GREENWOOD GEARHART LLC — 13F Holdings & Portfolio
CIK 1084683 · latest 13F-HR filed 2026-05-07
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
$1.85B
Long-equity book
Holdings
134
Distinct positions
Period
2026-03-31
Filed 2026-05-07
Q/Q Activity
+32 / −7 / ↑36 / ↓37
vs 2025-12-31
Firm Profile & Key People
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- VANGUARD STAR FDS$36.3M +49.0%
- SALESFORCE INC$14.3M +6212.2%
- VANGUARD WORLD FD$9.3M +42.2%
- J P MORGAN EXCHANGE TRADED F$7.7M +9.6%
- ISHARES TR$6.1M +8.7%
Top Trims
- SCHWAB STRATEGIC TR-$37.5M -29.3%
- VANGUARD INDEX FDS-$10.4M -41.2%
- MICROSOFT CORP-$9.5M -19.4%
- VANGUARD WORLD FD-$7.0M -49.1%
- CATERPILLAR INC-$4.3M -22.1%
New Positions
- ISHARES TR$1.6M
- ENTERPRISE PRODS PARTNERS L$851.9K
- ISHARES TR$803.6K
- VANGUARD INDEX FDS$671.1K
- VANGUARD INDEX FDS$567.7K
Exited Positions
- ISHARES TR$426.8K
- ISHARES TR$337.9K
- BLACKSTONE INC$273.0K
- YETI HLDGS INC$222.9K
- CISCO SYS INC$206.7K
All Holdings
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 | $165.7M | 8.96% | 277,322 | SH |
| 2 | VANGUARD STAR FDS | VXUS | 921909768 | $110.3M | 5.96% | 1,430,075 | SH |
| 3 | ISHARES TR | IGIB | 464288638 | $91.4M | 4.94% | 1,717,626 | SH |
| 4 | SCHWAB STRATEGIC TR | SCHX | 808524201 | $90.3M | 4.88% | 3,521,321 | SH |
| 5 | J P MORGAN EXCHANGE TRADED F | JPST | 46641Q837 | $88.0M | 4.76% | 1,739,531 | SH |
| 6 | ISHARES TR | IEF | 464287440 | $76.2M | 4.12% | 798,912 | SH |
| 7 | WALMART INC | WMT | 931142103 | $71.3M | 3.86% | 574,070 | SH |
| 8 | SELECT SECTOR SPDR TR | XLV | 81369Y209 | $67.8M | 3.67% | 462,504 | SH |
| 9 | APPLE INC | AAPL | 037833100 | $57.5M | 3.11% | 226,392 | SH |
| 10 | ISHARES TR | IGSB | 464288646 | $51.8M | 2.80% | 985,453 | SH |
| 11 | INVESCO QQQ TR | QQQ | 46090E103 | $50.0M | 2.71% | 86,697 | SH |
| 12 | NVIDIA CORPORATION | NVDA | 67066G104 | $49.1M | 2.66% | 281,784 | SH |
| 13 | VANGUARD TAX-MANAGED FDS | VEA | 921943858 | $48.0M | 2.59% | 748,732 | SH |
| 14 | INVESCO EXCHANGE TRADED FD T | RSP | 46137V357 | $46.4M | 2.51% | 241,890 | SH |
| 15 | ALPHABET INC | GOOG | 02079K107 | $46.4M | 2.51% | 161,621 | SH |
| 16 | ISHARES TR | IWM | 464287655 | $42.8M | 2.32% | 172,650 | SH |
| 17 | HUNT J B TRANS SVCS INC | JBHT | 445658107 | $42.0M | 2.27% | 198,296 | SH |
| 18 | ISHARES TR | IJH | 464287507 | $41.4M | 2.24% | 612,862 | SH |
| 19 | SELECT SECTOR SPDR TR | XLI | 81369Y704 | $40.9M | 2.21% | 252,784 | SH |
