Centennial Advisors’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Centennial Advisors’s Portfolio AOR Stock Details AOR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$333K	Buy	+4,855	New	+$336K	0.4%	58

Other funds holding AOR

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Mesirow Financial Investment Management Chicago, Illinois $6.47B AUM 15.41% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

Jim Saulnier & Associates Fort Collins, Colorado $259M AUM 8.22% 1-Year Est. Return

Consilium Wealth Advisory Richardson, Texas $338M AUM 29.36% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return

Lebenthal Global Advisors Hauppauge, New York $747M AUM 15.75% 1-Year Est. Return

Madrid Financial Services Manhattan Beach, California $181M AUM 18.12% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Centennial Advisors's AOR Position: Q3 2026 in Review

Centennial Advisors opened a new position in iShares Core 60/40 Balanced Allocation ETF (AOR) in Q3 2026: 4,855 shares worth $333K. The stake represents 0.4% of the portfolio and ranks #58 among its holdings.

310 funds tracked by Wall St. Rank hold AOR as of Q3 2026.

Centennial Advisors held 4,855 shares of iShares Core 60/40 Balanced Allocation ETF worth $333K as of Q3 2026.
iShares Core 60/40 Balanced Allocation ETF was a new Centennial Advisors position in Q3 2026.
iShares Core 60/40 Balanced Allocation ETF made up 0.4% of Centennial Advisors's portfolio in Q3 2026, its #58 holding.
310 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q3 2026.

Based on Centennial Advisors's 13F filing for Q3 2026, filed 21 Oct 2026.