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Matt Hunt

Centerline Wealth Advisors, Llc

Assets Managed
$319.164M
Holdings
79
Last Quarter
2026 - Q2
Filed Date
6d ago
Growth Rate
14.81%(2Q avg: 7.74%)
Sustained Growth
5 quarters

Portfolio positions

This chart displays the top 10 holdings in Centerline Wealth Advisors, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 79 positions.

Assets under management

The assets under management (AUM) of Centerline Wealth Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 319.164M in assets, with a quarterly growth rate of 14.81% and a 2-quarter average growth rate of 7.74%. The portfolio is managed by Matt Hunt, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
DYNF
Ishrs Us E F R A Etf-usd Inc
Recent Activity
Decreased -0.92%
8.99%
$28.683M
421,743 shares@ $68.02 avg price
FBCG
Fidelity Blue Chip Growth
Recent Activity
Decreased -6.69%
8.02%
$25.583M
411,896 shares@ $62.11 avg price
JAVA
Jpmorgan Active Value Etf
Recent Activity
Increased 5.42%
7.6%
$24.243M
305,286 shares@ $79.42 avg price
EMOP
Ab Emrg Mrkt Opportuniti Etf
Recent Activity
Decreased -0.94%
4.82%
$15.359M
294,072 shares@ $52.24 avg price
BAI
Ishrs Ai In And Tech Act Etf
Recent Activity
Decreased -40.13%
4.74%
$15.128M
286,945 shares@ $52.73 avg price
NETZ
Tcw Transform Systems Etf
Recent Activity
Decreased -23.98%
4.4%
$14.035M
114,143 shares@ $122.97 avg price
BINC
Ishares Flex I A Etf-usd Inc
Recent Activity
Increased 6.69%
4.39%
$14.007M
267,607 shares@ $52.34 avg price
BRTR
Ishares Total Return Act Etf
Recent Activity
Increased 55.8%
4.22%
$13.464M
267,533 shares@ $50.33 avg price
TTAC
Fcf Us Quality Etf
Recent Activity
Decreased -3.19%
3.55%
$11.308M
131,704 shares@ $85.87 avg price
IWB
Ishares Russell 1000 Etf
Recent Activity
New Position
3.53%
$11.252M
27,477 shares@ $409.51 avg price

1-10 of 79