Greenline Wealth Management LLC
Sector Allocation
- Technology33.3%$40.5M
- Other26.6%$32.4M
- Financials23.3%$28.4M
- Industrials7.8%$9.5M
- Consumer Discretionary4.9%$6.0M
- Healthcare1.2%$1.4M
- Materials0.9%$1.2M
- Consumer Staples0.7%$897,084
- Energy0.6%$668,376
- Communication Services0.5%$632,684
AUM History
13fpro.ai/research/fund/greenline-wealth-management-llc-2111541
Conviction and streaks
Diversifying · top 10 = 35.9%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
- CAPITAL$7.8M
IVZ
$5.6MNVDA
$5.4MAAPL
$4.9M- $4.7M
- $3.8M
- $3.3M
- J$2.9M
GOOGL
$2.7MTSLA
$2.6M- $2.5M
- $2.5M
AVGO
$2.3MAMZN
$2.3M- CAPITAL$2.1M
MSFT
$2.1MMETA
$2.0MAMD
$2.0MMU
$2.0MGE
$1.6M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/greenline-wealth-management-llc-2111541
Greenline Wealth Management LLC 13F holdings — Q2 2026
$121.7M portfolio (+40.4% QoQ) · 131 holdings · Q2 2026 13F · top 10 are 36% of the stock portfolio
- 1
CAPITAL GROUP DIVIDEND VALUE - SHS CREAT UNIT
$7.8M
6.4% of stocks
+10%This quarter—Since filed—HeldAIQuality—Est. buy— $5.6M
4.6% of stocks
+4%This quarter-4.3%Since filed3+ qtrsHeld$5.4M
4.5% of stocks
+6%This quarter+3.5%Since filed3+ qtrsHeld$4.9M
4.0% of stocks
-1.0%This quarter+6.9%Since filed3+ qtrsHeld$4.7M
3.9% of stocks
+11%This quarter-4.3%Since filed3+ qtrsHeld$3.8M
3.1% of stocks
NewThis quarter-4.3%Since filedNew this quarterHeld$3.3M
2.7% of stocks
+5%This quarter-4.3%Since filed3+ qtrsHeld- 8
J P MORGAN EXCHANGE TRADED F - CORE PLUS BD ETF
$2.9M
2.4% of stocks
+33%This quarter—Since filed—HeldAIQuality—Est. buy— $2.7M
2.2% of stocks
+8%This quarter-1.3%Since filed3+ qtrsHeld$2.6M
2.1% of stocks
+9%This quarter+22.5%Since filed3+ qtrsHeld
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | CAPITAL GROUP DIVIDEND VALUE - SHS CREAT UNIT | $7.8M | 6.4% | +10% | — | — | — | — | |
| 2 | $5.6M | 4.6% | +4% | -4.3% | 3+ qtrsAdded 2 qtrs in a row | — | Estimated buy price is Pro: unlock with a free trial | ||
| 3 | $5.4M | 4.5% | +6% | +3.5% | 3+ qtrsAdded 2 qtrs in a row | 86.0#3 | Estimated buy price is Pro: unlock with a free trial | ||
| 4 | $4.9M | 4.0% | -1.0% | +6.9% | 3+ qtrs | 75.7#88 | Estimated buy price is Pro: unlock with a free trial | ||
| 5 | $4.7M | 3.9% | +11% | -4.3% | 3+ qtrsAdded 2 qtrs in a row | — | Estimated buy price is Pro: unlock with a free trial | ||
| 6 | $3.8M | 3.1% | New | -4.3% | New this quarterAdded 2 qtrs in a row | — | Estimated buy price is Pro: unlock with a free trial | ||
| 7 | $3.3M | 2.7% | +5% | -4.3% | 3+ qtrsAdded 2 qtrs in a row | — | Estimated buy price is Pro: unlock with a free trial | ||
| 8 | J P MORGAN EXCHANGE TRADED F - CORE PLUS BD ETF | $2.9M | 2.4% | +33% | — | — | — | — | |
| 9 | $2.7M | 2.2% | +8% | -1.3% | 3+ qtrsAdded 2 qtrs in a row | 77.7#60 | Estimated buy price is Pro: unlock with a free trial | ||
| 10 | $2.6M | 2.1% | +9% | +22.5% | 3+ qtrs | 51.5#1,540 | Estimated buy price is Pro: unlock with a free trial |
All holdings — Greenline Wealth Management LLC (Q2 2026)
131 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | Invesco Ltd. | Financials | $2.5M | 2.1% | 27K | +21% | 3+ qtrsAdded 2 qtrs in a row | — | 13F | |
| 12 | Invesco Ltd. | Financials | $2.5M | 2.0% | 44K | +20% | 3+ qtrsAdded 2 qtrs in a row | — | 13F | |
