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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 3 of 4  ·  79 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 META META PLATFORMS INC Communication Services 1,967.0 $1.1M 0.35% $563.23 +2.7%
42 JMUB J P MORGAN EXCHANGE TRADED F 20,658.0 $1.0M 0.33% +8K +64.8% $50.66 -3.0%
43 TLT ISHARES TR 10,506.0 $908K 0.28% +3K +31.9% $86.42 -5.3%
44 OMC OMNICOM GROUP INC Communication Services 12,443.0 $906K 0.28% $72.83 +18.2%
45 FIDELITY COVINGTON TRUST 11,587.0 $895K 0.28% -1K -9.8% $77.25
46 IUSB ISHARES TR 19,079.0 $881K 0.28% -61K -76.2% $46.15 -2.2%
47 JPM JPMORGAN CHASE & CO. Financial Services 2,671.0 $874K 0.27% $327.33 +8.4%
48 INTC INTEL CORP Technology 5,943.0 $830K 0.26% $139.64 -36.3%
49 IVLU ISHARES TR 19,742.0 $826K 0.26% +6K +40.4% $41.82 +5.4%
50 MSFT MICROSOFT CORP Technology 1,973.0 $736K 0.23% -71.0 -3.5% $373.02 +34.3%
51 BERKSHIRE HATHAWAY INC DEL 1,404.0 $703K 0.22% $500.39
52 IBM INTERNATIONAL BUSINESS MACHS Technology 2,093.0 $589K 0.18% +17.0 +0.8% $281.18 -17.7%
53 VONV VANGUARD SCOTTSDALE FDS 4,970.0 $528K 0.17% +393.0 +8.6% $106.31 +5.5%
54 GEV GE VERNOVA INC Utilities 448.0 $526K 0.17% $1174.86 -23.5%
55 EUSA ISHARES INC 4,518.0 $516K 0.16% -335.0 -6.9% $114.19 +1.5%
56 WMT WALMART INC Consumer Defensive 3,767.0 $427K 0.13% $113.26 -6.5%
57 AOR ISHARES TR 5,749.0 $400K 0.12% -2K -28.4% $69.51 -0.2%
58 UPS UNITED PARCEL SERVICE INC Industrials 3,680.0 $396K 0.12% -56.0 -1.5% $107.50 -4.5%
59 AOA ISHARES TR 3,920.0 $383K 0.12% -215.0 -5.2% $97.59 +0.6%
60 XLK SELECT SECTOR SPDR TR 1,977.0 $377K 0.12% -73.0 -3.6% $190.54 -3.6%
Page 3 of 4  ·  79 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%