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 Index Fds (VOO, 9.2%), Vanguard Star Fds (VXUS, 5.9%), Schwab Strategic 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 Index Fds	9.2%	9.0%	287,154	+3.5%	$197.2M
VXUSVanguard Star Fds	5.9%	6.0%	1,474,438	+3.1%	$126.0M
SCHXSchwab Strategic 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 F	4.3%	4.8%	1,827,293	+5.0%	$92.4M
IEFIshares Tr	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 Tr	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	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 Tr	2.6%	2.8%	1,050,207	+6.6%	$55.0M
IWMIshares Tr	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
XLPSelect Sector Spdr Tr	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 Intl Equity Index F	1.6%	—	287,920	—	$33.3M
AMZNAmazon Com Inc	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
JIVEJ P Morgan Exchange Traded F	1.2%	—	270,228	—	$24.8M
JPMJpmorgan Chase & Co	1.1%	1.1%	73,271	+3.7%	$24.0M
CATCaterpillar Inc	1.1%	0.8%	21,216	-1.4%	$22.6M
XLUSelect Sector Spdr Tr	1.0%	1.1%	459,056	+5.2%	$20.8M
VEAVanguard Ftse Developed Markets Index Fu	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	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 Index Fds	0.8%	0.8%	173,367	+4.7%	$16.7M
TSLATesla Inc	0.7%	0.7%	36,324	+4.9%	$15.3M
RSPInvesco Exchange Traded Fd T	0.7%	2.5%	69,435	-71.3%	$14.8M
AXPAmerican Express Co	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	0.6%	0.8%	79,532	+2.5%	$12.5M
SPYState Str Spdr S&p 500 ETF T	0.6%	0.6%	15,888	-1.4%	$11.9M
KKRKkr & Co Inc	0.5%	0.6%	127,435	+6.4%	$11.7M
VVisa Inc	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 Tr	0.5%	0.5%	13,559	-0.6%	$10.2M
TSNTyson Foods Inc	0.4%	0.5%	155,763	+15.0%	$8.9M
VGTVanguard World Fd	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.	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, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 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 Index Fds (VOO) at 9.2%, Vanguard Star Fds (VXUS) at 5.9%, Schwab Strategic Tr (SCHX) at 5.1%, Ishares Tr (IGIB) at 4.5% and J P Morgan Exchange Traded F (JPST) at 4.3%.

What did Greenwood Gearhart LLC buy last quarter?

In Q2 2026, Greenwood Gearhart LLC added Vanguard World Fd (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 Tr (ITOT), cut from its top 50 State Street Spdr Portfolio S&p 500 Grow (SPYG), Invesco Exchange Traded Fd T (RSP) (-71.3% shares), Vanguard Ftse Developed Markets Index Fu (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.