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 $319.2M across 79 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: DYNF ($28.7M, 8.99%), FBCG ($25.6M, 8.02%), JAVA ($24.2M, 7.60%), EMOP ($15.4M, 4.81%), BAI ($15.1M, 4.74%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DYNF | BLACKROCK ETF TRUST | $28.7M | 8.99% | 421,743 | Trimmed |
| 2 | FBCG | FIDELITY COVINGTON TRUST | $25.6M | 8.02% | 411,896 | Trimmed |
| 3 | JAVA | J P MORGAN EXCHANGE TRADED F | $24.2M | 7.60% | 305,286 | Added |
| 4 | EMOP | AB ACTIVE ETFS INC | $15.4M | 4.81% | 294,072 | Trimmed |
| 5 | BAI | BLACKROCK ETF TRUST | $15.1M | 4.74% | 286,945 | Trimmed |
| 6 | NETZ | TCW ETF TRUST | $14.0M | 4.40% | 114,143 | Trimmed |
| 7 | BINC | BLACKROCK ETF TRUST II | $14.0M | 4.39% | 267,607 | Added |
| 8 | BRTR | BLACKROCK ETF TRUST II | $13.5M | 4.22% | 267,533 | Added |
| 9 | TTAC | ABACUS FCF ETF TR | $11.3M | 3.54% | 131,704 | Trimmed |
| 10 | IWB | ISHARES TR | $11.3M | 3.53% | 27,477 | New |
| 11 | EFV | ISHARES TR | $10.9M | 3.41% | 142,167 | Added |
| 12 | AAPL | APPLE INC | $10.0M | 3.14% | 34,607 | Trimmed |
| 13 | FBND | FIDELITY MERRIMACK STR TR | $9.1M | 2.86% | 200,540 | Trimmed |
| 14 | FDVV | FIDELITY COVINGTON TRUST | $8.2M | 2.57% | 135,983 | Added |
| 15 | JIRE | J P MORGAN EXCHANGE TRADED F | $7.5M | 2.34% | 90,672 | Added |
| 16 | GOVT | ISHARES TR | $7.2M | 2.27% | 317,463 | Trimmed |
| 17 | IEI | ISHARES TR | $6.6M | 2.06% | 56,062 | Added |
| 18 | IYW | ISHARES TR | $6.5M | 2.03% | 25,688 | Trimmed |
| 19 | ITOT | ISHARES TR | $5.5M | 1.74% | 33,782 | Trimmed |
| 20 | ABLD | ABACUS FCF ETF TR | $4.6M | 1.45% | 153,324 | Added |
| 21 | SCHV | SCHWAB STRATEGIC TR | $4.4M | 1.39% | 127,526 | Added |
| 22 | IYG | ISHARES TR | $4.2M | 1.31% | 46,093 | Trimmed |
| 23 | VEA | VANGUARD TAX-MANAGED FDS | $4.1M | 1.27% | 57,044 | Trimmed |
| 24 | IYK | ISHARES TR | $3.3M | 1.03% | 45,380 | Trimmed |
| 25 | TLH | ISHARES TR | $3.1M | 0.98% | 31,175 | Added |
Source: SEC Form 13F filings · as of 2026-06-30