Greenwood Gearhart
Latest statistics and disclosures from Greenwood Gearhart's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VOO, VXUS, IGIB, SCHX, JPST, and represent 29.51% of Greenwood Gearhart's stock portfolio.
- Added to shares of these 10 stocks: VXUS (+$35M), CRM (+$14M), JPST (+$7.7M), VOO (+$7.1M), IEF (+$6.6M), IGIB (+$5.7M), PANW, IGSB, NVDA, XLF.
- Started 32 new stock positions in ENB, IWP, IJR, VLY, AEP, CCJ, BMO, COP, VOT, SGU.
- Reduced shares in these 10 stocks: SCHX (-$31M), VTI (-$9.3M), CAT (-$8.9M), VGT (-$6.0M), WMT, ITOT, JBHT, SMH, IWD, .
- Sold out of its positions in BX, CSCO, DIS, IWD, USMV, MCK, YETI.
- Greenwood Gearhart was a net buyer of stock by $71M.
- Greenwood Gearhart has $1.8B in assets under management (AUM), dropping by 1.74%.
- Central Index Key (CIK): 0001084683
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Portfolio Holdings for Greenwood Gearhart
Greenwood Gearhart holds 134 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 | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 9.0 | $166M | +4% | 277k | 597.55 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 6.0 | $110M | +45% | 1.4M | 77.11 |
|
| Ishares Tr Ishs 5-10yr Invt (IGIB) | 4.9 | $91M | +6% | 1.7M | 53.22 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 4.9 | $90M | -25% | 3.5M | 25.64 |
|
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 4.8 | $88M | +9% | 1.7M | 50.61 |
|
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 4.1 | $76M | +9% | 799k | 95.44 |
|
| Wal-Mart Stores (WMT) | 3.9 | $71M | -2% | 574k | 124.28 |
|
| Select Sector Spdr Tr State Street Hea (XLV) | 3.7 | $68M | +3% | 463k | 146.61 |
|
| Apple (AAPL) | 3.1 | $58M | +3% | 226k | 253.79 |
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 2.8 | $52M | +6% | 986k | 52.56 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 2.7 | $50M | +3% | 87k | 577.18 |
|
| NVIDIA Corporation (NVDA) | 2.7 | $49M | +5% | 282k | 174.40 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 2.6 | $48M | +2% | 749k | 64.08 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 2.5 | $46M | +4% | 242k | 191.92 |
|
| Alphabet Cap Stk Cl C (GOOG) | 2.5 | $46M | +2% | 162k | 286.86 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 2.3 | $43M | +4% | 173k | 248.00 |
|
| J.B. Hunt Transport Services (JBHT) | 2.3 | $42M | 198k | 211.90 |
|
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 2.2 | $41M | +5% | 613k | 67.53 |
|
| Select Sector Spdr Tr State Street Ind (XLI) | 2.2 | $41M | +2% | 253k | 161.73 |
|
| Microsoft Corporation (MSFT) | 2.1 | $40M | +5% | 107k | 370.17 |
|
| Ishares Tr Ishares Semicdtr (SOXX) | 2.1 | $39M | 117k | 328.66 |
|
|
| Select Sector Spdr Tr State Street Con (XLP) | 2.1 | $38M | +2% | 464k | 81.98 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.7 | $32M | +4% | 66k | 479.20 |
|
| Vanguard World Energy Etf (VDE) | 1.7 | $31M | +3% | 182k | 173.04 |
|
| Amazon (AMZN) | 1.4 | $27M | +4% | 128k | 208.27 |
|
| Select Sector Spdr Tr State Street Fin (XLF) | 1.4 | $25M | +9% | 510k | 49.37 |
|
| JPMorgan Chase & Co. (JPM) | 1.1 | $21M | +4% | 71k | 294.16 |
|
| Select Sector Spdr Tr State Street Uti (XLU) | 1.1 | $20M | +4% | 436k | 45.89 |
|
| Meta Platforms Cl A (META) | 0.9 | $17M | +3% | 30k | 572.13 |
|
| Liberty Media Corp Del Com Lbty One S C (FWONK) | 0.8 | $16M | +5% | 185k | 85.02 |
|
| Caterpillar (CAT) | 0.8 | $15M | -36% | 22k | 708.45 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.8 | $15M | -38% | 46k | 320.81 |
|
| Broadcom (AVGO) | 0.8 | $15M | +5% | 48k | 309.51 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.8 | $15M | +3% | 166k | 88.70 |
|
| salesforce (CRM) | 0.8 | $15M | +8852% | 78k | 186.67 |
