Centerline Wealth Advisors, LLC - Portfolio overview

Centerline Wealth Advisors, LLC has 77 reported holdings in this dataset, with the latest filing dated 2026-04-14.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Consumer Defensive.

Largest reported holdings by portfolio allocation

1. DYNF - BLACKROCK ETF TRUST, 8.84%
2. FBCG - FIDELITY COVINGTON TRUST, 7.89%
3. JAVA - J P MORGAN EXCHANGE TRADED F, 7.41%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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