Greenline Wealth Management LLC
All 13F Filings
- Location
- Boca Raton, FL
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 86,700
- Description
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- Website
- —
- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 5/14/2026 | 94 | 86,700 | 13F-HR | Greenline Wealth Management LLC |
| Q4 2025 | 2/13/2026 | 552 | 96,616 | 13F-HR | Greenline Wealth Management LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 46.25 K | 53.8% | 0 | 42.47 K | -42.47 K |
| ETFs | 39.09 K | 45.5% | 32.97 K | 0 | 32.97 K |
| Debt | 643 | 0.7% | 0 | 98 | -98 |
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Fund Snapshot
Q1 2026
Latest filed
5/14/2026
Total value ($000)
86,700
Holdings
94
QoQ value change ($000)
-9,916
(-10.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.