Portfolio (Quarterly) Guide ↗

Centerline Wealth Advisors, LLC

· CIK 0001802059

13F Portfolio $319M AUM 79 positions Filed Jul 17, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 9 New 21 Added 32 Reduced 3 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	IXG	ISHARES TR	—	2,027	$231K	0.08%	SOLD
2	IYF	ISHARES TR	—	1,860	$219K	0.08%	SOLD
3	XOM	EXXON MOBIL CORP	Energy	1,202	$204K	0.07%	SOLD

Sector Allocation

Technology 50.1%

Financial Services 20.7%

Communication Services 9.9%

Consumer Defensive 9.7%

Utilities 3.1%

Healthcare 2.9%

Industrials 2.5%

Consumer Cyclical 1.0%