Greenwich Wealth Management LLC
Filing Date
Global Rank
#1,162
/ 8,622
▲ 86
· as of Mar 2026
Top Industry
Capital Markets
56.7%
3Y Alpha vs SPY
+17.8%
Period ended 4 months ago
Filed May 12, 2026 · 3mo
25 quarters · since Mar 2020
Clone Performance
Jul 2023–Jul 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Cloned portfolio
+154.8%
SPY
+67.9%
Annualised alpha
+17.7%
Max drawdown
−27.5%
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.
Portfolio Concentration
210 tracked positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
31.2%
+0.7 pts
Top 5
58.9%
+4.1 pts
Top 10
66.7%
+2.6 pts
HHI
1,226
Diversified+70
Portfolio Trend
25 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Financial Services | 51.9% | $1,106,949,604 |
| Unclassified | 16.4% | $350,579,070 |
| Technology | 10.9% | $231,557,223 |
| Communication Services | 6.4% | $136,452,810 |
| Basic Materials | 3.5% | $74,759,144 |
| Industrials | 2.8% | $60,713,941 |
| Consumer Cyclical | 2.6% | $56,373,747 |
| Healthcare | 2.1% | $45,568,766 |
| Energy | 1.7% | $35,412,117 |
| Consumer Defensive | 0.7% | $15,944,498 |
| Real Estate | 0.7% | $15,865,311 |
| Utilities | 0.1% | $2,050,077 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| HOOD | Robinhood Markets, Inc. | +1,095,300 | 1,144,222 | $79,294,584 | |
| IBKR | Interactive Brokers Group, Inc. | +738,935 | 9,924,043 | $665,605,564 | |
| FUTU | Futu Holdings Ltd | +718,500 | 1,226,000 | $167,667,760 | |
| ETOR | eToro Group Ltd. | +333,500 | 430,000 | $12,912,900 | |
| PYPL | PayPal Holdings, Inc. | +329,693 | 455,523 | $20,603,305 | |
| PIPR | Piper Sandler Companies | +312,569 | 416,769 | $31,903,666 | |
| SPY | Spdr S&P 500 ETF Trust | +100,360 | 345,231 | $224,517,528 | |
| ALIT | Alight, Inc. / Delaware | +21,415 | 40,728 | $23,732 | |
| GPRO | GoPro, Inc. | +10,300 | 24,100 | $18,557 | |
| PRME | Prime Medicine, Inc. | +10,000 | 750,001 | $2,610,003 | |
| KD | Kyndryl Holdings, Inc. | +5,237 | 37,248 | $488,693 | |
| ANVS | Annovis Bio, Inc. | +4,600 | 47,000 | $104,810 | |
| RITM | Rithm Capital Corp. | +4,111 | 18,351 | $173,967 | |
| KMB | Kimberly Clark Corp | +3,996 | 6,293 | $607,085 | |
| SJM | J M SMUCKER Co | +1,405 | 10,115 | $975,490 | |
| T | At&T Inc. | +1,232 | 13,298 | $385,509 | |
| MSFT | Microsoft Corp | +1,038 | 56,358 | $20,862,040 | |
| MTCH | Match Group, Inc. | +1,003 | 21,692 | $666,161 | |
| NIO | NIO Inc. | +1,000 | 18,750 | $113,062 | |
| CSCO | Cisco Systems, Inc. | +953 | 86,806 | $6,735,277 | |
| INO | Inovio Pharmaceuticals, Inc. | +900 | 24,899 | $43,324 | |
| DD | DuPont de Nemours, Inc. | +872 | 21,923 | $1,004,073 | |
| UEC | Uranium Energy Corp | +829 | 108,055 | $1,458,742 | |
| SWKS | Skyworks Solutions, Inc. | +720 | 22,116 | $1,184,311 | |
| CALM | Cal-Maine Foods Inc | +695 | 3,437 | $272,038 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| F | Ford Motor Co | −285,121 | 73,282 | $845,674 | |
| BEN | Franklin Resources Inc | −148,880 | 143,436 | $3,387,958 | |
| AUR | Aurora Innovation, Inc. | −136,900 | 864,028 | $3,559,795 | |
| AMX | America Movil Sab De Cv/ | −80,000 | 73,440 | $1,871,251 | |
| HPQ | Hp Inc | −75,000 | 65,045 | $1,249,514 | |
| TSLA | Tesla, Inc. | −50,128 | 1,925 | $715,618 | |
