MondegarAI
Greenline Partners, LLC

Q2 2025 · 13F-HR

Greenline Partners, LLCholdings as filed

Filed 2025-08-14 · accession 0001636587-25-000042

$742.0M
Reported value
143
Positions
2025-06-30
Period end
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The Brief · Greenline Partners, LLC · Q2 2025

AI · grounded in 13F

Greenline Partners, LLC established a new position in GLDM valued at $57.8M. The fund also initiated new stakes in VTI for $52.5M and VXUS for $35.3M. Additional new positions include AVDV at $27.4M and BRK/B at $27.4M. The fund ended the period with 143 positions and total AUM of $742M.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
98149E303GLDMWORLD GOLD TR$57.8M7.79%882,743CommonSOLE
922908769VTIVANGUARD INDEX FDS$52.5M7.08%172,768CommonSOLE
921909768VXUSVANGUARD STAR FDS$35.3M4.76%510,857CommonSOLE
025072802AVDVAMERICAN CENTY ETF TR$27.4M3.69%345,835CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$27.4M3.69%56,430CommonSOLE
025072877AVUVAMERICAN CENTY ETF TR$23.7M3.19%259,668CommonSOLE
922042858VWOVANGUARD INTL EQUITY INDEX F$22.1M2.98%447,399CommonSOLE
46434G848PICKISHARES INC$20.9M2.81%555,538CommonSOLE
922042866VPLVANGUARD INTL EQUITY INDEX F$20.8M2.80%252,751CommonSOLE
808524870SCHPSCHWAB STRATEGIC TR$18.9M2.54%706,817CommonSOLE
16411R208LNGCHENIERE ENERGY INC$17.2M2.32%70,791CommonSOLE
29250N105ENBENBRIDGE INC$15.2M2.04%334,760CommonSOLE
87807B107TRPTC ENERGY CORP$14.8M2.00%303,967CommonSOLE
922042874VGKVANGUARD INTL EQUITY INDEX F$14.7M1.98%190,011CommonSOLE
02079K107GOOGALPHABET INC CAP$12.9M1.74%72,934CommonSOLE
594918104MSFTMICROSOFT CORP$12.5M1.69%25,221CommonSOLE
92204A306VDEVANGUARD WORLD FD$11.9M1.60%99,939CommonSOLE
25434V815DFSVDIMENSIONAL ETF TRUST$11.1M1.50%378,850CommonSOLE
037833100AAPLAPPLE INC$10.6M1.43%51,719CommonSOLE
46429B747STIPISHARES TR$10.5M1.42%102,109CommonSOLE
84265V105SCCOSOUTHERN COPPER CORP$10.3M1.39%101,715CommonSOLE
969457100WMBWILLIAMS COS INC$9.8M1.32%155,567CommonSOLE
023135106AMZNAMAZON COM INC$9.6M1.30%43,913CommonSOLE
30303M102METAMETA PLATFORMS INC$9.6M1.30%13,045CommonSOLE
922908363VOOVANGUARD INDEX FDS$9.3M1.25%16,300CommonSOLE
464285204IAUISHARES GOLD TR$8.1M1.09%129,145CommonSOLE
808524862SCHOSCHWAB STRATEGIC TR$7.6M1.03%313,081CommonSOLE
25434V781DISVDIMENSIONAL ETF TRUST$7.3M0.99%222,934CommonSOLE
570535104MKLMARKEL GROUP INC$7.3M0.98%3,636CommonSOLE
225310101CACCCREDIT ACCEP CORP MICH$6.8M0.92%13,414CommonSOLE
92826C839VVISA INC$6.4M0.86%17,893CommonSOLE
70432V102PAYCPAYCOM SOFTWARE INC$6.1M0.82%26,205CommonSOLE
92204A876VPUVANGUARD WORLD FD$5.9M0.79%33,185CommonSOLE
931142103WMTWALMART INC$5.8M0.79%59,673CommonSOLE
92204A207VDCVANGUARD WORLD FD$5.5M0.74%25,147CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$5.5M0.74%9,722CommonSOLE
767204100RIORIO TINTO PLC$5.1M0.68%86,586CommonSOLE
478160104JNJJOHNSON & JOHNSON$4.7M0.63%30,589CommonSOLE
464287689IWVISHARES TR$4.6M0.63%13,244CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$4.6M0.62%105,889CommonSOLE
