Greenline Wealth Management LLC
13F Portfolio Filings
Most recent 13F
Q4 2025
Location
Boca Raton, FL
CIK
0002111541
All SEC filings
View on sec.gov
Holdings Value
Quarter
Holdings
Value ($000)
Top Holdings
Form Type
Date Filed
Filing ID
Q4 2025
552
96,615
CGDV, NVDA, JGRO, AAPL
13F-HR
2/13/2026
000211154126000001