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Centerline Wealth Advisors, LLC
Centerline Wealth Advisors, LLC is an SEC-registered investment adviser headquartered in Louisville, Kentucky. Founded in 2011, the firm manages assets for individual investors, particularly high net-worth individuals, as well as a limited number of pension and profit-sharing plans and business entities. With a small team of around 7 employees, Centerline Wealth Advisors specializes in delivering personalized, fiduciary investment management and financial planning services, and is noted for its compliance with industry standards and professional financial designations.
Investment Strategy
Centerline Wealth Advisors, LLC provides personalized, goals-based investment management and financial planning services. Their approach emphasizes fiduciary responsibility, comprehensive financial analysis, and asset allocation tailored to each client's objectives and risk tolerance. The firm principally serves individual and high net-worth clients, with comprehensive retirement planning, estate planning, and investment advisory services, aiming to align portfolios with long-term financial goals while managing risk and maintaining regulatory compliance.
Latest 13F Filing Activity
Centerline Wealth Advisors, LLC filed their most recent 13F report on Sep 30, 2025 disclosing 45 equity positions with a total 13F market value of $230M. The fund increased holdings in J P Morgan Exchange Traded F, Ishares TR, Ishares TR among other positions. Centerline Wealth Advisors, LLC reduced exposure to Ishares TR, Philip Morris Intl Inc., Airbnb Inc. among others.
Top Holdings
Equity Positions (45)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
B BINC | BLACKROCK ETF TRUST II | 10.11% | $23.2M | 436,148 | $52.23 | $53.24 | +$1.7M |
F FBCG | FIDELITY COVINGTON TRUST | 9.61% | $22.1M | 411,352 | $46.58 | $53.66 | -$102.3K |
F FBND | FIDELITY MERRIMACK STR TR | 9.38% | $21.6M | 466,111 | $45.13 | $46.24 | +$1.8M |
V VO | VANGUARD INDEX FDS | 5.18% | $11.9M | 40,528 | $264.13 | $293.74 | +$464.4K |
V VEA | VANGUARD TAX-MANAGED FDS | 4.79% | $11.0M | 183,484 | $47.88 | $59.92 | +$529.2K |
Industry Allocation
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