| 13 | Broadcom Inc. | Technology | $2.3M | 1.9% | 6,146 | +7% | 3+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | AMAZON COM INC | Consumer Discretionary | $2.3M | 1.9% | 9,645 | +7% | 3+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | — | CAPITAL GRP FIXED INCM ETF T - US MULTI-SECTORetf/fund | — | $2.1M | 1.8% | 78K | +15% | — | — | 13F |
| 16 | MICROSOFT CORP | Technology | $2.1M | 1.7% | 5,596 | +3% | 3+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | Meta Platforms, Inc. | Technology | $2.0M | 1.7% | 3,636 | +7% | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | ADVANCED MICRO DEVICES INC | Technology | $2.0M | 1.7% | 3,524 | +16% | 3+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | MICRON TECHNOLOGY INC | Technology | $2.0M | 1.6% | 1,741 | +45% | 3+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | GENERAL ELECTRIC CO | Industrials | $1.6M | 1.3% | 4,296 | +5% | 3+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | Nebius Group N.V. | Technology | $1.5M | 1.3% | 5,588 | +29% | 3+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | — | ISHARES TR - MSCI INTL VLU FTetf/fund | — | $1.5M | 1.2% | 36K | +21% | — | — | 13F |
| 23 | Vertiv Holdings Co | Technology | $1.5M | 1.2% | 4,489 | +7% | 3+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | — | VANGUARD MALVERN FDS - CORE BD ETFetf/fund | — | $1.5M | 1.2% | 19K | New | — | — | 13F |
| 25 | — | PUTNAM ETF TRUST - FOCUSED LAR CAPetf/fund | — | $1.4M | 1.1% | 28K | +1% | — | — | 13F |
| 26 | $GEV | GE Vernova Inc. | Industrials | $1.4M | 1.1% | 1,154 | +7% | |||
| 27 | $IVZ | Invesco Ltd. | Financials | $1.3M | 1.0% | 28K | New | |||
| 28 | — | CAPITAL GROUP GROWTH ETF - SHS CREAT UNIT | — | $1.2M | 1.0% | 25K | -0.6% | |||
| 29 | $JPM | JPMORGAN CHASE & CO | Financials | $1.2M | 1.0% | 3,592 | +6% | |||
| 30 | — | GLOBAL X FDS - US INFR DEV ETF | — | $1.1M | 0.9% | 19K | +21% | |||
| 31 | $SNDK | Sandisk Corp | Technology | $1.0M | 0.8% | 447 | New | |||
| 32 | $GOOG | Alphabet Inc. | Technology | $1.0M | 0.8% | 2,873 | +19% | |||
| 33 | — | ISHARES TR - CONV BD ETF | — | $978K | 0.8% | 8,032 | +18% | |||
| 34 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $953K | 0.8% | 1,995 | +30% | |||
| 35 | — | VANGUARD SCOTTSDALE FDS - INT-TERM CORP | — | $921K | 0.8% | 11K | +26% | |||
| 36 | — | T ROWE PRICE EXCHANGE-TRADED - PRICE BLUE CHIP | — | $861K | 0.7% | 17K | -19% | |||
| 37 | $PLTR | Palantir Technologies Inc. | Technology | $851K | 0.7% | 7,295 | +3% | |||
| 38 | — | CAPITAL GRP FIXED INCM ETF T - HIGH YIELD BOND | — | $849K | 0.7% | 34K | +31% | |||
| 39 | $CRDO | Credo Technology Group Holding Ltd | Technology | $843K | 0.7% | 3,100 | +12% | |||
| 40 | — | SPDR SERIES TRUST - ST STR SP AERO | — | $831K | 0.7% | 2,929 | +24% | |||
| 41 | $PWR | QUANTA SERVICES, INC. | Industrials | $826K | 0.7% | 1,147 | +20% | |||
| 42 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | — | $786K | 0.7% | 4,125 | -29% | |||
| 43 | — | GLOBAL X FDS - DATA CTR DIG ETF | — | $769K | 0.6% | 25K | +53% | |||
| 44 | $ALAB | Astera Labs, Inc. | Technology | $762K | 0.6% | 1,577 | New | |||
| 45 | $KLAC | KLA CORP | Technology | $759K | 0.6% | 2,514 | +1109% | |||
| 46 | $LLY | ELI LILLY & Co | Healthcare | $735K | 0.6% | 612 | -0.5% | |||