437076102HDHOME DEPOT INC$4.6M0.62%12,502CommonSOLE
46435GAA0IBDRISHARES TR$4.5M0.61%185,677CommonSOLE
136385101CNQCANADIAN NAT RES LTD$4.5M0.60%142,886CommonSOLE
09290D101BLKBLACKROCK INC$4.4M0.59%4,177CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$4.3M0.58%14,816CommonSOLE
922042742VTVANGUARD INTL EQUITY INDEX F$4.2M0.56%32,336CommonSOLE
464287671IUSGISHARES TR$4.1M0.56%27,574CommonSOLE
088606108BHPBHP GROUP LTD$3.9M0.53%81,501CommonSOLE
166764100CVXCHEVRON CORP NEW$3.9M0.52%27,101CommonSOLE
20825C104COPCONOCOPHILLIPS$3.9M0.52%43,241CommonSOLE
808524854SCHRSCHWAB STRATEGIC TR$3.8M0.52%152,684CommonSOLE
46434VBD1IBDQISHARES TR$3.8M0.51%149,018CommonSOLE
92206C409VCSHVANGUARD SCOTTSDALE FDS$3.7M0.50%46,520CommonSOLE
H1467J104CBCHUBB LIMITED$3.7M0.50%12,765CommonSOLE
46436F103IAUMISHARES GOLD TR$3.6M0.49%109,311CommonSOLE
464287663IUSVISHARES TR$3.4M0.45%35,658CommonSOLE
012653101ALBALBEMARLE CORP$3.3M0.45%53,291CommonSOLE
244199105DEDEERE & CO$3.1M0.41%6,017CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$2.9M0.40%2,967CommonSOLE
922040845VBILVANGUARD INSTL INDEX FD$2.9M0.39%38,679CommonSOLE
084423102WRBBERKLEY W R CORP$2.9M0.39%39,323CommonSOLE
78464A656SPIPSPDR SERIES TRUS$2.9M0.38%109,394CommonSOLE
78464A755XMESPDR SERIES TRUST$2.8M0.38%41,840CommonSOLE
89151E109TTENTOTALENERGIES SE$2.7M0.36%43,700CommonSOLE
78464A870XBISPDR SERIES TRUST$2.4M0.32%28,711CommonSOLE
46429B267GOVTISHARES TR$2.4M0.32%103,204CommonSOLE
91912E105VALEVALE S A$2.4M0.32%243,428CommonSOLE
81369Y506XLESELECT SECTOR SPDR TR$2.3M0.32%27,599CommonSOLE
30231G102XOMEXXON MOBIL CORP$2.3M0.31%21,308CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$2.3M0.31%25,066CommonSOLE
67066G104NVDANVIDIA CORPORATION$2.2M0.30%14,224CommonSOLE
693483109PKXPOSCO HOLDINGS INC$2.2M0.29%44,730CommonSOLE
293792107EPDENTERPRISE PRODS PARTNERS L P$2.1M0.29%69,022CommonSOLE
464287556IBBISHARES TR$2.1M0.29%16,847CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$2.1M0.28%6,738CommonSOLE
464287465EFAISHARES TR$1.9M0.25%20,948CommonSHARED
053015103ADPAUTOMATIC DATA PROCESSING INC$1.8M0.25%5,974CommonSOLE
806857108SLBSCHLUMBERGER LTD$1.7M0.23%50,422CommonSOLE
48251W104KKRKKR & CO INC$1.7M0.23%12,783CommonSOLE
962879102WPMWHEATON PRECIOUS METALS CORP$1.7M0.23%18,742CommonSOLE
351858105FNVFRANCO NEV CORP$1.6M0.21%9,719CommonSOLE
78463V107GLDSPDR GOLD TR$1.5M0.21%5,049CommonSOLE
72201R304LTPZPIMCO ETF TR$1.4M0.19%27,208CommonSOLE
458140100INTCINTEL CORP$1.4M0.19%62,672CommonSOLE
031162100AMGNAMGEN INC$1.4M0.19%4,929CommonSOLE
83671M105SOBOSOUTH BOW CORP$1.4M0.18%52,206CommonSOLE
717081103PFEPFIZER INC$1.3M0.18%54,647CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$1.3M0.17%1,826CommonSOLE
808524706SCHESCHWAB STRATEGIC TR$1.3M0.17%42,703CommonSOLE
26875P101EOGEOG RES INC COM$1.3M0.17%10,644CommonSOLE
921943858VEAVANGUARD TAX-MANAGED FDS$1.2M0.16%20,601CommonSOLE
780287108RGLDROYAL GOLD INC$1.2M0.16%6,603CommonSOLE
