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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Centerline Wealth Advisors, LLC

Quarter ended Q3 2025 · Filed October 15, 2025 · Accession 0001802059-25-000006

Total Value
$229.7M
Positions
46
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (46)

#IssuerTicker / CUSIPSharesValue% of Filing
1BLACKROCK ETF TRUST IIBLK436,148$23.2M10.11%
2FIDELITY COVINGTON TRUST316092352411,352$22.1M9.61%
3FIDELITY MERRIMACK STR TR316188309466,111$21.6M9.38%
4VANGUARD INDEX FDS92290862940,528$11.9M5.18%
5VANGUARD TAX-MANAGED FDS921943858183,484$11.0M4.79%
6APPLE INCAAPL41,814$10.6M4.63%
7ISHARES INC46434G103159,443$10.5M4.58%
8BLACKROCK ETF TRUSTBLK174,806$10.3M4.50%
9FIDELITY COVINGTON TRUST316092600144,955$9.7M4.22%
10ISHARES TR464289867147,136$9.5M4.12%
11FIDELITY COVINGTON TRUST316092881174,491$9.1M3.98%
12J P MORGAN EXCHANGE TRADED F46641Q167130,044$9.0M3.90%
13ISHARES TR46428772143,379$8.5M3.70%
14CAPITAL GROUP GROWTH ETF14020G101192,564$8.5M3.68%
15J P MORGAN EXCHANGE TRADED F46641Q13492,690$6.8M2.97%
16ISHARES TR46428743273,973$6.6M2.88%
17ISHARES TR46435G10263,756$6.4M2.78%
18TCW ETF TRUST29287L20561,467$6.0M2.61%
19FIDELITY COVINGTON TRUST31609284095,324$5.3M2.31%
20ISHARES TR46428887755,159$3.7M1.63%
21ISHARES TR46428888531,783$3.6M1.58%
22ISHARES GOLD TRIAU37,674$2.7M1.19%
23PEPSICO INCPEP10,777$1.5M0.66%
24META PLATFORMS INCMETA1,948$1.4M0.62%
25MICROSOFT CORPMSFT2,072$1.1M0.47%
26INTERPUBLIC GROUP COS INCINTR36,174$1.0M0.44%
27JPMORGAN CHASE & CO.VYLD2,783$877,8420.38%
28BERKSHIRE HATHAWAY INC DELBRK-A1,517$762,6570.33%
29ELI LILLY & COLLY964$735,5320.32%
30ISHARES TR4642898597,758$683,7910.30%
31INTERNATIONAL BUSINESS MACHSINTR2,088$589,0990.26%
32ORACLE CORPORCL-PD1,958$550,6380.24%
33WALMART INCWMT3,779$389,5010.17%
34GE AEROSPACE3696043011,151$346,2440.15%
35UNITED PARCEL SERVICE INCUPS3,732$311,6960.14%
36DISNEY WALT CO2546871062,613$299,2460.13%
37SELECT SECTOR SPDR TR81369Y8031,043$294,0320.13%
38PROCTER AND GAMBLE CO7427181091,906$292,8820.13%
39GE VERNOVA INCGEV452$277,9350.12%
40YUM BRANDS INCYUM1,675$254,6000.11%
41COCA COLA COKO3,625$240,4410.10%
42JOHNSON & JOHNSONJNJ1,290$239,2520.10%
43NEXTERA ENERGY INCNEE-PW2,933$221,4120.10%
44ALPHABET INCGOOG852$207,1290.09%
45INTEL CORPINTC6,143$206,1080.09%
46CHURCHILL DOWNS INCCHDN2,105$204,2240.09%