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Greenwich Wealth Management LLC - 13F Holdings | Jive Data

Google Sheets add-onSheets Account

Greenwich Wealth Management LLC

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

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=jivedata("greenwich-wealth-management-llc-0001439805-filer","13f")

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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: $4.4M1 positionsView on SEC.gov

			% of Portfolio
ENERGY FUELS INC	COM	$4K	0.1%	300,000 SH	New

Sold (vs prior filing)

3M CO — $315
ABBVIE INC — $3K
ACADIAN ASSET MANAGEMENT INC — $652
ACCENTURE PLC IRELAND SHS — $443
ADIENT PLC ORD — $685
ADOBE SYSTEMS INCORPORATED — $770
ADVISORS INNER CIRCLE FD III — $2K
ADVISORS INNER CIRCLE FD III — $4K
AGNC INVT CORP — $107
ALLEGION PLC ORD — $2K
ALLSTATE CORP — $437
ALPHABET INC CAP STK — $1K
ALPHABET INC CAP STK — $15K
AMAZON COM INC — $3K
AMERICA MOVIL SAB DE CV SPON ADR L — $3K
AMERICAN CENTY ETF TR — $2K
AMERICAN CENTY TR INTERNATIONAL LR — $807
AMERICAN CENTY TR US LARGE CAP VLU — $9K
AMERICAN CENTY TR US SML CP VALU — $6K
AMERICAN EXPRESS CO — $332
… and 233 more

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