Greenwich Wealth Management LLC

Sector-focusedMomentum follower

Total reported value

$2.4B

Reporting period: 2026-03-31 · Number of holdings: 308

Greenwich Wealth Management LLC disclosed 308 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $2.4B and a quarterly turnover rate of 28.0%.

Personality snowflake

Concentration: 37.43
Portfolio Stability: 28
Momentum/Contrarian: 100
Sector conviction: 100
Diversification: 100
Sizing Uniformity: 47.26

Recent moves

Add FUTU
+141.6%　$84.3M
Trim NMAX
0.0%　-$57.2M
Add HOOD
+2238.9%　$73.8M
Add SPY
+41.0%　$57.5M
Trim TSLA
-96.3%　-$22.7M
Add IBKR
+8.0%　$74.9M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

Showing top 307 holdings (of 308 total)

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	IBKR	Interactive Brokers Gro-cl A	Stock-Financials	27.17%	+0.82%	+8.04%
2	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-Large Cap & Growth	9.17%	+1.72%	+40.98%
3	FUTU	Futu Holdings Ltd-adr	Stock-Financials	6.85%	+3.13%	+141.58%
4	NMAX	Newsmax INC	Stock-Other	4.86%	-3.00%	—
5	HOOD	Robinhood Markets INC - A	Stock-Financials	3.24%	+2.99%	+2238.87%
6	GOOG	Alphabet Inc-cl C	Stock-Comm Services	1.67%	-0.33%	-0.08%
7	AAPL	Apple INC	Stock-Tech	1.60%	-0.28%	-0.54%
8	62C	Piper Sandler Cos	Stock-Other	1.30%	-0.28%	+299.97%
9	QQQ	Invesco Qqq Trust Series 1	ETF-Tech	1.29%	-0.24%	-2.00%
10	GBTC	Grayscale Bitcoin Trust ETF	ETF-Crypto	1.27%	-0.53%	-0.16%
11	SLV	Ishares Silver Trust	ETF-Commodities	1.23%	—	-0.40%
12	ORCL	Oracle CORP	Stock-Tech	1.12%	-0.50%	—
13	SCHW	Schwab (charles) CORP	Stock-Financials	1.08%	-0.38%	-14.58%
14	CCJ	Cameco CORP	Stock-Energy	1.05%	+0.08%	+0.13%
15	WYNN	Wynn Resorts LTD	Stock-Consumer Disc	1.04%	-0.30%	—
16	GLD	Spdr Gold Shares	ETF-Commodities	1.00%	—	+0.26%
17	NVDA	Nvidia CORP	Stock-Tech	0.96%	-0.17%	-0.13%
18	PLTR	Palantir Technologies Inc-a	Stock-Tech	0.96%	-0.33%	-1.46%
19	THM	Intl Tower Hill Mines LTD	Stock-Other	0.94%	+0.94%	NEW
20	JSI	Jh Securitized Income ETF	ETF-Other	0.93%	—	+1.55%
21	MSFT	Microsoft CORP	Stock-Tech	0.85%	-0.34%	+1.88%
22	PYPL	Paypal Holdings INC	Stock-Financials	0.84%	+0.51%	+262.01%
23	CBOE	Cboe Global Markets INC	Stock-Financials	0.81%	+0.02%	+0.02%
24	AMAT	Applied Materials INC	Stock-Tech	0.75%	+0.13%	-0.22%
25	NG	Novagold Resources INC	Stock-Other	0.73%	—	—
26	COIN	Coinbase Global INC -class A	Stock-Financials	0.71%	-0.30%	-0.01%
27	UYLD	Angel Oak Ultrashort Income	ETF-Other	0.66%	-0.17%	-12.86%
28	JPIE	Jpmorgan Income ETF	ETF-Other	0.65%	—	-0.92%
29	SGOV	Ishares 0-3 Month Treasury B	ETF-Gov Bonds	0.63%	+0.17%	+49.61%
30	IBM	Intl Business Machines CORP	Stock-Tech	0.57%	-0.19%	+0.65%
31	WY	Weyerhaeuser Co	Stock-Real Estate	0.55%	—	—
32	VNLA	Janus Henderson Short Durati	ETF-Other	0.54%	-0.23%	-23.03%
33	AVLV	Avantis US Large Cap Value	ETF-Large Cap & Growth	0.53%	—	-6.05%
34	ETOR	eToro Group Ltd.	Stock-Other	0.53%	+0.38%	+345.60%
35	REGN	Regeneron Pharmaceuticals	Stock-Healthcare	0.51%	—	-0.12%
36	JAAA	Janus Henderson Aaa Clo ETF	ETF-Other	0.48%	—	-11.64%
37	AVUV	Avantis US Small Cap Value	ETF-Small Cap	0.48%	+0.04%	+9.51%
38	AXON	Axon Enterprise INC	Stock-Industrials	0.47%	-0.21%	—
39	SAMT	Strategas Macro Them Opps	ETF-Other	0.45%	—	+6.41%
40	PH	Parker Hannifin CORP	Stock-Industrials	0.45%	—	-0.04%
41	WDC	Western Digital CORP	Stock-Tech	0.44%	+0.14%	+0.25%
42	ROE	Ast US Eq Wgt Qlty Kings ETF	ETF-Other	0.42%	+0.11%	+49.09%
43	STIP	Ishares 0-5 Year Tips Bond E	ETF-Other	0.40%	+0.40%	NEW
44	FCX	Freeport-mcmoran INC	Stock-Materials	0.39%	—	-0.48%
45	MELI	Mercadolibre INC	Stock-Consumer Disc	0.39%	—	-0.36%
46	TT	Trane Technologies plc	Stock-Industrials	0.39%	—	+0.12%
47	GS	Goldman Sachs Group INC	Stock-Financials	0.39%	-0.75%	-61.77%
48	CARY	Angel Oak Income ETF	ETF-Other	0.38%	—	+13.77%
49	OPY	Oppenheimer Holdings-cl A	Stock-Other	0.37%	—	-19.32%
50	VOO	Vanguard S&p 500 ETF	ETF-Large Cap & Growth	0.36%	—	-2.15%

