Greenwich Wealth Management LLC
Filing Date
Global Rank
#1,162
/ 8,586
▲ 102
Top Industry
Capital Markets
56.7%
3Y Alpha vs SPY
+8.2%
Period ended 3 months ago
Filed May 12, 2026 · 35d
25 quarters · since Mar 2020
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+117.0%
SPY
+78.1%
Annualised alpha
+8.2%
Max drawdown
−23.5%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
210 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
31.2%
+0.3 pts
Top 5
58.9%
+3.4 pts
Top 10
66.7%
+1.9 pts
HHI
1,226
Diversified+40
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% | $231,557,235 |
| 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 | $23,744 | |
| 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. | ||||
39 positions ·
$231,557,235 total
· Technology only
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Reduced | 154,238 | $39,144,062 | 16.90% | |
| ORCL |
Oracle Corp
Technology
|
Held | 186,879 | $27,491,769 | 11.87% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 135,283 | $23,593,355 | 10.19% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
Reduced | 160,426 | $23,467,115 | 10.13% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 56,358 | $20,862,040 | 9.01% | |
| AMAT |
Applied Materials Inc /De
Technology
|
Reduced | 53,592 | $18,317,209 | 7.91% | |
| IBM |
International Business Machines Corp
Technology
|
Added | 58,098 | $14,082,374 | 6.08% | |
| WDC |
Western Digital Corp
Technology
|
Added | 39,632 | $10,720,059 | 4.63% | |
| SNDK |
Sandisk Corp
Technology
|
Reduced | 13,173 | $8,369,333 | 3.61% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Added | 86,806 | $6,735,277 | 2.91% | |
| GWRE |
Guidewire Software, Inc.
Technology
|
Added | 37,468 | $5,603,714 | 2.42% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 15,493 | $4,795,238 | 2.07% | |
| DOCU |
Docusign, Inc.
Technology
|
Added | 92,980 | $4,408,181 | 1.90% | |
| ARW |
Arrow Electronics, Inc.
Technology
|
Added | 22,193 | $3,182,698 | 1.37% | |
| FLEX |
Flex Ltd.
Technology
|
Reduced | 48,324 | $3,163,289 | 1.37% | |
| APH |
Amphenol Corp /De/
Technology
|
Added | 20,887 | $2,639,072 | 1.14% | |
| INTC |
Intel Corp
Technology
|
Reduced | 58,449 | $2,579,354 | 1.11% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Reduced | 7,330 | $2,477,173 | 1.07% | |
| HPQ |
Hp Inc
Technology
|
Reduced | 65,045 | $1,249,514 | 0.54% | |
| Q |
Qnity Electronics, Inc.
Technology
|
Added | 10,533 | $1,215,297 | 0.52% | |
| SWKS |
Skyworks Solutions, Inc.
Technology
|
Added | 22,116 | $1,184,311 | 0.51% | |
| NXT |
Nextpower Inc.
Technology
|
Held | 8,445 | $1,018,044 | 0.44% | |
| NOW |
ServiceNow, Inc.
Technology
|
Added | 5,526 | $577,743 | 0.25% | |
| KLAC |
Kla Corp
Technology
|
Reduced | 333 | $490,312 | 0.21% | |
| KD |
Kyndryl Holdings, Inc.
Technology
|
Added | 37,248 | $488,693 | 0.21% | |
| ASML |
Asml Holding NV
Technology
|
Reduced | 365 | $482,102 | 0.21% | |
| CRM |
Salesforce, Inc.
Technology
|
Reduced | 2,315 | $432,141 | 0.19% | |
| ADBE |
Adobe Inc.
Technology
|
Reduced | 1,742 | $423,445 | 0.18% | |
| MU |
Micron Technology Inc
Technology
|
Reduced | 1,217 | $411,151 | 0.18% | |
| ADP |
Automatic Data Processing Inc
Technology
|
Added | 1,798 | $365,317 | 0.16% | |
| ACN |
Accenture plc
Technology
|
Added | 1,728 | $342,645 | 0.15% | |
| TXN |
Texas Instruments Inc
Technology
|
Reduced | 1,454 | $282,279 | 0.12% | |
| JKS |
JinkoSolar Holding Co., Ltd.
Technology
|
Reduced | 10,450 | $265,534 | 0.11% | |
| UBER |
Uber Technologies, Inc
Technology
|
Added | 3,260 | $234,491 | 0.10% | |
| PSFE |
Paysafe Ltd
Technology
|
Added | 30,806 | $209,788 | 0.09% | |
| DXC |
DXC Technology Co
Technology
|
Reduced | 10,623 | $133,531 | 0.06% | |
| PAYO |
Payoneer Global Inc.
Technology
|
Added | 16,001 | $77,284 | 0.03% | |
| ALIT |
Alight, Inc. / Delaware
Technology
|
Added | 40,728 | $23,744 | 0.01% | |
| GPRO |
GoPro, Inc.
Technology
|
Added | 24,100 | $18,557 | 0.01% |