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GREENWOOD GEARHART LLC — 13F Holdings & Portfolio

CIK 1084683 · latest 13F-HR filed 2026-07-24

Backtest portfolio

GREENWOOD GEARHART LLC manages $2.15B in 13F-reported U.S. long-equity assets across 168 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are VOO (9.18%), VXUS (5.87%), SCHX (5.08%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 36 new positions and exited 2; 96 existing positions rose in reported value and 14 fell.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM
$2.15B

Long-equity book

Holdings
168

Distinct positions

Period
2026-06-30

Filed 2026-07-24

Q/Q Activity
+36 / −2 / ↑96 / ↓14

vs 2026-03-31

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q2 26
VOO9.2% · +4%VXUS5.9% · +3%SCHX5.1% · +5%IGIB4.5% · +6%JPST4.3% · +5%IEF3.8% · +7%XLV3.5% · +4%SOXX3.5% · -1%AAPL3.2% · +5%QQQ3.1% · +4%WMT3.1% · +1%NVDA2.8% · +7%GOOG2.7% · +2%JBHT2.6% · -3%IGSB2.6% · +7%IWM2.5% · +2%IJH2.3% · +5%XLI2.2% · +3%MSFT2.0% · +7%XLP1.8% · +3%BRK.B1.6% · +5%VPL1.6% · newAMZN1.5% · +3%XLF1.4% · +12%PANW1.3% · +1%VDE1.3% · +3%JIVE1.2% · newJPM1.1% · +4%CAT1.1% · -1%XLU1.0% · +5%VEA0.9% · -64%AVGO0.9% · +6%META0.9% · +8%FWONK0.8% · +4%VNQ0.8% · +5%TSLA0.7% · +5%RSP0.7% · -71%AXP0.6% · +6%VTI0.6% · -26%CRM0.6% · +2%SPY0.6% · -1%KKR0.5% · +6%V0.5% · +7%CEG0.5% · newJ0.5% · +6%IVV0.5% · -1%TSN0.4% · +15%VGT0.4% · +555%VCIT0.3% · -0%NFLX0.3% · +6%ITOT0.3% · -2%HOMB0.3% · +0%SPYG0.2% · -1%XOM0.1% · +8%ETR0.1% · 0%SMH0.1% · -19%HD0.1% · +34%GOOGL0.1% · +53%IVW0.1% · -7%EFA0.1% · 0%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q1 26 → Q2 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

3 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 46%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Jul 24, 2026.

Assets Under Management
$1.97B
Discretionary
$1.97B
Employees
26
Accounts
3,101
Address
26 E CENTER ST
FAYETTEVILLE, AR 72701-4278
Phone
(479) 521-5353
Website
Mailing Address
POST OFFICE BOX 4278, FAYETTEVILLE, AR, 72702-4278
Name Title / Status Ownership Type
GEARHART, GEORGE, B ControlCHIEF EXECUTIVE OFFICER
since Apr 2013
Less than 5%Individual
GG RIA HOLDCO, LLC ControlMEMBER
since Nov 2025
75% or moreDomestic Entity
BROWN, LISA, ANNPRESIDENT AND CHIEF COMPLIANCE OFFICER
since Mar 2020
Less than 5%Individual
Epp, Donald, JamesCHIEF OPERATING OFFICER
since Jul 2026
Less than 5%Individual
CONSTELLATION WEALTH CAPITAL FUND II GP, LLC Control
Indirect owner via CONSTELLATION WEALTH CAPITAL FUND II, LP
GENERAL PARTNER
since Apr 2023
General partner, trustee or managerDomestic Entity
CONSTELLATION WEALTH CAPITAL FUND II, LP Control
Indirect owner via CWC OZARK INVESTOR, LLC
MEMBER
since Nov 2025
75% or moreDomestic Entity
GEARHART FAMILY TRUST Control
Indirect owner via GEARHART NEWCO, INC.
OWNER
since Nov 2025
75% or moreDomestic Entity
GEARHART NEWCO, INC. Control
Indirect owner via GG RIA HOLDCO, LLC
MEMBER
since Nov 2025
50–75%Domestic Entity
GEARHART, GEORGE, BROCKMANN Control
Indirect owner via GEARHART FAMILY TRUST
TRUSTEE
since Jun 2019
General partner, trustee or managerIndividual
Gearhart, Lindsey, Marie Control
Indirect owner via GEARHART FAMILY TRUST
TRUSTEE
since Jun 2019
General partner, trustee or managerIndividual
CWC OZARK INVESTOR, LLC
Indirect owner via GG RIA HOLDCO, LLC
MEMBER
since Nov 2025
25–50%Domestic Entity
Ownership & leadership changes · 9 filings with changes since Dec 14, 2011

