GREENWOOD GEARHART INC
CIK: 0001084683Latest portfolio: $1.8B · Q4 2025
Holdings
109
Total Value
$1.8B
New Positions
5
Closed Positions
0
Top Holdings
View All 109 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | VOOVANGUARD INDEX FDS | 265,400 | $166.4M | 9.16% | -6,649 | |
| 2 | SCHXSCHWAB STRATEGIC TR | 4,746,845 | $127.7M | 7.03% | -209,852 | |
| 3 | IGIBISHARES TR | 1,609,738 | $86.7M | 4.77% | +128K | |
| 4 | JPSTJ P MORGAN EXCHANGE TRADED F | 1,587,784 | $80.3M | 4.42% | +193K | |
| 5 | VXUSVANGUARD STAR FDS | 981,146 | $74.0M | 4.07% | +37K | |
| 6 | IEFISHARES TR | 729,278 | $70.1M | 3.86% | +90K | |
| 7 | XLVSELECT SECTOR SPDR TR | 448,436 | $69.4M | 3.82% | +9K | |
| 8 | WMTWALMART INC | 591,254 | $65.9M | 3.62% | +21K | |
| 9 | AAPLAPPLE INC | 218,673 | $59.4M | 3.27% | -9,865 | |
| 10 | NDQINVESCO QQQ TR | 83,550 | $51.3M | 2.82% | +46 | |
| 11 | NVDANVIDIA CORPORATION | 267,024 | $49.8M | 2.74% | -14,854 | |
| 12 | GOOGALPHABET INC | 157,934 | $49.6M | 2.73% | -12,312 | |
| 13 | IGSBISHARES TR | 928,984 | $49.1M | 2.70% | +48K | |
| 14 | MSFTMICROSOFT CORP | 101,388 | $49.0M | 2.70% | -285 | |
| 15 | VEAVANGUARD TAX-MANAGED FDS | 728,016 | $45.5M | 2.50% | +9K | |
| 16 | RSPINVESCO EXCHANGE TRADED FD T | 232,212 | $44.5M | 2.45% | -1,412 | |
| 17 | IWMISHARES TR | 164,722 | $40.5M | 2.23% | +1K | |
| 18 | JBHTHUNT J B TRANS SVCS INC | 201,839 | $39.2M | 2.16% | +8K | |
| 19 | IJHISHARES TR | 581,243 | $38.4M | 2.11% | +20K | |
| 20 | XLISELECT SECTOR SPDR TR | 246,725 | $38.3M | 2.11% | +1K | |
| 21 | SOXXISHARES TR | 117,606 | $35.4M | 1.95% | -10,480 | |
| 22 | XLFISELECT SECTOR SPDR TR | 453,742 | $35.2M | 1.94% | +18K | |
| 23 | BRK/BBERKSHIRE HATHAWAY INC DEL | 62,748 | $31.5M | 1.74% | +2K | |
| 24 | AMZNAMAZON COM INC | 122,783 | $28.3M | 1.56% | +4K | |
| 25 | XLFSELECT SECTOR SPDR TR | 463,308 | $25.4M | 1.40% | -213,187 |
Quarterly Changes
Closed Positions
No closed positions this quarter
Increased Positions
Sector Breakdown
Financial Services0.0% ($1.6644012773786733e+223T)
Technology0.0% ($5.942549800490333e+45T)
Industrials0.0% ($3.922519555143285e+22T)
Consumer Cyclical0.0% ($283401531813571232.0T)
Communication Services0.0% ($4955919354173258.0T)
Consumer Defensive0.0% ($658717962.8T)
Healthcare0.0% ($1405844.8T)
Unknown0.0% ($513253.5T)
Energy0.0% ($2.5B)
Utilities0.0% ($2.2M)
Real Estate0.0% ($233K)
Filing History
| Quarter | Filing Date | Portfolio Value | Holdings |
|---|---|---|---|
| Q4 2025 | Feb 4, 2026 | $1.8B | 109 |
| Q3 2025 | Nov 12, 2025 | $1.7T | 104 |
| Q2 2025 | Jul 24, 2025 | $1.6T | 105 |
| Q1 2025 | May 6, 2025 | $1.4T | 106 |
| Q4 2024 | Feb 13, 2025 | $1.5T | 130 |
| Q3 2024 | Nov 15, 2024 | $1202.9T | 107 |
| Q2 2024 | Aug 7, 2024 | $1060.0T | 110 |
| Q1 2024 | May 15, 2024 | $1025.2T | 101 |
| Q4 2023 | Feb 13, 2024 | $937.6T | 304 |
| Q3 2023 | Nov 15, 2023 | $845.0T | 99 |
| Q2 2023 | Aug 14, 2023 | $858.9T | 97 |
| Q1 2023 | May 15, 2023 | $785.6T | 95 |
| Q4 2022 | Feb 15, 2023 | $705.8T | 98 |
| Q3 2022 | Nov 16, 2022 | $630.0B | 93 |
| Q2 2022 | Aug 16, 2022 | $629.2B | 92 |
| Q1 2022 | May 16, 2022 | $728.3B | 99 |
| Q4 2021 | Feb 15, 2022 | $725.5B | 99 |
| Q3 2021 | Nov 15, 2021 | $645.3B | 87 |
| Q2 2021 | Aug 13, 2021 | $620.2B | 86 |
| Q1 2021 | May 13, 2021 | $561.7B | 80 |
| Q4 2020 | Feb 16, 2021 | $513.6B | 78 |
| Q3 2020 | Nov 13, 2020 | $431.5B | 65 |
| Q2 2020 | Aug 7, 2020 | $379.9B | 62 |
| Q1 2020 | May 14, 2020 | $306.1B | 66 |
| Q4 2019 | Jan 31, 2020 | $387.8B | 66 |
| Q3 2019 | Nov 14, 2019 | $362.3B | 66 |
| Q2 2019 | Aug 7, 2019 | $373.3B | 69 |
| Q1 2019 | May 15, 2019 | $340.9B | 71 |
| Q4 2018 | Jan 28, 2019 | $300.3B | 63 |
| Q3 2018 | Nov 15, 2018 | $356.8B | 70 |
| Q2 2018 | Aug 9, 2018 | $335.0B | 68 |
| Q1 2018 | May 15, 2018 | $327.7B | 66 |
| Q4 2017 | Feb 12, 2018 | $313.8B | 61 |
| Q3 2017 | Nov 15, 2017 | $277.1B | 57 |
| Q2 2017 | Aug 16, 2017 | $261.6B | 53 |
| Q1 2017 | May 16, 2017 | $266.6B | 53 |
| Q4 2016 | Feb 15, 2017 | $245.7B | 52 |
| Q3 2016 | Nov 15, 2016 | $243.5B | 53 |
| Q2 2016 | Aug 15, 2016 | $235.8B | 50 |
| Q1 2016 | May 12, 2016 | $232.3B | 51 |
Fund Information
GREENWOOD GEARHART INC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $1.8B across 109 holdings. The largest position is VANGUARD INDEX FDS (VOO), representing 9.2% of the portfolio. Compared to the previous quarter, the fund opened 5 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.