Greenline Wealth Management LLC - Q42025 Holdings

Greenline Wealth Management LLC holds 551 stocks with a total portfolio value of $ 96.62M as of Q42025. In Q42025, Greenline Wealth Management LLC added 551 new positions, increased stakes in 0 stocks, reduced 0 holdings, and fully exited 0 positions. The largest holding is Capital Group Dividend Value (CGDV), representing 6.28% of the total portfolio.