1–50 of 307

Portfolio Performance

Performance for Q3 2026

+3.6%

Performance Last 4 Quarters

+19.8%

Based on 82% of reported portfolio value with available pricing

Stdev: +17.3%
Beta: +1.2
Alpha: +2%
Max Drawdown: -11.4%
Annualized Perf: +25.3%
Batting Avg vs S&P: +61.1%
Sortino: +2.86
Stutzer: +0.41
Treynor: +0.2
Sterling: +1.3
Calmar: +2.21
Information Ratio: +0.75
Tracking Error: +7.7%
Stdev Down: +8.5%
Winning Months %: +66.7%
Losing Months %: +33.3%
Best 12 Months: +48.8%
Worst 12 Months: +12.8%
Efficiency Ratio: +0.6
Sharpe: +1.4
Stdev Sectors: +18.4%
Skewness: -0.05
Kurtosis: -0.79
Upside Potential: +4.61

Reported value over time

Sector allocation

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Stability	Top holdings
2026-03-31	308	$2.4B	28	1IBKR 2SPY 3FUTU Top holdings2026-03-31 1.IBKR 2.SPY 3.FUTU 4.NMAX 5.HOOD 6.GOOG 7.AAPL 8.62C 9.QQQ 10.GBTC
2025-12-31	287	$2.2B	36	1IBKR 2NMAX 3SPY Top holdings2025-12-31 1.IBKR 2.NMAX 3.SPY 4.FUTU 5.GOOG 6.AAPL 7.GBTC 8.ORCL 9.62C 10.QQQ
2025-09-30	278	$2.0B	41	1IBKR 2SPY 3GBTC Top holdings2025-09-30 1.IBKR 2.SPY 3.GBTC 4.ORCL 5.FUTU 6.AAPL 7.62C 8.GOOG 9.NUE 10.COIN
2025-06-30	254	$2.1B	0	1IBKR 2NVDA 3SPY Top holdings2025-06-30 1.IBKR 2.NVDA 3.SPY 4.NUE 5.ORCL 6.GBTC 7.WYNN 8.AAPL 9.COIN 10.PLTR
2025-03-31	238	$1.3B	100	1IBKR 2SPY 3NVDA Top holdings2025-03-31 1.IBKR 2.SPY 3.NVDA 4.ORCL 5.AAPL 6.GBTC 7.MSFT 8.QQQ 9.OPY 10.BCS
2024-12-31	256	$1.4B	0	1IBKR 2SPY 3NVDA Top holdings2024-12-31 1.IBKR 2.SPY 3.NVDA 4.ORCL 5.AAPL 6.GBTC 7.MSFT 8.OPY 9.QQQ 10.GS
2024-09-30	248	$1.5B	0	1IBKR 2NVDA 3SPY Top holdings2024-09-30 1.IBKR 2.NVDA 3.SPY 4.ORCL 5.AAPL 6.GBTC 7.MSFT 8.WY 9.QQQ 10.REGN
2024-06-30	243	$1.4B	0	1IBKR 2NVDA 3SPY Top holdings2024-06-30 1.IBKR 2.NVDA 3.SPY 4.ORCL 5.AAPL 6.GBTC 7.MSFT 8.QQQ 9.JAAA 10.REGN
2024-03-31	244	$1.3B	0	1IBKR 2NVDA 3SPY Top holdings2024-03-31 1.IBKR 2.NVDA 3.SPY 4.ORCL 5.AAPL 6.GBTC 7.MSFT 8.WY 9.BEN 10.QQQ
