Greenhouse Wealth Management, LLC
CIK: 0001843566SEC EDGAR →
Portfolio Value
$169.1B
Holdings
60
As of
Q4 2025
New Positions
60
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SPDR S&P 500 ETF TR | 88,997 | $60.7B | 35.89% |
| 2 | ISHARES TR | 22,314 | $15.3B | 9.04% |
| 3 | VANGUARD INDEX FDS | 65,586 | $12.5B | 7.41% |
| 4 | VANGUARD INDEX FDS | 14,610 | $9.2B | 5.42% |
| 5 | VANGUARD INDEX FDS | 24,483 | $8.2B | 4.85% |
| 6 | INVESCO QQQ TR | 12,296 | $7.6B | 4.47% |
| 7 | VANGUARD INDEX FDS | 25,917 | $6.7B | 3.95% |
| 8 | VANGUARD STAR FDS | 86,347 | $6.5B | 3.85% |
| 9 | ALPHABET INC | 10,462 | $3.3B | 1.94% |
| 10 | VANGUARD INDEX FDS | 15,255 | $3.2B | 1.91% |
Quarterly Changes
New Positions (60)
$60.7B · 89K shares
$15.3B · 22K shares
$12.5B · 66K shares
$9.2B · 15K shares
$8.2B · 24K shares
$7.6B · 12K shares
$6.7B · 26K shares
$6.5B · 86K shares
$3.3B · 10K shares
$3.2B · 15K shares
$2.5B · 5K shares
$2.0B · 25K shares
$1.9B · 4K shares
$1.7B · 6K shares
$1.6B · 31K shares
$1.6B · 57K shares
$1.6B · 65K shares
$1.5B · 21K shares
$1.4B · 5K shares
$1.1B · 4K shares
$1.0B · 2K shares
$1.0B · 7K shares
$1.0B · 4K shares
$969.0M · 1K shares
$903.0M · 6K shares
$903.0M · 8K shares
$867.0M · 2K shares
$797.0M · 3K shares
$743.0M · 8K shares
$692.0M · 7K shares
$653.0M · 24K shares
$547.0M · 7K shares
$495.0M · 1K shares
$492.0M · 6K shares
$487.0M · 1K shares
$468.0M · 7K shares
$461.0M · 3K shares
$456.0M · 2K shares
$453.0M · 2K shares
$432.0M · 501 shares
$375.0M · 8K shares
$347.0M · 26K shares
$323.0M · 15K shares
$316.0M · 1K shares
$307.0M · 823 shares
$296.0M · 5K shares
$286.0M · 1K shares
$272.0M · 3K shares
$256.0M · 1K shares
$248.0M · 806 shares
$243.0M · 1K shares
$236.0M · 2K shares
$236.0M · 2K shares
$232.0M · 3K shares
$224.0M · 1K shares
$217.0M · 675 shares
$217.0M · 850 shares
$209.0M · 1K shares
$200.0M · 2K shares
$2.0M · 50K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 33 | $143.2B | 84.7% |
| Unknown | 6 | $11.1B | 6.6% |
| Communication Services | 5 | $5.4B | 3.2% |
| Technology | 5 | $4.8B | 2.8% |
| Consumer Cyclical | 3 | $1.7B | 1.0% |
| Industrials | 4 | $1.7B | 1.0% |
| Consumer Defensive | 2 | $728.0M | 0.4% |
| Healthcare | 1 | $243.0M | 0.1% |
| Energy | 1 | $236.0M | 0.1% |