Greenwich Wealth Management LLC Top Holdings and 13F Report (2026)

About Greenwich Wealth Management LLC

Investment Activity

Greenwich Wealth Management LLC has $2.74 million in total holdings as of June 30, 2026.
Greenwich Wealth Management LLC owns shares of 296 different stocks, but just 37 companies or ETFs make up 80% of its holdings.
Approximately 5.63% of the portfolio was purchased this quarter.
About 9.66% of the portfolio was sold this quarter.
This quarter, Greenwich Wealth Management LLC has purchased 307 new stocks and bought additional shares in 92 stocks.
Greenwich Wealth Management LLC sold shares of 136 stocks and completely divested from 35 stocks this quarter.

Largest Holdings

Interactive Brokers Group: $863,590
NEWSMAX INC: $188,746
SPDR S&P 500 ETF Trust: $183,130
Futu: $140,610
Charles Schwab: $55,424

Largest New Holdings this Quarter

090168105 - BILLIONTOONE INC: $8,594 Holding
70432V102 - Paycom Software: $5,118 Holding
57060D108 - MarketAxess: $3,057 Holding
91531W106 - UP Fintech: $1,285 Holding
573874104 - Marvell Technology: $567 Holding

Largest Purchases this Quarter

Charles Schwab: 320,248 shares (about $29.55K)
Futu: 274,000 shares (about $25.68K)
Meta Platforms: 33,215 shares (about $18.71K)
Novagold Resources: 2,685,413 shares (about $16.03K)
INTERNATIONAL TOWER HILL MIN: 6,074,898 shares (about $12.09K)

