Q2 2026 13F · SEC CIK 1084683

Greenwood Gearhart LLC

Wealth managerFiled 2026-07-24 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $2.1B
Reported positions: 168
Top holdings a year, 3 yrs: +15.0%
Assets under management: $2.0B

Greenwood Gearhart LLC is a wealth manager that reported 168 positions worth $2.1B in its Q2 2026 13F, filed 2026-07-24. Its largest holdings were Vanguard S&p 500 ETF (VOO, 9.2%), Vanguard Star Fds Vanguard Total Intl St (VXUS, 5.9%), Schwab Stratgc Tr (SCHX, 5.1%). A portfolio copying its top holdings returned 15.0% a year over the last 3 years, against 20.4% for the S&P 500.

Greenwood Gearhart LLC holdings largest 50 of 168 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Greenwood Gearhart LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
VOOVanguard S&p 500 ETF	9.2%	9.0%	287,154	+3.5%	$197.2M
VXUSVanguard Star Fds Vanguard Total Intl St	5.9%	6.0%	1,474,438	+3.1%	$126.0M
SCHXSchwab Stratgc Tr	5.1%	4.9%	3,709,621	+5.3%	$109.2M
IGIBIshares Tr	4.5%	4.9%	1,822,054	+6.1%	$96.9M
JPSTJ P Morgan Exchange Traded Fd	4.3%	4.8%	1,827,293	+5.0%	$92.4M
IEFiShs 7-10 ys Tsy	3.8%	4.1%	854,092	+6.9%	$80.8M
XLVSelect Sector Spdr Tr	3.5%	3.7%	479,226	+3.6%	$76.0M
SOXXIshares Semiconductor ETF	3.5%	2.1%	115,823	-1.4%	$74.2M
AAPLApple Inc	3.2%	3.1%	238,103	+5.2%	$68.9M
QQQInvesco Qqq Tr	3.1%	2.7%	90,571	+4.5%	$66.7M
WMTWalmart Inc	3.1%	3.9%	581,561	+1.3%	$65.9M
NVDANvidia Corporation Com	2.8%	2.7%	300,798	+6.7%	$60.2M
GOOGAlphabet Inc	2.7%	2.5%	164,650	+1.9%	$58.2M
JBHTHunt J B Trans Svcs Inc	2.6%	2.3%	192,369	-3.0%	$55.7M
IGSBIshares 1-3 Yr Credit Bond ETF	2.6%	2.8%	1,050,207	+6.6%	$55.0M
IWMIshares	2.5%	2.3%	176,816	+2.4%	$53.1M
IJHIshares Tr	2.3%	2.2%	643,308	+5.0%	$49.6M
XLISelect Sector Spdr Tr	2.2%	2.2%	260,568	+3.1%	$48.3M
MSFTMicrosoft Corp	2.0%	2.1%	114,410	+7.2%	$42.7M
XLPState Street Consumer Staples Select Sec	1.8%	2.1%	476,688	+2.8%	$39.6M
BRK-BBerkshire Hathaway Inc Del	1.6%	1.7%	68,878	+4.6%	$34.5M
VPLVanguard Ftse Pacific ETF	1.6%	—	287,920	—	$33.3M
AMZNAmazon Com Inc Com	1.5%	1.4%	131,218	+2.6%	$31.3M
XLFSelect Sector Spdr Tr	1.4%	1.4%	572,622	+12.4%	$30.7M
PANWPalo Alto Networks Inc	1.3%	0.7%	84,630	+0.7%	$28.9M
VDEVanguard World Fd	1.3%	1.7%	187,545	+3.2%	$28.2M
JIVEJpmorgan International Value ETF	1.2%	—	270,228	—	$24.8M
JPMJpmorgan Chase & Co	1.1%	1.1%	73,271	+3.7%	$24.0M
CATCaterpillar Inc Com	1.1%	0.8%	21,216	-1.4%	$22.6M
XLUSpdr	1.0%	1.1%	459,056	+5.2%	$20.8M
VEAVanguard Tax-Managed Fds	0.9%	2.6%	273,107	-63.5%	$19.5M
AVGOBroadcom Inc	0.9%	0.8%	50,954	+6.3%	$19.2M
METAMeta Platforms Inc Class A	0.9%	0.9%	32,527	+7.5%	$18.3M
FWONKLiberty Media Corp Del	0.8%	0.8%	192,002	+3.9%	$18.3M
VNQVanguard Real Estate ETF	0.8%	0.8%	173,367	+4.7%	$16.7M
TSLATesla Inc Com	0.7%	0.7%	36,324	+4.9%	$15.3M
RSPInvesco S&p 500 Equal Weight ETF	0.7%	2.5%	69,435	-71.3%	$14.8M
AXPAmerican Express Co Com	0.6%	0.6%	38,028	+5.7%	$12.9M
VTIVanguard Index Fds	0.6%	0.8%	34,045	-26.5%	$12.6M
CRMSalesforce Inc Com	0.6%	0.8%	79,532	+2.5%	$12.5M
SPYSpdr S&p 500 ETF Tr	0.6%	0.6%	15,888	-1.4%	$11.9M
KKRKkr & Co Inc Cl A	0.5%	0.6%	127,435	+6.4%	$11.7M
VVisa Inc Com Cl A	0.5%	0.5%	33,449	+7.1%	$11.5M
CEGConstellation Energy Corp	0.5%	—	44,492	—	$11.1M
JJacobs Solutions Inc	0.5%	0.6%	85,748	+6.4%	$10.8M
IVVIshares Core S&p 500 ETF	0.5%	0.5%	13,559	-0.6%	$10.2M
TSNTyson Foods Inc	0.4%	0.5%	155,763	+15.0%	$8.9M
VGTVanguard Info Tech	0.4%	0.4%	68,430	+555.0%	$8.2M
VCITVanguard Scottsdale Fds	0.3%	0.4%	87,804	-0.5%	$7.3M
NFLXNetflix Inc Total	0.3%	0.4%	89,891	+5.8%	$6.4M