742718109PGPROCTER AND GAMBLE CO$1.1M0.15%6,802CommonSOLE
46432F834IXUSISHARES TR$964,4420.13%12,475CommonSOLE
46434G103IEMGISHARES INC$962,2810.13%16,030CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$943,6460.13%163CommonSOLE
039483102ADMARCHER DANIELS MIDLAND CO$941,8060.13%17,844CommonSOLE
62944T105NVRNVR INC$923,2080.12%125CommonSOLE
808524805SCHFSCHWAB STRATEGIC TR$886,2280.12%40,100CommonSOLE
278642103EBAYEBAY INC.$865,7460.12%11,627CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$865,1570.12%8,571CommonSOLE
50212V100LPLALPL FINL HLDGS INC$849,6820.11%2,266CommonSOLE
867224107SUSUNCOR ENERGY INC NEW$794,8390.11%21,224CommonSOLE
922908629VOVANGUARD INDEX FDS$769,5330.10%2,750CommonSOLE
00206R102TAT&T INC$756,3760.10%26,136CommonSOLE
55336V100MPLXMPLX LP$748,2860.10%14,527CommonSOLE
718172109PMPHILIP MORRIS INTL INC$667,6890.09%3,666CommonSOLE
060505104BACBANK AMERICA CORP$633,1420.09%13,380CommonSOLE
921910873MGCVANGUARD WORLD FD$626,1770.08%2,784CommonSOLE
42809H107HESHESS CORP$595,4450.08%4,298CommonSOLE
808524102SCHBSCHWAB STRATEGIC TR$588,5480.08%24,697CommonSOLE
548661107LOWLOWES COS INC$537,8130.07%2,424CommonSOLE
922908611VBRVANGUARD INDEX FDS$531,9870.07%2,728CommonSOLE
149123101CATCATERPILLAR INC$482,1570.06%1,242CommonSOLE
816851109SRESEMPRA$470,8350.06%6,214CommonSOLE
651639106NEMNEWMONT CORP$468,4690.06%8,041CommonSOLE
46436E718SGOVISHARES TR$463,7780.06%4,606CommonSOLE
008474108AEMAGNICO EAGLE MINES LTD$426,8400.06%3,589CommonSOLE
872540109TJXTJX COS INC NEW$423,8180.06%3,432CommonSOLE
46429B663HDVISHARES TR$409,6260.06%3,496CommonSOLE
92204A504VHTVANGUARD WORLD FD$392,0170.05%1,578CommonSOLE
02079K305GOOGLALPHABET INC CAP$385,0630.05%2,185CommonSOLE
06849F108BBARRICK MNG CORP$375,0310.05%18,013CommonSOLE
674599105OXYOCCIDENTAL PETE CORP$339,6510.05%8,085CommonSOLE
921908844VIGVANGUARD SPECIALIZED FUNDS$332,3840.04%1,624CommonSOLE
726503105PAAPLAINS ALL AMERN PIPELINE L P$332,1970.04%18,133CommonSOLE
29273V100ETENERGY TRANSFER L P$320,8650.04%17,698CommonSOLE
92189F676SMHVANECK ETF TRUST$319,8750.04%1,147CommonSOLE
02209S103MOALTRIA GROUP INC$317,5990.04%5,417CommonSOLE
833635105SQMSOCIEDAD QUIMICA Y MINERA DE$297,8200.04%8,444CommonSOLE
58933Y105MRKMERCK & CO INC$292,3380.04%3,693CommonSOLE
438516106HONHONEYWELL INTL INC$291,7990.04%1,253CommonSOLE
907818108UNPUNION PAC CORP$280,2370.04%1,218CommonSOLE
921946406VYMVANGUARD WHITEHALL FDS$278,9810.04%2,092CommonSOLE
25434V609DFATDIMENSIONAL ETF TRUST$273,7840.04%5,073CommonSOLE
81369Y308XLPSELECT SECTOR SPDR TR$258,1320.03%3,188CommonSOLE
143130102KMXCARMAX INC$253,3140.03%3,769CommonSOLE
780259305SHELSHELL PLC$249,1810.03%3,539CommonSOLE
92343E102VRSNVERISIGN INC$240,5700.03%833CommonSOLE
00326A104SGOLETFS GOLD TR$222,5460.03%7,056CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$220,0810.03%405CommonSOLE
055622104BPBP PLC$217,3820.03%7,263CommonSOLE
46438F101IBITISHARES BITCOIN TRUST ETF$204,9310.03%3,348CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.