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GREENWOOD GEARHART LLC

Updated 3 days ago

Managed by Greenwood Gearhart Llc • Latest filing Q3 2026

Portfolio value
$2.2B
Q3 2026
Filings
5
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
—
Implied from 13F holdings

Portfolio value history

13F-disclosed portfolio value over 5 quarters

Show data table
PeriodPortfolio value
Q3 2025$1.7B
Q4 2025$1.8B
Q1 2026$1.8B
Q2 2026$2.1B
Q3 2026$2.2B

Top holdings

164 positions as of Q3 2026

View filing
V

VANGUARD INDEX FDS

Value
$204.9M
Shares
292.4K
% Port
9.28%
V

VANGUARD STAR FDS

Value
$130.1M
Shares
1.53M
% Port
5.89%
S

SCHWAB STRATEGIC TR

Value
$116.4M
Shares
3.88M
% Port
5.27%
J

J P MORGAN EXCHANGE TRADED F

Value
$95.2M
Shares
1.89M
% Port
4.31%
S

SELECT SECTOR SPDR TR

Value
$80.4M
Shares
477.2K
% Port
3.64%
A

APPLE INC

Value
$79.5M
Shares
238.8K
% Port
3.60%
E

ISHARES TR

Value
$78.3M
Shares
1.56M
% Port
3.55%
E

ISHARES TR

Value
$76.1M
Shares
133.8K
% Port
3.45%
N

NVIDIA CORPORATION

Value
$70.1M
Shares
306.7K
% Port
3.17%
E

ISHARES TR

Value
$69.3M
Shares
776.0K
% Port
3.14%
Q

INVESCO QQQ TR

Value
$67.1M
Shares
90.7K
% Port
3.04%
E

ISHARES TR

Value
$65.3M
Shares
1.27M
% Port
2.96%
W

WALMART INC

Value
$61.5M
Shares
591.6K
% Port
2.78%
M

MICROSOFT CORP

Value
$58.9M
Shares
114.8K
% Port
2.67%
G

ALPHABET INC

Value
$58.1M
Shares
170.6K
% Port
2.63%
E

ISHARES TR

Value
$50.5M
Shares
701.7K
% Port
2.29%
S

SELECT SECTOR SPDR TR

Value
$44.5M
Shares
266.6K
% Port
2.02%
H

HUNT J B TRANS SVCS INC

Value
$43M
Shares
192.0K
% Port
1.95%
A

SELECT SECTOR SPDR TR

Value
$38.9M
Shares
483.2K
% Port
1.76%
A

VANGUARD INTL EQUITY INDEX F

Value
$38.1M
Shares
329.3K
% Port
1.73%

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