§ 13F · FUND PROFILE
GREENWOOD CAPITAL ASSOCIATES LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $804M (13F)Positions · 249Turnover · — · Q1Filed · Apr 29, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$66M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 29, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 55K | $36M | 4.0% | −7% |
| 2 | AAPL | APPLE INC | 141K | $36M | 3.9% | −4% |
| 3 | BBEU | J P MORGAN EXCHANGE TRADED F | 383K | $28M | 3.1% | +1% |
| 4 | GOOGL | ALPHABET INC | 94K | $27M | 3.0% | −10% |
| 5 | MSFT | MICROSOFT CORP | 71K | $26M | 2.9% | +10% |
| 6 | AMZN | AMAZON COM INC | 79K | $16M | 1.8% | −4% |
| 7 | DFAX | DIMENSIONAL ETF TRUST | 461K | $16M | 1.7% | +18% |
| 8 | EMXC | ISHARES INC | 192K | $15M | 1.7% | ±0% |
| 9 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 31K | $15M | 1.6% | −8% |
| 10 | GVI | ISHARES TR | 139K | $15M | 1.6% | +1% |
§ 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 $804 million in assets. The fund runs a broad portfolio of 249 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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