Greenwood Gearhart
Latest statistics and disclosures from Greenwood Gearhart's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VOO, SCHX, IGIB, JPST, VXUS, and represent 29.45% of Greenwood Gearhart's stock portfolio.
- Added to shares of these 10 stocks: KKR (+$14M), JPST (+$9.8M), XLU (+$9.0M), IEF (+$8.7M), NFLX (+$7.4M), IGIB (+$6.9M), VXUS, WFC, IGSB, WMT.
- Started 5 new stock positions in MCK, AMD, EVLV, CRM, KKR.
- Reduced shares in these 10 stocks: XLF (-$12M), SCHX (-$5.6M), VOO, GOOG, SOXX, NVDA, AAPL, ITOT, IVV, CAT.
- Greenwood Gearhart was a net buyer of stock by $36M.
- Greenwood Gearhart has $1.8B in assets under management (AUM), dropping by 4.77%.
- Central Index Key (CIK): 0001084683
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Portfolio Holdings for Greenwood Gearhart
Greenwood Gearhart holds 109 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 9.2 | $166M | -2% | 265k | 627.13 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 7.0 | $128M | -4% | 4.7M | 26.91 |
|
| Ishares Tr Ishs 5-10yr Invt (IGIB) | 4.8 | $87M | +8% | 1.6M | 53.88 |
|
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 4.4 | $80M | +13% | 1.6M | 50.59 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 4.1 | $74M | +3% | 981k | 75.44 |
|
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 3.9 | $70M | +14% | 729k | 96.16 |
|
| Select Sector Spdr Tr State Street Hea (XLV) | 3.8 | $69M | +2% | 448k | 154.80 |
|
| Wal-Mart Stores (WMT) | 3.6 | $66M | +3% | 591k | 111.41 |
|
| Apple (AAPL) | 3.3 | $59M | -4% | 219k | 271.75 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 2.8 | $51M | 84k | 614.31 |
|
|
| NVIDIA Corporation (NVDA) | 2.7 | $50M | -5% | 267k | 186.50 |
|
| Alphabet Cap Stk Cl C (GOOG) | 2.7 | $50M | -7% | 158k | 313.80 |
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 2.7 | $49M | +5% | 929k | 52.88 |
|
| Microsoft Corporation (MSFT) | 2.7 | $49M | 101k | 483.62 |
|
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 2.5 | $46M | 728k | 62.47 |
|
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 2.4 | $45M | 232k | 191.56 |
|
|
| Ishares Tr Russell 2000 Etf (IWM) | 2.2 | $41M | 165k | 246.16 |
|
|
| J.B. Hunt Transport Services (JBHT) | 2.2 | $39M | +4% | 202k | 194.34 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 2.1 | $38M | +3% | 581k | 66.00 |
|
| Select Sector Spdr Tr State Street Ind (XLI) | 2.1 | $38M | 247k | 155.12 |
|
|
| Ishares Tr Ishares Semicdtr (SOXX) | 1.9 | $35M | -8% | 118k | 301.15 |
|
| Select Sector Spdr Tr State Street Con (XLP) | 1.9 | $35M | +4% | 454k | 77.68 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.7 | $32M | +2% | 63k | 502.57 |
|
| Amazon (AMZN) | 1.6 | $28M | +3% | 123k | 230.82 |
|
| Select Sector Spdr Tr State Street Fin (XLF) | 1.4 | $25M | -31% | 463k | 54.77 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 1.4 | $25M | -2% | 75k | 335.27 |
|
| Vanguard World Energy Etf (VDE) | 1.2 | $22M | +6% | 176k | 125.92 |
|
| JPMorgan Chase & Co. (JPM) | 1.2 | $22M | 67k | 322.22 |
|
|
| Caterpillar (CAT) | 1.1 | $20M | -5% | 34k | 572.86 |
|
| Meta Platforms Cl A (META) | 1.1 | $19M | 29k | 660.10 |
|
|
| Select Sector Spdr Tr State Street Uti (XLU) | 1.0 | $18M | +102% | 417k | 42.69 |
|
| Liberty Media Corp Del Com Lbty One S C (FWONK) | 1.0 | $17M | 176k | 98.51 |
|
|
| Broadcom (AVGO) | 0.9 | $16M | -5% | 46k | 346.10 |
|
| Tesla Motors (TSLA) | 0.8 | $15M | -6% | 34k | 449.72 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.8 | $14M | 19k | 753.77 |
|
|
