StockDriftsStockDriftsTop 50 Willow Creek Wealth Management INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAT | DIMENSIONAL ETF TRUST | 9.9% | 2.26M | $150.0M | +0.70%(+15.70K) | $47.59(+44.95%) | 2026-09-30 | |
| BSV | VANGUARD BD INDEX FDS | 9.1% | 1.80M | $137.9M | +0.17%(+3.00K) | $78.75(-2.49%) | 2026-09-30 | |
| SPAB | SPDR SERIES TRUST | 7.55% | 4.70M | $114.4M | +3.42%(+155.53K) | $28.41(-13.03%) | 2026-09-30 | |
| DFUS | DIMENSIONAL ETF TRUST | 4.88% | 890.2K | $73.9M | +1.59%(+13.91K) | $52.37(+60.13%) | 2026-09-30 | |
| DFAI | DIMENSIONAL ETF TRUST | 3.91% | 1.43M | $59.3M | +1.14%(+16.09K) | $30.06(+37.94%) | 2026-09-30 | |
| DFUV | DIMENSIONAL ETF TRUST | 3.69% | 1.02M | $56.0M | -1.99%(-20.70K) | $31.73(+78.54%) | 2026-09-30 | |
| SCHP | SCHWAB STRATEGIC TR | 3.5% | 2.11M | $53.0M | +4.63%(+93.30K) | $26.90(-4.85%) | 2026-09-30 | |
| BIV | VANGUARD BD INDEX FDS | 3.21% | 667.7K | $48.7M | +14.49%(+84.53K) | $75.66(-2.40%) | 2026-09-30 | |
| SUB | ISHARES TR | 3.1% | 450.1K | $47.1M | -3.01%(-13.96K) | $104.50(+1.40%) | 2026-09-30 | |
| COST | COSTCO WHOLESALE CORPORATION | 2.92% | 48.7K | $44.3M | +0.16%(+77) | $809.06(+21.27%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +4.68% | +14.70% | +1.31% | +6.72% |
| Top 20 Holdings Unweighted | +6.00% | +19.09% | +1.93% | +10.01% |
Willow Creek Wealth Management INC reports $1.52B in US-listed equity holdings across 205 positions in its most recent 13F filing. Its largest disclosed positions are DFAT (9.9%), BSV (9.1%) and SPAB (7.5%). The top 20 holdings account for 73.83% of reported assets. Its disclosed equity book has returned +14.70% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Willow Creek Wealth Management INC, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Willow Creek Wealth Management INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1632407). View Willow Creek Wealth Management INC’s 13F filings on SEC