GREENWOOD GEARHART INC
CIK: 0001084683SEC EDGAR →
Portfolio Value
$1.8B
Holdings
109
As of
Q4 2025
New Positions
3
Closed Positions
4
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 265,400 | $166.4M | 9.16% |
| 2 | SCHWAB STRATEGIC TR | 4,746,845 | $127.7M | 7.03% |
| 3 | ISHARES TR | 1,609,738 | $86.7M | 4.77% |
| 4 | J P MORGAN EXCHANGE TRADED F | 1,587,784 | $80.3M | 4.42% |
| 5 | VANGUARD STAR FDS | 981,146 | $74.0M | 4.07% |
| 6 | ISHARES TR | 729,278 | $70.1M | 3.86% |
| 7 | SELECT SECTOR SPDR TR | 448,436 | $69.4M | 3.82% |
| 8 | WALMART INC | 591,254 | $65.9M | 3.62% |
| 9 | APPLE INC | 218,673 | $59.4M | 3.27% |
| 10 | INVESCO QQQ TR | 83,550 | $51.3M | 2.82% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 56 | $1.2B | 66.7% |
| Technology | 14 | $198.3M | 10.9% |
| Unknown | 3 | $118.1M | 6.5% |
| Communication Services | 6 | $94.4M | 5.2% |
| Consumer Defensive | 5 | $75.1M | 4.1% |
| Industrials | 9 | $62.9M | 3.5% |
| Consumer Cyclical | 7 | $47.5M | 2.6% |
| Healthcare | 5 | $3.5M | 0.2% |
| Energy | 2 | $3.1M | 0.2% |
| Utilities | 1 | $2.2M | 0.1% |
| Real Estate | 1 | $233K | 0.0% |