Centerline Wealth Advisors, LLC holds a focused book of 79 stocks worth $319.2M as of Q2 2026 (disclosed Jul 17, 2026, a ~45-day 13F lag). This quarter they opened Ishares Russell 1000 ETF and trimmed Ishrs US E F R A ETF-Usd Inc. Their largest long position is Ishrs US E F R A ETF-Usd Inc at 9% of the equity book. Cloning the disclosed picks since 2025 would be +11% (+14.7%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1802059/holdings"
Use Arkolith to show Centerline Wealth Advisors, LLC's latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 2.1 points over this window.
Growth of $10,000 cloning Centerline Wealth Advisors, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
8% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Centerline Wealth Advisors, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| JPMORGAN CHASE & CO | 80 / 79 | $322.4B |
| ENVESTNET ASSET MANAGEMENT INC | 79 / 79 | $100.9B |
| LPL Financial LLC | 79 / 79 | $76.1B |
| OSAIC HOLDINGS, INC. | 79 / 79 | $13.6B |
| MORGAN STANLEY | 78 / 79 | $366.1B |
| RAYMOND JAMES FINANCIAL INC | 77 / 79 | $61.4B |
| Farther Finance Advisors, LLC | 77 / 79 | $2.5B |
| WELLS FARGO & COMPANY/MN | 76 / 79 | $136.5B |
Ranked by how many of Centerline Wealth Advisors, LLC's top 79 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock ETF Trust ISHARES US EQUIT | $28.7M | 421.7K | 9.0% | ▼−0.9% Reduced · −4K sh | |
| 2 | Fidelity Covington Trust BLUE CHIP GRWTH | $25.6M | 411.9K | 8.0% | ▼−6.7% Reduced · −30K sh | |
| 3 | J P Morgan Exchange Traded F ACTIVE VALUE ETF | $24.2M | 305.3K | 7.6% | ▲+5.4% Added · +16K sh | |
| 4 | AB Active Etfs Inc EMERGING MKTS OP | $15.4M | 294.1K | 4.8% | ▼−0.9% Reduced · −3K sh | |
| 5 | BlackRock ETF Trust ISHARES A I INNO | $15.1M | 286.9K | 4.7% | ▼−40% Reduced · −192K sh | |
| 6 | TCW ETF Trust TRANSFORM SYSTEM | $14.0M | 114.1K | 4.4% | ▼−24% Reduced · −36K sh | |
| 7 | BlackRock ETF Trust II ISHARES FLEXIBLE | $14.0M | 267.6K | 4.4% | ▲+6.7% Added · +17K sh | |
| 8 | BlackRock ETF Trust II ISHARES TOTAL RE | $13.5M | 267.5K | 4.2% | ▲+56% Added · +96K sh | |
| 9 | Abacus FCF ETF TR ABACUS FCF LEADE | $11.3M | 131.7K | 3.5% | ▼−3.2% Reduced · −4K sh | |
| 10 | Ishares TR RUS 1000 ETF | $11.3M | 27.5K | 3.5% | ▲New New position | |
| 11 | Ishares TR EAFE VALUE ETF | $10.9M | 142.2K | 3.4% | ▲+26% Added · +29K sh | |
| 12 | Apple Inc COM | $10.0M | 34.6K | 3.1% | ▼−0.7% Reduced · −240 sh | |
| 13 | Fidelity Merrimack STR TR TOTAL BD ETF | $9.1M | 200.5K | 2.9% | ▼−15% Reduced · −35K sh | |
| 14 | Fidelity Covington Trust HIGH DIVID ETF | $8.2M | 136.0K | 2.6% | ▲+3.9% Added · +5K sh | |
| 15 | J P Morgan Exchange Traded F INTRNL RES EQT | $7.5M | 90.7K | 2.3% | ▲+2.1% Added · +2K sh | |
| 16 | Ishares TR US TREAS BD ETF | $7.2M | 317.5K | 2.3% | ▼−2.4% Reduced · −8K sh | |
| 17 | Ishares TR 3 7 YR TREAS BD | $6.6M | 56.1K | 2.1% | ▲+12% Added · +6K sh | |
