Center for Wealth Management Advisory

Position in ELV — Elevance Health, Inc.

CIK 2121390 MILFORD, OH

Position in ELV

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$1,930,942

+$360,339 QoQ

Shares Held

4,993

-6.9% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

2.54%

of 13F equity value

Holder Rank

#599

of 1,597 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Center for Wealth Management Advisory holds $6,593,692 across 4 Healthcare Plans names. ELV ranks #2 (29.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	5,850	$2,431,435
2	ELV	Elevance Health, Inc. This page	4,993	$1,930,942
3	CI	Cigna Group	6,633	$1,828,585
4	CVS	CVS HEALTH Corp	3,893	$402,730

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,930,942	4,993	-6.9%	Shares	Sole	2026-08-14
2026-03-31	$1,570,603	5,365	+13.2%	Shares	Sole	2026-04-24
2025-12-31	$1,661,256	4,739	—	Shares	Sole	2026-04-10
No filing history on record for this holder in this stock.