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 (249 days), 202 trades recorded
  • Returns: week n/a · month n/a · 90 days +14.3% · 6 months n/a · 1 year n/a · all +9.6%
  • Max drawdown n/a · win rate 0% · 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

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