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Luke Mooi

Centennial Wealth Advisory Llc

Assets Managed
$412.989M
Holdings
160
Last Quarter
2026 - Q1
Filed Date
1mo 2d ago
Growth Rate
9.24%(2Q avg: 7.23%)
Sustained Growth
5 quarters

Portfolio positions

This chart displays the top 10 holdings in Centennial Wealth Advisory Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 160 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 5 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 412.989M in assets, with a quarterly growth rate of 9.24% and a 2-quarter average growth rate of 7.23%. 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 -1.65%
12.38%
$51.121M
1.826M shares@ $28.0 avg price
AVIG
Avantis Core Fixed Income
Recent Activity
Increased 3.83%
5.56%
$22.954M
552,565 shares@ $41.54 avg price
FTCB
Ft Core Investment Grade Etf
Recent Activity
Increased 102.2%
5.53%
$22.807M
1.088M shares@ $20.96 avg price
BUFQ
Ft Vst Lad Nsdq Buf Etf-usdi
Recent Activity
Increased 5.4%
4.42%
$18.248M
516,655 shares@ $35.32 avg price
BUFG
Ft Vest Buffered Allocation
Recent Activity
Increased 5.37%
4.37%
$18.026M
671,115 shares@ $26.87 avg price
BUFT
Ft Vest Buffered Allocation
Recent Activity
Decreased -1.18%
3.97%
$16.375M
660,017 shares@ $24.82 avg price
BUFR
Ft Vest Lad Buffervetf-usd I
Recent Activity
Decreased -2.9%
3.94%
$16.244M
481,010 shares@ $33.78 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Decreased -36.24%
3.07%
$12.646M
19,356 shares@ $653.36 avg price
LMBS
First Trust Low Duration Opp
Recent Activity
Increased 90.45%
3.03%
$12.502M
250,985 shares@ $49.82 avg price
CGMS
Cap Group Us Multi-sect Bond
Recent Activity
Increased 99.51%
3%
$12.356M
453,756 shares@ $27.23 avg price

1-10 of 160