Greenwich Wealth Management LLC
CIK 0001439805 · GREENWICH, CT · Quarter end: 2026-06-30 · Filed on: 2026-08-12 · Open the SEC source ↗
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
Top Holdings
IBKR
INTERACTIVE BROKERS GROUP IN COM
31.5%
NMAX
NEWSMAX INC
6.9%
SPY
SPDR S&P 500 ETF TR TR
6.7%
FUTU
FUTU HLDGS LTD
5.1%
SCHW
SCHWAB CHARLES CORP NEW
2.0%
GOOG
ALPHABET INC CAP STK
1.8%
AAPL
APPLE INC
1.6%
QQQ
INVESCO QQQ TR
1.5%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.