Centerline Wealth Advisors, LLC: 13F holdings

CIK 18020592026Q2

Positions79
Reported value$319.2m
Filed2026-07-17

Change since last quarter

Positions79 (+6 vs prior quarter)
Reported value$319.2m (+14.8%)

Top 10 holdings

SecuritySharesValueWeight
DYNF BLACKROCK ETF TRUST421,743$28.7m9.0%
FBCG FIDELITY COVINGTON TRUST411,896$25.6m8.0%
JAVA J P MORGAN EXCHANGE TRADED F305,286$24.2m7.6%
EMOP AB ACTIVE ETFS INC294,072$15.4m4.8%
BAI BLACKROCK ETF TRUST286,945$15.1m4.7%
PWRD TCW ETF TRUST114,143$14.0m4.4%
BINC BLACKROCK ETF TRUST II267,607$14.0m4.4%
BRTR BLACKROCK ETF TRUST II267,533$13.5m4.2%
ABX ABACUS FCF ETF TR131,704$11.3m3.5%
IWB ISHARES TR27,477$11.3m3.5%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="1802059")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

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