2023-12-31	233	$1.0B	0	1IBKR 2SPY 3NVDA Top holdings2023-12-31 1.IBKR 2.SPY 3.NVDA 4.AAPL 5.ORCL 6.MSFT 7.WY 8.BEN 9.JAAA 10.QQQ
2023-09-30	228	$946.3M	0	1IBKR 2SPY 3NVDA Top holdings2023-09-30 1.IBKR 2.SPY 3.NVDA 4.AAPL 5.ORCL 6.WY 7.MSFT 8.BEN 9.REGN 10.QQQ
2023-06-30	237	$951.6M	0	1IBKR 2SPY 3NVDA Top holdings2023-06-30 1.IBKR 2.SPY 3.NVDA 4.AAPL 5.ORCL 6.WY 7.MSFT 8.BEN 9.QQQ 10.SGOV
2023-03-31	236	$916.7M	0	1IBKR 2SPY 3AAPL Top holdings2023-03-31 1.IBKR 2.SPY 3.AAPL 4.NVDA 5.ORCL 6.WY 7.BEN 8.USFR 9.MSFT 10.SGOV
2022-12-31	236	$908.9M	0	1IBKR 2SPY 3AAPL Top holdings2022-12-31 1.IBKR 2.SPY 3.AAPL 4.SCHW 5.ORCL 6.NVDA 7.WY 8.BEN 9.USFR 10.OPY
2022-09-30	238	$938.1M	0	1IBKR 2SPY 3AAPL Top holdings2022-09-30 1.IBKR 2.SPY 3.AAPL 4.SCHW 5.NVDA 6.ORCL 7.WY 8.BEN 9.MSFT 10.USFR
2022-06-30	235	$754.9M	0	1IBKR 2SPY 3AAPL Top holdings2022-06-30 1.IBKR 2.SPY 3.AAPL 4.SCHW 5.NVDA 6.ORCL 7.WY 8.BEN 9.MSFT 10.73935A
2022-03-31	239	$979.4M	0	1IBKR 2SPY 3AAPL Top holdings2022-03-31 1.IBKR 2.SPY 3.AAPL 4.NVDA 5.SCHW 6.ORCL 7.WY 8.BEN 9.MSFT 10.73935A
2021-12-31	246	$1.2B	0	1IBKR 2SPY 3AAPL Top holdings2021-12-31 1.IBKR 2.SPY 3.AAPL 4.NVDA 5.SCHW 6.ORCL 7.WY 8.BEN 9.MSFT 10.73935A
2021-09-30	241	$1.2B	0	1IBKR 2SPY 3AAPL Top holdings2021-09-30 1.IBKR 2.SPY 3.AAPL 4.NVDA 5.SCHW 6.ORCL 7.WY 8.BEN 9.73935A 10.MSFT
2021-06-30	227	$1.2B	100	1IBKR 2SPY 3AAPL Top holdings2021-06-30 1.IBKR 2.SPY 3.AAPL 4.NVDA 5.SCHW 6.ORCL 7.BEN 8.WY 9.OPY 10.73935A
2021-03-31	205	$1.3B	12	1IBKR 2SPY 3AAPL Top holdings2021-03-31 1.IBKR 2.SPY 3.AAPL 4.SCHW 5.NVDA 6.ORCL 7.WY 8.BEN 9.73935A 10.OPY
2020-12-31	195	$1.1B	92	1IBKR 2SPY 3SCHW Top holdings2020-12-31 1.IBKR 2.SPY 3.SCHW 4.NVDA 5.ORCL 6.AAPL 7.WY 8.BEN 9.73935A 10.GS
2020-09-30	192	$558.7M	15	1SPY 2AMT 3IBKR Top holdings2020-09-30 1.SPY 2.AMT 3.IBKR 4.269246 5.NVDA 6.ORCL 7.AAPL 8.WY 9.BEN 10.73935A
2020-06-30	190	$523.2M	24	1SPY 2AMT3269246 Top holdings2020-06-30 1.SPY 2.AMT 3.269246 4.IBKR 5.ORCL 6.NVDA 7.AAPL 8.BEN 9.WY 10.LMEUR