Largest Sales this Quarter

Robinhood Markets: 773,600 shares (about $77.58K)
SPDR S&P 500 ETF Trust: 100,002 shares (about $74.68K)
GRAYSCALE BITCOIN TR BTC: 615,989 shares (about $28.06K)
iShares 0-3 Month Treasury Bond ETF: 118,868 shares (about $11.96K)
ETORO GROUP LTD: 227,074 shares (about $8.96K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
IBKR Interactive Brokers Group	$863,590	$199 â–¼	0.0%	9,921,755	31.5%	Finance
NEWSMAX INC	$188,746		0.0%	22,795,352	6.9%	COM SHS CLASS B
SPY SPDR S&P 500 ETF Trust	$183,130	$74,679 â–¼	-29.0%	245,229	6.7%	ETF
FUTU Futu	$140,610	$25,685 â–²	22.3%	1,500,000	5.1%	Finance
SCHW Charles Schwab	$55,424	$29,549 â–²	114.2%	600,673	2.0%	Finance
GOOG Alphabet	$49,797	$529 â–¼	-1.1%	140,937	1.8%	Communication Services
AAPL Apple	$43,423	$1,207 â–¼	-2.7%	150,066	1.6%	Technology
QQQ Invesco QQQ	$39,811	$347 â–¼	-0.9%	54,061	1.5%	ETF
AMAT Applied Materials	$38,738	$9 â–¼	0.0%	53,579	1.4%	Technology
HOOD Robinhood Markets	$37,166	$77,577 â–¼	-67.6%	370,622	1.4%	Finance
INTERNATIONAL TOWER HILL MIN	$31,989	$12,089 â–²	60.7%	16,074,898	1.2%	COM
PIPR Piper Sandler Companies	$30,441	$292 â–²	1.0%	420,805	1.1%	Finance
SANDISK CORP	$29,952		0.0%	13,173	1.1%	COM
NG Novagold Resources	$27,972	$16,032 â–²	134.3%	4,685,414	1.0%	Materials
ORCL Oracle	$27,557	$170 â–²	0.6%	188,040	1.0%	Technology
NVDA NVIDIA	$27,145	$77 â–²	0.3%	135,666	1.0%	Technology
CCJ Cameco	$25,469	$1,291 â–²	5.3%	250,038	0.9%	Energy
WDC Western Digital	$25,224	$90 â–¼	-0.4%	39,491	0.9%	Technology
JANUS DETROIT STR TR	$24,466	$1,864 â–²	8.2%	477,767	0.9%	HENDERSON SECURI
SLV iShares Silver Trust	$23,525	$53 â–¼	-0.2%	439,963	0.9%	ETF
ANGEL OAK FUNDS TRUST	$22,541	$6,360 â–²	39.3%	441,937	0.8%	OAK ULTRASHORT
PYPL PayPal	$21,909	$2,240 â–²	11.4%	507,395	0.8%	Finance
MSFT Microsoft	$20,829	$194 â–¼	-0.9%	55,838	0.8%	Technology
GLD SPDR Gold Shares	$20,722	$145 â–¼	-0.7%	56,252	0.8%	ETF
META Meta Platforms	$20,666	$18,710 â–²	956.4%	36,688	0.8%	Communication Services
PALANTIR TECHNOLOGIES INC	$18,761	$44 â–²	0.2%	160,800	0.7%	CL A
JPIE JPMorgan Income ETF	$18,344	$2,402 â–²	15.1%	398,349	0.7%	ETF
CBOE Cboe Global Markets	$17,020	$17 â–¼	-0.1%	70,135	0.6%	Finance
YNDX Yandex	$16,871	$24 â–²	0.1%	61,088	0.6%	Technology
IBM International Business Machines	$16,272	$66 â–¼	-0.4%	57,865	0.6%	Technology
AXON Axon Enterprise	$15,079		0.0%	26,897	0.5%	Industrials
AVLV Avantis U.S. Large Cap Value ETF	$15,009	$215 â–²	1.5%	164,554	0.5%	ETF
COIN Coinbase Global	$14,624	$0 â–¼	0.0%	100,033	0.5%	Finance
SAMT Strategas Macro Thematic Opportunities ETF	$13,601	$127 â–²	0.9%	284,924	0.5%	ETF
AVUV Avantis U.S. Small Cap Value ETF	$13,363	$212 â–²	1.6%	107,107	0.5%	ETF
WY Weyerhaeuser	$13,269		0.0%	554,256	0.5%	Real Estate
VNLA Janus Henderson Short Duration Income ETF	$13,156	$9 â–²	0.1%	269,234	0.5%	ETF
EA SERIES TRUST	$12,793	$427 â–²	3.5%	300,089	0.5%	ASTORIA US EQUAL
JAAA Janus Henderson AAA CLO ETF	$12,052	$297 â–²	2.5%	238,710	0.4%	ETF
PH Parker-Hannifin	$11,924		0.0%	12,191	0.4%	Industrials
GS The Goldman Sachs Group	$11,265	$16 â–¼	-0.1%	11,139	0.4%	Finance
STIP iShares 0-5 Year TIPS Bond ETF	$11,211	$1,413 â–²	14.4%	109,741	0.4%	ETF
TT Trane Technologies	$11,114	$36 â–¼	-0.3%	22,628	0.4%	Industrials
FCX Freeport-McMoRan	$10,243	$15 â–²	0.1%	162,865	0.4%	Materials
ANGEL OAK FUNDS TRUST	$10,198	$960 â–²	10.4%	490,759	0.4%	INCOME ETF
VOO Vanguard S&P 500 ETF	$10,097	$32 â–²	0.3%	14,701	0.4%	ETF
CSCO Cisco Systems	$10,064	$132 â–¼	-1.3%	85,680	0.4%	Technology
REGN Regeneron Pharmaceuticals	$10,035	$5 â–¼	0.0%	16,094	0.4%	Healthcare
MELI MercadoLibre	$9,336		0.0%	5,500	0.3%	Consumer Discretionary
VIRTU FINL INC	$8,754		0.0%	146,960	0.3%	CL A
BILLIONTOONE INC	$8,594	$8,594 â–²	New Holding	71,625	0.3%	CL A
MP MP Materials	$8,407		0.0%	150,091	0.3%	Materials
