Greenwich Wealth Management LLC

CIK 0001439805 • 6 13F filings • May 12, 2025 – Aug 12, 2026

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Filer information

Filed by: Greenwich Wealth Management LLC, Principal
Address: 45 EAST PUTNAM AVENUE STE 128, GREENWICH, CT, 06830
Phone: 2036180100
AUM: $2.2M

AUM over time

$4.4M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $1.3M237 positionsView on SEC.gov

			% of Portfolio
3M CO	COM	$327	0.0%	2,229 SH
ABBVIE INC	COM	$3K	0.2%	14,040 SH
ACCENTURE PLC IRELAND SHS	CLASS A	$451	0.0%	1,444 SH
ADIENT PLC ORD	SHS	$447	0.0%	34,776 SH
ADOBE SYSTEMS INCORPORATED	COM	$758	0.1%	1,976 SH
ADVISORS INNER CIRCLE FD III	STRATEGAS MACRO	$3K	0.2%	89,642 SH
ALLEGION PLC ORD	SHS	$2K	0.1%	15,058 SH
ALLSTATE CORP	COM	$405	0.0%	1,955 SH
ALPHABET INC CAP STK	CL A	$1K	0.1%	6,618 SH
ALPHABET INC CAP STK	CL C	$2K	0.1%	10,706 SH
AMAZON COM INC	COM	$3K	0.2%	15,452 SH
AMERICA MOVIL SAB DE CV SPON ADR L	SHS	$2K	0.2%	153,440 SH
AMERICAN CENTY ETF TR	INTL EQT ETF	$2K	0.1%	27,091 SH
AMERICAN CENTY TR INTERNATIONAL LR	ETF	$735	0.1%	12,970 SH
AMERICAN CENTY TR US LARGE CAP VLU	ETF	$8K	0.6%	124,524 SH
AMERICAN CENTY TR US SML CP VALU	ETF	$8K	0.6%	90,349 SH
AMERICAN EXPRESS CO	COM	$279	0.0%	1,038 SH
AMERICAN TOWER CORP NEW	COM	$791	0.1%	3,637 SH
AMGEN INC	COM	$382	0.0%	1,227 SH
AMPHENOL CORP NEW	CL A	$1K	0.1%	20,580 SH
ANGEL OAK FUNDS TRUST	INCOME ETF	$949	0.1%	45,711 SH
ANGEL OAK FUNDS TRUST	OAK ULTRASHORT	$3K	0.2%	54,517 SH
ANNOVIS BIO INC	COM	$69	0.0%	46,100 SH
APPLE INC	COM	$45K	3.4%	204,754 SH
APPLIED MATLS INC	COM	$8K	0.6%	53,145 SH
ARCHER DANIELS MIDLAND CO	COM	$2K	0.2%	48,666 SH
ARROW ELECTRS INC	COM	$2K	0.2%	22,131 SH
ASML HOLDING N V N Y REGISTRY	SHS	$333	0.0%	503 SH
AT&T INC	COM	$220	0.0%	7,792 SH
AURORA CANNABIS INC	COM	$88	0.0%	20,000 SH
AUTOMATIC DATA PROCESSING IN	COM	$546	0.0%	1,787 SH
AXON ENTERPRISE INC	COM	$14K	1.1%	26,999 SH
BANK AMER CORP	COM	$1K	0.1%	27,051 SH
BARCLAYS PLC	ADR	$18K	1.4%	1,183,340 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$3K	0.2%	5,986 SH
BLACKSTONE GROUP INC COM	CL A	$6K	0.4%	41,011 SH
BRIGHTVIEW HLDGS INC	COM	$706	0.1%	55,000 SH
BROADCOM INC	COM	$2K	0.2%	13,384 SH
BUNGE LIMITED	COM	$4K	0.3%	47,993 SH
CAMECO CORP	COM	$8K	0.6%	200,135 SH
CAMPING WORLD HLDGS INC	CL A	$2K	0.1%	107,500 SH
