Long-term investor
Greenline Wealth Management LLC @greenlinewealthmanagemen
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002111541).
Record
- Tracked since 2025-12-31 (294 days), 202 trades recorded
- Returns: week n/a · month n/a · 90 days -7.0% · 6 months +0.2% · 1 year n/a · all +0.2%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 14020W106 · 6.4% · long · since 2025-12-31
- 46138E339 · 4.6% · long · since 2025-12-31
- NVDA · 4.5% · long · since 2025-12-31
- AAPL · 4.0% · long · since 2025-12-31
- 46138E222 · 3.9% · long · since 2025-12-31
- 46138G649 · 3.1% · long · since 2026-06-30
- 46137V464 · 2.7% · long · since 2025-12-31
- 46641Q670 · 2.4% · long · since 2025-12-31
- GOOGL · 2.2% · long · since 2025-12-31
- TSLA · 2.1% · long · since 2025-12-31
- 46137V498 · 2.1% · long · since 2025-12-31
- 46138E875 · 2.0% · long · since 2025-12-31