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Matt Hunt

Centerline Wealth Advisors, Llc

Assets Managed
$278.005M
Holdings
73
Last Quarter
2026 - Q1
Filed Date
1mo 12d ago
Growth Rate
0.66%(2Q avg: 10.45%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Centerline Wealth Advisors, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 73 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 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 278.005M in assets, with a quarterly growth rate of 0.66% and a 2-quarter average growth rate of 10.45%. 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
Increased 1.54%
8.91%
$24.767M
425,700 shares@ $58.18 avg price
FBCG
Fidelity Blue Chip Growth
Recent Activity
Decreased -17.31%
7.96%
$22.126M
441,452 shares@ $50.12 avg price
JAVA
Jpmorgan Active Value Etf
Recent Activity
Increased 30.52%
7.48%
$20.779M
289,602 shares@ $71.75 avg price
BAI
Ishrs Ai In And Tech Act Etf
Recent Activity
Increased 15.34%
5.69%
$15.793M
479,288 shares@ $32.96 avg price
NETZ
Tcw Transform Systems Etf
Recent Activity
Decreased -0.22%
5.29%
$14.681M
150,166 shares@ $97.77 avg price
BINC
Ishares Flex I A Etf-usd Inc
Recent Activity
Decreased -14.3%
4.69%
$13.026M
250,841 shares@ $51.93 avg price
EMOP
Ab Emrg Mrkt Opportuniti Etf
Recent Activity
New Position
4.68%
$13.009M
296,867 shares@ $43.83 avg price
FBND
Fidelity Total Bond Etf
Recent Activity
Decreased -15.39%
3.87%
$10.741M
235,446 shares@ $45.63 avg price
TTAC
Fcf Us Quality Etf
Recent Activity
Decreased -49.93%
3.49%
$9.678M
136,048 shares@ $71.15 avg price
AAPL
Apple Inc
Recent Activity
Decreased -7.69%
3.19%
$8.844M
34,847 shares@ $253.8 avg price

1-10 of 73