Greenwich Wealth Management LLC
•CIK: 1439805•Filing: Q4 2025
**Greenwich Wealth Management LLC** manages $2.2B across a diversified portfolio of 286 positions. The fund exhibits significant concentration in fintech and technology infrastructure, highlighted by a top holding in IBKR valued at $590.7M. Further notable allocations include substantial positions in NMAX ($176.2M) and SPY ($167.0M). This structure suggests a focused, large-cap growth mandate with deep conviction in market facilitators and digital assets.
Total AUM
$2.2B
QoQ Performance
+11.8%
Positions
278
Top 10 Concentration
56.4%
Latest Filing
Q4 2025
Top Holdings Allocation
IBKR
NMAX
SPY
IBKR26.3%
NMAX7.9%
SPY7.4%
FUTU3.7%
GOOG2.0%
AAPL1.9%
GBTC1.8%
ORCL1.6%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other75.8%
Technology9.6%
ETF8.0%
Financial3.1%
Consumer1.4%
Healthcare1.2%
Materials0.4%
Industrial0.3%
🚪 Exited Positionssold since Q3 2025
—
METSERA INC
SOLD
$4.9M
+80 more exited positions
Changes from Q3 2025
NEW8 new positions
↑96 increased
↓64 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023