Center for Wealth Management Advisory has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing lists 62 separate positions held by the firm, managed by Christopher M. Wright.
The portfolio is diversified across several major sectors, with significant exposure to large-cap technology and healthcare companies. Top holdings include Apple Inc., with 14,793 shares; Microsoft Corporation, holding 6,219 shares; and Broadcom Inc., with 9,202 shares. The portfolio also holds substantial positions in NVIDIA Corporation (9,855 shares), Oracle Corporation (17,340 shares), and Taiwan Semiconductor Manufacturing Sponsored ADS (1,456 shares).
Healthcare stocks are well-represented in the portfolio, with Medtronic PLC holding 24,001 shares, Abbott Laboratories (18,246 shares), and Bristol-Myers Squibb Co. (28,978 shares). Other notable positions include JPMorgan Chase & Co. (6,588 shares), Wells Fargo & Co. (24,358 shares), and Procter & Gamble Co. (5,986 shares).
The filing indicates that all positions are held in a Sole capacity by Christopher M. Wright.
