Greenwich Wealth Management LLC

Q1 2026 13F-HR Holdings

Location
Greenwich, CT
Holdings as of
3/31/2026
Date filed
5/12/2026
Form type
13F-HR
Num holdings
307
Total value ($000)
$2,449,406
Net value change ($000)
+207,620 (9.3%)
New positions
31
Sold out positions
11
Turnover %
2.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/10/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
FUTU 84,331 101.2%
IBKR 74,912 12.7%
HOOD 73,762 1333.1%
SPY 57,536 34.5%
THM 23,000 NEW
PYPL 13,257 180.5%
STIP 9,920 NEW
ETOR 9,523 280.9%
MP 7,243 NEW
SNDK 5,214 165.3%
Top Reduces (Value $000, Stocks/ETFs)
NMAX -57,216 -32.5%
TSLA -22,694 -96.9%
GS -16,210 -63.2%
GBTC -9,232 -22.9%
ORCL -8,933 -24.5%
SCHW -6,447 -19.7%
MSFT -5,892 -22.0%
PLTR -5,472 -18.9%
COPX -5,231 -100.0%
COIN -5,158 -22.8%
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