Greenline Partners 13F annual report

Greenline Partners is an investment fund managing more than $531 billion ran by Ivan Lucuk. There are currently 94 companies in Mr. Lucuk’s portfolio. The largest investments include Schwab Strategic Tr and World Gold Tr, together worth $130 billion.

Limited to 30 biggest holdings

$531 billion Assets Under Management (AUM)

As of 30th October 2023, Greenline Partners’s top holding is 1,603,118 shares of Schwab Strategic Tr currently worth over $78.4 billion and making up 14.8% of the portfolio value.In addition, the fund holds 1,417,506 shares of World Gold Tr worth $52 billion. The third-largest holding is Vanguard Index Fds worth $33.9 billion and the next is Ishares Tr worth $33.1 billion, with 333,408 shares owned.

Currently, Greenline Partners's portfolio is worth at least $531 billion. The total portfolio value may be much higher due to cash assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.

Careers at Greenline Partners

The Greenline Partners office and employees reside in New York, New York. According to the last 13-F report filed with the SEC, Ivan Lucuk serves as the Chief Compliance Officer at Greenline Partners.