account_balance

Investment manager · 13F filer · SEC CIK 1843566

Greenhouse Wealth Management, LLC

Reported value$145Mas of Sep 30, 2026
Positions55 4 new, 1 sold out
Top 10 weight80.6%SPY alone is 37%
FiledOct 2020 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
SPY SPDR S&P 500 ETF Trust 36.9% Held
IVV iShares Tr 11.6% Held
VOO Vanguard Index FDS 6.8% Held
VTV Vanguard Index FDS 5.9% Held
VXUS Vanguard Star FDS 5.2% Added +3%
VB Vanguard Index FDS 5.1% Added +4%
QQQ Invesco QQQ Tr 3.2% Trimmed −3%
VTI Vanguard Index FDS 3.0% Added +3%
TQQQ Proshares Tr 1.7% Held
AAPL Apple Inc. 1.4% Held
SCHA Schwab Strategic Tr 1.2% Held
SCHF Schwab Strategic Tr 1.2% Held

What changed

Biggest moves since Jun 30, 2026

Filed Oct 20, 2026, compared with the Aug 6, 2026 filing
add_circleNew
  • VUSB $348K
  • VCSH $246K
  • MRK $219K
  • SCHB $213K
arrow_upwardAdded
  • SCHD +19%
  • VO +7%
  • VB +4%
  • VXUS +3%
arrow_downwardTrimmed
  • QQQ −3%
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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