Greenwood Capital Associates
$1.0B 13F equity value
308 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Greenwood Capital Associates covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| AAPL | APPLE INC | 139,989 | $41M | 4.0% |
| IVV | ISHARES TR | 53,705 | $40M | 3.9% |
| GOOGL | ALPHABET INC | 92,008 | $33M | 3.2% |
| BBEU | J P MORGAN EXCHANGE TRADED F | 379,654 | $30M | 2.9% |
| MSFT | MICROSOFT CORP | 74,824 | $28M | 2.7% |
| AMZN | AMAZON COM INC | 79,928 | $19M | 1.9% |
| EMXC | ISHARES INC | 183,452 | $19M | 1.8% |
| DFAX | DIMENSIONAL ETF TRUST | 445,289 | $16M | 1.6% |
| IBM | INTERNATIONAL BUSINESS MACHS | 57,594 | $16M | 1.6% |
| IPAC | ISHARES TR | 190,959 | $16M | 1.5% |
Track Greenwood Capital Associates's 13F portfolio: $1.0B in reported holdings, 308 positions. Top holdings and quarterly changes on SentiSense.
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