2020-03-31	184	$468.1M	41	1AMT 2SPY 3IBKR Top holdings2020-03-31 1.AMT 2.SPY 3.IBKR 4.LMEUR 5.269246 6.ORCL 7.AAPL 8.NVDA 9.BEN 10.WY
2019-12-31	190	$497.1M	33	1SPY 2AMT 3IBKR Top holdings2019-12-31 1.SPY 2.AMT 3.IBKR 4.ORCL 5.LMEUR 6.WY 7.AAPL 8.225401 9.GS 10.NVDA
2019-09-30	181	$512.3M	32	1SPY 2IBKR 3SCHW Top holdings2019-09-30 1.SPY 2.IBKR 3.SCHW 4.AABAUSD 5.LMEUR 6.ORCL 7.WY 8.AAPL 9.269246 10.225401
2019-06-30	197	$580.5M	23	1AABAUSD 2SPY 3IBKR Top holdings2019-06-30 1.AABAUSD 2.SPY 3.IBKR 4.SCHW 5.ORCL 6.LMEUR 7.WY 8.AAPL 9.269246 10.225401
2019-03-31	190	$565.8M	15	1AABAUSD 2SPY 3IBKR Top holdings2019-03-31 1.AABAUSD 2.SPY 3.IBKR 4.SCHW 5.ORCL 6.WY 7.LMEUR 8.AAPL 9.269246 10.225401
2018-12-31	181	$501.7M	25	1AABAUSD 2SPY 3IBKR Top holdings2018-12-31 1.AABAUSD 2.SPY 3.IBKR 4.SCHW 5.ORCL 6.LMEUR 7.WY 8.269246 9.AAPL 10.225401
2018-09-30	188	$573.5M	11	1AABAUSD 2SPY 3IBKR Top holdings2018-09-30 1.AABAUSD 2.SPY 3.IBKR 4.SCHW 5.WY 6.ORCL 7.AAPL 8.225401 9.NVDA 10.MS
2018-06-30	177	$564.8M	25	1AABAUSD 2SPY 3IBKR Top holdings2018-06-30 1.AABAUSD 2.SPY 3.IBKR 4.SCHW 5.WY 6.ORCL 7.225401 8.AAPL 9.MS 10.GS
2018-03-31	178	$634.9M	19	1SPY 2AABAUSD 3SCHW Top holdings2018-03-31 1.SPY 2.AABAUSD 3.SCHW 4.IBKR 5.WY 6.225401 7.ORCL 8.MS 9.GS 10.AAPL
2017-12-31	192	$598.3M	14	1SPY 2AABAUSD 3WY Top holdings2017-12-31 1.SPY 2.AABAUSD 3.WY 4.225401 5.IBKR 6.MS 7.CSCO 8.GS 9.AAPL 10.IBM
2017-09-30	186	$581.3M	21	1SPY 2AABAUSD 3SCHW Top holdings2017-09-30 1.SPY 2.AABAUSD 3.SCHW 4.WY 5.225401 6.CSCO 7.IBKR 8.MS 9.GS 10.AAPL
2017-06-30	184	$597.7M	54	1SPY 2AABAUSD 3MS Top holdings2017-06-30 1.SPY 2.AABAUSD 3.MS 4.WY 5.225401 6.CSCO 7.IBKR 8.GS 9.IBM 10.AAPL
2017-03-31	188	$751.3M	53	1SPY 2ASH3984332 Top holdings2017-03-31 1.SPY 2.ASH 3.984332 4.MS 5.WY 6.AMT 7.225401 8.CSCO 9.GS 10.IBM
