Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
GREENWOOD CAPITAL ASSOCIATES LLC (CIK 1161822) reported $907.6M across 284 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVV ($36.1M, 3.98%), AAPL ($35.8M, 3.94%), BBEU ($27.7M, 3.05%), GOOGL ($27.1M, 2.98%), MSFT ($26.4M, 2.91%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $36.1M | 3.98% | 55,265 | Trimmed |
| 2 | AAPL | APPLE INC | $35.8M | 3.94% | 141,056 | Trimmed |
| 3 | BBEU | J P MORGAN EXCHANGE TRADED F | $27.7M | 3.05% | 382,874 | Added |
| 4 | GOOGL | ALPHABET INC | $27.1M | 2.98% | 94,191 | Trimmed |
| 5 | MSFT | MICROSOFT CORP | $26.4M | 2.91% | 71,237 | Added |
| 6 | AMZN | AMAZON COM INC | $16.4M | 1.81% | 78,875 | Trimmed |
| 7 | DFAX | DIMENSIONAL ETF TRUST | $15.6M | 1.72% | 460,529 | Added |
| 8 | EMXC | ISHARES INC | $15.1M | 1.66% | 191,795 | Trimmed |
| 9 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $15.0M | 1.65% | 31,247 | Trimmed |
| 10 | GVI | ISHARES TR | $14.8M | 1.63% | 138,660 | Added |
| 11 | AGG | ISHARES TR | $14.0M | 1.55% | 141,303 | Added |
| 12 | IPAC | ISHARES TR | $14.0M | 1.54% | 182,829 | Added |
| 13 | IXUS | ISHARES TR | $12.0M | 1.32% | 138,323 | Added |
| 14 | IBM | INTERNATIONAL BUSINESS MACHS | $11.8M | 1.30% | 48,490 | Added |
| 15 | JNJ | JOHNSON & JOHNSON | $11.5M | 1.27% | 47,170 | Trimmed |
| 16 | LLY | ELI LILLY & CO | $11.0M | 1.22% | 12,014 | Trimmed |
| 17 | AMGN | AMGEN INC | $10.7M | 1.18% | 30,444 | Added |
| 18 | JIRE | J P MORGAN EXCHANGE TRADED F | $9.9M | 1.09% | 130,417 | Added |
| 19 | AVGO | BROADCOM INC | $9.9M | 1.09% | 31,875 | Trimmed |
| 20 | JPM | JPMORGAN CHASE & CO | $9.8M | 1.08% | 33,209 | Trimmed |
| 21 | VGSH | VANGUARD SCOTTSDALE FDS | $9.7M | 1.07% | 166,037 | Trimmed |
| 22 | PANW | PALO ALTO NETWORKS INC | $9.7M | 1.07% | 60,794 | Added |
| 23 | NEE | NEXTERA ENERGY INC | $9.5M | 1.05% | 102,125 | Trimmed |
| 24 | TXN | TEXAS INSTRS INC | $9.3M | 1.03% | 48,115 | Trimmed |
| 25 | XOM | EXXON MOBIL CORP | $9.1M | 1.00% | 53,625 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31