Greenline Wealth Management LLC
Greenline Wealth Management LLC reported 131 positions worth $121.7M as of June 30, 2026 (13F filed July 23, 2026). Largest holding: CGDV (6.4%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | CGDV | SH | $7.8M | 6.38% | 157,584 | — | — | |
| ▸ 2 | SPMO | SH | $5.6M | 4.63% | 34,895 | — | — | |
| ▸ 3 | NVDA | SH | $5.4M | 4.46% | 27,131 | — | — | |
| ▸ 4 | AAPL | SH | $4.9M | 3.99% | 16,771 | — | — | |
| ▸ 5 | IDMO | SH | $4.7M | 3.89% | 78,441 | — | — | |
| ▸ 6 | QQQM | SH | $3.8M | 3.11% | 12,491 | — | — | |
| ▸ 7 | XMMO | SH | $3.3M | 2.68% | 19,148 | — | — | |
| ▸ 8 | JCPB | SH | $2.9M | 2.37% | 61,518 | — | — | |
| ▸ 9 | GOOGL | SH | $2.7M | 2.22% | 7,545 | — | — | |
| ▸ 10 | TSLA | SH | $2.6M | 2.13% | 6,158 | — | — |
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Frequently Asked Questions
What stocks does Greenline Wealth Management LLC hold as of Q2 2026?
Greenline Wealth Management LLC reported 131 positions worth $121.7M in its Q2 2026 13F filing. Largest positions: CGDV (6.4%), SPMO (4.6%), NVDA (4.5%), AAPL (4.0%) and IDMO (3.9%).
What did Greenline Wealth Management LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Greenline Wealth Management LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.