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Portfolio (Quarterly) Guide ↗

Centerline Wealth Advisors, LLC

· CIK 0001802059
13F Portfolio $276M AUM 60 positions Filed Jan 8, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 60 New
Page 3 of 3  ·  60 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 IBM INTERNATIONAL BUSINESS MACHS Technology 2,074.0 $614K 0.22% NEW $296.25 -15.6%
42 EMB ISHARES TR 6,283.0 $605K 0.22% NEW $96.28 -0.8%
43 WMT WALMART INC Consumer Defensive 3,983.0 $444K 0.16% NEW $111.42 +6.1%
44 AOA ISHARES TR 4,642.0 $416K 0.15% NEW $89.56 +8.9%
45 ORCL ORACLE CORP Technology 1,955.0 $381K 0.14% NEW $194.92 -2.1%
46 UPS UNITED PARCEL SERVICE INC Industrials 3,735.0 $370K 0.13% NEW $99.19 +3.1%
47 FQAL FIDELITY COVINGTON TRUST 4,259.0 $322K 0.12% NEW $75.59 +6.9%
48 DIS DISNEY WALT CO Communication Services 2,603.0 $296K 0.11% NEW $113.79 -9.6%
49 XLK SELECT SECTOR SPDR TR 2,050.0 $295K 0.11% NEW $143.98 +28.3%
50 GEV GE VERNOVA INC Utilities 448.0 $293K 0.11% NEW $653.57 +64.9%
51 PG PROCTER AND GAMBLE CO Consumer Defensive 1,907.0 $273K 0.10% NEW $143.28 -0.1%
52 IVV ISHARES TR 390.0 $267K 0.10% NEW $684.94 +9.9%
53 JNJ JOHNSON & JOHNSON Healthcare 1,282.0 $265K 0.10% NEW $206.90 +11.4%
54 YUM YUM BRANDS INC Consumer Cyclical 1,675.0 $253K 0.09% NEW $151.28 +2.4%
55 KO COCA COLA CO Consumer Defensive 3,607.0 $252K 0.09% NEW $69.92 +14.9%
56 JMST J P MORGAN EXCHANGE TRADED F 4,760.0 $242K 0.09% NEW $50.94 -0.1%
57 CHDN CHURCHILL DOWNS INC Consumer Cyclical 2,105.0 $240K 0.09% NEW $113.79 -28.3%
58 NEE NEXTERA ENERGY INC Utilities 2,933.0 $235K 0.09% NEW $80.28 +9.6%
59 INTC INTEL CORP Technology 6,093.0 $225K 0.08% NEW $36.90 +231.6%
60 GOOGL ALPHABET INC Communication Services 696.0 $218K 0.08% NEW $313.02 +23.6%
Page 3 of 3  ·  60 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 47.9%
Financial Services 22.4%
Communication Services 10.8%
Consumer Defensive 9.7%
Healthcare 3.9%
Utilities 2.0%
Consumer Cyclical 1.9%
Industrials 1.4%