Centerline Wealth Advisors, LLC
Centerline Wealth Advisors, LLC reported 79 holdings worth US$319M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 17, 2026
Centerline Wealth Advisors, LLC reported 79 holdings worth US$319M as of Jun 30, 2026. Largest: Apple Inc, Pepsico, Inc. and Meta Platforms, Inc. Filed Jul 17, 2026 (Form 13F).
- Holdings
- 79
- Value as reported
- US$319M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Apple Inc | 34,607 | US$10M | 3.1% |
| Pepsico, Inc. | 10,773 | US$1.46M | 0.46% |
| Meta Platforms, Inc. | 1,967 | US$1.11M | 0.35% |
| Omnicom Group Inc. | 12,443 | US$906K | 0.28% |
| Jp Morgan Chase & Co. | 2,671 | US$874K | 0.27% |
| Intel Corporation | 5,943 | US$830K | 0.26% |
| Microsoft Corp. | 1,973 | US$736K | 0.23% |
| Berkshire Hathaway Inc. | 1,404 | US$703K | 0.22% |
| International Business Machines Corporation | 2,093 | US$589K | 0.18% |
| Ge Vernova Inc. | 448 | US$526K | 0.16% |
| Walmart Inc. | 3,767 | US$427K | 0.13% |
| United Parcel Service, Inc. | 3,680 | US$396K | 0.12% |
| Johnson & Johnson | 1,282 | US$326K | 0.10% |
| Coca-cola Company (the) | 3,614 | US$294K | 0.09% |
| Oracle Corporation | 1,956 | US$287K | 0.09% |
| Procter & Gamble Company (the) | 1,907 | US$280K | 0.09% |
| Nextera Energy, Inc. | 2,933 | US$257K | 0.08% |
| Yum! Brands, Inc. | 1,609 | US$257K | 0.08% |
| Walt Disney Company (the) | 2,615 | US$252K | 0.08% |
| Alphabet Inc (google) Class C | 691 | US$247K | 0.08% |
| Bloom Energy Corporation | 800 | US$242K | 0.08% |
| Cisco Systems, Inc. | 2,039 | US$240K | 0.08% |
| Abbvie Inc. | 824 | US$207K | 0.06% |
| Eli Lilly And Company | 172 | US$206K | 0.06% |
| Exxon Mobil Corporation | 0 | US$0 | 0.00% |