account_balance
Investment manager · 13F filer · SEC CIK 1724910
Layline Advisors, LLC
Reported value$111Mas of Sep 30, 2026
Positions71 1 new, 6 sold out
Top 10 weight65.0%IVV alone is 23%
FiledNov 233 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IVViShares Tr
22.8%
DUHPDfa Invt Dimensions Group In
6.3%
VEAVanguard Tax-Managed FDS
6.3%
SHYiShares Tr
6.0%Trimmed −7%
IEMGiShares Inc
5.2%
DMBSDoubleline ETF Trust
4.2%Added +14%
EVTRMorgan Stanley ETF Trust
4.0%
IJHiShares Tr
3.7%
PHYSSprott Physical Gold Trust
3.4%+2%
JPIEJ P Morgan Exchange Traded F
3.3%
IWBiShares Tr
2.2%+6%
AVLVAmerican Centy ETF Tr
2.0%
IVViShares Tr
22.8%
DUHPDfa Invt Dimensions Group In
6.3%
VEAVanguard Tax-Managed FDS
6.3%
SHYiShares Tr
6.0%−7%
IEMGiShares Inc
5.2%
DMBSDoubleline ETF Trust
4.2%
EVTRMorgan Stanley ETF Trust
4.0%
IJHiShares Tr
3.7%
JPIE3.3%
IWB2.2%
AVLV
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
IVV iShares Tr 22.8% Held
DUHP Dfa Invt Dimensions Group In 6.3% Held
VEA Vanguard Tax-Managed FDS 6.3% Held
SHY iShares Tr 6.0% Trimmed −7%
IEMG iShares Inc 5.2% Held
DMBS Doubleline ETF Trust 4.2% Added +14%
EVTR Morgan Stanley ETF Trust 4.0% Held
IJH iShares Tr 3.7% Held
PHYS Sprott Physical Gold Trust 3.4% Added +2%JPIE J P Morgan Exchange Traded F 3.3% Added +13%
IWB iShares Tr 2.2% Added +6%
AVLV American Centy ETF Tr 2.0% Trimmed −3%
What changed
Biggest moves since Jun 30, 2026
Free weekly email
Each week's biggest real insider buys, cluster buys and fund moves, every one dated. One email a week. Unsubscribe in one click.