StockDriftsStockDriftsTop 50 Greenwood Gearhart LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 9.18% | 287.2K | $197.2M | +3.55%(+9.83K) | $457.34(+55.83%) | 2026-06-30 | |
| VXUS | VANGUARD STAR FDS | 5.87% | 1.47M | $126.0M | +3.10%(+44.36K) | $66.98(+31.57%) | 2026-06-30 | |
| SCHX | SCHWAB STRATEGIC TR | 5.08% | 3.71M | $109.2M | +5.35%(+188.30K) | $19.70(+54.86%) | 2026-06-30 | |
| IGIB | ISHARES TR | 4.51% | 1.82M | $96.9M | +6.08%(+104.43K) | $53.14(-1.98%) | 2026-06-30 | |
| JPST | J P MORGAN EXCHANGE TRADED F | 4.3% | 1.83M | $92.4M | +5.05%(+87.76K) | $50.51(-0.01%) | 2026-06-30 | |
| IEF | ISHARES TR | 3.76% | 854.1K | $80.8M | +6.91%(+55.18K) | $95.32(-2.47%) | 2026-06-30 | |
| XLV | SELECT SECTOR SPDR TR | 3.54% | 479.2K | $76.0M | +3.62%(+16.72K) | $138.63(+20.69%) | 2026-06-30 | |
| SOXX | ISHARES TR | 3.45% | 115.8K | $74.2M | -1.38%(-1.62K) | $145.29(+288.17%) | 2026-06-30 | |
| AAPL | APPLE INC | 3.21% | 238.1K | $68.9M | +5.17%(+11.71K) | $115.55(+164.28%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TR | 3.1% | 90.6K | $66.7M | +4.47%(+3.87K) | $424.04(+72.75%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +14.89% | +51.65% | +7.83% | +45.77% |
| Top 20 Holdings Unweighted | +15.65% | +54.68% | +8.14% | +47.86% |
Greenwood Gearhart LLC reports $2.15B in US-listed equity holdings across 168 positions in its most recent 13F filing. Its largest disclosed positions are VOO (9.2%), VXUS (5.9%) and SCHX (5.1%). The top 20 holdings account for 70.58% of reported assets. Its disclosed equity book has returned +51.65% 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 Greenwood Gearhart LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1084683). View Greenwood Gearhart LLC’s 13F filings on SEC