Greenwich Wealth Management LLC
All 13F Filings
- Location
- Greenwich, CT
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 2,449,406
- Description
- —
- Website
- —
- 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 |
|---|---|---|---|---|---|
| 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 |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 1.956 M | 79.9% | 0 | 128.8 K | -128.8 K |
| ETFs | 490.3 K | 20.0% | 333.7 K | 0 | 333.7 K |
| Debt | 2.65 K | 0.1% | 2.65 K | 0 | 2.65 K |
Swipe for more columns
Fund Snapshot
Q1 2026
Latest filed
5/12/2026
Total value ($000)
2,449,406
Holdings
307
QoQ value change ($000)
207,620
(9.3%)
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.