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Luke Mooi

Centennial Wealth Advisory Llc

Assets Managed
$463.223M
Holdings
181
Last Quarter
2026 - Q2
Filed Date
2d ago
Growth Rate
12.17%(2Q avg: 10.7%)
Sustained Growth
6 quarters

Portfolio positions

This chart displays the top 10 holdings in Centennial Wealth Advisory Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 181 positions.

Assets under management

The assets under management (AUM) of Centennial Wealth Advisory Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 6 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 463.223M in assets, with a quarterly growth rate of 12.17% and a 2-quarter average growth rate of 10.7%. The portfolio is managed by Luke Mooi, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
BUFD
Ft Vst Lad Deep Buf Etf-usdi
Recent Activity
Decreased -1.62%
11.53%
$53.378M
1.796M shares@ $29.72 avg price
FTCB
Ft Core Investment Grade Etf
Recent Activity
Increased 30.37%
6.39%
$29.583M
1.419M shares@ $20.86 avg price
BUFQ
Ft Vst Lad Nsdq Buf Etf-usdi
Recent Activity
Increased 13.08%
4.96%
$22.941M
584,188 shares@ $39.27 avg price
AVIG
Avantis Core Fixed Income
Recent Activity
Increased 0.12%
4.95%
$22.909M
553,222 shares@ $41.42 avg price
BUFG
Ft Vest Buffered Allocation
Recent Activity
Increased 14.13%
4.85%
$22.453M
765,916 shares@ $29.32 avg price
BUFR
Ft Vest Lad Buffervetf-usd I
Recent Activity
Decreased -1.87%
3.73%
$17.242M
471,997 shares@ $36.53 avg price
BUFT
Ft Vest Buffered Allocation
Recent Activity
Decreased -1.79%
3.63%
$16.778M
648,162 shares@ $25.89 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Decreased -1.71%
3.08%
$14.251M
19,025 shares@ $749.05 avg price
SPYG
Spdr Portfolio S&p 500 Growt
Recent Activity
Decreased -2.11%
2.85%
$13.193M
110,873 shares@ $119.0 avg price
CGMS
Cap Group Us Multi-sect Bond
Recent Activity
Increased 5.45%
2.83%
$13.076M
478,468 shares@ $27.33 avg price

1-10 of 181