2016-12-31	204	$792.1M	71	1SPY 2ASH3984332 Top holdings2016-12-31 1.SPY 2.ASH 3.984332 4.MS 5.SCHW 6.WY 7.225401 8.GS 9.IBKR 10.IBM
2016-09-30	213	$565.1M	39	144186129843323MS Top holdings2016-09-30 1.441861 2.984332 3.MS 4.WY 5.SPY 6.SCHW 7.225401 8.IBKR 9.IBM 10.ILCB
2016-06-30	206	$413.9M	15	19843322MS 3WY Top holdings2016-06-30 1.984332 2.MS 3.WY 4.SPY 5.CSCO 6.SCHW 7.IBKR 8.225401 9.IBM 10.ILCB
2016-03-31	193	$386.5M	47	19843322MS 3WY Top holdings2016-03-31 1.984332 2.MS 3.WY 4.SPY 5.SCHW 6.CSCO 7.IBKR 8.IBM 9.GS 10.AAPL
2015-12-31	157	$408.2M	41	19843322PLMKW 3SPY Top holdings2015-12-31 1.984332 2.PLMKW 3.SPY 4.SCHW 5.MS 6.GS 7.CSCO 8.IBKR 9.IBM 10.GOOG
2015-09-30	169	$413.5M	79	1PLMKW 2SCHW 3SPY Top holdings2015-09-30 1.PLMKW 2.SCHW 3.SPY 4.MS 5.CSCO 6.GS 7.IBM 8.IBKR 9.AAPL 10.VLO
2015-06-30	176	$783.0M	20	1PLMKW 2SCHW 3AAPL Top holdings2015-06-30 1.PLMKW 2.SCHW 3.AAPL 4.SPY 5.VLO 6.FCX 7.CSCO 8.MRO* 9.CI 10.UNH
2015-03-31	177	$883.5M	58	1PLMKW 2SCHW 3SPY Top holdings2015-03-31 1.PLMKW 2.SCHW 3.SPY 4.VLO 5.AAPL 6.UNH 7.FCX 8.HPE 9.MSFT 10.CI
2014-12-31	171	$1.5B	10	1SPY 2PLMKW 3SCHW Top holdings2014-12-31 1.SPY 2.PLMKW 3.SCHW 4.HPE 5.MSFT 6.WDC 7.VLO 8.PH 9.LMEUR 10.FCX
2014-09-30	174	$1.5B	11	1SPY 2PLMKW 3FCX Top holdings2014-09-30 1.SPY 2.PLMKW 3.FCX 4.SCHW 5.MSFT 6.HPE 7.VLO 8.WDC 9.LMEUR 10.PH
2014-06-30	161	$1.4B	0	1SPY 2PLMKW 3FCX Top holdings2014-06-30 1.SPY 2.PLMKW 3.FCX 4.VLO 5.SCHW 6.MSFT 7.HPE 8.PH 9.WDC 10.LMEUR
2014-03-31	161	$1.4B	46	1SPY 2PLMKW 3FCX Top holdings2014-03-31 1.SPY 2.PLMKW 3.FCX 4.VLO 5.SCHW 6.MSFT 7.HPE 8.PH 9.WDC 10.LMEUR
2013-12-31	170	$989.8M	53	1PLMKW 2FCX 3VLO Top holdings2013-12-31 1.PLMKW 2.FCX 3.VLO 4.PH 5.SCHW 6.MSFT 7.NOVEUR 8.HPE 9.WDC 10.LMEUR
2013-09-30	162	$1.4B	11	1SPY 2PLMKW 3FCX Top holdings2013-09-30 1.SPY 2.PLMKW 3.FCX 4.PH 5.NOVEUR 6.SCHW 7.MSFT 8.G4776G 9.VLO 10.UNH
2013-06-30	150	$1.4B	—	1SPY 2PLMKW 3FCX Top holdings2013-06-30 1.SPY 2.PLMKW 3.FCX 4.MSFT 5.VLO 6.NOVEUR 7.PH 8.SCHW 9.HPE 10.MS

