Fund Holdings — Greenwich Wealth Management LLC

Total Portfolio Value
$2.74M
Total Bought
$183.2K
Total Sold
$498.3K
Net Transaction
-$315.1K
Filing Period:
Securities
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SharesValue ($K)
Q1 2026
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Q2 2026
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Change
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Q1 2026
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Q2 2026
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Weight (%)
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Change
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INTERACTIVE BROKERS GROUP IN COM(IBKR)9,924,0439,921,755-2,28866686431.48%+198
NEWSMAX INC(NMAX)22,795,35222,795,35201191896.88%+70
SCHWAB CHARLES CORP NEW(SCHW)280,425600,673+320,24826552.02%+29
SANDISK CORP(SNDK)13,17313,17308301.09%+22
APPLIED MATLS INC53,59253,579-1318391.41%+20
FACEBOOK INC(META)3,47336,688+33,2152210.75%+19
WESTERN DIGITAL CORP(WDC)39,63239,491-14111250.92%+15
NEBIUS GROUP N.V.(NBIS)61,00061,088+886170.62%+11
NOVAGOLD RES INC2,000,0014,685,414+2,685,41318281.02%+10
INTERNATIONAL TOWER HILL MIN(THM)10,000,00016,074,898+6,074,89823321.17%+9
ALPHABET INC CAP STK(GOOG)142,435140,937-1,49841501.82%+9
BILLIONTOONE INC071,625+71,625090.31%+9
INVESCO QQQ TR54,53254,061-47131401.45%+8
ANGEL OAK FUNDS TRUST
OAK ULTRASHORT
317,235441,937+124,70216230.82%+6
PAYCOM SOFTWARE INC(PAYC)040,723+40,723050.19%+5
INTEL CORP(INTC)58,44953,944-4,505380.27%+5
FLEXTRONICS INTL LTD(FLEX)48,32448,125-199380.28%+5
APPLE INC(AAPL)154,238150,066-4,17239431.58%+4
AXON ENTERPRISE INC(AXON)26,89726,897011150.55%+4
NVIDIA CORP(NVDA)135,283135,666+38324270.99%+4
CISCO SYS INC(CSCO)86,80685,680-1,1267100.37%+3
MARKETAXESS HLDGS INC(MKTX)026,934+26,934030.11%+3
UNITEDHEALTH GROUP INC(UNH)20,05920,074+15580.30%+3
ADVISORS INNER CIRCLE FD III
STRATEGAS MACRO
282,263284,924+2,66111140.50%+3
EA SERIES TRUST
AST EQU KIN ETF
290,081300,089+10,00810130.47%+3
J P MORGAN EXCHANGE TRADED F
INCOME ETF
346,190398,349+52,15916180.67%+2
VIRTU FINL INC(VIRT)146,960146,9600690.32%+2
INTERNATIONAL BUSINESS MACHS(IBM)58,09857,865-23314160.59%+2
AMERICAN CENTY TR US LARGE CAP VLU162,193164,554+2,36113150.55%+2
GOLDMAN SACHS GROUP INC(GS)11,15511,139-169110.41%+2
AMERICAN CENTY TR US SML CP VALU105,409107,107+1,69812130.49%+2
JANUS DETROIT STR TR
HEND SECU IN ETF
441,365477,767+36,40223240.89%+2
TRANE TECHNOLOGIES PLC(TT)22,70222,628-749110.41%+2
BARCLAYS PLC272,283272,2830670.27%+2
ARROW ELECTRS INC22,19321,945-248350.17%+2
J P MORGAN EXCHANGE TRADED F
FLEXI DEBT ETF
53,34581,112+27,767340.15%+1
FRANKLIN RESOURCES INC(BEN)143,436143,825+389350.17%+1
VANGUARD INDEX FDS S&P 500 ETF14,65514,701+469100.37%+1
PAYPAL HLDGS INC(PYPL)455,523507,395+51,87221220.80%+1
ISHARES TR
0-5 YR TIPS ETF
95,911109,741+13,83010110.41%+1
UP FINTECH HLDG LTD(TIGR)0292,000+292,000010.05%+1
MP MATERIALS CORP COM(MP)150,091150,0910780.31%+1
CENTENE CORP DEL(CNC)37,75836,704-1,054120.09%+1
