Institutions / Greenline Wealth Management LLC
Greenline Wealth Management LLC
CIK 2111541 · Institution · as of Dec 31, 2025
Portfolio value
$96.62M
Positions
552
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 552 →
| Company | Value | % of portfolio |
|---|---|---|
| Capital Group Dividend Value | $6.07M | 6.3% |
| NVIDIA Corp | $4.58M | 4.7% |
| J P Morgan Exchange Traded F | $4.32M | 4.5% |
| Apple Inc. | $4.19M | 4.3% |
| Invesco Exch Traded Fd Tr II | $3.78M | 3.9% |
| Invesco Exch Traded Fd Tr II | $3.15M | 3.3% |
| Invesco Exchange Traded Fd T | $2.75M | 2.8% |
| Tesla Inc | $2.52M | 2.6% |
| Microsoft Corp | $2.44M | 2.5% |
| Meta Platforms Inc | $2.29M | 2.4% |
| J P Morgan Exchange Traded F | $2.13M | 2.2% |
| Capital Grp Fixed Incm ETF T | $2.07M | 2.1% |
| Amazon.com Inc | $1.82M | 1.9% |
| Alphabet Inc. | $1.76M | 1.8% |
| Broadcom Inc. | $1.70M | 1.8% |
| Invesco Exch Traded Fd Tr II | $1.62M | 1.7% |
| Invesco Exchange Traded Fd T | $1.61M | 1.7% |
| Vanguard Bd Index Fds | $1.50M | 1.6% |
| iShares Tr | $1.50M | 1.5% |
| Palantir Technologies Inc | $1.18M | 1.2% |
| T Rowe Price ETF Inc | $1.11M | 1.1% |
| Capital Group Growth ETF | $1.07M | 1.1% |
| General Electric Co | $1.05M | 1.1% |
| Dbx ETF Tr | $943.9K | 1.0% |
| Putnam ETF Trust | $899.2K | 0.9% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.