Greenline Partners, LLC

CIK 0001697323 • 6 13F filings • May 15, 2025 – Aug 14, 2026

Import this data to Google Sheets with:

=jivedata("greenline-partners-llc","13f")

Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".

Filer information

Filed by: Greenline Partners, LLC, Chief Compliance Officer
Address: 521 FIFTH AVENUE, SUITE 1706, NEW YORK, NY, 10175
Phone: 203-590-2261
AUM: $874.1M

AUM over time

$983.0M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $874.1M149 positionsView on SEC.gov

			% of Portfolio
72201R 90 4 PIMCO	UNIT LTD PARTN	$568K	0.1%	31,642 SH	New
ABBOTT LABS	COM	$201K	0.0%	1,608 SH	New
ABBVIE INC	COM	$454K	0.1%Prev: 0.1%	1,985 SH	Increased+30 SH
AGNICO EAGLE MINES LTD	COM	$557K	0.1%Prev: 0.1%	3,287 SH	Decreased-302 SH
ALBEMARLE CORP	COM	$9.2M	1.1%Prev: 0.6%	65,345 SH	Increased+87 SH
ALPHABET INC CAP STK	CL A	$689K	0.1%	2,200 SH	New
ALPHABET INC CAP STK	CL C	$22.6M	2.6%	71,907 SH	New
ALPS ETF TR	ALERIAN ENERGY	$1.4M	0.2%	43,866 SH	New
ALTRIA GROUP INC	COM	$312K	0.0%Prev: 0.0%	5,417 SH	Decreased
AMAZON COM INC	COM	$10.5M	1.2%Prev: 1.2%	45,648 SH	Increased+1,315 SH
AMERICAN CENTY ETF TR	INTL SMCP VLU	$37.9M	4.3%	403,281 SH	New
AMERICAN CENTY ETF TR	US SML CP VALU	$32.4M	3.7%	318,160 SH	New
AMGEN INC	COM	$1.2M	0.1%Prev: 0.1%	3,813 SH	Increased
APPLE INC	COM	$12.3M	1.4%Prev: 1.6%	45,395 SH	Decreased-5,829 SH
ARCHER DANIELS MIDLAND CO	COM	$1.0M	0.1%Prev: 0.1%	17,724 SH	Decreased+315 SH
AT&T INC	COM	$649K	0.1%Prev: 0.1%	26,136 SH	Increased+3,750 SH
AUTOMATIC DATA PROCESSING IN	COM	$1.5M	0.2%	5,974 SH	New
BANK AMERICA CORP	COM	$736K	0.1%Prev: 0.1%	13,380 SH	Increased+2,700 SH
BARRICK MNG CORP	COM SHS	$1.1M	0.1%	24,160 SH	New
BERKLEY W R CORP	COM	$3.8M	0.4%Prev: 0.4%	54,332 SH	Increased+14,884 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$34.4M	3.9%	68,404 SH	New
BHP GROUP LTD SPONSORED ADS	ADR	$7.4M	0.9%Prev: 0.7%	123,288 SH	Increased+23,095 SH
BLACKROCK INC COM	COM	$4.5M	0.5%	4,177 SH	New
BONDBLOXX ETF TRUST	BLOOMBERG ONE YR	$230K	0.0%	4,645 SH	New
BOOKING HOLDINGS INC	COM	$873K	0.1%Prev: 0.1%	163 SH	Decreased
BP PLC SPONSORED ADR	ADR	$316K	0.0%Prev: 0.0%	9,089 SH	Increased
CANADIAN NAT RES LTD	COM	$4.8M	0.6%	142,344 SH	New
CARMAX INC	COM	$1.6M	0.2%	42,478 SH	New
CATERPILLAR INC	COM	$712K	0.1%Prev: 0.1%	1,242 SH	Increased
CHENIERE ENERGY INC	COM NEW	$11.2M	1.3%	57,592 SH	New
CHEVRON CORP NEW	COM	$4.8M	0.5%Prev: 0.6%	31,406 SH	Decreased+320 SH
CHUBB LIMITED	COM	$8.4M	1.0%	26,762 SH	New
CONOCOPHILLIPS	COM	$1.8M	0.2%	18,723 SH	New
COSTCO WHSL CORP NEW	COM	$2.5M	0.3%	2,957 SH	New
CREDIT ACCEPTANCE CORP	COM	$6.0M	0.7%	13,450 SH	New
DEERE & CO	COM	$2.8M	0.3%	6,017 SH	New
DIAGEO PLC SPON	ADR NEW	$1.3M	0.2%	15,246 SH	New
DIMENSIONAL ETF TRUST	INTL SMALL CAP V	$8.6M	1.0%	225,334 SH	New
DIMENSIONAL ETF TRUST	US SMALL CAP VAL	$12.7M	1.5%	386,604 SH	New
DIMENSIONAL ETF TRUST	US TARGETED VLU	$431K	0.0%	7,246 SH	New
EBAY INC.	COM	$1.0M	0.1%	11,627 SH	New
ENBRIDGE INC	COM	$14.8M	1.7%	308,770 SH	New
ENERGY TRANSFER L P	COM UT LTD PTN	$591K	0.1%	35,810 SH	New
ENTERPRISE PRODS PARTNERS L	COM	$2.8M	0.3%	86,467 SH	New
EOG RESOURCES INC	COM	$3.3M	0.4%	31,623 SH	New
