Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Greenwich Wealth Management LLC 13F Holdings -- Portfolio & Top Positions (2026-06-30)

Greenwich Wealth Management LLC (CIK 1439805) reported $2.74B across 296 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: IBKR ($863.6M, 31.48%), NMAX ($188.7M, 6.88%), SPY ($183.1M, 6.68%), FUTU ($140.6M, 5.13%), SCHW ($55.4M, 2.02%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1IBKRINTERACTIVE BROKERS GROUP IN COM$863.6M31.48%9.9MTrimmed
2NMAXNEWSMAX INC$188.7M6.88%22.8MHold
3SPYSPDR S&P 500 ETF TR TR$183.1M6.68%245,229Trimmed
4FUTUFUTU HLDGS LTD$140.6M5.13%1.5MAdded
5SCHWSCHWAB CHARLES CORP NEW$55.4M2.02%600,673Added
6GOOGALPHABET INC CAP STK$49.8M1.82%140,937Trimmed
7AAPLAPPLE INC$43.4M1.58%150,066Trimmed
8QQQINVESCO QQQ TR$39.8M1.45%54,061Trimmed
9AMATAPPLIED MATLS INC$38.7M1.41%53,579Trimmed
10HOODROBINHOOD MKTS INC COM$37.2M1.35%370,622Trimmed
11THMINTERNATIONAL TOWER HILL MIN$32.0M1.17%16.1MAdded
12PIPRXXXXPIPER JAFFRAY COS$30.4M1.11%420,805Added
13SNDKSANDISK CORP$30.0M1.09%13,173Hold
14NGNOVAGOLD RES INC$28.0M1.02%4.7MAdded
15ORCLORACLE CORP$27.6M1.00%188,040Added
16NVDANVIDIA CORP$27.1M0.99%135,666Added
17CCJCAMECO CORP$25.5M0.93%250,038Added
18WDCWESTERN DIGITAL CORP$25.2M0.92%39,491Trimmed
19JSIJANUS DETROIT STR TR$24.5M0.89%477,767Added
20SLVISHARES SILVER TRUST$23.5M0.86%439,963Trimmed
21UYLDANGEL OAK FUNDS TRUST$22.5M0.82%441,937Added
22PYPLPAYPAL HLDGS INC$21.9M0.80%507,395Added
23GLDSPDR GOLD TR GOLD$20.7M0.76%56,252Trimmed
24MSFTMICROSOFT CORP$20.8M0.76%55,838Trimmed
25METAFACEBOOK INC$20.7M0.75%36,688Added

Source: SEC Form 13F filings · as of 2026-06-30