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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
Page 2 of 2  ·  32 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 IUSB ISHARES TR 19,079.0 $881K 0.28% -61K -76.2% $46.15 -2.2%
22 MSFT MICROSOFT CORP Technology 1,973.0 $736K 0.23% -71.0 -3.5% $373.02 +34.3%
23 EUSA ISHARES INC 4,518.0 $516K 0.16% -335.0 -6.9% $114.19 +1.5%
24 AOR ISHARES TR 5,749.0 $400K 0.12% -2K -28.4% $69.51 -0.2%
25 UPS UNITED PARCEL SERVICE INC Industrials 3,680.0 $396K 0.12% -56.0 -1.5% $107.50 -4.5%
26 AOA ISHARES TR 3,920.0 $383K 0.12% -215.0 -5.2% $97.59 +0.6%
27 XLK SELECT SECTOR SPDR TR 1,977.0 $377K 0.12% -73.0 -3.6% $190.54 -3.6%
28 IYJ ISHARES TR 1,590.0 $265K 0.08% -209.0 -11.6% $166.65 -4.8%
29 EFG ISHARES TR 2,073.0 $258K 0.08% -113.0 -5.2% $124.42 -1.7%
30 GOOGL ALPHABET INC Communication Services 691.0 $247K 0.08% -7.0 -1.0% $357.40 -6.3%
31 IEV ISHARES TR 3,257.0 $237K 0.07% -316.0 -8.8% $72.85 +1.8%
32 JMST J P MORGAN EXCHANGE TRADED F 4,494.0 $229K 0.07% -2K -29.1% $51.00 -0.4%
Page 2 of 2  ·  32 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 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%