AMPHENOL CORP NEW20,88720,839-48340.13%+1
MICRON TECHNOLOGY INC(MU)1,2171,253+36010.05%+1
PARKER HANNIFIN CORP(PH)12,19112,191011120.43%+1
TAIWAN SEMICONDUCTOR MFG LTD(TSM)7,3307,229-101230.13%+1
ANGEL OAK FUNDS TRUST
INCOME ETF
444,549490,759+46,2109100.37%+1
DOCUSIGN INC(DOCU)92,980120,835+27,855450.20%+1
MATTHEWS ASIA FDS115,914116,250+336450.19%+1
POPULAR INC(BPOP)28,13728,1370450.17%+1
PRINCIPAL EXCHANGE TRADED FD
PRIN U S SMALL
66,48466,133-351450.17%+1
TEREX CORP NEW(TEX)62,28261,591-691440.16%+1
CATERPILLAR INC DEL(CAT)2,3732,306-67220.09%+1
SPDR DOW JONES INDL AVRG UT SER 1(DIA)12,88312,784-99670.24%+1
CVS HEALTH CORP(CVS)24,59423,845-749220.09%+1
LILLY ELI & CO(LLY)2,8402,759-81330.12%+1
FREEPORT-MCMORAN INC(FCX)162,622162,865+24310100.37%+1
VANGUARD STAR FD VG TL INTL STK75,18075,124-56660.23%+1
VANGUARD INDEX FDS SMALL CP14,36214,3620440.16%+1
MARVELL TECHNOLOGY INC(MRVL)01,904+1,904010.02%+1
EBAY INC(EBAY)27,47027,352-118330.11%+1
MORGAN STANLEY(MS)12,77612,680-96230.10%+1
ISHARES TR CORE S&P SCP22,53622,539+3330.12%+1
COSTCO WHSL CORP NEW(COST)1,3492,000+651120.07%+1
QNITY ELECTRONICS INC(Q)10,53310,476-57120.06%0
ABBVIE INC(ABBV)14,23114,267+36340.13%0
VANGUARD INDEX FDS MID CAP14,11456,453+42,339450.17%0
JOHNSON CTLS INTL PLC
SHS
30,32630,316-10440.16%0
JPMORGAN CHASE & CO(JPM)13,18413,236+52440.16%0
BERKSHIRE HATHAWAY INC DEL5,8856,531+646330.12%0
REGIONS FINL CORP NEW(RF)108,984109,075+91330.12%0
TIDAL TRUST III
FUND GRA MID ETF
55,65958,084+2,425120.07%0
AMERICAN CENTY ETF TR75,69776,825+1,128670.25%0
KLA-TENCOR CORP(KLAC)3333,051+2,718010.03%0
NVENT ELECTRIC PLC(NVT)7,1127,479+367110.05%0
PALO ALTO NETWORKS INC(PANW)01,187+1,187000.01%0
ADVANCED MICRO DEVICES INC(AMD)0682+682000.01%0
BROADCOM INC(AVGO)15,49313,708-1,785550.19%0
VANECK ETF TRUST SEMICONDUCTR
SEMICONDUCTR ETF
2,3591,947-412110.05%0
ISHARES TR RUSSELL 20007,8517,701-150220.08%0
JANUS DETROIT STR TR
HENDERSON MTG
6,37314,403+8,030010.02%0
JANUS DETROIT STR TR HENDRSON AAA
HENDRSON AAA CL
232,831238,710+5,87912120.44%0
UPSTART HLDGS INC(UPST)09,091+9,091000.01%0
ACADIAN ASSET MANAGEMENT INC(AAMI)18,50018,5000110.05%0
COMFORT SYS USA INC(FIX)0159+159000.01%0
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
3,7783,983+205110.04%0
OSHKOSH CORP(OSK)49,03349,022-11780.27%0
SKYWORKS SOLUTIONS INC(SWKS)22,11621,942-174110.05%0
SOUTHERN COPPER CORP(SCCO)01,696+1,696000.01%0
CROWDSTRIKE HLDGS INC(CRWD)0370+370000.01%0
INVESCO T S&P500 EQL WGT
S&P500 EQL WGT
13,50813,509+1330.10%0
ASML HOLDING N V N Y REGISTRY
N Y REGISTRY SHS
365381+16010.03%0
ISHARES TR CORE S&P5003,1013,059-42220.08%0
ARM HOLDINGS PLC0735+735000.01%0
LAM RESEARCH CORP(LRCX)1,2231,188-35010.02%0
DELTA AIR LINES INC DEL(DAL)02,685+2,685000.01%0
FIRST TR NASDQ CLN EDGE
NASDQ CLN EDGE
6,3226,691+369110.05%0
NUCOR CORP(NUE)01,108+1,108000.01%0
QUALCOMM INC(QCOM)01,310+1,310000.01%0
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Greenwich Wealth Management LLC — 13F Holdings — Q2 2026 | TickerTrail