CATERPILLAR INC DEL	COM	$830	0.1%	2,517 SH
CBOE HLDGS INC	COM	$16K	1.2%	70,040 SH
CENTENE CORP DEL	COM	$2K	0.2%	37,458 SH
CHEVRON CORP NEW	COM	$455	0.0%	2,718 SH
CIGNA CORP NEW	COM	$5K	0.4%	14,989 SH
CISCO SYS INC	COM	$5K	0.4%	86,243 SH
COCA COLA CO	COM	$262	0.0%	3,658 SH
COLGATE PALMOLIVE CO	COM	$494	0.0%	5,272 SH
COMCAST CORP NEW	CL A	$347	0.0%	9,416 SH
CONOCOPHILLIPS	COM	$214	0.0%	2,038 SH
CORTEVA INC	COM	$2K	0.2%	31,535 SH
COSTCO WHSL CORP NEW	COM	$944	0.1%	998 SH
CROWDSTRIKE HLDGS INC	CL A	$227	0.0%	644 SH
CVS HEALTH CORP	COM	$2K	0.1%	23,664 SH
DBX ETF TR	XTRACK MSCI EAFE	$233	0.0%	5,379 SH
DISNEY WALT CO	COM DISNEY	$379	0.0%	3,836 SH
DOCUSIGN INC	COM	$8K	0.6%	93,420 SH
DOW INC	COM	$2K	0.1%	46,359 SH
DUPONT DE NEMOURS INC	COM	$2K	0.1%	20,832 SH
EA SERIES TRUST	ALPHA ARCH 1-3	$390	0.0%	3,494 SH
EA SERIES TRUST	ASTORIA US EQUAL	$2K	0.1%	59,420 SH
EATON CORP PLC	SHS	$234	0.0%	860 SH
EBAY INC	COM	$2K	0.1%	27,576 SH
EDISON INTL	COM	$213	0.0%	3,622 SH
EXCHANGE TRADED CONCEPTS TR ROBO GLB	ETF	$409	0.0%	7,939 SH
EXXON MOBIL CORP	COM	$1K	0.1%	12,160 SH
EYEPOINT PHARMACEUTICALS INC	COM NEW	$54	0.0%	10,050 SH
FACEBOOK INC	CL A	$2K	0.1%	2,956 SH
FIDELITY COVINGTON TRUST	HIGH DIVID ETF	$233	0.0%	4,694 SH
FINWISE BANCORP	COM	$245	0.0%	14,000 SH
FIRST CTZNS BANCSHARES INC N	CL A	$427	0.0%	230 SH
FIRST TR EXCHANGE-TRADED FD RISNG DIVD	ACHIV	$520	0.0%	8,889 SH
FIRST TR NASDAQ ABA CMNTY BK UT COM SHS	ETF	$707	0.1%	13,517 SH
FLEXTRONICS INTL LTD	ORD	$2K	0.1%	48,000 SH
FORD MTR CO DEL	COM PAR $0.01	$3K	0.3%	340,328 SH
FRANKLIN RESOURCES INC	COM	$12K	0.9%	600,419 SH
FREEPORT-MCMORAN INC	CL B	$6K	0.5%	162,681 SH
GE VERNOVA INC	COM	$315	0.0%	1,031 SH
GENERAL ELECTRIC CO	COM NEW	$494	0.0%	2,470 SH
GENERAL MLS INC	COM	$222	0.0%	3,710 SH
GENERAL MTRS CO	COM	$4K	0.3%	75,871 SH
GILEAD SCIENCES INC	COM	$732	0.1%	6,534 SH
GLOBAL X FDS GLB X MLP ENRG	I	$365	0.0%	5,722 SH
GLOBAL X FDS RBTCS ARTFL	INTE	$432	0.0%	15,187 SH
GOLDMAN SACHS GROUP INC	COM	$16K	1.2%	29,091 SH
GOPRO INC	CL A	$10	0.0%	14,902 SH
GRAYSCALE BITCOIN TR BTC	SHS REP COM UT	$39K	2.9%	640,920 SH
GSK PLC	SPONSORED ADR	$1K	0.1%	31,899 SH
GUIDEWIRE SOFTWARE INC	COM	$7K	0.5%	37,133 SH
HALEON PLC SPON	ADS	$201	0.0%	19,546 SH
HEWLETT PACKARD ENTERPRISE C	COM	$1K	0.1%	79,158 SH
HOME DEPOT INC	COM	$665	0.1%	1,816 SH
HP INC	COM	$4K	0.3%	140,024 SH
