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Michael J. Freeburg

Greenwich Wealth Management Llc

Assets Managed
$2.449B
Holdings
307
Last Quarter
2026 - Q1
Filed Date
22d ago
Growth Rate
9.27%(2Q avg: 10.55%)
Sustained Growth
2 quarters

Portfolio positions

This chart displays the top 10 holdings in Greenwich Wealth Management Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 307 positions.

Assets under management

The assets under management (AUM) of Greenwich Wealth Management Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 2.449B in assets, with a quarterly growth rate of 9.27% and a 2-quarter average growth rate of 10.55%. The portfolio is managed by Michael J. Freeburg, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IBKR
Interactive Brokers Gro-cl A
Recent Activity
Increased 8.05%
27.18%
$665.606M
9.924M shares@ $67.08 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Increased 40.99%
9.17%
$224.518M
345,231 shares@ $650.35 avg price
FUTU
Futu Holdings Ltd-adr
Recent Activity
Increased 141.58%
6.85%
$167.668M
1.226M shares@ $136.77 avg price
NMAX
Newsmax Inc
Recent Activity
4.86%
$118.992M
22.795M shares@ $5.23 avg price
HOOD
Robinhood Markets Inc - A
Recent Activity
Increased 2238.88%
3.24%
$79.295M
1.144M shares@ $69.31 avg price
GOOG
Alphabet Inc-cl C
Recent Activity
Decreased -0.07%
1.67%
$40.859M
142,435 shares@ $286.87 avg price
AAPL
Apple Inc
Recent Activity
Decreased -0.54%
1.6%
$39.144M
154,238 shares@ $253.79 avg price
PIPR
Piper Sandler Cos
Recent Activity
Increased 299.98%
1.31%
$31.904M
416,769 shares@ $76.56 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Decreased -2%
1.29%
$31.475M
54,532 shares@ $577.19 avg price
GBTC
Grayscale Bitcoin Trust Etf
Recent Activity
Decreased -0.15%
1.27%
$31.04M
633,993 shares@ $48.96 avg price

1-10 of 307