| 20 | MICROSOFT CORP | MSFT | 594918104 | $39.5M | 2.14% | 106,737 | SH |
| 21 | ISHARES TR | SOXX | 464287523 | $38.6M | 2.09% | 117,444 | SH |
| 22 | SELECT SECTOR SPDR TR | XLP | 81369Y308 | $38.0M | 2.06% | 463,621 | SH |
| 23 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $31.6M | 1.71% | 65,853 | SH |
| 24 | VANGUARD WORLD FD | VDE | 92204A306 | $31.4M | 1.70% | 181,711 | SH |
| 25 | AMAZON COM INC | AMZN | 023135106 | $26.6M | 1.44% | 127,952 | SH |
| 26 | SELECT SECTOR SPDR TR | XLF | 81369Y605 | $25.2M | 1.36% | 509,542 | SH |
| 27 | JPMORGAN CHASE & CO | JPM | 46625H100 | $20.8M | 1.12% | 70,670 | SH |
| 28 | SELECT SECTOR SPDR TR | XLU | 81369Y886 | $20.0M | 1.08% | 436,177 | SH |
| 29 | META PLATFORMS INC | META | 30303M102 | $17.3M | 0.94% | 30,262 | SH |
| 30 | LIBERTY MEDIA CORP DEL | FWONK | 531229755 | $15.7M | 0.85% | 184,708 | SH |
| 31 | CATERPILLAR INC | CAT | 149123101 | $15.2M | 0.82% | 21,509 | SH |
| 32 | VANGUARD INDEX FDS | VTI | 922908769 | $14.9M | 0.80% | 46,292 | SH |
| 33 | BROADCOM INC | AVGO | 11135F101 | $14.8M | 0.80% | 47,913 | SH |
| 34 | VANGUARD INDEX FDS | VNQ | 922908553 | $14.7M | 0.79% | 165,548 | SH |
| 35 | SALESFORCE INC | CRM | 79466L302 | $14.5M | 0.78% | 77,622 | SH |
| 36 | PALO ALTO NETWORKS INC | PANW | 697435105 | $13.5M | 0.73% | 84,030 | SH |
| 37 | TESLA INC | TSLA | 88160R101 | $12.9M | 0.70% | 34,619 | SH |
| 38 | KKR & CO INC | KKR | 48251W104 | $11.1M | 0.60% | 119,819 | SH |
| 39 | AMERICAN EXPRESS CO | AXP | 025816109 | $10.9M | 0.59% | 35,964 | SH |
| 40 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $10.5M | 0.57% | 16,119 | SH |
| 41 | JACOBS SOLUTIONS INC | J | 46982L108 | $10.3M | 0.55% | 80,587 | SH |
| 42 | VISA INC | V | 92826C839 | $9.4M | 0.51% | 31,245 | SH |
| 43 | ISHARES TR | IVV | 464287200 | $8.9M | 0.48% | 13,634 | SH |
| 44 | TYSON FOODS INC | TSN | 902494103 | $8.7M | 0.47% | 135,481 | SH |
| 45 | NETFLIX INC. | NFLX | 64110L106 | $8.2M | 0.44% | 84,968 | SH |
| 46 | VANGUARD SCOTTSDALE FDS | VCIT | 92206C870 | $7.3M | 0.40% | 88,277 | SH |
| 47 | VANGUARD WORLD FD | VGT | 92204A702 | $7.3M | 0.39% | 10,447 | SH |
| 48 | HOME BANCSHARES INC | HOMB | 436893200 | $5.7M | 0.31% | 213,034 | SH |
| 49 | ISHARES TR | ITOT | 464287150 | $5.6M | 0.30% | 39,348 | SH |
| 50 | SPDR SERIES TRUST | SPYG | 78464A409 | $3.9M | 0.21% | 40,199 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-07 | $1.85B | 134 | 0001084683-26-000002 |
| 2025-12-31 | 2026-02-04 | $1.82B | 109 | 0001084683-26-000001 |