | 310 |
| DKM Wealth Management, Inc. | United States | $0.139B | 77 |
| CHESAPEAKE CAPITAL CORP /IL/ | United States | $0.139B | 156 |
| Marathon Strategic Advisors, LLC | United States | $0.139B | 52 |
| Seelaus Asset Management LLC | United States | $0.139B | 204 |
| Welch Financial Planning, LLC | United States | $0.139B | 67 |