Filed: 7/28/2026ACC: 0001161822-26-000004
📋 What this filing means
GREENWOOD CAPITAL ASSOCIATES LLC filed this quarterly 13F‑HR report disclosing 284 equity positions with a total reported market value of $1.02B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
284
Positions
$1.02B
Total AUM (reported)
10.79M
Total Shares
Allocation by class
COM$499.97M49.1%
CORE S&P500 ETF$40.22M3.9%
CAP STK CL A$32.88M3.2%
COM NEW$30.83M3.0%
BETA EURO ET NE$29.53M2.9%
CL A$23.85M2.3%
SHS$21.41M2.1%
Portfolio Concentration
Top 3$113.61M11.1%
4–10$143.50M14.1%
11–25$182.75M17.9%
Rest$579.05M56.8%
Top 3 weight
11.1%
Top 10 weight
25.2%
Voting Authority Distribution
Total shares with voting rights: 10.79M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
10.79M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole284
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings284
Rows:
APPLE INC
SOLEShares139.99K
TypeSH
Market value$40.51M
3.98%
Sole
0.00
Shared
0.00
None
139.99K
ISHARES TR
SOLEShares53.70K
TypeSH
Market value$40.22M
3.95%
Sole
0.00
Shared
0.00
None
53.70K
ALPHABET INC
SOLEShares92.01K
TypeSH
Market value$32.88M
3.23%
Sole
0.00
Shared
0.00
None
92.01K
J P MORGAN EXCHANGE TRADED F
SOLEShares379.65K
TypeSH
Market value$29.53M
2.90%
Sole
0.00
Shared
0.00
None
379.65K
MICROSOFT CORP
SOLEShares74.82K
TypeSH
Market value$27.91M
2.74%
Sole
0.00
Shared
0.00
None
74.82K
AMAZON COM INC
SOLEShares79.93K
TypeSH
Market value$19.05M
1.87%
Sole
0.00
Shared
0.00
None
79.93K
ISHARES INC
SOLEShares183.45K
TypeSH
Market value$18.77M
1.84%
Sole
0.00
Shared
0.00
None
183.45K
DIMENSIONAL ETF TRUST
SOLEShares445.29K
TypeSH
Market value$16.40M
1.61%
Sole
0.00
Shared
0.00
None
445.29K
INTERNATIONAL BUSINESS MACHS
SOLEShares57.59K
TypeSH
Market value$16.20M
1.59%
Sole
0.00
Shared
0.00
None
57.59K
ISHARES TR
SOLEShares190.96K
TypeSH
Market value$15.65M
1.54%
Sole
0.00
Shared
0.00
None
190.96K
BERKSHIRE HATHAWAY INC DEL
SOLEShares31.12K
TypeSH
Market value$15.57M
1.53%
Sole
0.00
Shared
0.00
None
31.12K
ISHARES TR
SOLEShares141.13K
TypeSH
Market value$14.97M
1.47%
Sole
0.00
Shared
0.00
None
141.13K
ISHARES TR
SOLEShares145.60K
TypeSH
Market value$14.41M
1.41%
Sole
0.00
Shared
0.00
None
145.60K
ELI LILLY & CO
SOLEShares11.65K
TypeSH
Market value$13.97M
1.37%
Sole
0.00
Shared
0.00
None
11.65K
PALO ALTO NETWORKS INC
SOLEShares39.88K
TypeSH
Market value$13.60M
1.33%
Sole
0.00
Shared
0.00
None
39.88K
ISHARES TR
SOLEShares137.76K
TypeSH
Market value$13.15M
1.29%
Sole
0.00
Shared
0.00
None
137.76K
DIMENSIONAL ETF TRUST
SOLEShares150.83K
TypeSH
Market value$12.36M
1.21%
Sole
0.00
Shared
0.00
None
150.83K
BROADCOM INC
SOLEShares32.53K
TypeSH
Market value$12.29M
1.21%
Sole
0.00
Shared
0.00
None
32.53K
J P MORGAN EXCHANGE TRADED F
SOLEShares139.05K
TypeSH
Market value$11.47M
1.13%
Sole
0.00
Shared
0.00
None
139.05K
AMGEN INC
SOLEShares30.17K
TypeSH
Market value$10.92M
