§ 13F · FUND PROFILE
GREENWOOD CAPITAL ASSOCIATES LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $803.9T (13F)Positions · 249Turnover · — · Q4Filed · Jan 26, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$920.9T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 26, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 60K | $40.8T | 4.4% | NEW |
| 2 | AAPL | APPLE INC | 147K | $40.0T | 4.3% | NEW |
| 3 | GOOGL | ALPHABET INC | 105K | $32.8T | 3.6% | NEW |
| 4 | MSFT | MICROSOFT CORP | 64K | $31.2T | 3.4% | NEW |
| 5 | BBEU | J P MORGAN EXCHANGE TRADED F | 379K | $27.8T | 3.0% | NEW |
| 6 | AMZN | AMAZON COM INC | 82K | $18.9T | 2.1% | NEW |
| 7 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 34K | $17.1T | 1.9% | NEW |
| 8 | GVI | ISHARES TR | 137K | $14.7T | 1.6% | NEW |
| 9 | EMXC | ISHARES INC | 193K | $14.0T | 1.5% | NEW |
| 10 | IBM | INTERNATIONAL BUSINESS MACHS | 46K | $13.6T | 1.5% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE GREENWOOD SIGNAL
AC read
GREENWOOD CAPITAL ASSOCIATES LLC is a Other fund managing $803920.2 trillion in assets. The fund runs a broad portfolio of 249 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed