account_balance
Investment manager · 13F filer · SEC CIK 1161822
Greenwood Capital Associates LLC
Reported value$1.03Bas of Sep 30, 2026
Positions267 16 new, 33 sold out
Top 10 weight25.8%AAPL alone is 4%
FiledOct 2727 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
AAPLApple Inc.
4.3%Trimmed −6%
MSFTMicrosoft Corp
3.5%Trimmed −5%
IVViShares Tr
3.5%Trimmed −13%
GOOGLAlphabet Inc.
3.1%
BBEUJ P Morgan Exchange Traded F
2.6%Trimmed −5%
AMZNAmazon.com Inc
1.9%
EMXCiShares Inc
1.9%Added +6%
DFAXDimensional ETF Trust
1.8%Added +11%
IBMInternational Business Machines Corp
1.6%Added +28%
IPACiShares Tr
1.5%Trimmed −2%
BRK-BBerkshire Hathaway Inc
1.5%
GVIiShares Tr
1.5%Added +2%
AAPLApple Inc.
4.3%Trimmed −6%
MSFTMicrosoft Corp
3.5%Trimmed −5%
IVViShares Tr
3.5%Trimmed −13%
GOOGLAlphabet Inc.
3.1%
BBEUJ P Morgan Exchange Traded F
2.6%−5%
AMZNAmazon.com Inc
1.9%
EMXCiShares Inc
1.9%
DFAXDimensional ETF Trust
1.8%
IBMInternational Business Machines Corp
1.6%
IPAC
BRK-B1.5%GVI1.5%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
AAPL Apple Inc. 4.3% Trimmed −6%MSFT Microsoft Corp 3.5% Trimmed −5%
IVV iShares Tr 3.5% Trimmed −13%
GOOGL Alphabet Inc. 3.1% HeldBBEU J P Morgan Exchange Traded F 2.6% Trimmed −5%
AMZN Amazon.com Inc 1.9% HeldEMXC iShares Inc 1.9% Added +6%
DFAX Dimensional ETF Trust 1.8% Added +11%
IBM International Business Machines Corp 1.6% Added +28%IPAC iShares Tr 1.5% Trimmed −2%
BRK-B Berkshire Hathaway Inc 1.5% HeldGVI iShares Tr 1.5% Added +2%
What changed
Biggest moves since Jun 30, 2026
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