1.07%
Sole
0.00
Shared
0.00
None
30.17K
TEXAS INSTRS INC
SOLEShares36.52K
TypeSH
Market value$10.89M
1.07%
Sole
0.00
Shared
0.00
None
36.52K
JPMORGAN CHASE & CO
SOLEShares31.82K
TypeSH
Market value$10.41M
1.02%
Sole
0.00
Shared
0.00
None
31.82K
VANGUARD SCOTTSDALE FDS
SOLEShares166.58K
TypeSH
Market value$9.70M
0.95%
Sole
0.00
Shared
0.00
None
166.58K
JOHNSON & JOHNSON
SOLEShares37.98K
TypeSH
Market value$9.65M
0.95%
Sole
0.00
Shared
0.00
None
37.98K
SPDR SERIES TRUST
SOLEShares154.43K
TypeSH
Market value$9.39M
0.92%
Sole
0.00
Shared
0.00
None
154.43K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 139.99K | SH | $40.51M 3.98% | 0.00 | 0.00 | 139.99K |
ISHARES TRSOLE | CORE S&P500 ETF | 53.70K | SH | $40.22M 3.95% | 0.00 | 0.00 | 53.70K |
ALPHABET INCSOLE | CAP STK CL A | 92.01K | SH | $32.88M 3.23% | 0.00 | 0.00 | 92.01K |
J P MORGAN EXCHANGE TRADED FSOLE | BETA EURO ET NE | 379.65K | SH | $29.53M 2.90% | 0.00 | 0.00 | 379.65K |
MICROSOFT CORPSOLE | COM | 74.82K | SH | $27.91M 2.74% | 0.00 | 0.00 | 74.82K |
AMAZON COM INCSOLE | COM | 79.93K | SH | $19.05M 1.87% | 0.00 | 0.00 | 79.93K |
ISHARES INCSOLE | MSCI EMRG CHN | 183.45K | SH | $18.77M 1.84% | 0.00 | 0.00 | 183.45K |
DIMENSIONAL ETF TRUSTSOLE | WORLD EX US CORE | 445.29K | SH | $16.40M 1.61% | 0.00 | 0.00 | 445.29K |
INTERNATIONAL BUSINESS MACHSSOLE | COM | 57.59K | SH | $16.20M 1.59% | 0.00 | 0.00 | 57.59K |
ISHARES TRSOLE | CORE MSCI PAC | 190.96K | SH | $15.65M 1.54% | 0.00 | 0.00 | 190.96K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 31.12K | SH | $15.57M 1.53% | 0.00 | 0.00 | 31.12K |
ISHARES TRSOLE | INTRM GOV CR ETF | 141.13K | SH | $14.97M 1.47% | 0.00 | 0.00 | 141.13K |
ISHARES TRSOLE | CORE US AGGBD ET | 145.60K | SH | $14.41M 1.41% | 0.00 | 0.00 | 145.60K |
ELI LILLY & COSOLE | COM | 11.65K | SH | $13.97M 1.37% | 0.00 | 0.00 | 11.65K |
PALO ALTO NETWORKS INCSOLE | COM | 39.88K | SH | $13.60M 1.33% | 0.00 | 0.00 | 39.88K |
ISHARES TRSOLE | CORE MSCI TOTAL | 137.76K | SH | $13.15M 1.29% | 0.00 | 0.00 | 137.76K |
DIMENSIONAL ETF TRUSTSOLE | US EQUI MARK ETF | 150.83K | SH | $12.36M 1.21% | 0.00 | 0.00 | 150.83K |
BROADCOM INCSOLE | COM | 32.53K | SH | $12.29M 1.21% | 0.00 | 0.00 | 32.53K |
J P MORGAN EXCHANGE TRADED FSOLE | INTRNL RES EQT | 139.05K | SH | $11.47M 1.13% | 0.00 | 0.00 | 139.05K |
AMGEN INCSOLE | COM | 30.17K | SH | $10.92M 1.07% | 0.00 | 0.00 | 30.17K |
TEXAS INSTRS INCSOLE | COM | 36.52K | SH | $10.89M 1.07% | 0.00 | 0.00 | 36.52K |
JPMORGAN CHASE & COSOLE | COM | 31.82K | SH | $10.41M 1.02% | 0.00 | 0.00 | 31.82K |
VANGUARD SCOTTSDALE FDSSOLE | SHORT TERM TREAS | 166.58K | SH | $9.70M 0.95% | 0.00 | 0.00 | 166.58K |
JOHNSON & JOHNSONSOLE | COM | 37.98K | SH | $9.65M 0.95% | 0.00 | 0.00 | 37.98K |
SPDR SERIES TRUSTSOLE | ST STR P500VAL | 154.43K | SH | $9.39M 0.92% | 0.00 | 0.00 | 154.43K |
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