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 51–100 of 552
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| PWR | QUANTA SVCS INC | 872 | $100K–$500K | SH |
| VCIT | VANGUARD SCOTTSDALE FDS | 4K | $100K–$500K | SH |
| IVV | ISHARES TR | 504 | $100K–$500K | SH |
| DFAE | DIMENSIONAL ETF TRUST | 10K | $100K–$500K | SH |
| HOOD | ROBINHOOD MKTS INC | 3K | $100K–$500K | SH |
| CRWD | CROWDSTRIKE HLDGS INC | 667 | $100K–$500K | SH |
| MA | MASTERCARD INCORPORATED | 537 | $100K–$500K | SH |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | 2K | $100K–$500K | SH |
| ANET | ARISTA NETWORKS INC | 2K | $100K–$500K | SH |
| APP | APPLOVIN CORP | 441 | $100K–$500K | SH |
| XMHQ | INVESCO EXCHANGE TRADED FD T | 3K | $100K–$500K | SH |
| NBIS | NEBIUS GROUP N.V. | 3K | $100K–$500K | SH |
| ICVT | ISHARES TR | 3K | $100K–$500K | SH |
| JQUA | J P MORGAN EXCHANGE TRADED F | 4K | $100K–$500K | SH |
| MU | MICRON TECHNOLOGY INC | 964 | $100K–$500K | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 545 | $100K–$500K | SH |
| PANW | PALO ALTO NETWORKS INC | 1K | $100K–$500K | SH |
| APH | AMPHENOL CORP NEW | 2K | $100K–$500K | SH |
| HWM | HOWMET AEROSPACE INC | 1K | $100K–$500K | SH |
| ABBV | ABBVIE INC | 1K | $100K–$500K | SH |
| KLAC | KLA CORP | 193 | $100K–$500K | SH |
| CLS | CELESTICA INC | 769 | $100K–$500K | SH |
| V | VISA INC | 629 | $100K–$500K | SH |
| SHOP | SHOPIFY INC | 1K | $100K–$500K | SH |
| VGT | VANGUARD WORLD FD | 285 | $100K–$500K | SH |
| COST | COSTCO WHSL CORP NEW | 248 | $100K–$500K | SH |
| CASY | CASEYS GEN STORES INC | 380 | $100K–$500K | SH |
| VTI | VANGUARD INDEX FDS | 603 | $100K–$500K | SH |
| CGCP | CAPITAL GRP FIXED INCM ETF T | 9K | $100K–$500K | SH |
| VUG | VANGUARD INDEX FDS | 400 | $100K–$500K | SH |
| TJX | TJX COS INC NEW | 1K | $100K–$500K | SH |
| ISRG | INTUITIVE SURGICAL INC | 341 | $100K–$500K | SH |
| TT | TRANE TECHNOLOGIES PLC | 494 | $100K–$500K | SH |
| CEG | CONSTELLATION ENERGY CORP | 544 | $100K–$500K | SH |
| XSVM | INVESCO EXCHANGE TRADED FD T | 3K | $100K–$500K | SH |
| EMHY | ISHARES INC | 5K | $100K–$500K | SH |
| CW | CURTISS WRIGHT CORP | 333 | $100K–$500K | SH |
| WFC | WELLS FARGO CO NEW | 2K | $100K–$500K | SH |
| ALAB | ASTERA LABS INC | 1K | $100K–$500K | SH |
| IAU | ISHARES GOLD TR | 2K | $100K–$500K | SH |
| ITT | ITT INC | 994 | $100K–$500K | SH |
| FLBL | FRANKLIN TEMPLETON ETF TR | 7K | $100K–$500K | SH |
| ORCL | ORACLE CORP | 870 | $100K–$500K | SH |
| NET | CLOUDFLARE INC | 853 | $100K–$500K | SH |
| TDG | TRANSDIGM GROUP INC | 126 | $100K–$500K | SH |
| PH | PARKER-HANNIFIN CORP | 189 | $100K–$500K | SH |
| RCL | ROYAL CARIBBEAN GROUP | 583 | $100K–$500K | SH |
| QQQ | INVESCO QQQ TR | 254 | $100K–$500K | SH |
| LRCX | LAM RESEARCH CORP | 904 | $100K–$500K | SH |
| NOW | SERVICENOW INC | 1K | $100K–$500K | SH |