| 47 | — | PRINCIPAL EXCHANGE TRADED FD - ACTIVE HIGH YL | — | $733K | 0.6% | 38K | +20% | |||
| 48 | — | CAPITAL GRP FIXED INCM ETF T - MUN INM ETF | — | $726K | 0.6% | 26K | +35% | |||
| 49 | $RTX | RTX Corp | Industrials | $719K | 0.6% | 3,791 | +12% | |||
| 50 | — | DBX ETF TR - XTRACK MSCI EAFE | — | $718K | 0.6% | 13K | -11% | |||
| 51 | — | ISHARES INC - JP MRGN EM HI BD | — | $671K | 0.6% | 16K | +16% | |||
| 52 | $GS | GOLDMAN SACHS GROUP INC | Financials | $667K | 0.6% | 660 | +8% | |||
| 53 | — | J P MORGAN EXCHANGE TRADED F - ACTIVE GROWTH | — | $641K | 0.5% | 6,498 | -87% | |||
| 54 | — | AMERICAN CENTY ETF TR - AVANTIS EMGMKT | — | $638K | 0.5% | 6,607 | +51% | |||
| 55 | $CRWD | CrowdStrike Holdings, Inc. | Technology | $600K | 0.5% | 786 | +20% | |||
| 56 | $CAT | CATERPILLAR INC | Industrials | $591K | 0.5% | 555 | +17% | |||
| 57 | $PANW | Palo Alto Networks Inc | Technology | $575K | 0.5% | 1,686 | +11% | |||
| 58 | $STRL | STERLING INFRASTRUCTURE, INC. | Industrials | $550K | 0.5% | 655 | +30% | |||
| 59 | $MRVL | Marvell Technology, Inc. | Technology | $546K | 0.5% | 1,833 | New | |||
| 60 | $CLS | CELESTICA INC | Technology | $490K | 0.4% | 1,344 | +30% | |||
| 61 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $474K | 0.4% | 507 | +5% | |||
| 62 | $TJX | TJX COMPANIES INC /DE/ | Consumer Discretionary | $459K | 0.4% | 3,030 | +9% | |||
| 63 | $ETN | Eaton Corp plc | Industrials | $448K | 0.4% | 1,051 | +9% | |||
| 64 | $ANET | Arista Networks, Inc. | Technology | $447K | 0.4% | 2,634 | +2% | |||
| 65 | $HWM | Howmet Aerospace Inc. | Materials | $444K | 0.4% | 1,652 | +17% | |||
| 66 | $COHR | COHERENT CORP. | Technology | $441K | 0.4% | 1,118 | New | |||
| 67 | $LRCX | LAM RESEARCH CORP | Technology | $434K | 0.4% | 1,001 | +5% | |||
| 68 | $CASY | CASEYS GENERAL STORES INC | Consumer Discretionary | $409K | 0.3% | 514 | +11% | |||
| 69 | $TTMI | TTM TECHNOLOGIES INC | Technology | $406K | 0.3% | 2,171 | New | |||
| 70 | $FIX | COMFORT SYSTEMS USA INC | Industrials | $396K | 0.3% | 200 | New | |||
| 71 | $APH | AMPHENOL CORP /DE/ | Technology | $395K | 0.3% | 2,241 | -2% | |||
| 72 | $SRTS | Sensus Healthcare, Inc. | Healthcare | $389K | 0.3% | 129K | — | |||
| 73 | $IVZ | Invesco Ltd. | Financials | $375K | 0.3% | 1,996 | New | |||
| 74 | $CW | CURTISS WRIGHT CORP | Industrials | $371K | 0.3% | 489 | +34% | |||
| 75 | — | VANGUARD WELLINGTON FD - US MULTIFACTOR | — | $369K | 0.3% | 2,085 | New | |||
| 76 | — | ISHARES TR - CORE S&P500 ETF | — | $363K | 0.3% | 484 | -4% | |||
| 77 | $ASML | ASML HOLDING NV | Technology | $358K | 0.3% | 180 | New | |||
| 78 | $NFLX | NETFLIX INC | Communication Services | $340K | 0.3% | 4,755 | -20% | |||
| 79 | — | VANGUARD INDEX FDS - TOTAL STK MKT | — | $339K | 0.3% | 915 | -0.4% | |||
| 80 | $RKLB | Rocket Lab Corp | Industrials | $327K | 0.3% | 3,217 | New | |||
| 81 | $MA | Mastercard Inc | Financials | $324K | 0.3% | 632 | +10% | |||
| 82 | $ADI | ANALOG DEVICES INC | Technology | $322K | 0.3% | 810 | +8% | |||
| 83 | $V | VISA INC. | Financials | $312K | 0.3% | 910 | -18% | |||
| 84 | $IBIT | iShares Bitcoin Trust ETF | Financials | $311K | 0.3% | 9,329 | -40% | |||
| 85 | $TER | TERADYNE, INC | Technology | $310K | 0.3% | 641 | New | |||
