Greenwood Gearhart Llc Portfolio Stock Holdings
According to the SEC 13F filed on July 24, 2026, Greenwood Gearhart Llc disclosed 167 stock positions valued at approximately $2.15B as of quarter-end June 30, 2026. The largest holdings include VANGUARD INDEX FDS, VANGUARD STAR FDS, and SCHWAB STRATEGIC TR.
- Report Period
- June 30, 2026
- No. of Stocks
- 167
- Portfolio Value
- $2.15B
Holdings by Sector
Greenwood Gearhart Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | VOO | Other | 9.18% | 287,154 | +9,832 | +3.55% | $197,220,137 |
| VANGUARD STAR FDS | VXUS | Other | 5.87% | 1,474,438 | +44,363 | +3.10% | $126,049,734 |
| SCHWAB STRATEGIC TR | SCHX | Other | 5.08% | 3,709,621 | +188,300 | +5.35% | $109,174,140 |
| ISHARES TR | IGIB | Other | 4.51% | 1,822,054 | +104,428 | +6.08% | $96,878,611 |
| J P MORGAN EXCHANGE TRADED F | JPST | Other | 4.30% | 1,827,293 | +87,762 | +5.05% | $92,406,207 |
| ISHARES TR | IEF | Other | 3.76% | 854,092 | +55,180 | +6.91% | $80,771,480 |
| SELECT SECTOR SPDR TR | XLV | Other | 3.54% | 479,226 | +16,722 | +3.62% | $76,033,993 |
| ISHARES TR | SOXX | Other | 3.45% | 115,823 | -1,621 | -1.38% | $74,214,806 |
| APPLE INC | AAPL | Technology | 3.21% | 238,103 | +11,711 | +5.17% | $68,897,506 |
| INVESCO QQQ TR | QQQ | Other | 3.10% | 90,571 | +3,874 | +4.47% | $66,696,413 |
| WALMART INC | WMT | Consumer Defensive | 3.06% | 581,561 | +7,491 | +1.30% | $65,867,625 |
| NVIDIA CORPORATION | NVDA | Technology | 2.80% | 300,798 | +19,014 | +6.75% | $60,186,746 |
| ALPHABET INC | GOOG | Communication Services | 2.71% | 164,650 | +3,029 | +1.87% | $58,175,812 |
| HUNT J B TRANS SVCS INC | JBHT | Industrials | 2.59% | 192,369 | -5,927 | -2.99% | $55,677,436 |
| ISHARES TR | IGSB | Other | 2.56% | 1,050,207 | +64,754 | +6.57% | $55,041,324 |
| ISHARES TR | IWM | Other | 2.47% | 176,816 | +4,166 | +2.41% | $53,124,436 |
| ISHARES TR | IJH | Other | 2.31% | 643,308 | +30,446 | +4.97% | $49,605,481 |
| SELECT SECTOR SPDR TR | XLI | Other | 2.25% | 260,568 | +7,784 | +3.08% | $48,264,918 |
| MICROSOFT CORP | MSFT | Technology | 1.99% | 114,410 | +7,673 | +7.19% | $42,677,178 |
| SELECT SECTOR SPDR TR | XLP | Other | 1.84% | 476,688 | +13,067 | +2.82% | $39,598,463 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 1.60% | 68,878 | +3,025 | +4.59% | $34,465,862 |
| VANGUARD INTL EQUITY INDEX F | VPL | Other | 1.55% | 287,920 | +287,920 | +100.00% | $33,309,465 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 1.46% | 131,218 | +3,266 | +2.55% | $31,274,498 |
| SELECT SECTOR SPDR TR | XLF | Other | 1.43% | 572,622 | +63,080 | +12.38% | $30,698,279 |
| PALO ALTO NETWORKS INC | PANW | Technology | 1.34% | 84,630 | +600 | +0.71% | $28,860,523 |
| VANGUARD WORLD FD | VDE | Other | 1.31% | 187,545 | +5,834 | +3.21% | $28,156,100 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 1.12% | 73,271 | +2,601 | +3.68% | $23,983,739 |
| CATERPILLAR INC | CAT | Industrials | 1.05% | 21,216 | -293 | -1.36% | $22,592,505 |
| SELECT SECTOR SPDR TR | XLU | Other | 0.97% | 459,056 | +22,879 | +5.25% | $20,813,611 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 0.91% | 273,107 | -475,625 | -63.52% | $19,458,874 |
Showing 30 of 167 holdings in the latest reporting period.