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Filers›Asset Manager›BLUELINE ADVISORS LLC
DOSSIER · 13F-HR · Q1 2026

BLUELINE ADVISORS LLC

BLUELINE's asset manager based in Greenwich, CT — $129M in tracked AUM across 217 positions as of Q1 2026.

B
BLUELINE·Greenwich, CT·Asset Manager
CIK 0002110066 · last filed Mar 31, 2026
Total AUM
$129M
▲ 8.9%
vs prior
Holdings
217
—
positions
Whale Score
49
49
tracked
Activity
—
no data
changes this Q
Top sector
Tech
10% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

BLUELINE ADVISORS LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
VTV
VANGUARD INDEX FDS
$18M92K14.0%
02
VUG
VANGUARD INDEX FDS
$14M33K11.1%
03
DGS
WISDOMTREE TR
$7M118K5.5%
04
SRLN
SSGA ACTIVE ETF TR
$6M150K4.7%
05
SCZ
ISHARES TR
$6M76K4.6%
06
PHB
INVESCO EXCH TRADED FD TR II
$5M297K4.1%
07
VCIT
VANGUARD SCOTTSDALE FDS
$5M59K3.8%
08
VCSH
VANGUARD SCOTTSDALE FDS
$5M61K3.8%
09
IWN
ISHARES TR
$4M23K3.3%
10
TPYP
TORTOISE CAPITAL SERIES TRUS
$4M99K3.2%

Filing history

Filing history loading…
AI Agent · grounded in BLUELINE
haiku-4-5 · 217 positions indexed
Sector mix
  • Tech10%
  • Financials6%
  • Health Care40%
  • Communications25%
  • Industrials13%
  • Energy8%
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