13F Insight
DOSSIER · 13F-HR · Q1 2026

GREENWOOD CAPITAL ASSOCIATES LLC

$908M in tracked AUM across 286 positions as of Q1 2026.

GC
CIK 0001161822 · last filed Mar 31, 2026
Total AUM
$908M
as of Q1 2026
Holdings
286
—
positions
Whale Score
52
52
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

GREENWOOD CAPITAL ASSOCIATES 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
IVV
ISHARES TR
$36M55K4.0%02
AAPL
APPLE INC
$36M141K3.9%03
BBEU
J P MORGAN EXCHANGE TRADED F
$28M383K3.1%04
GOOGL
ALPHABET INC
$27M94K3.0%05
MSFT
MICROSOFT CORP
$26M71K2.9%06
AMZN
AMAZON COM INC
$16M79K1.8%07
DFAX
DIMENSIONAL ETF TRUST
$16M461K1.7%08
EMXC
ISHARES INC
$15M192K1.7%09
BRK/B
BERKSHIRE HATHAWAY INC DEL
$15M31K1.6%10
GVI
ISHARES TR
$15M139K1.6%

Filing history

2026Q1Mar 31
$908M▼ 1.4%
286 positionsView →2025Q4Dec 31
$921M▲ 6.3%
256 positionsView →2025Q3Sep 30
$867M▲ 7.8%
255 positionsView →2025Q2Jun 30
$804M▲ 8.4%
249 positionsLocked2025Q1Mar 31
$741M▼ 3.3%
234 positionsLocked2024Q4Dec 31
$766M▼ 0.2%
238 positionsLocked2024Q3Sep 30
$768M▲ 1.0%
236 positionsLocked2024Q2Jun 30
$761M▲ 1.0%
227 positionsLocked2024Q1Mar 31
$753M▼ 2.4%
250 positionsLocked2023Q4Dec 31
$771M▲ 12.1%
245 positionsLocked2023Q3Sep 30
$688M▼ 3.5%
247 positionsLocked2023Q2Jun 30
$713M▲ 2.4%
235 positionsLocked
Showing 12 of 70