| 18 | Ishares TR U.S. TECH ETF | $6.5M | 25.7K | 2.0% | ▼−18% Reduced · −6K sh | |
| 19 | Ishares TR CORE S&P TTL STK | $5.5M | 33.8K | 1.7% | ▼−1.9% Reduced · −648 sh | |
| 20 | Abacus FCF ETF TR ABACUS FCF REAL | $4.6M | 153.3K | 1.4% | ▲+4.8% Added · +7K sh | |
| 21 | Schwab Strategic TR US LCAP VA ETF | $4.4M | 127.5K | 1.4% | ▲+0.1% Added · +67 sh | |
| 22 | Ishares TR U.S. FIN SVC ETF | $4.2M | 46.1K | 1.3% | ▼−30% Reduced · −20K sh | |
| 23 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $4.1M | 57.0K | 1.3% | ▼−0.2% Reduced · −100 sh | |
| 24 | Ishares TR US CONSM STAPLES | $3.3M | 45.4K | 1.0% | ▼−29% Reduced · −19K sh | |
| 25 | Ishares TR 10-20 YR TRS ETF | $3.1M | 31.2K | 1.0% | ▲+2.4% Added · +716 sh | |
| 26 | Ishares Gold TR ISHARES NEW | $2.9M | 38.1K | 0.9% | ▲+0.6% Added · +228 sh | |
| 27 | Vanguard Index FDS MID CAP ETF | $2.9M | 35.6K | 0.9% | ▲+291% Added · +27K sh | |
| 28 | BlackRock ETF Trust II ISHARES INTERMED | $2.8M | 116.0K | 0.9% | ▲+15% Added · +15K sh | |
| 29 | Pimco ETF TR ACTIVE BD ETF | $2.8M | 30.1K | 0.9% | ▲New New position | |
| 30 | Fidelity Covington Trust QLTY FCTOR ETF | $2.7M | 32.7K | 0.8% | ▲+0.2% Added · +73 sh | |
| 31 | Ishares TR 7-10 YR TRSY BD | $2.6M | 27.9K | 0.8% | ▲New New position | |
| 32 | Ishares TR US AER DEF ETF | $2.3M | 9.5K | 0.7% | ▲+0.9% Added · +90 sh | |
| 33 | Vanguard Mun BD FDS TAX EXEMPT BD | $2.2M | 42.7K | 0.7% | ▲+8.1% Added · +3K sh | |
| 34 | Ishares Inc CORE MSCI EMKT | $1.9M | 22.6K | 0.6% | ▼−15% Reduced · −4K sh | |
| 35 | Capital Group Growth ETF SHS CREATION UNI | $1.8M | 38.1K | 0.6% | ▼−1.6% Reduced · −615 sh | |
| 36 | Ishares TR NATIONAL MUN ETF | $1.7M | 15.8K | 0.5% | ▼−5.4% Reduced · −900 sh | |
| 37 | Fidelity Covington Trust MSCI MATLS INDEX | $1.5M | 26.1K | 0.5% | ▼−2.7% Reduced · −720 sh | |
| 38 | Pepsico Inc COM | $1.5M | 10.8K | 0.5% | —Held | |
| 39 | Ishares TR CONV BD ETF | $1.3M | 10.8K | 0.4% | ▼−0.5% Reduced · −59 sh | |
| 40 | Invesco QQQ TR UNIT SER 1 | $1.3M | 1.7K | 0.4% | ▼−16% Reduced · −342 sh | |
| 41 | Meta Platforms Inc CL A | $1.1M | 2.0K | 0.3% | ▲+0.1% Added · +1 sh | |
| 42 | J P Morgan Exchange Traded F MUNICIPAL ETF | $1.0M | 20.7K | 0.3% | ▲+65% Added · +8K sh | |
| 43 | Ishares TR 20 YR TR BD ETF | $908K | 10.5K | 0.3% | ▲+32% Added · +3K sh | |
| 44 | Omnicom Group Inc COM | $906K | 12.4K | 0.3% | —Held | |
| 45 | Fidelity Covington Trust MSCI HLTH CARE I | $895K | 11.6K | 0.3% | ▼−9.8% Reduced · −1K sh | |
| 46 | Ishares TR CORE UNIVRSL USD | $881K | 19.1K | 0.3% | ▼−76% Reduced · −61K sh | |
| 47 | JPMorgan Chase & Co. COM | $874K | 2.7K | 0.3% | ▼~0% Reduced · −1 sh | |
| 48 | Intel Corp COM | $830K | 5.9K | 0.3% | —Held | |
| 49 | Ishares TR MSCI INTL VLU FT | $826K | 19.7K | 0.3% | ▲+40% Added · +6K sh | |
| 50 | Microsoft Corp COM | $736K | 2.0K | 0.2% | ▼−3.5% Reduced · −71 sh |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.