Institutional Fund
Greenwich Wealth Management LLC
Greenwich, CTCIK 14398055 filings on record
Portfolio Value
$2.45M
Q1 2026
Holdings
307
Reported positions
New Buys
32
Opened this quarter
QoQ Change
+9.3%
from $2.24M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Interactive Brokers Group In27.2%
- Spdr S&P 500 ETF Tr9.2%
- Futu Hldgs Ltd6.8%
- Newsmax Inc4.9%
- Robinhood Mkts Inc3.2%
- Alphabet Inc1.7%
- Other47.1%
Portfolio Holdings
307 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Interactive Brokers Group In | 9.92M | $665.6K | 27.2% | +738.9K | Added |
| 2 | Spdr S&P 500 ETF Tr | 345.2K | $224.5K | 9.2% | +100.4K | Added |
| 3 | Futu Hldgs Ltd | 1.23M | $167.7K | 6.8% | +718.5K | Added |
| 4 | Newsmax Inc | 22.80M | $119.0K | 4.9% | 0 | Held |
| 5 | Robinhood Mkts Inc | 1.14M | $79.3K | 3.2% | +1.10M | Added |
| 6 | Alphabet Inc | 142.4K | $40.9K | 1.7% | −111 | Reduced |
| 7 | Apple Inc | 154.2K | $39.1K | 1.6% | −843 | Reduced |
| 8 | Piper Sandler Companies | 416.8K | $31.9K | 1.3% | +312.6K | Added |
| 9 | Invesco Qqq Tr | 54.5K | $31.5K | 1.3% | −1.1K | Reduced |
| 10 | Grayscale Bitcoin Trust ETF | 634.0K | $31.0K | 1.3% | −1.0K | Reduced |
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