Greenline Wealth Management LLC - Portfolio overview

Greenline Wealth Management LLC has 94 reported holdings in this dataset, with the latest filing dated 2026-05-14.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Industrials.

Largest reported holdings by portfolio allocation

1. CGDV - CAPITAL GROUP DIVIDEND VALUE, 7.06%
2. NVDA - NVIDIA CORPORATION, 5.14%
3. AAPL - APPLE INC, 4.96%

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

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