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Christopher Gacom

Greenline Wealth Management Llc

Assets Managed
$86.7M
Holdings
94
Last Quarter
2026 - Q1
Filed Date
1mo 15d ago
Growth Rate
-10.26%(2Q avg: -5.13%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Greenline Wealth Management Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 94 positions.

Assets under management

The assets under management (AUM) of Greenline Wealth Management Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 86.7M in assets, with a quarterly growth rate of -10.26% and a 2-quarter average growth rate of -5.13%. The portfolio is managed by Christopher Gacom, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
CGDV
Cap Group Dividend Value
Recent Activity
Increased 3.44%
7.06%
$6.118M
143,828 shares@ $42.54 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 4.15%
5.15%
$4.457M
25,556 shares@ $174.4 avg price
AAPL
Apple Inc
Recent Activity
Increased 9.85%
4.96%
$4.298M
16,935 shares@ $253.8 avg price
JGRO
Jpmorgan Active Growth Etf
Recent Activity
Increased 4.37%
4.75%
$4.11M
48,624 shares@ $84.52 avg price
IDMO
Invesco S&p International De
Recent Activity
Increased 24.2%
4.46%
$3.86M
70,387 shares@ $54.84 avg price
SPMO
Invesco S&p 500 Momentum Etf
Recent Activity
Increased 6.06%
4.35%
$3.766M
33,590 shares@ $112.11 avg price
XMMO
Invesco S&p Midcap Momentum
Recent Activity
Decreased -8.52%
3.04%
$2.633M
18,153 shares@ $145.02 avg price
JCPB
Jpmorgan Core Plus Bond Etf
Recent Activity
Increased 3.05%
2.52%
$2.178M
46,257 shares@ $47.09 avg price
TSLA
Tesla Inc
Recent Activity
Increased 0.93%
2.43%
$2.099M
5,646 shares@ $371.72 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 7.74%
2.32%
$2.011M
5,433 shares@ $370.18 avg price

1-10 of 94