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

Jul 21, 2026 filing
  • AddedEpp, Donald, James · CHIEF OPERATING OFFICER · Less than 5%
Dec 10, 2025 filing
  • No longer listedGEARHART FAMILY TRUST · TRUST · 75% or more · listed since Jun 2019
  • AddedCONSTELLATION WEALTH CAPITAL FUND II GP, LLC · GENERAL PARTNER · General partner, trustee or manager · indirect via CONSTELLATION WEALTH CAPITAL FUND II, LP · control person
  • AddedCONSTELLATION WEALTH CAPITAL FUND II, LP · MEMBER · 75% or more · indirect via CWC OZARK INVESTOR, LLC · control person
  • AddedCWC OZARK INVESTOR, LLC · MEMBER · 25–50% · indirect via GG RIA HOLDCO, LLC
  • AddedGEARHART FAMILY TRUST · OWNER · 75% or more · indirect via GEARHART NEWCO, INC. · control person
  • AddedGEARHART NEWCO, INC. · MEMBER · 50–75% · indirect via GG RIA HOLDCO, LLC · control person
  • AddedGG RIA HOLDCO, LLC · MEMBER · 75% or more · control person
Dec 1, 2021 filing
  • ChangedBROWN, LISA, ANN · title CHIEF COMPLIANCE OFFICER → PRESIDENT AND CHIEF COMPLIANCE OFFICER
  • ChangedGEARHART, GEORGE, B · title PRESIDENT AND CHIEF EXECUTIVE OFFICER → CHIEF EXECUTIVE OFFICER
May 6, 2020 filing
  • AddedGEARHART, GEORGE, BROCKMANN · TRUSTEE · General partner, trustee or manager · indirect via GEARHART FAMILY TRUST · control person
  • AddedGearhart, Lindsey, Marie · TRUSTEE · General partner, trustee or manager · indirect via GEARHART FAMILY TRUST · control person
  • ChangedGEARHART, GEORGE, B · ownership 75% or more → Less than 5%
Mar 24, 2020 filing
  • No longer listedANDERSON, JANET, DENISE · CHIEF COMPLIANCE OFFICER · Less than 5% · listed since Dec 2018
  • AddedBROWN, LISA, ANN · CHIEF COMPLIANCE OFFICER · Less than 5%
  • AddedGEARHART FAMILY TRUST · TRUST · 75% or more
Dec 19, 2018 filing
  • AddedANDERSON, JANET, DENISE · CHIEF COMPLIANCE OFFICER · Less than 5%
  • ChangedGEARHART, GEORGE, B · title PRESIDENT AND CHIEF COMPLIANCE OFFICER → PRESIDENT AND CHIEF EXECUTIVE OFFICER
Oct 29, 2015 filing
  • No longer listedGREENWOOD, MARY, ANN · CHAIRMAN · 50–75% · control person · listed since Apr 2013
  • ChangedGEARHART, GEORGE, B · ownership 50–75% → 75% or more
Sep 29, 2015 filing
  • No longer listedBATSON, LINDA, A · CHIEF COMPLIANCE OFFICER · Less than 5% · listed since Sep 2009
  • ChangedGEARHART, GEORGE, B · title PRESIDENT → PRESIDENT AND CHIEF COMPLIANCE OFFICER
May 14, 2013 filing
  • ChangedGEARHART, GEORGE, B · title VICE PRESIDENT → PRESIDENT; ownership 25–50% → 50–75%
  • ChangedGREENWOOD, MARY, ANN · title PRESIDENT → CHAIRMAN
Dec 14, 2011 filing (earliest on record)
  • ListedBATSON, LINDA, A · CHIEF COMPLIANCE OFFICER · Less than 5%
  • ListedGEARHART, GEORGE, B · VICE PRESIDENT · 25–50% · control person
  • ListedGREENWOOD, MARY, ANN · PRESIDENT · 50–75% · control person

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

GREENWOOD GEARHART LLC Holdings (2026-06-30)

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 VANGUARD INDEX FDS VOO 922908363 $197.2M 9.18% 287,154 SH
2 VANGUARD STAR FDS VXUS 921909768 $126.0M 5.87% 1,474,438 SH
3 SCHWAB STRATEGIC TR SCHX 808524201 $109.2M 5.08% 3,709,621 SH
4 ISHARES TR IGIB 464288638 $96.9M 4.51% 1,822,054 SH
5 J P MORGAN EXCHANGE TRADED F JPST 46641Q837 $92.4M 4.30% 1,827,293 SH
6 ISHARES TR IEF 464287440 $80.8M 3.76% 854,092 SH
7 SELECT SECTOR SPDR TR XLV 81369Y209 $76.0M 3.54% 479,226 SH
8 ISHARES TR SOXX 464287523 $74.2M 3.45% 115,823 SH
9 APPLE INC AAPL 037833100 $68.9M 3.21% 238,103 SH
10 INVESCO QQQ TR QQQ 46090E103 $66.7M 3.10% 90,571 SH
11 WALMART INC WMT 931142103 $65.9M 3.06% 581,561 SH
12 NVIDIA CORPORATION NVDA 67066G104 $60.2M 2.80% 300,798 SH
13 ALPHABET INC GOOG 02079K107 $58.2M 2.71% 164,650 SH
14 HUNT J B TRANS SVCS INC JBHT 445658107 $55.7M 2.59% 192,369 SH
15 ISHARES TR IGSB 464288646 $55.0M 2.56% 1,050,207 SH
16 ISHARES TR IWM 464287655 $53.1M 2.47% 176,816 SH
17 ISHARES TR IJH 464287507 $49.6M 2.31% 643,308 SH
18 SELECT SECTOR SPDR TR XLI 81369Y704 $48.3M 2.25% 260,568 SH
19 MICROSOFT CORP MSFT 594918104 $42.7M 1.99% 114,410 SH
20 SELECT SECTOR SPDR TR XLP 81369Y308 $39.6M 1.84% 476,688 SH
21 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $34.5M 1.60% 68,878 SH
22 VANGUARD INTL EQUITY INDEX F VPL 922042866 $33.3M 1.55% 287,920 SH
23 AMAZON COM INC AMZN 023135106 $31.3M 1.46% 131,218 SH
24 SELECT SECTOR SPDR TR XLF 81369Y605 $30.7M 1.43% 572,622 SH
25 PALO ALTO NETWORKS INC PANW 697435105 $28.9M 1.34% 84,630 SH
26 VANGUARD WORLD FD VDE 92204A306 $28.2M 1.31% 187,545 SH
27 J P MORGAN EXCHANGE TRADED F JIVE 46654Q757 $24.8M 1.16% 270,228 SH
28 JPMORGAN CHASE & CO JPM 46625H100 $24.0M 1.12% 73,271 SH
29 CATERPILLAR INC CAT 149123101 $22.6M 1.05% 21,216 SH
30 SELECT SECTOR SPDR TR XLU 81369Y886 $20.8M 0.97% 459,056 SH
31 VANGUARD TAX-MANAGED FDS VEA 921943858 $19.5M 0.91% 273,107 SH
32 BROADCOM INC AVGO 11135F101 $19.2M 0.90% 50,954 SH
33 META PLATFORMS INC META 30303M102 $18.3M 0.85% 32,527 SH
34 LIBERTY MEDIA CORP DEL FWONK 531229755 $18.3M 0.85% 192,002 SH
35 VANGUARD INDEX FDS VNQ 922908553 $16.7M 0.78% 173,367 SH
36 TESLA INC TSLA 88160R101 $15.3M 0.71% 36,324 SH
37 INVESCO EXCHANGE TRADED FD T RSP 46137V357 $14.8M 0.69% 69,435 SH
38 AMERICAN EXPRESS CO AXP 025816109 $12.9M 0.60% 38,028 SH
39 VANGUARD INDEX FDS VTI 922908769 $12.6M 0.59% 34,045 SH
40 SALESFORCE INC CRM 79466L302 $12.5M 0.58% 79,532 SH
41 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $11.9M 0.55% 15,888 SH
42 KKR & CO INC KKR 48251W104 $11.7M 0.54% 127,435 SH
43 VISA INC V 92826C839 $11.5M 0.53% 33,449 SH
44 CONSTELLATION ENERGY CORP CEG 21037T109 $11.1M 0.51% 44,492 SH
45 JACOBS SOLUTIONS INC J 46982L108 $10.8M 0.50% 85,748 SH
46 ISHARES TR IVV 464287200 $10.2M 0.47% 13,559 SH
47 TYSON FOODS INC TSN 902494103 $8.9M 0.41% 155,763 SH
48 VANGUARD WORLD FD VGT 92204A702 $8.2M 0.38% 68,430 SH
49 VANGUARD SCOTTSDALE FDS VCIT 92206C870 $7.3M 0.34% 87,804 SH
50 NETFLIX INC. NFLX 64110L106 $6.4M 0.30% 89,891 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-24 $2.15B 168 0001084683-26-000003
2026-03-31 2026-05-07 $1.85B 134 0001084683-26-000002
2025-12-31 2026-02-04 $1.82B 109 0001084683-26-000001
Filer Information
Address
POST OFFICE BOX 4278
FAYETTEVILLE, AR 72702
Phone
(479) 521-5353
Filing Manager
GREENWOOD GEARHART LLC
FAYETTEVILLE, AR
Signatory
Lisa Brown
Chief Compliance Officer