UNH UnitedHealth Group	$8,343	$6 â–²	0.1%	20,074	0.3%	Healthcare
ETORO GROUP LTD	$8,009	$8,962 â–¼	-52.8%	202,926	0.3%	SHS CL A
FLEX Flex	$7,800	$32 â–¼	-0.4%	48,125	0.3%	Technology
INTC Intel	$7,532	$629 â–¼	-7.7%	53,944	0.3%	Technology
OSK Oshkosh	$7,524	$2 â–¼	0.0%	49,022	0.3%	Industrials
BCS Barclays	$7,314		0.0%	272,283	0.3%	Finance
AVDE Avantis International Equity ETF	$6,853	$101 â–²	1.5%	76,825	0.2%	ETF
DIA SPDR Dow Jones Industrial Average ETF Trust	$6,678	$52 â–¼	-0.8%	12,784	0.2%	ETF
VXUS Vanguard Total International Stock ETF	$6,422	$5 â–¼	-0.1%	75,124	0.2%	ETF
GM General Motors	$5,839	$25 â–²	0.4%	75,755	0.2%	Consumer Discretionary
DOCU Docusign	$5,367	$1,237 â–²	30.0%	120,835	0.2%	Technology
MEM Matthews Emerging Markets Equity Active ETF	$5,262	$15 â–²	0.3%	116,250	0.2%	ETF
AVGO Broadcom	$5,178	$674 â–¼	-11.5%	13,708	0.2%	Technology
PAYC Paycom Software	$5,118	$5,118 â–²	New Holding	40,723	0.2%	Technology
BUNGE LIMITED	$4,988	$64 â–¼	-1.3%	46,739	0.2%	COM
BX Blackstone	$4,816	$100 â–¼	-2.0%	40,926	0.2%	Finance
BEN Franklin Resources	$4,785	$13 â–²	0.3%	143,825	0.2%	Finance
VANGUARD MALVERN FDS	$4,761	$941 â–¼	-16.5%	61,639	0.2%	CORE BD ETF
ARW Arrow Electronics	$4,683	$53 â–¼	-1.1%	21,945	0.2%	Technology
PSC Principal U.S. Small-Cap Multi-Factor ETF	$4,638	$25 â–¼	-0.5%	66,133	0.2%	ETF
GWRE Guidewire Software	$4,628	$18 â–²	0.4%	37,614	0.2%	Technology
BPOP Popular	$4,619		0.0%	28,137	0.2%	Finance
VO Vanguard Mid-Cap ETF	$4,548	$3,411 â–²	300.0%	56,453	0.2%	ETF
TEX Terex	$4,459	$50 â–¼	-1.1%	61,591	0.2%	Industrials
JCI Johnson Controls International	$4,429	$1 â–¼	0.0%	30,316	0.2%	Industrials
VB Vanguard Small-Cap ETF	$4,353		0.0%	14,362	0.2%	ETF
JPM JPMorgan Chase & Co.	$4,333	$17 â–²	0.4%	13,236	0.2%	Finance
J P MORGAN EXCHANGE TRADED F	$4,088	$1,399 â–²	52.1%	81,112	0.1%	FLEXIBLE DEBT ET
CI Cigna Group	$4,033	$111 â–¼	-2.7%	14,629	0.1%	Healthcare
AMZN Amazon.com	$4,032	$1,005 â–¼	-20.0%	16,915	0.1%	Consumer Discretionary
APH Amphenol	$3,674	$8 â–¼	-0.2%	20,839	0.1%	Technology
ADM Archer Daniels Midland	$3,598	$49 â–¼	-1.3%	47,099	0.1%	Consumer Staples
ABBV AbbVie	$3,590	$9 â–²	0.3%	14,267	0.1%	Healthcare
BOXX Alpha Architect 1-3 Month Box ETF	$3,556	$12 â–¼	-0.3%	30,374	0.1%	ETF
SAGP Strategas Global Policy Opportunities ETF	$3,462	$83 â–¼	-2.3%	97,507	0.1%	ETF
TSM Taiwan Semiconductor Manufacturing	$3,452	$48 â–¼	-1.4%	7,229	0.1%	Technology
SGOV iShares 0-3 Month Treasury Bond ETF	$3,435	$11,965 â–¼	-77.7%	34,126	0.1%	ETF
PFE Pfizer	$3,378	$30 â–¼	-0.9%	140,297	0.1%	Healthcare
IJR iShares Core S&P Small-Cap ETF	$3,343	$0 â–²	0.0%	22,539	0.1%	ETF
LLY Eli Lilly and Company	$3,310	$97 â–¼	-2.9%	2,759	0.1%	Healthcare
RF Regions Financial	$3,294	$3 â–²	0.1%	109,075	0.1%	Finance
BRK.B Berkshire Hathaway	$3,268	$323 â–²	11.0%	6,531	0.1%	Finance
EBAY eBay	$3,057	$13 â–¼	-0.4%	27,352	0.1%	Consumer Discretionary
MKTX MarketAxess	$3,057	$3,057 â–²	New Holding	26,934	0.1%	Finance
XLF Financial Select Sector SPDR Fund	$2,958	$29 â–¼	-1.0%	55,177	0.1%	ETF
RSP Invesco S&P 500 Equal Weight ETF	$2,874	$0 â–²	0.0%	13,509	0.1%	ETF
PRIME MEDICINE INC	$2,834	$66 â–²	2.4%	768,001	0.1%	COM
NXE NexGen Energy	$2,817		0.0%	300,000	0.1%	Energy

Showing largest 100 holdings. View all holdings.

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Greenwich Wealth Management LLC Top Holdings and 13F Report (2026)

About Greenwich Wealth Management LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

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Advanced Stock Screeners and Research Tools

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Greenwich Wealth Management LLC Top Holdings and 13F Report (2026)

About Greenwich Wealth Management LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofGreenwich Wealth Management LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools