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Greenwich Wealth Management LLC

Greenwich Wealth Management LLC is an Investment Adviser institutional filer with the SEC under CIK 1439805, reporting 297 portfolio positions, with 21 historical 13F filings on file. Most recent reporting period: 2026-06-30.

A Form 13F reports a manager's US-listed stock and option positions only. It does not include real estate, private funds, bonds, cash or non-US holdings, so a 13F portfolio value is not the firm's total assets under management (AUM).

  • State of incorporation: CT
  • Filing type: 13F-HR/A
  • Latest reporting period: 2026-06-30
  • Last filed: 2026-09-29

Top 10 portfolio positions

The largest reported holdings in Greenwich Wealth Management LLC's most recent 13F filing, ranked by reported market value.

  1. INTERACTIVE BROKERS GROUP IN COM (IBKR)
  2. NEWSMAX INC (NMAX)
  3. SPDR S&P 500 ETF TR TR (SPY)
  4. FUTU HLDGS LTD (FUTU)
  5. SCHWAB CHARLES CORP NEW (SCHW)
  6. ALPHABET INC CAP STK (GOOG)
  7. APPLE INC (AAPL)
  8. INVESCO QQQ TR (QQQ)
  9. APPLIED MATLS INC (AMAT)
  10. ROBINHOOD MKTS INC COM (HOOD)
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