AI Analysis · Q1 2026 · Q1 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 — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.
Filing history
Filing history loading…