Greenwich Wealth Management LLC - Portfolio overview

Greenwich Wealth Management LLC has 330 reported holdings in this dataset, with the latest filing dated 2026-05-12.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

1. IBKR - INTERACTIVE BROKERS GROUP IN COM, 27.49%
2. SPY - SPDR S&P 500 ETF TR TR, 9.27%
3. FUTU - FUTU HLDGS LTD, 6.92%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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