DOSSIER · 13F-HR · Q2 2026
Centerline Wealth Advisors, LLC
$319M in tracked AUM across 79 positions as of Q2 2026.
CW
CIK 0001802059 · last filed Jun 30, 2026
AI Analysis · Q2 2026
Comprehensive Analysis of SEC 13F Filing: Centerline Wealth Advisors, LLC
1. Portfolio Overview
Centerline Wealth Advisors, LLC has reported a substantial expansion in assets under management (AUM), with the total portfolio value surging by 350.2%, rising from $61.34M in the previous quarter (Q3 2025) to $276.20M as of December 31, 2025. This dramatic increase in capital coincides with a significant restructuring of the portfolio. The number of holdings has grown to 60, ind...
Quarter at a glance — Q2 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q2 2026.