| Kkr & Co (KKR) | 0.8 | $14M | NEW | 111k | 127.48 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.8 | $14M | +3% | 160k | 88.49 |
|
| American Express Company (AXP) | 0.7 | $12M | +5% | 33k | 369.95 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.6 | $11M | 16k | 681.93 |
|
|
| Palo Alto Networks (PANW) | 0.6 | $10M | +2% | 55k | 184.20 |
|
| Jacobs Engineering Group (J) | 0.6 | $10M | 76k | 132.46 |
|
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| Visa Com Cl A (V) | 0.5 | $9.9M | +4% | 28k | 350.71 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.4 | $8.1M | -15% | 12k | 684.93 |
|
| Tyson Foods Cl A (TSN) | 0.4 | $8.0M | +23% | 136k | 58.62 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.4 | $7.7M | -23% | 52k | 148.69 |
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.4 | $7.5M | -2% | 90k | 83.75 |
|
| Netflix (NFLX) | 0.4 | $7.5M | +24173% | 80k | 93.76 |
|
| Home BancShares (HOMB) | 0.3 | $5.9M | 213k | 27.78 |
|
|
| Spdr Series Trust State Street Spd (SPYG) | 0.3 | $4.6M | -19% | 43k | 106.70 |
|
| Wells Fargo & Company (WFC) | 0.2 | $3.7M | +226% | 40k | 93.20 |
|
| Exxon Mobil Corporation (XOM) | 0.1 | $2.5M | -3% | 21k | 120.34 |
|
| Entergy Corporation (ETR) | 0.1 | $2.2M | -3% | 24k | 92.43 |
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.1 | $2.1M | 5.8k | 360.13 |
|
|
| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.1 | $1.6M | 15k | 106.70 |
|
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $1.5M | -7% | 3.3k | 473.30 |
|
| Toast Cl A (TOST) | 0.1 | $1.5M | 43k | 35.51 |
|
|
| Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) | 0.1 | $1.4M | -23% | 19k | 75.05 |
|
| Evolv Technologies Hldngs In Com Cl A (EVLV) | 0.1 | $1.4M | NEW | 200k | 7.16 |
|
| Stryker Corporation (SYK) | 0.1 | $1.4M | -3% | 4.0k | 351.47 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $1.4M | -8% | 11k | 123.26 |
|
| Bank Ozk (OZK) | 0.1 | $1.4M | 30k | 46.02 |
|
|
| Home Depot (HD) | 0.1 | $1.4M | -9% | 3.9k | 344.10 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $1.4M | 6.4k | 212.07 |
|
|
| McDonald's Corporation (MCD) | 0.1 | $1.2M | 4.0k | 305.63 |
|
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| Ishares Tr Msci Intl Qualty (IQLT) | 0.1 | $1.0M | -8% | 22k | 45.45 |
|
| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.1 | $927k | -9% | 10k | 89.43 |
|
| Lowe's Companies (LOW) | 0.0 | $874k | 3.6k | 241.16 |
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| Symbotic Class A Com (SYM) | 0.0 | $846k | 14k | 59.50 |
|
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| Eli Lilly & Co. (LLY) | 0.0 | $845k | 786.00 | 1074.68 |
|
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| Procter & Gamble Company (PG) | 0.0 | $807k | -4% | 5.6k | 143.31 |
|
| Johnson & Johnson (JNJ) | 0.0 | $794k | -16% | 3.8k | 206.95 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $752k | +5% | 23k | 32.62 |
|
| International Business Machines (IBM) | 0.0 | $743k | -5% | 2.5k | 296.21 |
|
| Regions Financial Corporation (RF) | 0.0 | $665k | 25k | 27.10 |
|
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| Aon Shs Cl A (AON) | 0.0 | $661k | -35% | 1.9k | 352.88 |
|
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.0 | $659k | 22k | 29.61 |
|
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| Raytheon Technologies Corp (RTX) | 0.0 | $630k | 3.4k | 183.40 |
|
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| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.0 | $612k | 6.1k | 100.38 |
|
|