Holding changes this quarter

Greenwich Wealth Management LLC's most significant position changes for 2026-03-31: New buy: Intl Tower Hill Mines LTD (THM); New buy: Ishares 0-5 Year Tips Bond E (STIP); New buy: Mp Materials CORP (MP); Sold out: Global X Copper Miners ETF (COPX); Sold out: Vanguard Short Tax-ex Bond (VSDM).

Position changes disclosed by Greenwich Wealth Management LLC for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	FUTU	Futu Holdings Ltd-adr	+3.1%	+141.58%	Add
2	HOOD	Robinhood Markets INC - A	+3%	+2238.87%	Add
3	SPY	Ss Spdr S&p 500 ETF Trust-us	+1.7%	+40.98%	Add
4	IBKR	Interactive Brokers Gro-cl A	+0.8%	+8.04%	Add
5	PYPL	Paypal Holdings INC	+0.5%	+262.01%	Add
6	ETOR	eToro Group Ltd.	+0.4%	+345.60%	Add
7	SNDK	Sandisk CORP	+0.2%	-0.89%	Trim
8	SGOV	Ishares 0-3 Month Treasury B	+0.2%	+49.61%	Add
9	WDC	Western Digital CORP	+0.1%	+0.25%	Add
10	AMAT	Applied Materials INC	+0.1%	-0.22%	Trim
11	ROE	Ast US Eq Wgt Qlty Kings ETF	+0.1%	+49.09%	Add
12	CCJ	Cameco CORP	+0.1%	+0.13%	Add
13	BG	Bunge Global SA	+0.1%	-1.21%	Trim
14	AVUV	Avantis US Small Cap Value	0%	+9.51%	Add
15	CBOE	Cboe Global Markets INC	0%	+0.02%	Add
16	GLD	Spdr Gold Shares	—	+0.26%	Add
17	JMBS	Janus Henderson Mortg Backed	-0.1%	-86.77%	Trim
18	HPQ	Hp INC	-0.1%	-53.55%	Trim
19	VCRM	Vanguard Core Tax-ex Bond	-0.1%	-50.54%	Trim
20	DOCU	Docusign INC	-0.1%	+0.14%	Add
21	GWRE	Guidewire Software INC	-0.1%	+0.24%	Add
22	BEN	Franklin Resources INC	-0.2%	-50.93%	Trim
23	UYLD	Angel Oak Ultrashort Income	-0.2%	-12.86%	Trim
24	NVDA	Nvidia CORP	-0.2%	-0.13%	Trim
25	F	Ford Motor Co	-0.2%	-79.55%	Trim
26	IBM	Intl Business Machines CORP	-0.2%	+0.65%	Add
27	AXON	Axon Enterprise INC	-0.2%	—	Unchanged
28	VNLA	Janus Henderson Short Durati	-0.2%	-23.03%	Trim
29	QQQ	Invesco Qqq Trust Series 1	-0.2%	-2.00%	Trim
30	62C	Piper Sandler Cos	-0.3%	+299.97%	Add
31	AAPL	Apple INC	-0.3%	-0.54%	Trim
32	COIN	Coinbase Global INC -class A	-0.3%	-0.01%	Trim
33	WYNN	Wynn Resorts LTD	-0.3%	—	Unchanged
34	PLTR	Palantir Technologies Inc-a	-0.3%	-1.46%	Trim
35	GOOG	Alphabet Inc-cl C	-0.3%	-0.08%	Trim
36	MSFT	Microsoft CORP	-0.3%	+1.88%	Add
37	SCHW	Schwab (charles) CORP	-0.4%	-14.58%	Trim
