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Greenwich Wealth Management LLC - Portfolio Stock Holdings

Greenwich Wealth Management LLC disclosed 327 stock positions in a recent SEC 13F filing. $2,710,337,551 of stock holdings were filed, with the largest holdings including IBKR, NMAX, and SPY. This filing represented positions held on June 30, 2026, and was filed on Aug. 12, 2026.

We estimate the fund has a total AUM of $3,518,612,898 and has 13 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.

Report Period:

June 30, 2026

No. of Stocks:

327

Est. Stock Holding Value:

$2,710,337,551

Top Stock Holdings By Sector

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Portfolio Stock Holdings - Greenwich Wealth Management LLC

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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