Centerline Wealth Advisors, LLC - Portfolio Stock Holdings
Centerline Wealth Advisors, LLC disclosed 76 stock positions in a recent SEC 13F filing. $277,451,828 of stock holdings were filed, with the largest holdings including DYNF, FBCG, and JAVA. This filing represented positions held on March 31, 2026, and was filed on April 14, 2026.We estimate the fund has a total AUM of $326,036,978 and has 8 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
March 31, 2026No. of Stocks:
76Est. Stock Holding Value:
$277,451,828Top Stock Holdings By Sector
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Portfolio Stock Holdings - Centerline Wealth Advisors, LLC
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% of Portfolio
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