|
| Palo Alto Networks (PANW) | 0.7 | $14M | +53% | 84k | 160.32 |
|
| Tesla Motors (TSLA) | 0.7 | $13M | 35k | 371.75 |
|
|
| Kkr & Co (KKR) | 0.6 | $11M | +7% | 120k | 92.50 |
|
| American Express Company (AXP) | 0.6 | $11M | +8% | 36k | 302.48 |
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.6 | $11M | +3% | 16k | 650.35 |
|
| Jacobs Engineering Group (J) | 0.6 | $10M | +6% | 81k | 127.28 |
|
| Visa Com Cl A (V) | 0.5 | $9.4M | +10% | 31k | 302.24 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.5 | $8.9M | +15% | 14k | 653.20 |
|
| Tyson Foods Cl A (TSN) | 0.5 | $8.7M | 136k | 64.07 |
|
|
| Netflix (NFLX) | 0.4 | $8.2M | +6% | 85k | 96.15 |
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.4 | $7.3M | 88k | 82.75 |
|
|
| Vanguard World Inf Tech Etf (VGT) | 0.4 | $7.3M | -45% | 10k | 697.70 |
|
| Home BancShares (HOMB) | 0.3 | $5.7M | 213k | 26.93 |
|
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.3 | $5.6M | -23% | 39k | 142.43 |
|
| Spdr Series Trust State Street Spd (SPYG) | 0.2 | $3.9M | -7% | 40k | 97.91 |
|
| Exxon Mobil Corporation (XOM) | 0.2 | $3.6M | 21k | 169.66 |
|
|
| Wells Fargo & Company (WFC) | 0.2 | $3.3M | +5% | 42k | 79.61 |
|
| Entergy Corporation (ETR) | 0.1 | $2.4M | -9% | 22k | 112.36 |
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.1 | $1.7M | -22% | 4.5k | 383.40 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $1.6M | NEW | 17k | 97.13 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $1.6M | +20% | 7.7k | 211.15 |
|
| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.1 | $1.6M | 15k | 106.50 |
|
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $1.6M | +24% | 14k | 113.11 |
|
| Chevron Corporation (CVX) | 0.1 | $1.5M | +85% | 7.3k | 206.90 |
|
| McDonald's Corporation (MCD) | 0.1 | $1.4M | +12% | 4.5k | 310.79 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.1 | $1.4M | +107% | 48k | 29.13 |
|
| Home Depot (HD) | 0.1 | $1.4M | +5% | 4.1k | 328.89 |
|
| Bank Ozk (OZK) | 0.1 | $1.4M | 30k | 45.89 |
|
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $1.3M | -7% | 3.0k | 426.40 |
|
| Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) | 0.1 | $1.2M | -14% | 17k | 75.19 |
|
| Stryker Corporation (SYK) | 0.1 | $1.2M | -7% | 3.7k | 328.59 |
|
| Evolv Technologies Hldngs In Com Cl A (EVLV) | 0.1 | $1.2M | 200k | 6.05 |
|
|
| Toast Cl A (TOST) | 0.1 | $1.1M | 43k | 26.51 |
|
|
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.1 | $1.1M | +141% | 36k | 30.96 |
|
| Ishares Tr Msci Intl Qualty (IQLT) | 0.1 | $1.0M | -2% | 22k | 46.23 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $950k | +115% | 3.3k | 287.56 |
|
| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.0 | $879k | -3% | 10k | 87.84 |
|
| Enterprise Products Partners (EPD) | 0.0 | $852k | NEW | 23k | 37.84 |
|
| Johnson & Johnson (JNJ) | 0.0 | $849k | -9% | 3.5k | 244.44 |
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $804k | NEW | 6.3k | 128.12 |
|
| Raytheon Technologies Corp (RTX) | 0.0 | $773k | +16% | 4.0k | 192.90 |
|
| Lowe's Companies (LOW) | 0.0 | $762k | -11% | 3.2k | 236.28 |
|
| Symbotic Class A Com (SYM) | 0.0 | $756k | 14k | 53.20 |
|
|
| Eli Lilly & Co. (LLY) | 0.0 | $714k | 776.00 | 919.77 |
|
|
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.0 | $694k | +2% | 23k | 30.50 |
|
| International Business Machines (IBM) | 0.0 | $673k | +10% | 2.8k | 242.39 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $671k | NEW | 3.1k | 217.25 |
|
| Corning Incorporated (GLW) | 0.0 | $667k | 4.9k | 135.97 |
|
|
| Regions Financial Corporation (RF) | 0.0 | $641k | 25k | 26.12 |
|
|
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.0 | $627k | +2% | 6.2k | 100.66 |
|
