DOSSIER · 13F-HR · Q2 2026

GREENWOOD CAPITAL ASSOCIATES LLC

$1.0B in tracked AUM across 284 positions as of Q2 2026.

GC
CIK 0001161822 · last filed Jun 30, 2026
Total AUM
$1.0B
as of Q2 2026
Holdings
284
positions
Whale Score
59
59
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

GREENWOOD CAPITAL ASSOCIATES LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
AAPL
APPLE INC
$41M140K4.0%
02
IVV
ISHARES TR
$40M54K3.9%
03
GOOGL
ALPHABET INC
$33M92K3.2%
04
BBEU
J P MORGAN EXCHANGE TRADED F
$30M380K2.9%
05
MSFT
MICROSOFT CORP
$28M75K2.7%
06
AMZN
AMAZON COM INC
$19M80K1.9%
07
EMXC
ISHARES INC
$19M183K1.8%
08
DFAX
DIMENSIONAL ETF TRUST
$16M445K1.6%
09
IBM
INTERNATIONAL BUSINESS MACHS
$16M58K1.6%
10
IPAC
ISHARES TR
$16M191K1.5%

Filing history

2026Q2Jun 30
$1.0B 12.3%
284 positionsView →
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 positionsLocked
2025Q1Mar 31
$741M 3.3%
234 positionsLocked
2024Q4Dec 31
$766M 0.2%
238 positionsLocked
2024Q3Sep 30
$768M 1.0%
236 positionsLocked
2024Q2Jun 30
$761M 1.0%
227 positionsLocked
2024Q1Mar 31
$753M 2.4%
250 positionsLocked
2023Q4Dec 31
$771M 12.1%
245 positionsLocked
2023Q3Sep 30
$688M 3.5%
247 positionsLocked
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