Greenwich Wealth Management LLC

CIK 0001439805 · GREENWICH, CT · Quarter end: 2026-06-30 · Filed on: 2026-08-12 · Open the SEC source

Greenwich Wealth Management LLC reported 296 positions worth $2.7M as of June 30, 2026 (13F filed August 12, 2026). Largest holding: IBKR (31.5%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$2.7M
2026 Q2
Positions
296
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
59.8%
Est. Net Flow (Q)
2026 Q2
10 / 296 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1IBKRINTERACTIVE BROKERS GROUP IN COMSH$863.6K31.48%9,921,755
2NMAXNEWSMAX INCSH$188.7K6.88%22,795,352
3SPYSPDR S&P 500 ETF TR TRSH$183.1K6.68%245,229
4FUTUFUTU HLDGS LTDSH$140.6K5.13%1,500,000
5SCHWSCHWAB CHARLES CORP NEWSH$55.4K2.02%600,673
6GOOGALPHABET INC CAP STKSH$49.8K1.82%140,937
7AAPLAPPLE INCSH$43.4K1.58%150,066
8QQQINVESCO QQQ TRSH$39.8K1.45%54,061
9AMATAPPLIED MATLS INCSH$38.7K1.41%53,579
10HOODROBINHOOD MKTS INC COMSH$37.2K1.35%370,622

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Greenwich Wealth Management LLC hold as of Q2 2026?

Greenwich Wealth Management LLC reported 296 positions worth $2.7M in its Q2 2026 13F filing. Largest positions: IBKR (31.5%), NMAX (6.9%), SPY (6.7%), FUTU (5.1%) and SCHW (2.0%).

What did Greenwich Wealth Management LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Greenwich Wealth Management LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.