CIK 2111541
Greenline Wealth Management LLC
Institutional 13F holdings & portfolio
Holdings
552
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
1
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 552
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 139K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 25K | $1M+ | SH |
| JGRO | J P MORGAN EXCHANGE TRADED F | 47K | $1M+ | SH |
| AAPL | APPLE INC | 15K | $1M+ | SH |
| SPMO | INVESCO EXCH TRADED FD TR II | 32K | $1M+ | SH |
| IDMO | INVESCO EXCH TRADED FD TR II | 57K | $1M+ | SH |
| XMMO | INVESCO EXCHANGE TRADED FD T | 20K | $1M+ | SH |
| TSLA | TESLA INC | 6K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 5K | $1M+ | SH |
| META | META PLATFORMS INC | 3K | $1M+ | SH |
| JCPB | J P MORGAN EXCHANGE TRADED F | 45K | $1M+ | SH |
| CGMS | CAPITAL GRP FIXED INCM ETF T | 75K | $1M+ | SH |
| AMZN | AMAZON COM INC | 8K | $1M+ | SH |
| GOOGL | ALPHABET INC | 6K | $1M+ | SH |
| AVGO | BROADCOM INC | 5K | $1M+ | SH |
| PIZ | INVESCO EXCH TRADED FD TR II | 33K | $1M+ | SH |
| XSMO | INVESCO EXCHANGE TRADED FD T | 22K | $1M+ | SH |
| BIV | VANGUARD BD INDEX FDS | 19K | $1M+ | SH |
| IWP | ISHARES TR | 11K | $1M+ | SH |
| PLTR | PALANTIR TECHNOLOGIES INC | 7K | $1M+ | SH |
| TCHP | T ROWE PRICE ETF INC | 22K | $1M+ | SH |
| CGGR | CAPITAL GROUP GROWTH ETF | 24K | $1M+ | SH |
| GE | GE AEROSPACE | 3K | $1M+ | SH |
| DBEF | DBX ETF TR | 20K | $500K+ | SH |
| PVAL | PUTNAM ETF TRUST | 20K | $500K+ | SH |
| JPM | JPMORGAN CHASE & CO. | 3K | $500K+ | SH |
| SKOR | FLEXSHARES TR | 16K | $500K+ | SH |
| GEV | GE VERNOVA INC | 1K | $500K+ | SH |
| YLD | PRINCIPAL EXCHANGE TRADED FD | 35K | $500K+ | SH |
| IBIT | ISHARES BITCOIN TRUST ETF | 13K | $500K+ | SH |
| VRT | VERTIV HOLDINGS CO | 4K | $500K+ | SH |
| XLK | SELECT SECTOR SPDR TR | 4K | $500K+ | SH |
| LLY | ELI LILLY & CO | 569 | $500K+ | SH |
| GOOG | ALPHABET INC | 2K | $500K+ | SH |
| DDIV | FIRST TR EXCHANGE TRADED FD | 14K | $500K+ | SH |
| CGHY | CAPITAL GRP FIXED INCM ETF T | 22K | $500K+ | SH |
| RTX | RTX CORPORATION | 3K | $500K+ | SH |
| AMD | ADVANCED MICRO DEVICES INC | 3K | $500K+ | SH |
| RFV | INVESCO EXCHANGE TRADED FD T | 4K | $500K+ | SH |
| SRTS | SENSUS HEALTHCARE INC | 129K | $500K+ | SH |
| MSTR | STRATEGY INC | 3K | $100K–$500K | SH |
| GS | GOLDMAN SACHS GROUP INC | 545 | $100K–$500K | SH |
| NFLX | NETFLIX INC | 5K | $100K–$500K | SH |
| JSML | JANUS DETROIT STR TR | 6K | $100K–$500K | SH |
| CGMU | CAPITAL GRP FIXED INCM ETF T | 17K | $100K–$500K | SH |
| HYGH | ISHARES U S ETF TR | 5K | $100K–$500K | SH |
| PAVE | GLOBAL X FDS | 9K | $100K–$500K | SH |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | 6K | $100K–$500K | SH |
| RBRK | RUBRIK INC. | 5K | $100K–$500K | SH |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 1K | $100K–$500K | SH |