All fund managers

Moneyta · fund managers · no sign-up needed

GREENWOOD CAPITAL ASSOCIATES LLC

Follow

Files quarterly holdings with the SEC · Q2 2026 · figures are the filer's own · filings arrive up to 45 days after quarter end

Disclosed US stock book

$1.0B

the filing's own total; every row accounted for

Positions

284

This quarter

+22 opened · 24 exited

Top 10 holdings

SecurityValueQ/Q · Gold
AAPL$41M
IVV$40M
GOOGL$33M
BBEU$30M
MSFT$28M
AMZN$19M
EMXC$19M
DFAX$16M
IBM$16M
IPAC$16M

…and 274 more positions. Quarter-over-quarter changes, adds and trims are part of the flows intelligence for Gold members.

Every position in the manager's quarterly holdings filing with the SEC is counted. A name without a link is one Moneyta does not cover yet.

Was this book followable? Gold

Every quarter since 2020, replayed at the real filing delay, against the S&P 500. The number nobody else computes.

See plans

Flows, compare, and your portfolio beside theirs Gold

Quarter-over-quarter moves, overlap with other managers, and where you stand next to them.

See plans

Further reading

Source: the manager's quarterly holdings filings with the SEC, via EDGAR. Disclosed long US positions only, not the fund's complete portfolio. Option rows show the UNDERLYING notional value the SEC requires, not premium paid: a put is bearish exposure, and notional overstates the actual bet. Educational analysis of published data. Insight, not advice.

Now check the odds on your own portfolio

Paste your holdings and get a Moneyta Score, concentration check, and plain-English observations in about a minute.

Start free
GREENWOOD CAPITAL ASSOCIATES LLC 13F holdings: top positions and quarterly changes | Moneyta.co