Greenline Partners, LLC has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $733 Million distributed in 158 stocks.

Among their holdings, we can observe that their the top five positions include companies like: World Gold Trust with a value of $57.8M, Vanguard Total Stock Market Et with a value of $52.5M, Vanguard Star Fd Vanguard Tota with a value of $35.3M, Berkshire Hathaway Inc Class B with a value of $27.4M, and American Centy ETF Tr Avantis with a value of $27.4M.

Examining the 13F form we can see an increase of $57.7M in the current position value, from $675M to 733M.

Greenline Partners, LLC is based out at New York, NY

Below you can find more details about Greenline Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $733 Million
ETFs: $437 Million
Energy: $83.3 Million
Financial Services: $71 Million
Basic Materials: $37.4 Million
Technology: $33.1 Million
Communication Services: $23.7 Million
Consumer Cyclical: $18.2 Million
Consumer Defensive: $11.8 Million
Other: $17.3 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 158
  • Current Value $733 Million
  • Prior Value $675 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 8 stocks
  • Additional Purchases 66 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 46 stocks
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