Centerline Wealth Advisors, LLC

The portfolio is heavily reliant on Exchange Traded Funds (ETFs), which account for approximately 68.1% of the total value ($188.23M). This suggests a core-satellite approach where the firm utilizes ETFs for broad market exposure, asset allocation, and specific factor tilts, while supplementing with individual equities. The "Unknown" sector allocation ($60.65M, ~22%) likely represents additional ETFs or structured products where specific sector classification was not provided in the raw data, further reinforcing the fund's preference for fund-based wrappers over single-stock selection.

2. Key Holdings

The portfolio is characterized by a "top-heavy" structure where the first ten positions command nearly 60% of the total portfolio value. The largest concentration is in fixed income and alternative income strategies rather than traditional equity market caps.