Greenwich Wealth Management LLC
Annual return '25
+30.4%
SPY '25
+17.7%
Alpha
+12.7ptsvs SPY
Invested
$2.4M
Holdings
306
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 98%. 3 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$IBKR
INTERACTIVE BROKERS GROUP IN COM
Held since at least Q1 2024
27.2%
02
$SPY
SPDR S&P 500 ETF TR TR
Q1 2026: New position (25.3k shares)
9.2%
03
$FUTU
FUTU HLDGS LTD
Held since at least Q1 2024
6.8%
04
$NMAX
NEWSMAX INC
Held since at least Q1 2024
4.9%
05
$HOOD
ROBINHOOD MKTS INC COM
Held since at least Q1 2024
3.2%
06
$GOOG
ALPHABET INC CAP STK
Held since at least Q1 2024
1.7%
07
$AAPL
APPLE INC
Q1 2026: New position (506.1k shares)
1.6%
08
$PIPR
PIPER JAFFRAY COS
Held since at least Q1 2024
1.3%
09
$NDQ
INVESCO QQQ TR
Held since at least Q1 2024
1.3%
10
$GBTC
GRAYSCALE BITCOIN TR BTC
Held since at least Q1 2024
1.3%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 06:32 UTC.