Centerline Wealth Advisors, LLC
•CIK: 1802059•Filing: Q4 2025
**Centerline Wealth Advisors, LLC** manages $276M across a portfolio of 60 distinct positions. The firm exhibits notable concentration in several names, with its top holdings including FBCG at $29.3M and DYNF at $25.5M. Further significant allocations are directed toward ABFL ($19.4M) and JAVA ($15.9M). This positioning suggests a tactical, multi-sector approach within its current mandate.
Total AUM
$276.2M
QoQ Performance
+20.2%
Positions
36
Top 10 Concentration
63.4%
Latest Filing
Q4 2025
Top Holdings Allocation
FBCG
DYNF
ABFL
JAVA
BINC
PWRD
BRTR
IEMG
FBCG10.6%
DYNF9.2%
ABFL7.0%
JAVA5.8%
BINC5.6%
PWRD5.2%
BRTR5.2%
IEMG5.1%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other92.7%
Technology5.1%
Consumer Staples0.7%
Financial0.6%
Healthcare0.4%
Consumer0.2%
Industrial0.1%
Communication0.1%
Changes from Q3 2025
NEW16 new positions
↑14 increased
↓26 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024