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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 62.24% of Greenhouse Wealth Management's stock portfolio.
Added to shares of these 10 stocks: ITOT, MDLZ, VXUS, IAU, VBR, VYM, VB, SCHD, CSCO, SDY.
Started 2 new stock positions in ITOT, MDLZ.
Reduced shares in these 10 stocks: SPY, RGTI, DIS, TTWO, , VTI, VTV, IVW, IVV, SCHA.
Sold out of its positions in DIS, IVW, JPM, RGTI, TTWO.
Greenhouse Wealth Management was a net seller of stock by $-1.8M.
Greenhouse Wealth Management has $162M in assets under management (AUM), dropping by -4.36%.
Central Index Key (CIK): 0001843566

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

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Portfolio Holdings for Greenhouse Wealth Management

Greenhouse Wealth Management holds 57 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	35.3	$57M		88k	649.59	View chart
Ishares Tr Core S&p500 Etf (IVV)	9.0	$15M		22k	653.20	View chart
Vanguard Index Fds Value Etf (VTV)	7.8	$13M		65k	196.14	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	5.4	$8.7M		15k	597.56	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	4.7	$7.6M	-2%	24k	320.81	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	4.4	$7.1M		12k	577.20	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	4.2	$6.8M	+2%	89k	76.98	View chart
Vanguard Index Fds Small Cp Etf (VB)	4.2	$6.8M		26k	261.57	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	2.1	$3.3M		15k	217.25	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.9	$3.0M		10k	287.56	View chart
Ishares Gold Tr Ishares New (IAU)	1.4	$2.3M		26k	88.16	View chart
Vanguard Index Fds Growth Etf (VUG)	1.4	$2.2M		5.1k	436.79	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	1.0	$1.6M	-3%	56k	29.08	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	1.0	$1.6M		65k	24.75	View chart
Apple (AAPL)	1.0	$1.5M		6.1k	253.77	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	1.0	$1.5M		21k	75.10	View chart
Microsoft Corporation (MSFT)	0.8	$1.4M	-3%	3.7k	370.20	View chart
Proshares Tr Ultrapro Qqq (TQQQ)	0.8	$1.3M		31k	41.68	View chart
Alphabet Cap Stk Cl C (GOOG)	0.8	$1.3M	-2%	4.5k	286.84	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.7	$1.1M		7.2k	148.10	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.6	$1.0M		3.5k	287.21	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.6	$1.0M		3.9k	257.36	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.6	$980k		2.0k	479.20	View chart
Spdr Series Trust State Street Spd (SDY)	0.6	$950k		6.5k	145.94	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.6	$933k		7.5k	123.99	View chart
Vanguard World Inf Tech Etf (VGT)	0.6	$898k		1.3k	697.93	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.5	$782k		1.8k	426.39	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.5	$734k		24k	30.68	View chart
Amazon (AMZN)	0.4	$720k		3.5k	208.27	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.4	$701k		7.2k	97.23	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	0.4	$690k		8.1k	84.91	View chart
Lockheed Martin Corporation (LMT)	0.4	$619k		1.0k	604.68	View chart
General Motors Company (GM)	0.3	$503k		6.7k	74.51	View chart
Cisco Systems (CSCO)	0.3	$498k		6.4k	77.59	View chart
Costco Wholesale Corporation (COST)	0.3	$491k		492.00	997.29	View chart
Raytheon Technologies Corp (RTX)	0.3	$485k		2.5k	192.90	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.3	$479k		7.1k	67.42	View chart
Republic Services (RSG)	0.3	$472k		2.2k	218.98	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.3	$467k		1.3k	370.68	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.2	$395k	NEW	2.8k	142.43	View chart
Oracle Corporation (ORCL)	0.2	$343k		2.3k	147.09	View chart
Altria (MO)	0.2	$339k		5.1k	65.98	View chart
Exxon Mobil Corporation (XOM)	0.2	$334k		2.0k	169.69	View chart
Vanguard World Health Car Etf (VHT)	0.2	$301k		1.1k	272.33	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.2	$294k		824.00	356.53	View chart
Allstate Corporation (ALL)	0.2	$286k		1.4k	207.29	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.2	$285k	-2%	7.4k	38.42	View chart
Johnson & Johnson (JNJ)	0.2	$283k		1.2k	244.38	View chart
Ford Motor Company (F)	0.2	$273k	-10%	24k	11.54	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.2	$272k		2.7k	102.25	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$261k		1.2k	213.69	View chart
Philip Morris International (PM)	0.1	$232k		1.4k	165.34	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$231k		3.1k	73.49	View chart
Ge Aerospace Com New (GE)	0.1	$229k		806.00	283.82	View chart
Electronic Arts (EA)	0.1	$210k		1.0k	203.81	View chart
Mondelez Intl Cl A (MDLZ)	0.1	$202k	NEW	3.5k	57.64	View chart
Ess Tech *w Exp 10/08/202 (GWH.WS)	0.0	$1.1k		50k	0.02	View chart

Past Filings by Greenhouse Wealth Management

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

Greenhouse Wealth Management 2026 Q1 filed April 23, 2026
Greenhouse Wealth Management 2025 Q4 filed Jan. 21, 2026
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

View all past filings

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