Live Markets
Wednesday, July 29, 2026·George Town, KY·29°·Partly Cloudy
Markets Open · NYSE·Newsletter·Masthead·
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 Q4 2025 · Filed January 8, 2026 · Accession 0001802059-26-000001

Total Value
$276.2M
Positions
60
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (60)

#IssuerTicker / CUSIPSharesValue% of Filing
1FIDELITY COVINGTON TRUST316092352533,879$29.3M10.60%
2BLACKROCK ETF TRUSTBLK419,262$25.5M9.23%
3ABACUS FCF ETF TR89628W302271,738$19.4M7.02%
4J P MORGAN EXCHANGE TRADED F46641Q167221,884$15.9M5.76%
5BLACKROCK ETF TRUST IIBLK292,712$15.4M5.59%
6TCW ETF TRUST29287L205150,502$14.5M5.24%
7BLACKROCK ETF TRUST IIBLK281,455$14.3M5.17%
8ISHARES INC46434G103209,788$14.1M5.11%
9BLACKROCK ETF TRUSTBLK415,575$13.8M5.01%
10FIDELITY MERRIMACK STR TR316188309278,291$12.8M4.64%
11APPLE INCAAPL37,753$10.3M3.72%
12ISHARES TR46428772137,607$7.5M2.72%
13J P MORGAN EXCHANGE TRADED F46641Q13492,954$7.0M2.52%
14ISHARES TR46428866156,599$6.8M2.45%
15ISHARES TR46428778841,516$5.4M1.94%
16FIDELITY COVINGTON TRUST31609284091,287$5.2M1.87%
17ISHARES TR46428887772,164$5.2M1.87%
18ISHARES GOLD TRIAU61,032$5.0M1.79%
19ISHARES TR46428777050,796$4.7M1.70%
20VANGUARD INDEX FDS92290862913,970$4.1M1.47%
21VANGUARD TAX-MANAGED FDS92194385863,542$4.0M1.44%
22CAPITAL GROUP GROWTH ETF14020G10170,863$3.2M1.14%
23BLACKROCK ETF TRUST IIBLK123,503$3.0M1.07%
24FIDELITY COVINGTON TRUST31609260035,455$2.6M0.95%
25FIDELITY COVINGTON TRUST31609288147,363$2.5M0.91%
26ISHARES TR46435G10221,265$2.1M0.76%
27ISHARES TR4642887608,907$1.9M0.69%
28ISHARES TR46428865317,779$1.8M0.65%
29PEPSICO INCPEP10,777$1.5M0.56%
30ABACUS FCF ETF TR89628W70852,029$1.5M0.55%
31ISHARES TR46428986721,824$1.4M0.51%
32META PLATFORMS INCMETA1,961$1.3M0.47%
33ISHARES TR46428743212,001$1.0M0.38%
34OMNICOM GROUP INCOMC12,443$1.0M0.36%
35MICROSOFT CORPMSFT2,063$997,7080.36%
36JPMORGAN CHASE & CO.VYLD2,784$897,0600.32%
37J P MORGAN EXCHANGE TRADED F46641Q64715,218$768,5090.28%
38ISHARES TR4642888856,606$752,5560.27%
39ELI LILLY & COLLY699$751,2010.27%
40BERKSHIRE HATHAWAY INC DELBRK-A1,467$737,3880.27%
41INTERNATIONAL BUSINESS MACHSINTR2,074$614,4240.22%
42ISHARES TR4642882816,283$604,9270.22%
43WALMART INCWMT3,983$443,7860.16%
44ISHARES TR4642898594,642$415,7170.15%
45ORACLE CORPORCL-PD1,955$381,0730.14%
46UNITED PARCEL SERVICE INCUPS3,735$370,4800.13%
47FIDELITY COVINGTON TRUST3160927904,259$321,9380.12%
48DISNEY WALT CO2546871062,603$296,2000.11%
49SELECT SECTOR SPDR TR81369Y8032,050$295,1650.11%
50GE VERNOVA INCGEV448$292,7990.11%
51PROCTER AND GAMBLE CO7427181091,907$273,2320.10%
52ISHARES TR464287200390$267,1270.10%
53JOHNSON & JOHNSONJNJ1,282$265,2470.10%
54YUM BRANDS INCYUM1,675$253,3940.09%
55COCA COLA COKO3,607$252,1930.09%
56J P MORGAN EXCHANGE TRADED F46641Q6544,760$242,4740.09%
57CHURCHILL DOWNS INCCHDN2,105$239,5280.09%
58NEXTERA ENERGY INCNEE-PW2,933$235,4610.09%
59INTEL CORPINTC6,093$224,8430.08%
60ALPHABET INCGOOG696$217,8610.08%