| 86 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $310K | 0.3% | 619 | -9% | |||
| 87 | $TT | Trane Technologies plc | Technology | $299K | 0.3% | 608 | +16% | |||
| 88 | $ASTS | AST SpaceMobile, Inc. | Communication Services | $293K | 0.2% | 3,299 | New | |||
| 89 | $GBTC | Grayscale Bitcoin Trust ETF | Financials | $277K | 0.2% | 6,083 | -0.5% | |||
| 90 | $WDC | WESTERN DIGITAL CORP | Technology | $275K | 0.2% | 430 | New | |||
| 91 | $CRS | CARPENTER TECHNOLOGY CORP | Materials | $274K | 0.2% | 444 | New | |||
| 92 | — | VANGUARD WORLD FD - INF TECH ETF | — | $273K | 0.2% | 2,284 | New | |||
| 93 | $ABBV | AbbVie Inc. | Healthcare | $270K | 0.2% | 1,073 | +8% | |||
| 94 | — | ISHARES U S ETF TR - IT RT HDG HGYL | — | $265K | 0.2% | 3,059 | +1.0% | |||
| 95 | $NET | Cloudflare, Inc. | Technology | $262K | 0.2% | 1,067 | New | |||
| 96 | $UCTT | Ultra Clean Holdings, Inc. | Technology | $259K | 0.2% | 1,814 | New | |||
| 97 | — | VANGUARD INDEX FDS - GROWTH ETF | — | $258K | 0.2% | 2,994 | +501% | |||
| 98 | $PH | Parker-Hannifin Corp | Industrials | $258K | 0.2% | 264 | New | |||
| 99 | $IVZ | Invesco Ltd. | Financials | $257K | 0.2% | 2,274 | -5% | |||
| 100 | $EME | EMCOR Group, Inc. | Industrials | $256K | 0.2% | 308 | +11% | |||
| 101 | $WWD | Woodward, Inc. | Technology | $254K | 0.2% | 597 | New | |||
| 102 | $ITT | ITT INC. | Industrials | $247K | 0.2% | 1,248 | +11% | |||
| 103 | $HOOD | Robinhood Markets, Inc. | Financials | $247K | 0.2% | 2,459 | New | |||
| 104 | $MPC | Marathon Petroleum Corp | Energy | $241K | 0.2% | 941 | New | |||
| 105 | $URI | UNITED RENTALS, INC. | Industrials | $237K | 0.2% | 209 | New | |||
| 106 | $RBC | RBC Bearings INC | Industrials | $234K | 0.2% | 364 | New | |||
| 107 | — | INVESCO EXCHANGE TRADED FD T - S&P SMCP VLU MNT | — | $232K | 0.2% | 3,333 | +0.2% | |||
| 108 | — | VANGUARD SCOTTSDALE FDS - INTER TERM TREAS | — | $231K | 0.2% | 3,911 | New | |||
| 109 | $CSCO | CISCO SYSTEMS, INC. | Technology | $229K | 0.2% | 1,947 | New | |||
| 110 | $FN | Fabrinet | Technology | $227K | 0.2% | 403 | New | |||
| 111 | $GD | GENERAL DYNAMICS CORP | Industrials | $226K | 0.2% | 639 | +9% | |||
| 112 | — | JANUS DETROIT STR TR - HENDERSN CAP ETF | — | $225K | 0.2% | 2,415 | New | |||
| 113 | $ATI | ATI INC | Materials | $222K | 0.2% | 1,124 | New | |||
| 114 | $WMT | Walmart Inc. | Consumer Staples | $220K | 0.2% | 1,941 | +10% | |||
| 115 | $TDG | TransDigm Group INC | Industrials | $218K | 0.2% | 163 | New | |||
| 116 | — | DIMENSIONAL ETF TRUST - EMGR CRE EQT MNG | — | $217K | 0.2% | 5,395 | -18% | |||
| 117 | $WMB | WILLIAMS COMPANIES, INC. | Energy | $216K | 0.2% | 2,902 | New | |||
| 118 | $IBKR | Interactive Brokers Group, Inc. | Financials | $215K | 0.2% | 2,475 | New | |||
| 119 | $HLT | Hilton Worldwide Holdings Inc. | Consumer Discretionary | $214K | 0.2% | 648 | New | |||
| 120 | $ETR | ENTERGY CORP /DE/ | Utilities | $214K | 0.2% | 1,866 | New | |||
| 121 | $APP | AppLovin Corp | Technology | $214K | 0.2% | 415 | New | |||
| 122 | $RCL | ROYAL CARIBBEAN CRUISES LTD | Industrials | $214K | 0.2% | 673 | New | |||
| 123 | $FTI | TechnipFMC plc | Energy | $212K | 0.2% | 3,198 | New | |||
| 124 | $MS | MORGAN STANLEY | Financials | $211K | 0.2% | 1,012 | New | |||