IAC INTERACTIVECORP NEW	COM NEW	$447	0.0%	9,739 SH
INGERSOLL RAND INC	COM	$2K	0.1%	19,918 SH
INTEL CORP	COM	$1K	0.1%	57,000 SH
INTERACTIVE BROKERS GROUP IN COM	CL A	$448K	33.9%	2,705,357 SH
INTERCONTINENTAL EXCHANGE IN	COM	$3K	0.2%	18,587 SH
INTERNATIONAL BUSINESS MACHS	COM	$15K	1.1%	58,455 SH
INTERNATIONAL FLAVORS&FRAGRA	COM	$1K	0.1%	14,940 SH
INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$621	0.0%	3,218 SH
INVESCO QQQ TR	UNIT SER 1	$19K	1.4%	40,463 SH
INVESCO T S&P500 EQL WGT	ETF	$2K	0.2%	12,522 SH
ISHARES BITCOIN TRUST ETF	SHS BEN INT	$353	0.0%	7,548 SH
ISHARES INC MSCI EMRG	CHN	$259	0.0%	4,702 SH
ISHARES INC MSCI GBL	ETF NEW	$621	0.0%	17,294 SH
ISHARES INC MSCI JPN	ETF NEW	$514	0.0%	7,492 SH
ISHARES TR	MBS ETF	$452	0.0%	4,821 SH
ISHARES TR 0-3 MNTH	TREASRY	$6K	0.4%	57,678 SH
ISHARES TR CORE S&P MCP	ETF	$1K	0.1%	18,450 SH
ISHARES TR CORE S&P SCP	ETF	$3K	0.2%	25,060 SH
ISHARES TR CORE S&P500	ETF	$2K	0.1%	3,168 SH
ISHARES TR GLB INFRASTR	ETF	$440	0.0%	8,054 SH
ISHARES TR MSCI EAFE	ETF	$506	0.0%	6,185 SH
ISHARES TR MSCI EMG MKT	ETF	$210	0.0%	4,800 SH
ISHARES TR RUS 1000 GRW	ETF	$382	0.0%	1,057 SH
ISHARES TR RUSSELL 2000	ETF	$2K	0.1%	8,013 SH
ISHARES TR U.S. ENERGY	ETF	$265	0.0%	5,367 SH
ISHARES TR U.S. PFD STK	ETF	$265	0.0%	8,621 SH
J P MORGAN EXCHANGE TRADED F	ACTIVE GROWTH	$481	0.0%	6,525 SH
J P MORGAN EXCHANGE TRADED F	INCOME ETF	$2K	0.2%	47,784 SH
J P MORGAN EXCHANGE TRADED F	NASDAQ EQT PREM	$830	0.1%	16,029 SH
J P MORGAN EXCHANGE-TRADED F EQUITY	PREMIUM	$2K	0.2%	38,327 SH
J P MORGAN EXCHANGE-TRADED F ULTRA SHRT	INC	$3K	0.2%	63,093 SH
JANUS DETROIT STR TR	HENDERSON MTG	$3K	0.2%	67,923 SH
JANUS DETROIT STR TR	HENDERSON SECURI	$3K	0.3%	66,184 SH
JANUS DETROIT STR TR HENDRSN SHRT	ETF	$2K	0.1%	39,208 SH
JANUS DETROIT STR TR HENDRSON AAA	CL	$9K	0.7%	187,022 SH
JINKOSOLAR HLDG CO LTD	SPONSORED ADR	$286	0.0%	15,350 SH
JOHNSON & JOHNSON	COM	$524	0.0%	3,160 SH
JOHNSON CTLS INTL PLC	SHS	$2K	0.2%	30,766 SH
JPMORGAN CHASE & CO	COM	$3K	0.2%	12,655 SH
KIMBERLY CLARK CORP	COM	$338	0.0%	2,376 SH
KIMCO RLTY CORP	COM	$816	0.1%	38,428 SH
KLA-TENCOR CORP	COM	$262	0.0%	385 SH
KYNDRYL HLDGS INC COMMON	STOCK	$834	0.1%	26,568 SH
LILLY ELI & CO	COM	$2K	0.2%	2,777 SH
LOCKHEED MARTIN CORP	COM	$220	0.0%	492 SH
LOWES COS INC	COM	$224	0.0%	960 SH
MASTERCARD INC	CL A	$234	0.0%	426 SH
MATCH GROUP INC NEW	COM	$622	0.0%	19,931 SH
