Greenline Wealth Management LLC - Q12026 Holdings

Greenline Wealth Management LLC holds 94 stocks with a total portfolio value of $ 86.7M as of Q12026. In Q12026, Greenline Wealth Management LLC added 5 new positions, increased stakes in 71 stocks, reduced 15 holdings, and fully exited 462 positions. The largest holding is Capital Group Dividend Value (CGDV), representing 7.06% of the total portfolio.