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Greenhouse Wealth Management, LLC

Portfolio Manager
Greenhouse Wealth Management, LLC
Performance
-3.62% (2026 Q1)
AUM (13F)
$161.70M
# of Holdings
57
Performance Rank
Allocation (Top 20)
88.77%

Greenhouse Wealth Management, LLC Holdings Map

Top 50 Greenhouse Wealth Management, LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
SPY
STATE STR SPDR S&P 500 ETF T
35.33%88.0K$57.1M
-1.17%(-1.04K)
2025-Q1: 87.8K shares2025-Q2: 92.5K shares2025-Q3: 90.9K shares2025-Q4: 89.0K shares2026-Q1: 88.0K shares
$372.42(+99.32%)
2026-03-31
IVV
ISHARES TR
8.97%22.2K$14.5M
-0.50%(-112)
2025-Q1: 19.3K shares2025-Q2: 22.6K shares2025-Q3: 22.3K shares2025-Q4: 22.3K shares2026-Q1: 22.2K shares
$396.57(+88.05%)
2026-03-31
VTV
VANGUARD INDEX FDS
7.83%64.6K$12.7M
-1.56%(-1.02K)
2025-Q1: 76.5K shares2025-Q2: 72.7K shares2025-Q3: 67.0K shares2025-Q4: 65.6K shares2026-Q1: 64.6K shares
$124.73(+67.05%)
2026-03-31
VOO
VANGUARD INDEX FDS
5.38%14.6K$8.7M
-0.41%(-60)
2025-Q1: 14.5K shares2025-Q2: 15.0K shares2025-Q3: 14.7K shares2025-Q4: 14.6K shares2026-Q1: 14.6K shares
$340.10(+100.65%)
2026-03-31
VTI
VANGUARD INDEX FDS
4.73%23.8K$7.6M
-2.70%(-661)
2025-Q1: 23.2K shares2025-Q2: 23.2K shares2025-Q3: 24.0K shares2025-Q4: 24.5K shares2026-Q1: 23.8K shares
$225.56(+61.69%)
2026-03-31
QQQ
INVESCO QQQ TR
4.39%12.3K$7.1M
-0.02%(-2)
2025-Q1: 10.3K shares2025-Q2: 12.3K shares2025-Q3: 12.3K shares2025-Q4: 12.3K shares2026-Q1: 12.3K shares
$358.95(+99.11%)
2026-03-31
VXUS
VANGUARD STAR FDS
4.23%88.8K$6.8M
+2.88%(+2.49K)
2025-Q1: 80.9K shares2025-Q2: 86.8K shares2025-Q3: 85.2K shares2025-Q4: 86.3K shares2026-Q1: 88.8K shares
$57.92(+46.89%)
2026-03-31
VB
VANGUARD INDEX FDS
4.2%25.9K$6.8M
+0.07%(+18)
2025-Q1: 23.8K shares2025-Q2: 26.1K shares2025-Q3: 25.8K shares2025-Q4: 25.9K shares2026-Q1: 25.9K shares
$187.25(+52.56%)
2026-03-31
VBR
VANGUARD INDEX FDS
2.06%15.3K$3.3M
+0.35%(+54)
2025-Q1: 17.7K shares2025-Q2: 16.2K shares2025-Q3: 15.9K shares2025-Q4: 15.3K shares2026-Q1: 15.3K shares
$140.88(+63.28%)
2026-03-31
GOOGL
ALPHABET INC
1.86%10.4K$3.0M
-0.14%(-15)
2025-Q1: 10.4K shares2025-Q2: 10.5K shares2025-Q3: 10.5K shares2025-Q4: 10.5K shares2026-Q1: 10.4K shares
$81.20(+395.85%)
2026-03-31

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