| SCHW | Schwab Charles Corp | −47,881 | 280,425 | $26,354,341 | |
| OPY | Oppenheimer Holdings Inc | −24,150 | 100,872 | $8,996,773 | |
| GS | Goldman Sachs Group Inc | −18,023 | 11,155 | $9,437,018 | |
| STT | State Street Corp | −3,416 | 1,854 | $234,642 | |
| VTRS | Viatris Inc | −2,756 | 17,916 | $242,045 | |
| PLTR | Palantir Technologies Inc. | −2,379 | 160,426 | $23,467,115 | |
| WU | Western Union CO | −2,235 | 14,323 | $125,039 | |
| ADNT | Adient plc | −2,088 | 29,412 | $594,416 | |
| MUR | Murphy Oil Corp | −2,063 | 18,521 | $763,991 | |
| SLV | iShares Silver Trust | −1,790 | 440,963 | $30,047,218 | |
| IBIT | iShares Bitcoin Trust ETF | −1,725 | 7,511 | $288,572 | |
| DOW | Dow Inc. | −1,598 | 51,298 | $2,136,561 | |
| INTC | Intel Corp | −1,501 | 58,449 | $2,579,354 | |
| QQQ | Invesco Qqq Trust, Series 1 | −1,115 | 54,532 | $31,474,779 | |
| GBTC | Grayscale Bitcoin Trust ETF | −1,008 | 633,993 | $33,449,470 | |
| KIM | Kimco Realty Corp | −923 | 34,736 | $780,517 | |
| AAPL | Apple Inc. | −843 | 154,238 | $39,144,062 | |
| FCX | Freeport-Mcmoran Inc | −777 | 162,622 | $9,558,921 | |
| BG | Bunge Global SA | −582 | 47,338 | $6,021,393 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
16 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| THM | International Tower Hill Mines Ltd | 10,000,000 | $23,000,000 | |
| MP | MP Materials Corp. / DE | 150,091 | $7,243,391 | |
| WMT | Walmart Inc. | 3,344 | $415,592 | |
| TPL | Texas Pacific Land Corp | 500 | $237,280 | |
| DAC | Danaos Corp | 1,914 | $215,592 | |
| VLO | Valero Energy Corp/Tx | 865 | $213,724 | |
| SFD | Smithfield Foods Inc | 7,597 | $212,488 | |
| ETN | Eaton Corp plc | 579 | $207,090 | |
| CARR | CARRIER GLOBAL Corp | 3,603 | $202,884 | |
| YUM | Yum Brands Inc | 1,295 | $201,346 | |
| SM | SM Energy Co | 6,437 | $200,705 | |
| SGHC | Super Group (SGHC) Ltd | 12,068 | $130,334 | |
| CNH | CNH Industrial N.V. | 10,142 | $111,562 | |
| PK | Park Hotels & Resorts Inc. | 10,085 | $106,195 | |
| ABR | Arbor Realty Trust Inc | 10,663 | $82,211 | |
| KALA | KALA BIO, Inc. | 18,393 | $3,181 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
8 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| HPE | Hewlett Packard Enterprise Co | 75,407 | $1,811,276 | |
| UBS | UBS Group AG | 24,847 | $1,150,664 | |
| PGC | Peapack Gladstone Financial Corp | 15,000 | $417,750 | |
| BITB | Bitwise Bitcoin ETF | 6,530 | $310,566 | |
| FDX | Fedex Corp | 727 | $210,001 | |
| QCOM | Qualcomm Inc/De | 1,209 | $206,799 | |
| GMED | Globus Medical Inc | 2,300 | $200,813 | |
| OGN | Organon & Co. | 11,604 | $83,200 | |
| No positions match the current search. | ||||
210 tracked positions ·
$2,132,226,308 total
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 210 positions by value
· page 1 of 5
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| IBKR |
Interactive Brokers Group, Inc.
Financial Services
|
Added | 9,924,043 | $665,605,564 | 31.22% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Added | 345,231 | $224,517,528 | 10.53% | |
| FUTU |
Futu Holdings Ltd
Financial Services
|
Added | 1,226,000 | $167,667,760 | 7.86% | |
| NMAX |
Newsmax Inc.
Communication Services
|
Held | 22,795,352 | $118,991,737 | 5.58% | |
| HOOD |
Robinhood Markets, Inc.
