account_balance

Investment manager · 13F filer · SEC CIK 2110066

Blueline Advisors LLC

Reported value$142Mas of Sep 30, 2026
Positions259 39 new, 38 sold out
Top 10 weight58.7%VTV alone is 15%
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
VTV Vanguard Index FDS 14.5% Held
VUG Vanguard Index FDS 12.6% Held
DGS Wisdomtree Tr 5.6% Held
SCZ iShares Tr 4.8% Held
SRLN Ssga Active ETF Tr 4.3% Held
IFLN Invesco Exch Traded Fd Tr II 3.8% Held
IWN iShares Tr 3.6% Held
VCSH Vanguard Scottsdale FDS 3.3% Held
VCIT Vanguard Scottsdale FDS 3.1% Trimmed −2%
LVHI Legg Mason ETF Invt 3.0% Held
TPYP Tortoise Capital Series Trus 2.8% Held
VOE Vanguard Index FDS 2.6% Held

What changed

Biggest moves since Jun 30, 2026

Filed Oct 15, 2026, compared with the Jul 27, 2026 filing
add_circleNew
arrow_upwardAdded
  • FTSM +49%
  • NVDA +41%
  • VNLA +39%
  • XBI +17%
arrow_downwardTrimmed
  • SHW −10%
  • IWF −9%
  • NEAR −9%
  • GOVT −3%
remove_circleSold out
  • XLK $21.6K
  • IHF $16.2K
  • IGV $12.6K
  • EWN $11.9K

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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