Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Greenhouse Wealth Management

Latest statistics and disclosures from Greenhouse Wealth Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are SPY, IVV, VTV, VOO, VTI, and represent 62.96% of Greenhouse Wealth Management's stock portfolio.
Added to shares of these 10 stocks: VTI, GE, JPM, EA, XOM, VYM, TQQQ, QQQ, IJR, MSFT.
Started 4 new stock positions in GE, EA, XOM, JPM.
Reduced shares in these 10 stocks: VTV, SPY, IVV, VOO, VXUS, VB, SCHA, VO, VBR, JNJ.
Greenhouse Wealth Management was a net seller of stock by $-1.7M.
Greenhouse Wealth Management has $167M in assets under management (AUM), dropping by 7.26%.
Central Index Key (CIK): 0001843566

Tip: Access up to 7 years of quarterly data

Positions held by Greenhouse Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Greenhouse Wealth Management

Greenhouse Wealth Management holds 61 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr S&p 500 Etf Tr Tr Unit (SPY)	36.4	$61M		91k	666.18	View chart
Ishares Tr Core S&p500 Etf (IVV)	9.0	$15M		22k	669.30	View chart
Vanguard Index Fds Value Etf (VTV)	7.5	$13M	-7%	67k	186.49	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	5.4	$9.0M		15k	612.39	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	4.7	$7.9M	+3%	24k	328.17	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	4.4	$7.4M		12k	600.36	View chart
Vanguard Index Fds Small Cp Etf (VB)	3.9	$6.6M		26k	254.28	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	3.8	$6.3M		85k	73.46	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	2.0	$3.3M		16k	208.72	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.5	$2.5M		11k	243.10	View chart
Vanguard Index Fds Growth Etf (VUG)	1.5	$2.5M		5.2k	479.60	View chart
Microsoft Corporation (MSFT)	1.2	$2.0M		3.8k	517.98	View chart
Ishares Gold Tr Ishares New (IAU)	1.1	$1.8M		25k	72.77	View chart
Proshares Tr Ultrapro Qqq (TQQQ)	1.0	$1.6M		16k	103.40	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	1.0	$1.6M	-3%	57k	27.90	View chart
Apple (AAPL)	0.9	$1.6M		6.2k	254.61	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.9	$1.5M		64k	23.28	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.9	$1.5M		21k	71.37	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.7	$1.1M		3.9k	293.77	View chart
Alphabet Cap Stk Cl C (GOOG)	0.7	$1.1M		4.6k	243.57	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.6	$1.0M		2.1k	502.74	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.6	$1.0M	-5%	3.5k	293.77	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.6	$1.0M		7.1k	140.96	View chart
Vanguard World Inf Tech Etf (VGT)	0.6	$961k		1.3k	746.85	View chart
Spdr Series Trust S&p Divid Etf (SDY)	0.5	$907k		6.5k	140.06	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.5	$889k		7.5k	118.82	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.5	$859k		1.8k	468.42	View chart
Amazon (AMZN)	0.5	$759k		3.5k	219.57	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	0.4	$725k		8.1k	89.13	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.4	$691k		7.2k	96.54	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.4	$690k		25k	27.30	View chart
Oracle Corporation (ORCL)	0.4	$655k		2.3k	281.19	View chart
Lockheed Martin Corporation (LMT)	0.3	$511k		1.0k	499.45	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.3	$497k		1.3k	378.94	View chart
Republic Services (RSG)	0.3	$495k		2.2k	229.44	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.3	$475k		7.3k	65.00	View chart
Costco Wholesale Corporation (COST)	0.3	$464k		501.00	925.26	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.3	$461k		7.1k	65.26	View chart
Rigetti Computing Common Stock (RGTI)	0.3	$435k		15k	29.79	View chart
Cisco Systems (CSCO)	0.3	$435k		6.4k	68.42	View chart
Raytheon Technologies Corp (RTX)	0.3	$421k		2.5k	167.33	View chart
General Motors Company (GM)	0.2	$410k		6.7k	60.97	View chart
Walt Disney Company (DIS)	0.2	$342k		3.0k	114.48	View chart
Altria (MO)	0.2	$330k		5.0k	66.06	View chart
Ford Motor Company (F)	0.2	$309k	-3%	26k	11.96	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.2	$300k		821.00	365.68	View chart
Vanguard World Health Car Etf (VHT)	0.2	$284k		1.1k	259.67	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.2	$275k		1.3k	206.56	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.2	$266k		2.7k	99.95	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$248k		1.2k	203.66	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$234k		3.1k	74.38	View chart
Ge Aerospace Com New (GE)	0.1	$230k	NEW	764.00	300.82	View chart
Netflix (NFLX)	0.1	$228k		190.00	1198.92	View chart
Take-Two Interactive Software (TTWO)	0.1	$220k		850.00	258.36	View chart
Johnson & Johnson (JNJ)	0.1	$218k	-11%	1.2k	185.38	View chart
Philip Morris International (PM)	0.1	$217k		1.3k	162.20	View chart
Mondelez Intl Cl A (MDLZ)	0.1	$216k		3.5k	62.47	View chart
JPMorgan Chase & Co. (JPM)	0.1	$213k	NEW	675.00	315.43	View chart
Electronic Arts (EA)	0.1	$207k	NEW	1.0k	201.65	View chart
Exxon Mobil Corporation (XOM)	0.1	$202k	NEW	1.8k	112.75	View chart
Ess Tech *w Exp 10/08/202 (GWH.WS)	0.0	$2.1k		50k	0.04	View chart

Past Filings by Greenhouse Wealth Management

SEC 13F filings are viewable for Greenhouse Wealth Management going back to 2020

Greenhouse Wealth Management 2025 Q3 filed Oct. 28, 2025
Greenhouse Wealth Management 2025 Q2 filed July 17, 2025
Greenhouse Wealth Management 2025 Q1 filed April 16, 2025
Greenhouse Wealth Management 2024 Q4 filed Jan. 15, 2025
Greenhouse Wealth Management 2024 Q3 filed Oct. 8, 2024
Greenhouse Wealth Management 2024 Q2 filed July 15, 2024
Greenhouse Wealth Management 2024 Q1 filed April 22, 2024
Greenhouse Wealth Management 2023 Q4 filed Jan. 12, 2024
Greenhouse Wealth Management 2023 Q3 filed Oct. 16, 2023
Greenhouse Wealth Management 2023 Q2 filed July 18, 2023
Greenhouse Wealth Management 2023 Q1 filed April 19, 2023
Greenhouse Wealth Management 2022 Q4 filed Jan. 20, 2023
Greenhouse Wealth Management 2022 Q3 filed Oct. 17, 2022
Greenhouse Wealth Management 2022 Q2 filed July 13, 2022
Greenhouse Wealth Management 2022 Q1 filed May 16, 2022
Greenhouse Wealth Management 2021 Q4 filed Feb. 3, 2022

View all past filings

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z