MATTHEWS ASIA FDS	EMER MKTS EQUITY	$2K	0.2%	70,547 SH
MCDONALDS CORP	COM	$739	0.1%	2,366 SH
MERCADOLIBRE INC	COM	$11K	0.8%	5,500 SH
MERCK & CO INC	COM	$576	0.0%	6,415 SH
MICROSOFT CORP	COM	$21K	1.6%	54,754 SH
MORGAN STANLEY	COM NEW	$4K	0.3%	32,748 SH
MURPHY OIL CORP	COM	$545	0.0%	19,174 SH
NASDAQ INC	COM	$2K	0.2%	29,900 SH
NEBIUS GROUP N.V.	SHS CLASS A	$1K	0.1%	61,000 SH
NETFLIX INC	COM	$505	0.0%	542 SH
NEXTERA ENERGY INC	COM	$897	0.1%	12,658 SH
NEXTRACKER INC	CLASS A COM	$356	0.0%	8,445 SH
NIO INC SPON	ADS	$81	0.0%	21,312 SH
NOVARTIS AG	SPONSORED ADR	$1K	0.1%	11,400 SH
NVENT ELECTRIC PLC	SHS	$375	0.0%	7,146 SH
NVIDIA CORP	COM	$49K	3.7%	455,552 SH
OPPENHEIMER HLDGS INC	CL A NON VTG	$18K	1.4%	305,703 SH
ORACLE CORP	COM	$46K	3.5%	331,989 SH
OSHKOSH CORP	COM	$5K	0.4%	49,605 SH
PALANTIR TECHNOLOGIES INC	CL A	$18K	1.4%	213,378 SH
PARKER HANNIFIN CORP	COM	$7K	0.6%	12,159 SH
PAYPAL HLDGS INC	COM	$5K	0.4%	78,145 SH
PAYSAFE LIMITED	SHS	$447	0.0%	28,513 SH
PENTAIR PLC	SHS	$623	0.0%	7,121 SH
PEPSICO INC	COM	$625	0.0%	4,168 SH
PFIZER INC	COM	$3K	0.3%	134,154 SH
PIPER JAFFRAY COS	COM	$5K	0.4%	20,229 SH
POPULAR INC	COM NEW	$3K	0.2%	28,137 SH
PRIME MEDICINE INC	COM	$2K	0.1%	819,001 SH
PRINCIPAL EXCHANGE TRADED FD	PRIN U S SMALL	$895	0.1%	18,427 SH
PROCTER AND GAMBLE CO	COM	$1K	0.1%	6,444 SH
RAYTHEON TECHNOLOGIES CORP	COM	$751	0.1%	5,669 SH
REGENERON PHARMACEUTICALS	COM	$10K	0.8%	16,140 SH
REGIONS FINL CORP NEW	COM	$2K	0.2%	109,071 SH
ROIVANT SCIENCES LTD	SHS	$161	0.0%	15,945 SH
SAFEHOLD INC	COM	$413	0.0%	22,045 SH
SALESFORCE COM INC	COM	$662	0.1%	2,466 SH
SANDISK CORP	COM	$628	0.0%	13,180 SH
SELECT SECTOR SPDR TR ENERGY	ETF	$873	0.1%	9,347 SH
SELECT SECTOR SPDR TR SBI HEALTHCARE	ETF	$588	0.0%	4,025 SH
SELECT SECTOR SPDR TR SBI INT-FINL	ETF	$3K	0.2%	64,708 SH
SELECT SECTOR SPDR TR SBI MATERIALS	ETF	$309	0.0%	3,593 SH
SELECT SECTOR SPDR TR TECHNOLOGY	ETF	$257	0.0%	1,243 SH
SERVICENOW INC	COM	$865	0.1%	1,087 SH
SKYWORKS SOLUTIONS INC	COM	$1K	0.1%	21,743 SH
SMUCKER J M CO	COM NEW	$827	0.1%	6,987 SH
SPDR DOW JONES INDL AVRG UT SER 1	ETF	$6K	0.4%	13,257 SH
SPDR GOLD TR GOLD	SHS	$1K	0.1%	4,828 SH
SPDR S&P 500 ETF TR TR	UNIT	$122K	9.2%	217,216 SH
SPDR SER TR S&P	BIOTECH	$846	0.1%	10,437 SH
SPDR SER TR SPDR	BLOOMBERG	$523	0.0%	5,697 SH
SPDR SERIES TRUST PORTFOLIO SHORT	ETF	$1K	0.1%	40,080 SH