ETFS GOLD TR	PHYSCL GOLD SHS	$290K	0.0%	7,056 SH	New
EXXON MOBIL CORP	COM	$4.1M	0.5%	34,296 SH	New
FRANCO NEV CORP	COM	$1.9M	0.2%	9,110 SH	New
FRANKLIN TEMPLETON ETF TR	FTSE SOUTH KOREA	$247K	0.0%	7,704 SH	New
FREEPORT-MCMORAN INC	CL B	$6.6M	0.8%	130,736 SH	New
GOLDMAN SACHS GROUP INC	COM	$1.6M	0.2%Prev: 0.2%	1,826 SH	Increased
GRAYSCALE ETHEREUM MINI TR E	SHS NEW	$374K	0.0%	13,313 SH	New
HOME DEPOT INC	COM	$4.3M	0.5%Prev: 0.6%	12,502 SH	Decreased+30 SH
INTEL CORP	COM	$2.3M	0.3%Prev: 0.3%	62,672 SH	Increased
INTUITIVE SURGICAL INC	COM NEW	$232K	0.0%	410 SH	New
ISHARES BITCOIN TRUST ETF	SHS BEN INT	$338K	0.0%	6,817 SH	New
ISHARES GOLD TR	ISHARES NEW	$8.1M	0.9%	99,834 SH	New
ISHARES GOLD TR	SHARES REPRESENT	$5.0M	0.6%	116,126 SH	New
ISHARES INC	CORE MSCI EMKT	$1.1M	0.1%	16,030 SH	New
ISHARES INC	MSCI GBL ETF NEW	$26.1M	3.0%	507,916 SH	New
ISHARES TR	0-5 YR TIPS ETF	$10.2M	1.2%	99,604 SH	New
ISHARES TR	CORE HIGH DV ETF	$425K	0.0%	3,496 SH	New
ISHARES TR	CORE MSCI TOTAL	$799K	0.1%	9,440 SH	New
ISHARES TR	CORE S&P US GWT	$4.6M	0.5%	27,574 SH	New
ISHARES TR	CORE S&P US VLU	$3.7M	0.4%	35,658 SH	New
ISHARES TR	CORE S&P500 ETF	$2.0M	0.2%	2,877 SH	New
ISHARES TR	IBONDS DEC2026	$3.0M	0.3%	123,877 SH	New
ISHARES TR	ISHARES BIOTECH	$2.8M	0.3%	16,847 SH	New
ISHARES TR	MSCI EAFE ETF	$2.0M	0.2%	20,948 SH	New
ISHARES TR	RUSSELL 3000 ETF	$5.1M	0.6%	13,244 SH	New
ISHARES TR	US TREAS BD ETF	$794K	0.1%	34,463 SH	New
JOHNSON & JOHNSON	COM	$6.3M	0.7%Prev: 0.7%	30,589 SH	Increased+230 SH
JPMORGAN CHASE & CO.	COM	$4.8M	0.5%Prev: 0.5%	14,816 SH	Increased+970 SH
KKR & CO INC	COM	$1.6M	0.2%Prev: 0.2%	12,783 SH	Decreased
LOWES COS INC	COM	$585K	0.1%Prev: 0.1%	2,424 SH	Decreased
LPL FINL HLDGS INC	COM	$809K	0.1%Prev: 0.1%	2,266 SH	Increased
MARKEL GROUP INC	COM	$8.0M	0.9%Prev: 0.8%	3,728 SH	Increased+73 SH
MASTERCARD INCORPORATED	CL A	$5.6M	0.6%	9,722 SH	New
MCDONALDS CORP	COM	$265K	0.0%Prev: 0.0%	866 SH	Increased
MERCK & CO INC	COM	$437K	0.1%Prev: 0.0%	4,153 SH	Increased+1,328 SH
META PLATFORMS INC	CL A	$8.2M	0.9%	12,460 SH	New
MICROSOFT CORP	COM	$10.8M	1.2%Prev: 1.5%	22,366 SH	Decreased-1,960 SH
MPLX LP	COM UNIT REP LTD	$1.3M	0.1%	24,419 SH	New
NEWMONT CORP	COM	$1.0M	0.1%Prev: 0.1%	10,136 SH	Increased+183 SH
NOVO-NORDISK A S ADR	ADR	$2.0M	0.2%	39,476 SH	New
NVIDIA CORPORATION	COM	$2.7M	0.3%Prev: 0.3%	14,224 SH	Decreased
NVR INC	COM	$912K	0.1%Prev: 0.1%	125 SH	Decreased
OCCIDENTAL PETE CORP	COM	$3.2M	0.4%Prev: 0.0%	77,499 SH	Increased+69,694 SH
PAYCOM SOFTWARE INC	COM	$4.2M	0.5%	26,422 SH	New
PEPSICO INC	COM	$271K	0.0%	1,887 SH	New
PFIZER INC	COM	$1.4M	0.2%Prev: 0.2%	54,737 SH	Increased+1,935 SH
PHILIP MORRIS INTERNATIONAL INC	COM	$588K	0.1%	3,666 SH	New
PIMCO ETF TR	15+ YR US TIPS	$1.5M	0.2%	29,339 SH	New
POSCO HOLDINGS INC SPONSORED ADR	ADR	$2.3M	0.3%Prev: 0.3%	43,462 SH	Increased-324 SH
PROCTER AND GAMBLE CO	COM	$1.0M	0.1%Prev: 0.1%	7,092 SH	Increased+834 SH
QUANTUMSCAPE CORP	COM CL A	$104K	0.0%	10,000 SH	New
RIO TINTO PLC SPONSORED ADR	ADR	$11.6M	1.3%Prev: 0.8%	144,484 SH	Increased+41,434 SH
ROYAL GOLD INC	COM	$1.1M	0.1%	5,096 SH	New
SCHWAB CHARLES CORP	COM	$2.5M	0.3%Prev: 0.3%	25,066 SH	Increased+730 SH
SCHWAB STRATEGIC TR	EMRG MKTEQ ETF	$1.4M	0.2%	42,815 SH	New
