Holdings

Centerline Wealth Advisors, LLC

As of Sep 30, 2026, Centerline Wealth Advisors, LLC reported 80 positions worth US$318M. Largest: iShares U.S. Equity Factor Rotation Active ETF, Fidelity Blue Chip Growth ETF and JPMorgan Active Value ETF. What it bought and sold, with each filing.

CompanySharesValue as reportedChangeAs of
iShares U.S. Equity Factor Rotation Active ETF429KUS$29.7MnewSep 30, 2026
Fidelity Blue Chip Growth ETF418KUS$26.4MnewSep 30, 2026
JPMorgan Active Value ETF309KUS$24.7MnewSep 30, 2026
AB Emerging Markets Opportunities ETF299KUS$15.2MnewSep 30, 2026
iShares A.I. Innovation and Tech Active ETF293KUS$13.8MnewSep 30, 2026
iShares Flexible Income Active ETF245KUS$12.5MnewSep 30, 2026
iShares Russell 1000 ETF28,232US$11.7MnewSep 30, 2026
iShares MSCI EAFE Value ETF148KUS$11.7MnewSep 30, 2026
TCW Transform Systems ETF110KUS$11.5MnewSep 30, 2026
Apple Inc34,616US$11.5M+9Sep 30, 2026