| Chevron Corporation (CVX) | 0.0 | $604k | -9% | 4.0k | 152.41 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.0 | $571k | -8% | 1.5k | 373.44 |
|
| Oracle Corporation (ORCL) | 0.0 | $557k | 2.9k | 194.91 |
|
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $535k | +2% | 22k | 24.04 |
|
| Boeing Company (BA) | 0.0 | $515k | +2% | 2.4k | 217.12 |
|
| Ishares Tr Core S&p Us Gwt (IUSG) | 0.0 | $492k | -18% | 2.9k | 167.94 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.0 | $480k | +6% | 1.5k | 313.00 |
|
| Bank of America Corporation (BAC) | 0.0 | $444k | -18% | 8.1k | 55.00 |
|
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.0 | $444k | -7% | 15k | 30.07 |
|
| Corning Incorporated (GLW) | 0.0 | $429k | -13% | 4.9k | 87.56 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $427k | -36% | 2.0k | 210.34 |
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.0 | $338k | 3.6k | 94.16 |
|
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| Ishares Tr Core Msci Total (IXUS) | 0.0 | $295k | -10% | 3.5k | 84.63 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $273k | +4% | 1.8k | 154.14 |
|
| Boulder Growth & Income Fund (STEW) | 0.0 | $262k | 14k | 18.54 |
|
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| Vanguard Admiral Fds 500 Val Idx Fd (VOOV) | 0.0 | $247k | 1.2k | 204.88 |
|
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| Amgen (AMGN) | 0.0 | $246k | 752.00 | 327.31 |
|
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| Pure Storage Cl A (PSTG) | 0.0 | $245k | 3.7k | 67.01 |
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| Eaton Corp SHS (ETN) | 0.0 | $241k | -17% | 758.00 | 318.51 |
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| Westrock Coffee (WEST) | 0.0 | $238k | +112% | 59k | 4.07 |
|
| Rayonier (RYN) | 0.0 | $234k | +4% | 11k | 21.65 |
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| Rockwell Automation (ROK) | 0.0 | $233k | 600.00 | 389.07 |
|
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| salesforce (CRM) | 0.0 | $230k | NEW | 867.00 | 264.76 |
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| Yeti Hldgs (YETI) | 0.0 | $223k | -29% | 5.0k | 44.17 |
|
| Union Pacific Corporation (UNP) | 0.0 | $222k | -9% | 961.00 | 231.32 |
|
| Pepsi (PEP) | 0.0 | $221k | 1.5k | 143.50 |
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|
| Advanced Micro Devices (AMD) | 0.0 | $214k | NEW | 1.0k | 214.16 |
|
| Cisco Systems (CSCO) | 0.0 | $207k | -44% | 2.7k | 77.03 |
|
| Walt Disney Company (DIS) | 0.0 | $202k | 1.8k | 113.75 |
|
|
| McKesson Corporation (MCK) | 0.0 | $202k | NEW | 246.00 | 819.43 |
|
| Sportsmans Whse Hldgs (SPWH) | 0.0 | $121k | +47% | 83k | 1.46 |
|
Past Filings by Greenwood Gearhart
SEC 13F filings are viewable for Greenwood Gearhart going back to 2010
- Greenwood Gearhart 2025 Q4 filed Feb. 4, 2026
- Greenwood Gearhart 2025 Q3 filed Nov. 12, 2025
- Greenwood Gearhart 2025 Q2 filed July 24, 2025
- Greenwood Gearhart 2025 Q1 filed May 6, 2025
- Greenwood Gearhart 2024 Q4 filed Feb. 13, 2025
- Greenwood Gearhart 2024 Q3 filed Nov. 15, 2024
- Greenwood Gearhart 2024 Q2 filed Aug. 7, 2024
- Greenwood Gearhart 2024 Q1 filed May 15, 2024
- Greenwood Gearhart 2023 Q3 filed Nov. 15, 2023
- Greenwood Gearhart 2023 Q2 filed Aug. 14, 2023
- Greenwood Gearhart 2023 Q1 filed May 15, 2023
- Greenwood Gearhart 2022 Q4 filed Feb. 15, 2023
- Greenwood Gearhart 2022 Q3 filed Nov. 16, 2022
- Greenwood Gearhart 2022 Q2 filed Aug. 16, 2022
- Greenwood Gearhart 2022 Q1 filed May 16, 2022
- Greenwood Gearhart 2021 Q4 filed Feb. 15, 2022