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.0 | $568k | NEW | 2.2k | 257.35 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.0 | $546k | 1.5k | 356.56 |
|
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $542k | 22k | 24.75 |
|
|
| Boeing Company (BA) | 0.0 | $509k | +7% | 2.6k | 199.03 |
|
| Procter & Gamble Company (PG) | 0.0 | $508k | -37% | 3.5k | 144.44 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $482k | NEW | 3.9k | 124.31 |
|
| Aon Shs Cl A (AON) | 0.0 | $473k | -21% | 1.5k | 322.78 |
|
| Enbridge (ENB) | 0.0 | $447k | NEW | 8.2k | 54.14 |
|
| Oracle Corporation (ORCL) | 0.0 | $395k | -6% | 2.7k | 147.11 |
|
| Saratoga Invt Corp Com New (SAR) | 0.0 | $389k | NEW | 18k | 21.87 |
|
| Bank of America Corporation (BAC) | 0.0 | $383k | -2% | 7.9k | 48.75 |
|
| Ishares Tr Core S&p Us Gwt (IUSG) | 0.0 | $377k | -17% | 2.4k | 155.11 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $352k | NEW | 6.5k | 54.05 |
|
| ConocoPhillips (COP) | 0.0 | $337k | NEW | 2.6k | 132.01 |
|
| Amgen (AMGN) | 0.0 | $337k | +27% | 958.00 | 351.85 |
|
| Phillips 66 (PSX) | 0.0 | $327k | NEW | 1.8k | 182.18 |
|
| Linde SHS (LIN) | 0.0 | $320k | NEW | 646.00 | 495.76 |
|
| Verizon Communications (VZ) | 0.0 | $318k | NEW | 6.3k | 50.20 |
|
| Pepsi (PEP) | 0.0 | $285k | +19% | 1.8k | 155.27 |
|
| Ishares Tr Core Msci Total (IXUS) | 0.0 | $278k | -7% | 3.2k | 86.63 |
|
| Eaton Corp SHS (ETN) | 0.0 | $271k | 758.00 | 357.67 |
|
|
| Sun Life Financial (SLF) | 0.0 | $256k | NEW | 4.1k | 62.56 |
|
| Gladstone Investment Corporation (GAIN) | 0.0 | $254k | NEW | 18k | 14.20 |
|
| Star Group Unit Ltd Partnr (SGU) | 0.0 | $252k | NEW | 21k | 12.28 |
|
| Westrock Coffee (WEST) | 0.0 | $247k | 58k | 4.25 |
|
|
| Tc Energy Corp (TRP) | 0.0 | $246k | NEW | 3.9k | 62.60 |
|
| Boulder Growth & Income Fund (STEW) | 0.0 | $242k | 14k | 17.10 |
|
|
| Peoples Ban (PEBO) | 0.0 | $240k | NEW | 7.3k | 32.87 |
|
| Vanguard Admiral Fds 500 Val Idx Fd (VOOV) | 0.0 | $236k | -3% | 1.2k | 203.82 |
|
| Cava Group Ord (CAVA) | 0.0 | $235k | NEW | 2.9k | 80.90 |
|
| Valley National Ban (VLY) | 0.0 | $233k | NEW | 19k | 12.28 |
|
| Pennantpark Floating Rate Capi (PFLT) | 0.0 | $233k | NEW | 29k | 8.04 |
|
| Union Pacific Corporation (UNP) | 0.0 | $233k | 961.00 | 242.62 |
|
|
| Ennis (EBF) | 0.0 | $225k | NEW | 11k | 21.42 |
|
| Mastercard Incorporated Cl A (MA) | 0.0 | $224k | NEW | 448.00 | 499.71 |
|
| Rayonier (RYN) | 0.0 | $223k | 11k | 20.62 |
|
|
| Valero Energy Corporation (VLO) | 0.0 | $222k | NEW | 900.00 | 247.08 |
|
| Nasdaq Omx (NDAQ) | 0.0 | $221k | NEW | 2.6k | 84.89 |
|
| Bank Of Montreal Cadcom (BMO) | 0.0 | $220k | NEW | 1.6k | 135.34 |
|
| American Electric Power Company (AEP) | 0.0 | $219k | NEW | 1.7k | 131.08 |
|
| Bhp Billiton Sponsored Ads (BHP) | 0.0 | $218k | NEW | 3.0k | 72.74 |
|
| Everpure Cl A (PSTG) | 0.0 | $216k | 3.7k | 59.04 |
|
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| Rockwell Automation (ROK) | 0.0 | $215k | 600.00 | 358.88 |
|
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| Abbvie (ABBV) | 0.0 | $213k | NEW | 978.00 | 217.49 |
|
| National Grid Sponsored Adr Ne (NGG) | 0.0 | $204k | NEW | 2.4k | 84.60 |
|
| Advanced Micro Devices (AMD) | 0.0 | $203k | 1.0k | 203.43 |
|
|
| Cameco Corporation (CCJ) | 0.0 | $201k | NEW | 1.9k | 108.61 |
|
| Sportsmans Whse Hldgs (SPWH) | 0.0 | $117k | 83k | 1.41 |
|
|
| Navient Corporation equity (NAVI) | 0.0 | $84k | NEW | 10k | 8.18 |
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Past Filings by Greenwood Gearhart
SEC 13F filings are viewable for Greenwood Gearhart going back to 2010
- Greenwood Gearhart 2026 Q1 filed May 7, 2026
- 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