SPDR SERIES TRUST S&P DIVID	ETF	$318	0.0%	2,346 SH
SSGA ACTIVE TR BLKSTN GSOSRLN	ETF	$613	0.0%	14,905 SH
STATE STR CORP	COM	$452	0.0%	5,053 SH
STONECO LTD COM	CL A	$120	0.0%	11,429 SH
SYNOVUS FINL CORP	COM NEW	$2K	0.1%	33,039 SH
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$1K	0.1%	6,976 SH
TEREX CORP NEW	COM	$2K	0.2%	62,924 SH
TESLA MTRS INC	COM	$438	0.0%	1,689 SH
THERMO FISHER SCIENTIFIC INC	COM	$265	0.0%	533 SH
TILRAY INC	COM CL 2	$233	0.0%	353,700 SH
TRANE TECHNOLOGIES PLC	SHS	$8K	0.6%	22,917 SH
UBS GROUP AG	SHS	$761	0.1%	24,847 SH
UNION PAC CORP	COM	$441	0.0%	1,867 SH
UNITED PARCEL SERVICE INC	CL B	$453	0.0%	4,116 SH
UNITEDHEALTH GROUP INC	COM	$10K	0.8%	20,014 SH
URANIUM ENERGY CORP	COM	$501	0.0%	104,811 SH
VANECK ETF TRUST SEMICONDUCTR	ETF	$859	0.1%	4,060 SH
VANGUARD BD INDEX FDS	INTERMED TERM	$296	0.0%	3,865 SH
VANGUARD CHARLOTTE FDS INTL BD IDX	ETF	$831	0.1%	17,018 SH
VANGUARD INDEX FDS MID CAP	ETF	$4K	0.3%	13,765 SH
VANGUARD INDEX FDS REIT	ETF	$555	0.0%	6,133 SH
VANGUARD INDEX FDS S&P 500 ETF	SHS	$8K	0.6%	15,071 SH
VANGUARD INDEX FDS SMALL CP	ETF	$3K	0.2%	14,589 SH
VANGUARD INDEX FDS TOTAL STK	MKT	$1K	0.1%	3,985 SH
VANGUARD INTL EQUITY INDEX F ALLWRLD EX	US	$1K	0.1%	16,969 SH
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT	ETF	$2K	0.1%	37,957 SH
VANGUARD INTL EQUITY INDEX F GLB EX US	ETF	$283	0.0%	6,991 SH
VANGUARD INTL EQUITY INDEX F TT WRLD ST	ETF	$466	0.0%	4,020 SH
VANGUARD MALVERN FDS	CORE BD ETF	$7K	0.5%	84,702 SH
VANGUARD SCOTTSDALE FDS INT-TERM	CORP	$2K	0.2%	27,872 SH
VANGUARD STAR FD VG TL INTL STK	F	$5K	0.4%	75,282 SH
VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT	ETF	$213	0.0%	4,181 SH
VANGUARD WHITEHALL FDS INC HIGH DIV	YLD	$1K	0.1%	8,959 SH
VERIZON COMMUNICATIONS INC	COM	$2K	0.1%	39,569 SH
VIATRIS INC	COM	$184	0.0%	21,144 SH
VIMEO INC COMMON	STOCK	$74	0.0%	14,071 SH
VIRTU FINL INC	CL A	$6K	0.4%	146,980 SH
VISA INC COM	CL A	$446	0.0%	1,274 SH
WESTERN DIGITAL CORP	COM	$2K	0.1%	39,544 SH
WESTERN UN CO	COM	$135	0.0%	12,734 SH
WEYERHAEUSER CO	COM	$16K	1.2%	554,256 SH
WISDOMTREE TR JAPN HEDGE	EQT	$706	0.1%	6,412 SH
WOLFSPEED INC	COM	$69	0.0%	22,402 SH

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 10, 2026	Q4 2025	13F-HR	0001439805-26-000002	$2.2M	View
Nov 12, 2025	Q3 2025	13F-HR	0001439805-25-000008	$2.0M	View
Sep 29, 2026