Greenwich Wealth Management LLC

CIK: 0001439805Latest portfolio: $2.2B · Q4 2025

Holdings

286

Total Value

$2.2B

New Positions

27

Closed Positions

18

#StockSharesValue% PortfolioChangeType
1
IBKRINTERACTIVE BROKERS GROUP IN COM
9,185,108$590.7M26.35%-1,182,168
2
NMAXNEWSMAX INC
22,795,352$176.2M7.86%NEW
3
SPYSPDR S&P 500 ETF TR TR
244,871$167.0M7.45%+9K
4
FUTUFUTU HLDGS LTD
507,500$83.3M3.72%+206K
5
GOOGALPHABET INC CAP STK
142,546$44.7M2.00%+2K
6
AAPLAPPLE INC
155,081$42.2M1.88%+6K
7
GBTCGRAYSCALE BITCOIN TR BTC
635,001$40.3M1.80%-1,896
8
ORCLORACLE CORP
186,879$36.4M1.62%
9
PIPRPIPER JAFFRAY COS
104,200$35.4M1.58%-11
10
NDQINVESCO QQQ TR
55,647$34.2M1.52%+6K
11
SCHWSCHWAB CHARLES CORP NEW
328,306$32.8M1.46%+138K
12
WYNNWYNN RESORTS LTD
250,055$30.1M1.34%NEW
13
PLTRPALANTIR TECHNOLOGIES INC
162,805$28.9M1.29%-565
14
SLVISHARES SILVER TRUST
442,753$28.5M1.27%NEW
15
MSFTMICROSOFT CORP
55,320$26.8M1.19%+737
16
GSGOLDMAN SACHS GROUP INC
29,178$25.6M1.14%+26
17
NVDANVIDIA CORP
135,464$25.3M1.13%-18
18
TSLATESLA MTRS INC
52,053$23.4M1.04%+50K
19
JSIJANUS DETROIT STR TR
434,624$22.6M1.01%+184K
20
COINCOINBASE GLOBAL INC COM
100,049$22.6M1.01%
21
GQ9SPDR GOLD TR GOLD
56,500$22.4M1.00%+53K
22
CCOCAMECO CORP
237,048$21.7M0.97%+12K
23
NGNOVAGOLD RES INC
2,000,001$18.6M0.83%NEW
24
UYLDANGEL OAK FUNDS TRUST
364,035$18.6M0.83%+145K
25
CBOECBOE HLDGS INC
70,196$17.6M0.79%+76

Quarterly Changes

New Positions

Closed Positions

Increased Positions

NameSharesChange
FUTU508K+206K
VNLA350K+196K
JSI435K+184K
NXE300K+174K
CARY391K+166K
UYLD364K+145K
SCHW328K+138K
JAAA263K+86K
ROE195K+78K
JPIE349K+67K

Decreased Positions

NameSharesChange
TLRYEUR35K-318330
BOXX17K-6224
ANVS42K-5000
HPE75K-4630
PICK12K-4099
F358K-3597
JKS11K-3164
SRLN12K-2599
GBTC635K-1896
KIM36K-1718

Sector Breakdown

Financial ServicesNaN% ($InfinityT)
Technology0.0% ($4.216040272364253e+149T)
Industrials0.0% ($1.5276107208825616e+77T)
Unknown0.0% ($3.418522391111194e+72T)
Healthcare0.0% ($1.2444660540263513e+67T)
Communication Services0.0% ($1.7620844731216884e+34T)
Basic Materials0.0% ($1.8640829928812542e+33T)
Consumer Cyclical0.0% ($3.008923409617249e+30T)
Consumer Defensive0.0% ($4.269273292285986e+22T)
Energy0.0% ($27601417643425.3T)
Real Estate0.0% ($13130723682.3T)
Utilities0.0% ($1103695.3T)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Feb 10, 2026$2.2B287
Q3 2025Nov 12, 2025$2.0B278
Q2 2025Aug 13, 2025$2.1B0
Q1 2025May 12, 2025$1.3B238
Q4 2024Feb 10, 2025$1.4B256

Fund Information

CIK0001439805
Most Recent FilingFeb 10, 2026
Number of Filings5

Greenwich Wealth Management LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $2.2B across 286 holdings. The largest position is INTERACTIVE BROKERS GROUP IN COM (IBKR), representing 26.3% of the portfolio. Compared to the previous quarter, the fund opened 27 new positions and closed 18 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.