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 $1.02B across 284 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: AAPL ($40.5M, 3.98%), IVV ($40.2M, 3.95%), GOOGL ($32.9M, 3.23%), BBEU ($29.5M, 2.90%), MSFT ($27.9M, 2.74%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $40.5M | 3.98% | 139,989 | Trimmed |
| 2 | IVV | ISHARES TR | $40.2M | 3.95% | 53,705 | Trimmed |
| 3 | GOOGL | ALPHABET INC | $32.9M | 3.23% | 92,008 | Trimmed |
| 4 | BBEU | J P MORGAN EXCHANGE TRADED F | $29.5M | 2.90% | 379,654 | Trimmed |
| 5 | MSFT | MICROSOFT CORP | $27.9M | 2.74% | 74,824 | Added |
| 6 | AMZN | AMAZON COM INC | $19.1M | 1.87% | 79,928 | Added |
| 7 | EMXC | ISHARES INC | $18.8M | 1.84% | 183,452 | Trimmed |
| 8 | DFAX | DIMENSIONAL ETF TRUST | $16.4M | 1.61% | 445,289 | Trimmed |
| 9 | IBM | INTERNATIONAL BUSINESS MACHS | $16.2M | 1.59% | 57,594 | Added |
| 10 | IPAC | ISHARES TR | $15.6M | 1.54% | 190,959 | Added |
| 11 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $15.6M | 1.53% | 31,121 | Trimmed |
| 12 | GVI | ISHARES TR | $15.0M | 1.47% | 141,133 | Added |
| 13 | AGG | ISHARES TR | $14.4M | 1.41% | 145,605 | Added |
| 14 | LLY | ELI LILLY & CO | $14.0M | 1.37% | 11,650 | Trimmed |
| 15 | PANW | PALO ALTO NETWORKS INC | $13.6M | 1.33% | 39,882 | Trimmed |
| 16 | IXUS | ISHARES TR | $13.1M | 1.29% | 137,758 | Trimmed |
| 17 | DFUS | DIMENSIONAL ETF TRUST | $12.4M | 1.21% | 150,832 | Added |
| 18 | AVGO | BROADCOM INC | $12.3M | 1.21% | 32,531 | Added |
| 19 | JIRE | J P MORGAN EXCHANGE TRADED F | $11.5M | 1.13% | 139,052 | Added |
| 20 | TXN | TEXAS INSTRS INC | $10.9M | 1.07% | 36,522 | Trimmed |
| 21 | AMGN | AMGEN INC | $10.9M | 1.07% | 30,169 | Trimmed |
| 22 | JPM | JPMORGAN CHASE & CO | $10.4M | 1.02% | 31,815 | Trimmed |
| 23 | VGSH | VANGUARD SCOTTSDALE FDS | $9.7M | 0.95% | 166,581 | Added |
| 24 | JNJ | JOHNSON & JOHNSON | $9.6M | 0.95% | 37,981 | Trimmed |
| 25 | SPYV | SPDR SERIES TRUST | $9.4M | 0.92% | 154,433 | Added |
Source: SEC Form 13F filings · as of 2026-06-30