13F filer

Greenwood Capital Associates

As of Sep 30, 2026 Filed Oct 27, 2026 CIK 1161822 SEC filings ↗

13F Value

$1.03B

Positions

267

Top Position

AAPL4.3%

Top 5

17.1%

Latest filing changes

vs Jun 30, 2026

1 NVDA NVIDIA +450.2%+$6.8M

2 NOW ServiceNow +133.1%+$5.8M

3 CASY Caseys Gen Stores +204.5%+$5.2M

4 ROK Rockwell Automation +232.7%+$4.7M

5 KTOS Kratos Defense & Sec Solutio >999%+$4.0M

Holdings267

#
1	AAPL Apple	4.3%	$44.0M	-5.7%	132.1K	4.0%	Common Stock
2	MSFT Microsoft	3.5%	$36.3M	-5.4%	70.8K	2.7%	Common Stock
3	IVV iShares Core S&P 500 ETF	3.5%	$36.0M	-12.6%	47.0K	3.9%	ETF
4	GOOGL Alphabet Class A Filing details 02079K305 Sep 30, 2026 93,463 reported quantity $32,158,806 reported value	3.1%	$32.2M	+1.6%	93.5K	3.2%	Common Stock
5	BBEU JPMorgan BetaBuilders Europe ETF	2.6%	$27.2M	-5.4%	359.0K	2.9%	ETF
6	AMZN Amazon	1.9%	$19.6M	-1.4%	78.8K	1.9%	Common Stock
7	EMXC iShares MSCI Emerging Markets ex China ETF	1.9%	$19.2M	+5.7%	193.9K	1.8%	ETF
8	DFAX Dimensional World ex U.S. Core Equity 2 ETF	1.8%	$18.2M	+10.5%	492.2K	1.6%	ETF
9	IBM IBM	1.6%	$16.2M	+27.9%	73.6K	1.6%	Common Stock
10	IPAC iShares Core MSCI Pacific ETF	1.5%	$15.9M	-2.3%	186.6K	1.5%	ETF
11	BRK.B Berkshire Hathaway Class B Filing details 084670702 Sep 30, 2026 30,643 reported quantity $15,258,682 reported value	1.5%	$15.3M	-1.5%	30.6K	1.5%	Common Stock
12	GVI iShares Intermediate Government/Credit Bond ETF	1.5%	$14.9M	+2.4%	144.5K	1.5%	ETF
13	AGG iShares Core U.S. Aggregate Bond ETF	1.4%	$14.6M	+5.8%	154.0K	1.4%	ETF
14	AMGN Amgen	1.3%	$13.2M	+3.4%	31.2K	1.1%	Common Stock
15	LLY Eli Lilly	1.3%	$13.0M	-3.4%	11.3K	1.4%	Common Stock
16	IXUS iShares Core MSCI Total International Stock ETF	1.3%	$13.0M	-0.5%	137.1K	1.3%	ETF
17	AVGO Broadcom	1.3%	$13.0M	+13.8%	37.0K	1.2%	Common Stock
18	JIRE JPMorgan International Research Enhanced Equity ETF	1.2%	$12.2M	+7.1%	148.9K	1.1%	ETF
19	DFUS Dimensional U.S. Equity Market ETF	1.2%	$11.9M	-5.4%	142.8K	1.2%	ETF
20	TXN Texas Instruments	1.1%	$11.8M	+15.2%	42.1K	1.1%	Common Stock

Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.

Exited in Latest Filing35

#	Holding	Prior %	Prior Value	Change	Prior Quantity	Trend (4Q)	Type

Compared with the immediately prior published filing (Jun 30, 2026). Prior values are shown for context and are not included in current totals.