DOSSIER · 13F-HR · Q1 2026

Greenwich Wealth Management LLC

$2.4B in tracked AUM across 308 positions as of Q1 2026.

GW
CIK 0001439805 · last filed Mar 31, 2026
Total AUM
$2.4B
as of Q1 2026
Holdings
308
positions
Whale Score
59
59
tracked
Activity
no data
changes this Q
AI Analysis · Q1 2026

Greenwich Wealth Management LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
IBKR
INTERACTIVE BROKERS GROUP IN COM
$666M9.9M27.2%
02
SPY
SPDR S&P 500 ETF TR TR
$225M345K9.2%
03
FUTU
FUTU HLDGS LTD
$168M1.2M6.8%
04
NMAX
NEWSMAX INC
$119M22.8M4.9%
05
HOOD
ROBINHOOD MKTS INC COM
$79M1.1M3.2%
06
GOOG
ALPHABET INC CAP STK
$41M142K1.7%
07
AAPL
APPLE INC
$39M154K1.6%
08
PIPR
PIPER JAFFRAY COS
$32M417K1.3%
09
QQQ
INVESCO QQQ TR
$31M55K1.3%
10
GBTC
GRAYSCALE BITCOIN TR BTC
$31M634K1.3%

Filing history

2026Q1Mar 31
$2.4B 9.3%
308 positionsView →
2025Q4Dec 31
$2.2B 11.8%
287 positionsView →
2025Q3Sep 30
$2.0B 2.7%
278 positionsView →
2025Q2Jun 30
$2.1B 55.9%
254 positionsLocked
2025Q1Mar 31
$1.3B 6.8%
238 positionsLocked
2024Q4Dec 31
$1.4B 3.5%
256 positionsLocked
2024Q3Sep 30
$1.5B 7.4%
248 positionsLocked
2024Q2Jun 30
$1.4B 9.1%
243 positionsLocked
2024Q1Mar 31
$1.3B 24.0%
244 positionsLocked
2023Q4Dec 31
$1.0B 7.0%
233 positionsLocked
2023Q3Sep 30
$946M 0.6%
228 positionsLocked
2023Q2Jun 30
$952M 3.8%
237 positionsLocked
Showing 12 of 71