SCHWAB STRATEGIC TR	INT-TRM U.S TRES	$2.7M	0.3%	109,573 SH	New
SCHWAB STRATEGIC TR	INTL EQTY ETF	$970K	0.1%	40,369 SH	New
SCHWAB STRATEGIC TR	SHT TM US TRES	$7.7M	0.9%	317,888 SH	New
SCHWAB STRATEGIC TR	US BRD MKT ETF	$657K	0.1%	25,036 SH	New
SCHWAB STRATEGIC TR	US TIPS ETF	$15.6M	1.8%	587,378 SH	New
SELECT SECTOR SPDR TR	STATE STREET CON	$680K	0.1%	8,756 SH	New
SELECT SECTOR SPDR TR	STATE STREET ENE	$2.8M	0.3%	62,792 SH	New
SEMPRA	COM	$555K	0.1%Prev: 0.1%	6,284 SH	Increased+150 SH
SHELL PLC SPON ADS	ADR	$283K	0.0%Prev: 0.0%	3,851 SH	Increased
SOCIEDAD QUIMICA Y MINERA DE SPON ADR SER B	ADR	$1.2M	0.1%Prev: 0.0%	16,717 SH	Increased+8,273 SH
SOUTH BOW CORP	COM	$1.4M	0.2%Prev: 0.2%	49,867 SH	Decreased-216 SH
SOUTHERN COPPER CORP	COM	$15.5M	1.8%Prev: 1.6%	107,936 SH	Increased+30 SH
SPDR GOLD TR	GOLD SHS	$2.0M	0.2%	5,049 SH	New
SPDR SERIES TRUST	SPDR SERIES TRUST STATE STREET SPD	$3.5M	0.4%	28,711 SH	New
SPDR SERIES TRUST STATE	STREET SPD	$4.2M	0.5%	40,612 SH	New
SUNCOR ENERGY INC NEW	COM	$941K	0.1%	21,224 SH	New
TC ENERGY CORP	COM	$14.9M	1.7%Prev: 2.1%	273,465 SH	Decreased-40,838 SH
TJX COS INC NEW	COM	$527K	0.1%	3,432 SH	New
TOTALENERGIES SE	ACT	$2.9M	0.3%	43,700 SH	New
UNION PAC CORP	COM	$275K	0.0%Prev: 0.0%	1,188 SH	Decreased
UNITED PARCEL SERVICE INC	CL B	$360K	0.0%Prev: 0.0%	3,626 SH	Increased-634 SH
UNITEDHEALTH GROUP INC	COM	$2.1M	0.2%Prev: 0.3%	6,413 SH	Decreased+180 SH
VALE S A SPONSORED ADS	ADR	$8.6M	1.0%	661,200 SH	New
VANECK ETF TRUST	VANECK ETF TRUST SEMICONDUCTR ETF	$413K	0.0%	1,147 SH	New
VANGUARD INDEX FDS	MID CAP ETF	$798K	0.1%	2,750 SH	New
VANGUARD INDEX FDS	S&P 500 ETF SHS	$18.4M	2.1%	29,311 SH	New
VANGUARD INDEX FDS	SM CP VAL ETF	$563K	0.1%	2,660 SH	New
VANGUARD INDEX FDS	TOTAL STK MKT	$57.3M	6.5%	170,770 SH	New
VANGUARD INSTL INDEX FD	0-3 MO TREAS BIL	$12.5M	1.4%	166,030 SH	New
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$24.1M	2.8%	447,427 SH	New
VANGUARD INTL EQUITY INDEX F	FTSE EUROPE ETF	$16.1M	1.8%	191,979 SH	New
VANGUARD INTL EQUITY INDEX F	FTSE PACIFIC ETF	$22.8M	2.6%	252,751 SH	New
VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$4.6M	0.5%	32,430 SH	New
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$3.8M	0.4%	47,401 SH	New
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$357K	0.0%	1,624 SH	New
VANGUARD STAR FDS	VG TL INTL STK F	$49.8M	5.7%	660,050 SH	New
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$1.3M	0.1%	20,601 SH	New
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$301K	0.0%	2,099 SH	New
VANGUARD WORLD FD	CONSUM STP ETF	$5.8M	0.7%	27,584 SH	New
VANGUARD WORLD FD	ENERGY ETF	$19.8M	2.3%	156,927 SH	New
VANGUARD WORLD FD	HEALTH CAR ETF	$243K	0.0%	844 SH	New
VANGUARD WORLD FD	MEGA CAP INDEX	$699K	0.1%	2,784 SH	New
VANGUARD WORLD FD	UTILITIES ETF	$7.5M	0.9%	40,610 SH	New
VERISIGN INC	COM	$202K	0.0%	833 SH	New
VISA INC	COM CL A	$6.3M	0.7%	17,893 SH	New
WALMART INC	COM	$6.4M	0.7%Prev: 0.7%	57,209 SH	Increased-1,774 SH
WHEATON PRECIOUS METALS CORP	COM	$1.6M	0.2%Prev: 0.3%	13,850 SH	Decreased-5,107 SH
WILLIAMS COS INC	COM	$10.1M	1.2%Prev: 1.3%	167,747 SH	Decreased+3,002 SH
WORLD GOLD TR	SPDR GLD MINIS	$50.6M	5.8%	592,939 SH	New

