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Portfolio (Quarterly) Guide ↗

Greenline Wealth Management LLC

· CIK 0002111541
13F Portfolio $86.7B AUM 94 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 5 New 69 Added 15 Reduced 463 Exited
Page 4 of 24  ·  463 positions
# Ticker Company Sector Shares Value ↓ % Port Status
61 NRG NRG ENERGY INC Utilities 567 $90K 0.09% SOLD
62 RBC RBC BEARINGS INC Industrials 200 $90K 0.09% SOLD
63 JNJ JOHNSON & JOHNSON Healthcare 432 $89K 0.09% SOLD
64 ETHE GRAYSCALE ETHEREUM TRUST ETF Financial Services 3,643 $89K 0.09% SOLD
65 CAH CARDINAL HEALTH INC Healthcare 432 $89K 0.09% SOLD
66 FN FABRINET Technology 191 $87K 0.09% SOLD
67 ESLT ELBIT SYS LTD Industrials 148 $85K 0.09% SOLD
68 MELI MERCADOLIBRE INC Consumer Cyclical 42 $85K 0.09% SOLD
69 AWI ARMSTRONG WORLD INDS INC NEW Industrials 424 $81K 0.08% SOLD
70 ATI ATI INC Industrials 698 $80K 0.08% SOLD
71 VRTX VERTEX PHARMACEUTICALS INC Healthcare 176 $80K 0.08% SOLD
72 BX BLACKSTONE INC Financial Services 513 $79K 0.08% SOLD
73 APLD APPLIED DIGITAL CORP Technology 3,206 $79K 0.08% SOLD
74 TLN TALEN ENERGY CORP Utilities 203 $76K 0.08% SOLD
75 WTS WATTS WATER TECHNOLOGIES INC Industrials 272 $75K 0.08% SOLD
76 TEL TE CONNECTIVITY PLC Technology 328 $75K 0.08% SOLD
77 BLD TOPBUILD CORP Industrials 179 $75K 0.08% SOLD
78 SCCO SOUTHERN COPPER CORP Basic Materials 510 $73K 0.08% SOLD
79 ENTERGY CORP NEW 790 $73K 0.08% SOLD
80 TTMI TTM TECHNOLOGIES INC Technology 1,047 $72K 0.07% SOLD
Page 4 of 24  ·  463 positions
Sector Allocation
Technology 44.7%
Industrials 14.1%
Communication Services 12.9%
Consumer Cyclical 11.8%
Financial Services 8.7%
Healthcare 3.8%
Utilities 2.3%
Consumer Defensive 1.7%