StockDriftsStockDriftsTop 50 Greenwich Wealth Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IBKR | INTERACTIVE BROKERS GROUP IN COM | 31.48% | 9.92M | $863.6M | -0.02%(-2.29K) | $18.69(+404.30%) | 2026-06-30 | |
| NMAX | NEWSMAX INC | 6.88% | 22.80M | $188.7M | +0.00%(+0) | $10.06(-5.71%) | 2026-06-30 | |
| SPY | SPDR S&P 500 ETF TR TR | 6.68% | 245.2K | $183.1M | -28.97%(-100.00K) | $399.50(+94.08%) | 2026-06-30 | |
| FUTU | FUTU HLDGS LTD | 5.13% | 1.50M | $140.6M | +22.35%(+274.00K) | $145.76(-27.81%) | 2026-06-30 | |
| SCHW | SCHWAB CHARLES CORP NEW | 2.02% | 600.7K | $55.4M | +114.20%(+320.25K) | $92.11(+20.74%) | 2026-06-30 | |
| GOOG | ALPHABET INC CAP STK | 1.82% | 140.9K | $49.8M | -1.05%(-1.50K) | $180.51(+89.82%) | 2026-06-30 | |
| AAPL | APPLE INC | 1.58% | 150.1K | $43.4M | -2.70%(-4.17K) | $93.99(+224.92%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TR | 1.45% | 54.1K | $39.8M | -0.86%(-471) | $272.45(+168.86%) | 2026-06-30 | |
| AMAT | APPLIED MATLS INC | 1.41% | 53.6K | $38.7M | -0.02%(-13) | $16.06(+3210.87%) | 2026-06-30 | |
| HOOD | ROBINHOOD MKTS INC COM | 1.35% | 370.6K | $37.2M | -67.61%(-773.60K) | $92.67(+0.74%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +38.27% | +164.36% | +24.81% | +202.90% |
| Top 20 Holdings Unweighted | +20.16% | +73.50% | +12.50% | +80.21% |
Greenwich Wealth Management LLC reports $2.74B in US-listed equity holdings across 296 positions in its most recent 13F filing. Its largest disclosed positions are IBKR (31.5%), NMAX (6.9%) and SPY (6.7%). The top 20 holdings account for 69.78% of reported assets. Its disclosed equity book has returned +164.36% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Greenwich Wealth Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1439805). View Greenwich Wealth Management LLC’s 13F filings on SEC