Financial Services
|
Added | 1,144,222 | $79,294,584 | 3.72% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 154,238 | $39,144,062 | 1.84% | |
| GBTC |
Grayscale Bitcoin Trust ETF
|
Reduced | 633,993 | $33,449,470 | 1.57% | |
| PIPR |
Piper Sandler Companies
Financial Services
|
Added | 416,769 | $31,903,666 | 1.50% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Reduced | 54,532 | $31,474,779 | 1.48% | |
| SLV |
iShares Silver Trust
|
Reduced | 440,963 | $30,047,218 | 1.41% | |
| ORCL |
Oracle Corp
Technology
|
Held | 186,879 | $27,491,769 | 1.29% | |
| SCHW |
Schwab Charles Corp
Financial Services
|
Reduced | 280,425 | $26,354,341 | 1.24% | |
| CCJ |
Cameco Corp
Energy
|
Added | 237,364 | $25,780,104 | 1.21% | |
| WYNN |
Wynn Resorts Ltd
Consumer Cyclical
|
Held | 250,055 | $25,393,085 | 1.19% | |
| GLD |
Spdr Gold Trust
|
Added | 56,646 | $24,374,207 | 1.14% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 135,283 | $23,593,355 | 1.11% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
Reduced | 160,426 | $23,467,115 | 1.10% | |
| THM |
International Tower Hill Mines Ltd
Basic Materials
|
NEW | 10,000,000 | $23,000,000 | 1.08% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 56,358 | $20,862,040 | 0.98% | |
| PYPL |
PayPal Holdings, Inc.
Financial Services
|
Added | 455,523 | $20,603,305 | 0.97% | |
| CBOE |
Cboe Global Markets, Inc.
Financial Services
|
Added | 70,207 | $19,733,081 | 0.93% | |
| AMAT |
Applied Materials Inc /De
Technology
|
Reduced | 53,592 | $18,317,209 | 0.86% | |
| NG |
Novagold Resources Inc
Basic Materials
|
Held | 2,000,001 | $17,960,008 | 0.84% | |
| COIN |
Coinbase Global, Inc.
Financial Services
|
Reduced | 100,035 | $17,467,111 | 0.82% | |
| IBM |
International Business Machines Corp
Technology
|
Added | 58,098 | $14,082,374 | 0.66% | |
| WY |
Weyerhaeuser Co
Real Estate
|
Held | 554,256 | $13,540,474 | 0.64% | |
| ETOR |
eToro Group Ltd.
Financial Services
|
Added | 430,000 | $12,912,900 | 0.61% | |
| REGN |
Regeneron Pharmaceuticals, Inc.
Healthcare
|
Reduced | 16,102 | $12,441,049 | 0.58% | |
| AXON |
Axon Enterprise, Inc.
Industrials
|
Held | 26,897 | $11,422,886 | 0.54% | |
| PH |
Parker-Hannifin Corp
Industrials
|
Reduced | 12,191 | $10,913,870 | 0.51% | |
| WDC |
Western Digital Corp
Technology
|
Added | 39,632 | $10,720,059 | 0.50% | |
| FCX |
Freeport-Mcmoran Inc
Basic Materials
|
Reduced | 162,622 | $9,558,921 | 0.45% | |
| MELI |
Mercadolibre Inc
Consumer Cyclical
|
Reduced | 5,500 | $9,509,610 | 0.45% | |
| TT |
Trane Technologies plc
Industrials
|
Added | 22,702 | $9,460,831 | 0.44% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
Reduced | 11,155 | $9,437,018 | 0.44% | |
| OPY |
Oppenheimer Holdings Inc
Financial Services
|
Reduced | 100,872 | $8,996,773 | 0.42% | |
| SNDK |
Sandisk Corp
Technology
|
Reduced | 13,173 | $8,369,333 | 0.39% | |
| MP |
MP Materials Corp. / DE
Basic Materials
|
NEW | 150,091 | $7,243,391 | 0.34% | |
| OSK |
Oshkosh Corp
Industrials
|
Added | 49,033 | $7,218,147 | 0.34% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Added | 86,806 | $6,735,277 | 0.32% | |
| VIRT |
Virtu Financial, Inc.
Financial Services
|
Held | 146,960 | $6,463,300 | 0.30% | |
| NBIS |
Nebius Group N.V.
Communication Services
|
Held | 61,000 | $6,329,360 | 0.30% | |
| BG |
Bunge Global SA
Consumer Defensive
|
Reduced | 47,338 | $6,021,393 | 0.28% | |
| DIA |
Spdr Dow Jones Industrial Average ETF Trust
|
Reduced | 12,883 | $5,967,276 | 0.28% | |
| BCS |
Barclays PLC
Financial Services
|
Held | 272,283 | $5,761,508 | 0.27% | |
| GM |
General Motors Co
Consumer Cyclical
|
Reduced | 75,436 | $5,619,982 | 0.26% | |
| GWRE |
Guidewire Software, Inc.
Technology
|
Added | 37,468 | $5,603,714 | 0.26% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
Added | 20,059 | $5,427,764 | 0.25% | |
| BX |
Blackstone Inc.
Financial Services
|
Reduced | 41,776 | $4,803,822 | 0.23% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 15,493 | $4,795,238 | 0.22% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.