Greenhouse Wealth Management

Greenhouse Wealth Management as of Dec. 31, 2025

Portfolio Holdings for Greenhouse Wealth Management

Greenhouse Wealth Management holds 60 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
Spdr S&p 500 Etf Tr Tr Unit (SPY) 35.9 $61M 89k 681.92
Ishares Tr Core S&p500 Etf (IVV) 9.0 $15M 22k 684.93
Vanguard Index Fds Value Etf (VTV) 7.4 $13M 66k 190.99
Vanguard Index Fds S&p 500 Etf Shs (VOO) 5.4 $9.2M 15k 627.11
Vanguard Index Fds Total Stk Mkt (VTI) 4.9 $8.2M 25k 335.27
Invesco Qqq Tr Unit Ser 1 (QQQ) 4.5 $7.6M 12k 614.29
Vanguard Index Fds Small Cp Etf (VB) 4.0 $6.7M 26k 257.95
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 3.9 $6.5M 86k 75.44
Alphabet Cap Stk Cl A (GOOGL) 1.9 $3.3M 11k 313.01
Vanguard Index Fds Sm Cp Val Etf (VBR) 1.9 $3.2M 15k 211.79
Vanguard Index Fds Growth Etf (VUG) 1.5 $2.5M 5.1k 487.88
Ishares Gold Tr Ishares New (IAU) 1.2 $2.0M 25k 81.17
Microsoft Corporation (MSFT) 1.1 $1.9M 3.8k 483.65
Apple (AAPL) 1.0 $1.7M 6.2k 271.84
Proshares Tr Ultrapro Qqq (TQQQ) 1.0 $1.6M 31k 52.72
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 1.0 $1.6M 57k 28.48
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.9 $1.6M 65k 24.04
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.9 $1.5M 21k 73.56
Alphabet Cap Stk Cl C (GOOG) 0.8 $1.4M 4.6k 313.77
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.6 $1.1M 3.9k 279.11
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.6 $1.0M 2.1k 502.65
Vanguard Whitehall Fds High Div Yld (VYM) 0.6 $1.0M 7.2k 143.52
Vanguard Index Fds Mid Cap Etf (VO) 0.6 $1.0M 3.5k 290.21
Vanguard World Inf Tech Etf (VGT) 0.6 $970k 1.3k 754.01
Spdr Series Trust State Street Spd (SDY) 0.5 $904k 6.5k 139.16
Ishares Tr Core S&p Scp Etf (IJR) 0.5 $903k 7.5k 120.18
Ishares Tr Rus 1000 Grw Etf (IWF) 0.5 $868k 1.8k 473.22
Amazon (AMZN) 0.5 $798k 3.5k 230.82
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) 0.4 $743k 8.1k 91.40
Ishares Tr Rus Mid Cap Etf (IWR) 0.4 $692k 7.2k 96.27
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.4 $654k 24k 27.43
General Motors Company (GM) 0.3 $547k 6.7k 81.32
Lockheed Martin Corporation (LMT) 0.3 $496k 1.0k 483.90
Cisco Systems (CSCO) 0.3 $492k 6.4k 77.03
Ishares Tr Russell 3000 Etf (IWV) 0.3 $487k 1.3k 386.85
Ishares Tr Core S&p Mcp Etf (IJH) 0.3 $468k 7.1k 66.00
Raytheon Technologies Corp (RTX) 0.3 $461k 2.5k 183.40
Republic Services (RSG) 0.3 $457k 2.2k 211.89
Oracle Corporation (ORCL) 0.3 $454k 2.3k 194.88
Costco Wholesale Corporation (COST) 0.3 $432k 501.00 862.56
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.2 $376k 7.6k 49.65
Ford Motor Company (F) 0.2 $347k 27k 13.12
Rigetti Computing Common Stock (RGTI) 0.2 $324k 15k 22.15
Vanguard World Health Car Etf (VHT) 0.2 $317k 1.1k 287.91
Ishares Tr Rus 1000 Etf (IWB) 0.2 $307k 823.00 373.44
Altria (MO) 0.2 $297k 5.1k 57.65
Allstate Corporation (ALL) 0.2 $287k 1.4k 208.10
Ishares Tr Core S&p Us Vlu (IUSV) 0.2 $273k 2.7k 102.54
Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $257k 1.2k 210.30
Ge Aerospace Com New (GE) 0.1 $248k 806.00 308.08
Johnson & Johnson (JNJ) 0.1 $244k 1.2k 206.90
Exxon Mobil Corporation (XOM) 0.1 $237k 2.0k 120.36
Walt Disney Company (DIS) 0.1 $237k 2.1k 113.74
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $233k 3.1k 74.08
Philip Morris International (PM) 0.1 $225k 1.4k 160.40
Take-Two Interactive Software (TTWO) 0.1 $218k 850.00 256.03
JPMorgan Chase & Co. (JPM) 0.1 $218k 675.00 322.22
Electronic Arts (EA) 0.1 $210k 1.0k 204.27
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $200k 1.6k 123.26
Ess Tech *w Exp 10/08/202 (GWH.WS) 0.0 $2.6k 50k 0.05