StockDriftsStockDriftsTop 50 Greenhouse Wealth Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | 36.69% | 70.0K | $52.2M | -20.46%(-17.99K) | $372.42(+108.19%) | 2026-06-30 | |
| IVV | ISHARES TR | 11.65% | 22.1K | $16.6M | -0.32%(-72) | $396.57(+96.42%) | 2026-06-30 | |
| VOO | VANGUARD INDEX FDS | 6.76% | 14.0K | $9.6M | -3.52%(-512) | $340.10(+109.55%) | 2026-06-30 | |
| VTV | VANGUARD INDEX FDS | 5.94% | 38.7K | $8.4M | -39.99%(-25.82K) | $124.73(+82.40%) | 2026-06-30 | |
| VB | VANGUARD INDEX FDS | 5.31% | 24.9K | $7.6M | -3.86%(-1.00K) | $187.25(+64.73%) | 2026-06-30 | |
| VXUS | VANGUARD STAR FDS | 5.14% | 85.5K | $7.3M | -3.75%(-3.33K) | $57.92(+52.16%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TR | 3.3% | 6.4K | $4.7M | -47.81%(-5.88K) | $358.95(+104.07%) | 2026-06-30 | |
| VTI | VANGUARD INDEX FDS | 2.91% | 11.2K | $4.1M | -52.98%(-12.62K) | $225.56(+69.96%) | 2026-06-30 | |
| TQQQ | PROSHARES TR | 1.7% | 31.3K | $2.4M | +0.19%(+58) | $37.98(+102.19%) | 2026-06-30 | |
| SCHA | SCHWAB STRATEGIC TR | 1.38% | 54.4K | $2.0M | -1.96%(-1.09K) | $20.07(+78.01%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +18.76% | +67.52% | +11.13% | +69.46% |
| Top 20 Holdings Unweighted | +20.32% | +74.18% | +11.50% | +72.32% |
Greenhouse Wealth Management, LLC reports $142.27M in US-listed equity holdings across 52 positions in its most recent 13F filing. Its largest disclosed positions are SPY (36.7%), IVV (11.7%) and VOO (6.8%). The top 20 holdings account for 90.85% of reported assets. Its disclosed equity book has returned +67.52% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Greenhouse Wealth Management, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1843566). View Greenhouse Wealth Management, LLC’s 13F filings on SEC