Greenwich Wealth Management LLC

Q4 2025 13F-HR Holdings

Location
Greenwich, CT
Holdings as of
12/31/2025
Date filed
2/10/2026
Form type
13F-HR
Num holdings
286
Total value ($000)
$2,241,786
Net value change ($000)
+237,226 (11.8%)
New positions
27
Sold out positions
18
Turnover %
15.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/12/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
NMAX 176,208 NEW
FUTU 30,903 58.9%
WYNN 30,089 NEW
SLV 28,522 NEW
TSLA 22,663 3037.9%
GLD 21,041 1558.6%
NG 18,640 NEW
SCHW 14,627 80.5%
GOOGL 10,435 30.4%
SPY 9,875 6.3%
Top Reduces (Value $000, Stocks/ETFs)
IBKR -122,678 -17.2%
NUE -33,961 -100.0%
WBD -19,569 -100.0%
ORCL -16,133 -30.7%
GBTC -12,746 -24.0%
COIN -11,141 -33.0%
Metsera, Inc. -4,878 -100.0%
AXON -4,026 -20.9%
USAR -2,332 -100.0%
AEM -2,238 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type