Greenwood Capital Associates
$1.0B 13F equity value
300 Holdings
Quarter ended September 30, 2026
The latest 13F on file for Greenwood Capital Associates covers the quarter ended September 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 | 132,050 | $44M | 4.3% |
| MSFT | MICROSOFT CORP | 70,818 | $36M | 3.6% |
| IVV | ISHARES TR | 46,962 | $36M | 3.5% |
| GOOGL | ALPHABET INC | 93,463 | $32M | 3.2% |
| BBEU | J P MORGAN EXCHANGE TRADED F | 358,993 | $27M | 2.7% |
| AMZN | AMAZON COM INC | 78,821 | $20M | 1.9% |
| EMXC | ISHARES INC | 193,947 | $19M | 1.9% |
| DFAX | DIMENSIONAL ETF TRUST | 492,247 | $18M | 1.8% |
| IBM | INTERNATIONAL BUSINESS MACHS | 73,647 | $16M | 1.6% |
| IPAC | ISHARES TR | 186,588 | $16M | 1.6% |
Track Greenwood Capital Associates's 13F portfolio: $1.0B in reported holdings, 300 positions. Top holdings and quarterly changes on SentiSense.
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