Greenline Partners, LLC - Portfolio overview

Greenline Partners, LLC has 153 reported holdings in this dataset, with the latest filing dated 2026-05-15.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Energy and Financial Services.

Largest reported holdings by portfolio allocation

1. VTI - VANGUARD INDEX FDS, 7.08%
2. AVDV - AMERICAN CENTY ETF TR, 5.22%
3. AVUV - AMERICAN CENTY ETF TR, 4.58%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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