CIK 2111541

Greenline Wealth Management LLC

Institutional 13F holdings & portfolio

Holdings

552

Portfolio Value

$1M+

Latest Report

Dec 31, 2025

Report Periods

Holdings

13F filings as of Dec 31, 2025 · Showing 551–552 of 552

Ticker	Company	Shares	Value	Type
VEA	VANGUARD TAX-MANAGED FDS	1	<$1K	SH
PIM	PUTNAM MASTER INTER INCOME T	0	N/A	SH