Greenwich Wealth Management LLC

All 13F Filings

Location
Greenwich, CT
Most recent 13F
Q2 2026
Holdings value ($000)
2,743,160
Description
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Website
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Founded
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Chairman
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CEO
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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
Q2 2026 9/29/2026 1 4,353 13F-HR/A - NEW HOLDINGS Greenwich Wealth Management LLC
Q2 2026 8/12/2026 296 2,743,160 13F-HR Greenwich Wealth Management LLC
Q1 2026 5/12/2026 307 2,449,406 13F-HR Greenwich Wealth Management LLC
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 2.287 M 83.4% 331 K 0 331 K
ETFs 451.6 K 16.5% 0 38.7 K -38.7 K
Debt 4.088 K 0.1% 1.438 K 0 1.438 K
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Fund Snapshot

Q2 2026
Latest filed
8/12/2026
Total value ($000)
2,743,160
Holdings
296
QoQ value change ($000)
293,754 (12.0%)
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.