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Greenwood Capital Associates LLC
Greenwood Capital Associates, LLC is an SEC-registered investment adviser based in Greenwood, South Carolina. The firm was founded in 1983 and has over 40 years of experience serving families, institutional investors, and financial advisors. Greenwood Capital provides wealth and asset management services, emphasizing a personalized, consultative approach to financial planning and investment management. They also act as an outsourced CIO for institutions and as a sub-adviser for financial advisors. As of June 2025, the firm has over $1.6 billion in assets under management and employs a team approach, averaging 18 years’ industry experience.
Investment Strategy
Greenwood Capital uses an active, top-down investment management process with a global perspective and personalized approach. Their philosophy is that active management can outperform benchmarks over time. The firm customizes investment plans to suit clients’ goals, employing disciplined, consultative, and fiduciary processes across wealth management, investment management, and retirement planning. They serve clients through holistic, research-driven strategies tailored for individuals, families, institutions, and financial advisors.
Latest 13F Filing Activity
Greenwood Capital Associates LLC filed their most recent 13F report on Sep 30, 2025 disclosing 252 equity positions with a total 13F market value of $867M. The fund increased holdings in Apple Inc., Alphabet Inc., Nike Inc. among other positions. Greenwood Capital Associates LLC reduced exposure to Chart Inds Inc., Honeywell Intl Inc., Oracle Corp. among others.
Top Holdings
Equity Positions (252)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | ISHARES TR | 4.65% | $40.3M | 60,248 | $502.73 | $669.30 | +$669.0K |
A AAPL | APPLE INC | 4.31% | $37.3M | 146,552 | $168.14 | $254.63 | +$6.9M |
M MSFT | MICROSOFT CORP | 3.77% | $32.7M | 63,073 | $258.29 | $517.95 | +$1.0M |
| ALPHABET INC | 3.23% | $28.0M | 115,231 | $108.57 | $243.10 | +$6.1M | |
B BBEU | J P MORGAN EXCHANGE TRADED F | 2.92% | $25.3M | 362,897 | $60.47 | $69.61 | +$1.6M |
Industry Allocation
Investment Team (3)
| Name | Role | Location | |
|---|---|---|---|
 | Investment Associate | Greenville, SC , United States | |
W Walter Todd | President, Chief Investment Officer | Greenwood, SC , United States | |
 | Senior Trading Manager | Greenwood, SC , United States |
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