Sold (vs prior filing)

ABRDN PHYSICAL GOLD SHARES ETF — $260K
ALPHABET INC CAP STK CL C — $17.9M
AUTOMATIC DATA PROCESSING INC — $1.7M
AVANTIS INTERNATIONAL SMALL CAP VALUE ETF — $33.0M
AVANTIS U.S. SMALL CAP VALUE ETF — $28.9M
BARRICK MNG CORP COM SHS — $798K
BERKSHIRE HATHAWAY INC DEL CL B NEW — $32.1M
BLACKROCK INC — $4.9M
CANADIAN NAT RES LTD COM — $4.6M
CHENIERE ENERGY INC COM NEW — $17.2M
CHUBB LIMITED COM — $5.5M
CONOCOPHILLIPS COM — $4.3M
CONSUMER STAPLES SELECT SECTOR SPDR FUND — $250K
COSTCO WHSL CORP NEW COM — $2.7M
CREDIT ACCEP CORP MICH COM — $6.3M
DEERE & CO COM — $2.7M
DIAGEO PLC SPON ADR NEW — $1.5M
DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF — $8.0M
DIMENSIONAL U.S. TARGETED VALUE ETF — $421K
DIMENSIONAL US SMALL CAP VALUE ETF — $12.3M
… and 75 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 17, 2026	Q4 2025	13F-HR	0001636587-26-000004	$874.1M	View
Nov 17, 2025	Q3 2025	13F-HR	0001636587-25-000061	$822.9M	View
Aug 14, 2026	Q2 2026