| 125 | $LIN | LINDE PLC | Materials | $211K | 0.2% | 406 | New | |||
| 126 | $FTAI | FTAI Aviation Ltd. | Industrials | $207K | 0.2% | 764 | New | |||
| 127 | $CAH | CARDINAL HEALTH INC | Consumer Staples | $203K | 0.2% | 854 | New | |||
| 128 | $JBL | JABIL INC | Technology | $201K | 0.2% | 520 | New | |||
| 129 | $WTS | WATTS WATER TECHNOLOGIES INC | Industrials | $200K | 0.2% | 512 | New | |||
| 130 | $ONDS | Ondas Inc. | Technology | $197K | 0.2% | 24K | +10% | |||
| 131 | $HURA | TuHURA Biosciences, Inc./NV | Healthcare | $43K | 0.0% | 18K | -50% |
What changed in Q2 2026
Against the previous quarter's 13F: 42 new, 67 added to, 18 trimmed, 8 sold out. Share-count changes; largest moves by dollar size first.
New positions (42)
- VANGUARD MALVERN FDS - CORE BD ETF$1.5M
first bought this quarter
$SNDKSandisk Corp$1.0M
first bought this quarter
$ALABAstera Labs, Inc.$762K
first bought this quarter
$MRVLMarvell Technology, Inc.$546K
first bought this quarter
$COHRCOHERENT CORP.$441K
first bought this quarter
$TTMITTM TECHNOLOGIES INC$406K
first bought this quarter
+36 more in the Excel export
Added to (67)
- J P MORGAN EXCHANGE TRADED F - CORE PLUS BD ETF+33%
now $2.9M
$KLACKLA CORP+1109%
now $759K · held 3+ qtrs, 2 adds in a row
- CAPITAL GROUP DIVIDEND VALUE - SHS CREAT UNIT+10%
now $7.8M
now $2.0M · held 3+ qtrs, 2 adds in a row
$NBISNebius Group N.V.+29%
now $1.5M · held 3+ qtrs, 2 adds in a row
now $5.4M · held 3+ qtrs, 2 adds in a row
+61 more in the Excel export
Trimmed (18)
- J P MORGAN EXCHANGE TRADED F - ACTIVE GROWTH-87%
now $641K
- SELECT SECTOR SPDR TR - ST STR TECHN ETF-29%
now $786K
$IBITiShares Bitcoin Trust ETF-40%
now $311K · held 3+ qtrs
- T ROWE PRICE EXCHANGE-TRADED - PRICE BLUE CHIP-19%
now $861K
- DBX ETF TR - XTRACK MSCI EAFE-11%
now $718K
$NFLXNETFLIX INC-20%
now $340K · held 3+ qtrs
+12 more in the Excel export
Holdings by quarter
Every 13F Greenline Wealth Management LLC has filed, 2 earlier quarters. Pick one to see what it held then.
Is it too late to follow Greenline Wealth Management?
Q2 2026 13F filed with the SEC on Jul 23, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Greenline Wealth Management's top 20 holdings: 78/100 (our AI quality score, weighted by position size; 17 of the 20 are scored)
Top 10 since filing
+1.4%
Value-weighted move of the 10 largest stock positions
Turnover
10%
Last quarter
Top 10 weight
36%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
0%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q4 2025 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Greenline Wealth Management LLC disclosed 131 positions worth $121.7M in its Form 13F-HR for Q2 2026, followed by $IVZ and $NVDA. During the quarter the fund opened 42 new positions and exited 8. The portfolio is most concentrated in Technology (33.3% of disclosed assets). All figures are sourced directly from Greenline Wealth Management LLC’s Form 13F-HR filing with the SEC under CIK 2111541.
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AI-Powered Hedge Fund Analysis: Greenline Wealth Management LLC
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Every holding in Greenline Wealth Management LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.