Institutions / Centerline Wealth Advisors, LLC
Centerline Wealth Advisors, LLC
CIK 1802059 · Institution · as of Dec 31, 2025
Portfolio value
$276.20M
Positions
60
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 60 →
| Company | Value | % of portfolio |
|---|---|---|
| Fidelity Covington Trust | $29.28M | 10.6% |
| BlackRock ETF Trust - iShares International Country Rotation Active ETF | $25.50M | 9.2% |
| Abacus Fcf ETF Tr | $19.39M | 7.0% |
| J P Morgan Exchange Traded F | $15.91M | 5.8% |
| BlackRock ETF Trust II | $15.45M | 5.6% |
| Tcw ETF Trust | $14.47M | 5.2% |
| BlackRock ETF Trust II | $14.29M | 5.2% |
| iShares Inc | $14.10M | 5.1% |
| BlackRock ETF Trust | $13.84M | 5.0% |
| Fidelity Merrimack Str Tr | $12.81M | 4.6% |
| Apple Inc. | $10.26M | 3.7% |
| iShares Tr | $7.51M | 2.7% |
| J P Morgan Exchange Traded F | $6.96M | 2.5% |
| iShares Tr | $6.76M | 2.4% |
| iShares Tr | $5.35M | 1.9% |
| Fidelity Covington Trust | $5.18M | 1.9% |
| iShares Tr | $5.15M | 1.9% |
| iShares Gold Tr | $4.95M | 1.8% |
| iShares Tr | $4.69M | 1.7% |
| Vanguard Index Fds | $4.05M | 1.5% |
| Vanguard Tax-Managed Fds | $3.97M | 1.4% |
| Capital Group Growth ETF | $3.15M | 1.1% |
| BlackRock ETF Trust II | $2.97M | 1.1% |
| Fidelity Covington Trust | $2.63M | 1.0% |
| Fidelity Covington Trust | $2.52M | 0.9% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.