Centerline Wealth Advisors, LLC
All 13F Filings
- Location
- Louisville, KY
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 319,164
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/17/2026 | 79 | 319,164 | 13F-HR | Centerline Wealth Advisors, LLC |
| Q1 2026 | 4/14/2026 | 73 | 278,005 | 13F-HR | Centerline Wealth Advisors, LLC |
| Q4 2025 | 1/8/2026 | 60 | 276,196 | 13F-HR | Centerline Wealth Advisors, LLC |
| Q3 2025 | 10/15/2025 | 46 | 229,723 | 13F-HR | Centerline Wealth Advisors, LLC |
| Q2 2025 | 7/15/2025 | 42 | 203,779 | 13F-HR | Centerline Wealth Advisors, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 65.23 K | 20.4% | 8.534 K | 0 | 8.534 K |
| ETFs | 253.9 K | 79.6% | 32.63 K | 0 | 32.63 K |
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Fund Snapshot
Q2 2026
Latest filed
7/17/2026
Total value ($000)
319,164
Holdings
79
QoQ value change ($000)
41,159
(14.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.