account_balance

Investment manager · 13F filer · SEC CIK 1084683

Greenwood Gearhart LLC

Reported value$2.21Bas of Sep 30, 2026
Positions164 12 new, 16 sold out
Top 10 weight45.3%VOO alone is 9%
FiledNov 233 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
VOO Vanguard Index FDS 9.3% Held
VXUS Vanguard Star FDS 5.9% Added +4%
SCHX Schwab Strategic Tr 5.3% Added +5%
JPST J P Morgan Exchange Traded F 4.3% Added +3%
XLV Select Sector SPDR Tr 3.6% Held
AAPL Apple Inc. 3.6% Held
IGIB iShares Tr 3.5% Trimmed −15%
SOXX iShares Tr 3.4% Added +16%
NVDA NVIDIA Corp 3.2% Held
IEF iShares Tr 3.1% Trimmed −9%
QQQ Invesco QQQ Tr 3.0% Held
IGSB iShares Tr 3.0% Added +21%

What changed

Biggest moves since Jun 30, 2026

Filed Nov 2, 2026, compared with the Jul 24, 2026 filing
add_circleNew
  • SPSM $23.2M
  • VGIT $20.1M
  • FSS $11.8M
  • VBIL $951K
arrow_upwardAdded
  • VCIT +217%
  • IGSB +21%
  • SOXX +16%
  • VPL +14%
arrow_downwardTrimmed
  • CRM −52%
  • IWM −42%
  • PANW −26%
  • IGIB −15%
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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