StockDriftsStockDriftsTop 50 Centerline Wealth Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DYNF | BLACKROCK ETF TRUST | 9.26% | 428.8K | $29.7M | +1.67%(+7.06K) | $56.30(+22.49%) | 2026-09-30 | |
| FBCG | FIDELITY COVINGTON TRUST | 8.24% | 418.0K | $26.4M | +1.49%(+6.14K) | $46.94(+29.95%) | 2026-09-30 | |
| JAVA | J P MORGAN EXCHANGE TRADED F | 7.69% | 309.2K | $24.7M | +1.29%(+3.95K) | $68.46(+19.73%) | 2026-09-30 | |
| EMOP | AB ACTIVE ETFS INC | 4.75% | 299.0K | $15.2M | +1.67%(+4.91K) | $42.42(+14.59%) | 2026-09-30 | |
| BAI | BLACKROCK ETF TRUST | 4.31% | 293.0K | $13.8M | +2.12%(+6.09K) | $33.99(+24.31%) | 2026-09-30 | |
| BINC | BLACKROCK ETF TRUST II | 3.88% | 245.2K | $12.5M | -8.36%(-22.37K) | $52.72(-3.92%) | 2026-09-30 | |
| IWB | ISHARES TR | 3.66% | 28.2K | $11.7M | +2.75%(+755) | $379.01(+10.36%) | 2026-09-30 | |
| EFV | ISHARES TR | 3.65% | 147.9K | $11.7M | +4.01%(+5.70K) | $70.31(+11.84%) | 2026-09-30 | |
| PWRD | TCW ETF TRUST | 3.6% | 109.7K | $11.5M | -3.92%(-4.48K) | $87.27(+13.69%) | 2026-09-30 | |
| AAPL | APPLE INC | 3.59% | 34.6K | $11.5M | +0.03%(+9) | $232.38(+47.58%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (7 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +27.61% |
| Top 20 Holdings Unweighted | — | — | — | — | +28.86% |
Centerline Wealth Advisors LLC reports $320.71M in US-listed equity holdings across 82 positions in its most recent 13F filing. Its largest disclosed positions are DYNF (9.3%), FBCG (8.2%) and JAVA (7.7%). The top 20 holdings account for 78.07% of reported assets. Its disclosed equity book has returned +27.61% cumulatively over 7 quarters. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Centerline Wealth Advisors LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1802059). View Centerline Wealth Advisors LLC’s 13F filings on SEC