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Portfolio (Quarterly) Guide ↗

Centerline Wealth Advisors, LLC

· CIK 0001802059
13F Portfolio $278M AUM 73 positions Filed Apr 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 16 New 12 Added 30 Reduced 3 Exited
# Ticker Company Sector Shares Value ↓ % Port Status
1 LLY ELI LILLY & CO Healthcare 699 $751K 0.27% SOLD
2 EMB ISHARES TR 6,283 $605K 0.22% SOLD
3 CHDN CHURCHILL DOWNS INC Consumer Cyclical 2,105 $240K 0.09% SOLD
Sector Allocation
Technology 46.4%
Financial Services 23.2%
Consumer Defensive 11.7%
Communication Services 10.9%
Utilities 2.9%
Industrials 1.6%
Healthcare 1.4%
Consumer Cyclical 1.1%
Energy 0.9%