38	ORCL	Oracle CORP	-0.5%	—	Unchanged
39	GBTC	Grayscale Bitcoin Trust ETF	-0.5%	-0.16%	Trim
40	GS	Goldman Sachs Group INC	-0.8%	-61.77%	Trim
41	TSLA	Tesla INC	-1%	-96.30%	Trim
42	NMAX	Newsmax INC	-3%	—	Unchanged
43	THM	Intl Tower Hill Mines LTD	—	NEW	New buy
44	STIP	Ishares 0-5 Year Tips Bond E	—	NEW	New buy
45	MP	Mp Materials CORP	—	NEW	New buy
46	COPX	Global X Copper Miners ETF	—	EXIT	Sold out
47	VSDM	Vanguard Short Tax-ex Bond	—	EXIT	Sold out
48	JFLX	Jpmorgan Flexible Debt ETF	—	NEW	New buy
49	HPE	Hewlett Packard Enterprise	—	EXIT	Sold out
50	SYU1	Synovus Financial CORP	—	EXIT	Sold out

FAQ

What is Greenwich Wealth Management LLC and what type of investor is it?

Greenwich Wealth Management LLC is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $2.4B, spread across 308 disclosed positions.

What are Greenwich Wealth Management LLC's largest equity positions?

Based on the latest 13F filing, Greenwich Wealth Management LLC's top holdings by market value are: 1. Interactive Brokers Gro-cl A (IBKR) — $665.6M (27.2%) 2. Ss Spdr S&p 500 ETF Trust-us (SPY) — $224.5M (9.2%) 3. Futu Holdings Ltd-adr (FUTU) — $167.7M (6.8%) 4. Newsmax INC (NMAX) — $119.0M (4.9%) 5. Robinhood Markets INC - A (HOOD) — $79.3M (3.2%)

What changes did Greenwich Wealth Management LLC make in its most recent portfolio filing?

In the latest reported quarter, Greenwich Wealth Management LLC made 46 notable position adjustments: 4 new positions were initiated, 18 existing holdings were added to, 20 positions were partially reduced, and 4 were completely exited. The largest of these moves: New buy: Intl Tower Hill Mines LTD (THM); New buy: Ishares 0-5 Year Tips Bond E (STIP); New buy: Mp Materials CORP (MP); Sold out: Global X Copper Miners ETF (COPX); Sold out: Vanguard Short Tax-ex Bond (VSDM)

What sectors does Greenwich Wealth Management LLC focus on?

Greenwich Wealth Management LLC is concentrated in the following sectors based on its current disclosed equity portfolio: • Financials: 66.3% • Information Technology: 14.5% • Industrials: 3.5% • Consumer Discretionary: 3.5% • Communication Services: 3.1% • Health Care: 2.9%