Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Centerline Wealth Advisors, LLC (CIK 1802059) reported $278.0M across 73 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: DYNF ($24.8M, 8.91%), FBCG ($22.1M, 7.96%), JAVA ($20.8M, 7.47%), BAI ($15.8M, 5.68%), NETZ ($14.7M, 5.28%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DYNF | BLACKROCK ETF TRUST | $24.8M | 8.91% | 425,700 | Added |
| 2 | FBCG | FIDELITY COVINGTON TRUST | $22.1M | 7.96% | 441,452 | Trimmed |
| 3 | JAVA | J P MORGAN EXCHANGE TRADED F | $20.8M | 7.47% | 289,602 | Added |
| 4 | BAI | BLACKROCK ETF TRUST | $15.8M | 5.68% | 479,288 | Added |
| 5 | NETZ | TCW ETF TRUST | $14.7M | 5.28% | 150,166 | Trimmed |
| 6 | BINC | BLACKROCK ETF TRUST II | $13.0M | 4.69% | 250,841 | Trimmed |
| 7 | EMOP | AB ACTIVE ETFS INC | $13.0M | 4.68% | 296,867 | New |
| 8 | FBND | FIDELITY MERRIMACK STR TR | $10.7M | 3.86% | 235,446 | Trimmed |
| 9 | TTAC | ABACUS FCF ETF TR | $9.7M | 3.48% | 136,048 | Trimmed |
| 10 | AAPL | APPLE INC | $8.8M | 3.18% | 34,847 | Trimmed |
| 11 | BRTR | BLACKROCK ETF TRUST II | $8.6M | 3.10% | 171,719 | Trimmed |
| 12 | EFV | ISHARES TR | $8.4M | 3.02% | 112,952 | Added |
| 13 | GOVT | ISHARES TR | $7.4M | 2.68% | 325,172 | New |
| 14 | FDVV | FIDELITY COVINGTON TRUST | $7.2M | 2.60% | 130,873 | Added |
| 15 | JIRE | J P MORGAN EXCHANGE TRADED F | $6.7M | 2.42% | 88,767 | Trimmed |
| 16 | IEI | ISHARES TR | $6.0M | 2.14% | 50,215 | Trimmed |
| 17 | IYW | ISHARES TR | $5.7M | 2.04% | 31,235 | Trimmed |
| 18 | IYG | ISHARES TR | $5.5M | 1.98% | 66,320 | Added |
| 19 | ITOT | ISHARES TR | $4.9M | 1.76% | 34,430 | New |
| 20 | ABLD | ABACUS FCF ETF TR | $4.6M | 1.64% | 146,262 | Added |
| 21 | IYK | ISHARES TR | $4.5M | 1.61% | 63,962 | New |
| 22 | SCHV | SCHWAB STRATEGIC TR | $3.9M | 1.40% | 127,459 | New |
| 23 | IUSB | ISHARES TR | $3.7M | 1.33% | 80,066 | New |
| 24 | VEA | VANGUARD TAX-MANAGED FDS | $3.7M | 1.32% | 57,144 | Trimmed |
| 25 | IAU | ISHARES GOLD TR | $3.3M | 1.20% | 37,856 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31