Layline Advisors, LLC (CIK: 0001724910) is a financial institution headquartered at 19 Prince Street, 3Rd Floor, Rochester, New York 14607. The firm regularly files Form 13F with the U.S. Securities and Exchange Commission (SEC), disclosing its equity holdings and investment positions.

As of the latest reporting period (2026-06-30), the institution manages a portfolio valued at $111.5 M, comprising 79 distinct securities. Over its filing history, it has submitted 2 Form 13F reports.

To view the institution’s full SEC filing history:
🔗 View All SEC Filings

Q2 2026 — Top-10 concentration: 65.7%. Quarterly turnover: 2.2%. ▲ 11 new, +40 added, −24 reduced, ×2 exited.

Top Buys

Q2 2026

1. IVV Ishares Core S&P 500 Etf

+$3.61 M

2. EVTR Eaton Vance Total Return Bond Etf

+$1.26 M

3. VEA Vanguard Ftse Developed Markets Etf

+$1.13 M

4. DUHP Dimensional Us High Profitability Etf

+$955,034.66

5. SHY Ishares 1-3 Year Treasury Bond Etf

+$696,372.89

Top Sells

Q2 2026

1. JCPB Jpmorgan Core Plus Bond Etf

−$475,727.68

2. CASY Casey's General Stores

−$309,605

3. FIX Comfort Systems Usa

−$296,002.27

4. IESC Ies Holdings

−$266,681.83

5. INTU Intuit

−$259,679

Stocks/ETFs

+25.74%

$107.97 M 96.84%

Options

+100.00%

$19,933 0.02%

Debt

$0 0.00%

Other

-0.51%

$3.51 M 3.15%

Name	Shares	Market Value	Weight	Change	Activity
Ishares Core S&P 500 Etf ETF-IVV	33,139	$24.82 M	22.26%	▲ 4,816	Add 17.0%
Ishares 1-3 Year Treasury Bond Etf ETF-SHY	87,562	$7.19 M	6.45%	▲ 8,481	Add 10.7%
Vanguard Ftse Developed Markets Etf ETF-VEA	98,952	$7.05 M	6.32%	▲ 15,827	Add 19.0%
Dimensional Us High Profitability Etf ETF-DUHP	166,295	$6.94 M	6.22%	▲ 22,886	Add 16.0%
Ishares Core Msci Emerging Markets Etf ETF-IEMG	70,835	$5.87 M	5.26%	▲ 6,690	Add 10.4%
Eaton Vance Total Return Bond Etf ETF-EVTR	92,564	$4.69 M	4.21%	▲ 24,790	Add 36.6%
Ishares Core S&P Mid-Cap Etf ETF-IJH	56,880	$4.39 M	3.93%	▲ 8,209	Add 16.9%
Doubleline Mortgage Etf ETF-DMBS	88,370	$4.34 M	3.89%	▲ 10,330	Add 13.2%
Jpmorgan Income Etf ETF-JPIE	71,973	$3.31 M	2.97%	▲ 12,763	Add 21.6%
Avantis Us Large Cap Value Etf ETF-AVLV	25,070	$2.29 M	2.05%	▲ 2,895	Add 13.1%

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Layline Advisors, LLC's Portfolio

This portfolio view aggregates one or more SEC Form 13F filings submitted by Layline Advisors, LLC each quarter. Holdings are organized into Stocks/ETFs, Options, Debt, and Other, with transaction markers indicating New Buy, Add, Reduce, No Change, or Sold Out. Reported anomalies are corrected where possible, and share counts are adjusted to reflect corporate actions such as stock splits. Since 2013, we have collected 2 quarters of portfolio data for this firm, providing a transparent record of institutional strategy over time.

Options Exposure History

CALL PUT

Report Date	Type	Underlying Shares	Notional Value	% Change

Report Date	Bought/Sold (Sh.)	% Change	Qtr. End Shares	Reported Price

Stocks ETFs

Name	Shares	Value	% of Portfolio	% Change
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CALL PUT

Type	Name	Shares	Value	% of Portfolio	% Change
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Name	Amount	Value	% of Portfolio	% Change
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Name	Shares	Value	% of Portfolio	% Change
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Layline Advisors, LLC Quarterly 13F Statistics

Discover detailed insights into Layline Advisors, LLC’s SEC Form 13F filings, including:

Quarterly changes in holdings
Portfolio turnover
Asset allocation trends
Top 10 stock and ETF positions

This page provides a transparent view of institutional strategies based on official SEC disclosures, helping investors track long‑term shifts since 2013.

Quarter	Holdings	Total Value	Turnover Rate	Asset Allocation	Top 10 Stock & ETF Holdings

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Layline Advisors, LLC's All 13F Filings

This section lists all SEC Form 13F filings submitted by Layline Advisors, LLC.

Form 13F must be filed within 45 days after the end of each calendar quarter and discloses the reporting manager, the securities held, their CUSIP numbers, the number of shares held at quarter-end, and the total reported market value.

Please note that the market value shown reflects reported holdings only and should not be considered a substitute for Assets Under Management (AUM), as cash positions are excluded.
Each filing entry includes a direct link to the original Form 13F document on the SEC’s EDGAR system .

Report For	Filed At	AUM	Holdings	Form Type	Source

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Insider Trading Activity (SEC Form 4)

This section tracks real-time insider transactions reported via SEC Form 4 filings. Unlike the quarterly 13F portfolio snapshots, these records reflect immediate buying and selling activity where the filer acts as a corporate insider. Use this data to spot timely market moves.

Date Top Line (Transaction Date): The date of the most recent insider transaction. Bottom Line (Filing Date): The date the transaction was filed with the SEC.	Value Total Value: The total monetary value of the transaction. (Shares × Price)	Shares Shares Traded: Number of shares bought or sold in this specific transaction. Adjusted for splits.	Position / Chg Top Line (Held): Total shares owned after the transaction. Bottom Line (Change %): The percentage change in holdings due to this trade.
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Data Source & Methodology: This table is sourced exclusively from SEC Form 4 filings and is adjusted for stock splits. It reflects active insider trading decisions and does not include passive beneficial ownership reported in 13F or 13D/G filings.

Layline Advisors, LLC 13F Filings, Portfolio & Analysis

Layline Advisors, LLC — Portfolio Overview & Company Profile

Portfolio Summary (Q2 2026)

Top Buys

Top Sells

Asset Allocation

Sector Allocation (Stocks)

Top Stock & ETF Holdings (Q2 2026)

Historical Portfolio Charts

Layline Advisors, LLC's Portfolio

Layline Advisors, LLC Quarterly 13F Statistics

Layline Advisors, LLC's All 13F Filings

Insider Trading Activity (SEC Form 4)