Greenwich Wealth Management LLC
All 13F Filings
- Location
- Greenwich, CT
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 2,241,786
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/10/2026 | 286 | 2,241,786 | 13F-HR | Greenwich Wealth Management LLC |
| Q3 2025 | 11/12/2025 | 277 | 2,004,560 | 13F-HR | Greenwich Wealth Management LLC |
| Q2 2025 | 8/13/2025 | 253 | 2,060,468 | 13F-HR | Greenwich Wealth Management LLC |
| Q2 2014 | 7/29/2014 | 162 | 1,507,009 | 13F-HR/A - RESTATEMENT | Greenwich Wealth Management LLC |
| Q2 2014 | 7/29/2014 | 160 | 1,440,459 | 13F-HR | Greenwich Wealth Management LLC |
| Q1 2014 | 4/10/2014 | 160 | 1,440,459 | 13F-HR | Greenwich Wealth Management LLC |
| Q4 2013 | 2/7/2014 | 169 | 989,814 | 13F-HR | Greenwich Wealth Management LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 2.085 M | 93.0% | 180.4 K | 0 | 180.4 K |
| ETFs | 156.6 K | 7.0% | 56.86 K | 0 | 56.86 K |
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Fund Snapshot
Q4 2025
Latest filed
2/10/2026
Total value ($000)
2,241,786
Holdings
286
QoQ value change ($000)
237,226
(11.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.