# EDGAR Filing Document

**Accession Number:** 0002121390
**File Stem:** 0002085853-26-000494
**Filing Date:** 2026-4
**Character Count:** 9704
**Document Hash:** fd2b4c6286cc3228952fd1d0dfdba8db
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0002085853-26-000494.hdr.sgml**: 20260424

**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

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 03-31-2026

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Center for Wealth Management Advisory<br>**Address:** 1764 COTTONTAIL DR.<br>MILFORD, OH 45150

**Form 13F File Number:** 028-26806

**CRD Number (if applicable):** 000171221

**SEC File Number (if applicable):** 801-112042

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Christopher M. Wright<br>**Title:** Chief Compliance Officer<br>**Phone:** 513-407-5430

**Signature, Place, and Date of Signing:**

/s/ Christopher M. Wright  Milford, OH  04-24-2026<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 62

**Form 13F Information Table Value Total:** $138866139

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| 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 |

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