What Greenwood Gearhart LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +15.9% /yr; S&P 500 +20.1%
3 years: +15.0% /yr; S&P 500 +20.4%
5 years: +7.4% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$2.1B	168
Q1 2026	$1.8B	134
Q4 2025	$1.8B	109
Q3 2025	$1.7B	104
Q2 2025	$1.6B	105
Q1 2025	$1.4B	106
Q4 2024	$1.5B	130
Q3 2024	$1.2B	107
Q2 2024	$1.1B	110
Q1 2024	$1.0B	101
Q4 2023	$937.6M	303
Q3 2023	$845.0M	98

Questions about Greenwood Gearhart LLC's portfolio

What stocks does Greenwood Gearhart LLC own?

Greenwood Gearhart LLC's latest 13F, for Q2 2026 and filed Jul 24, 2026, lists 168 positions worth $2.1B. The largest are Vanguard S&p 500 ETF (VOO) at 9.2%, Vanguard Star Fds Vanguard Total Intl St (VXUS) at 5.9%, Schwab Stratgc Tr (SCHX) at 5.1%, Ishares Tr (IGIB) at 4.5% and J P Morgan Exchange Traded Fd (JPST) at 4.3%.

What did Greenwood Gearhart LLC buy last quarter?

In Q2 2026, Greenwood Gearhart LLC added Vanguard Info Tech (VGT) (+555.0% shares), Tyson Foods Inc (TSN) (+15.0% shares) and Select Sector Spdr Tr (XLF) (+12.4% shares), compared with its Q1 2026 filing.

What did Greenwood Gearhart LLC sell last quarter?

In Q2 2026, Greenwood Gearhart LLC cut from its top 50 Home Bancshares Inc (HOMB), cut from its top 50 Ishares Total US Stock Market ETF (ITOT), cut from its top 50 Spdr Series Trust (SPYG), Invesco S&p 500 Equal Weight ETF (RSP) (-71.3% shares), Vanguard Tax-Managed Fds (VEA) (-63.5% shares) and Vanguard Index Fds (VTI) (-26.5% shares), compared with its Q1 2026 filing.

How has Greenwood Gearhart LLC's portfolio performed?

A portfolio copying Greenwood Gearhart LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +15.0% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +15.9% against +20.1%. Over 5 years: +7.4% a year against +11.6%.

When is Greenwood Gearhart LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Greenwood Gearhart LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Greenwood Gearhart LLC manage?

Greenwood Gearhart LLC reported $2.0B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $2.1B.