account_balance

Investment manager · 13F filer · SEC CIK 1802059

Centerline Wealth Advisors, LLC

Reported value$321Mas of Sep 30, 2026
Positions82 4 new, 1 sold out
Top 10 weight52.6%DYNF alone is 9%
FiledOct 1515 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

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
DYNF BlackRock ETF Trust 9.3% Held
FBCG Fidelity Covington Trust 8.2% Held
JAVA J P Morgan Exchange Traded F 7.7% Held
EMOP Ab Active Etfs Inc 4.7% Held
BAI BlackRock ETF Trust 4.3% Added +2%
BINC BlackRock ETF Trust II 3.9% Trimmed −8%
IWB iShares Tr 3.7% Added +3%
EFV iShares Tr 3.6% Added +4%
PWRD TCW ETF Trust 3.6% Trimmed −4%
AAPL Apple Inc. 3.6% Held
FBND Fidelity Merrimack STR Tr 3.5% Added +30%
ABFL Abacus FCF ETF Tr 3.3% Held

What changed

Biggest moves since Jun 30, 2026

Filed Oct 15, 2026, compared with the Jul 17, 2026 filing
add_circleNew
arrow_upwardAdded
  • HYG +774%
  • IUSB +325%
  • JMUB +131%
  • TLH +30%
arrow_downwardTrimmed
  • BOND −74%
  • PEP −22%
  • BRTR −18%
  • INMU −14%
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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