§ 13F · FUND PROFILE
GREENWOOD GEARHART INC.
AUM · $1.7B (13F)Positions · 104Turnover · n/a · Q2Filed · Jul 24, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$82M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 24, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 287K | $197M | 9.2% | +4% |
| 2 | VXUS | VANGUARD STAR FDS | 1.47M | $126M | 5.9% | +3% |
| 3 | SCHX | SCHWAB STRATEGIC TR | 3.71M | $109M | 5.1% | +5% |
| 4 | IGIB | ISHARES TR | 1.82M | $97M | 4.5% | +6% |
| 5 | JPST | J P MORGAN EXCHANGE TRADED F | 1.83M | $92M | 4.3% | +5% |
| 6 | IEF | ISHARES TR | 854K | $81M | 3.8% | +7% |
| 7 | XLV | SELECT SECTOR SPDR TR | 479K | $76M | 3.5% | +4% |
| 8 | SOXX | ISHARES TR | 116K | $74M | 3.5% | −1% |
| 9 | AAPL | APPLE INC | 238K | $69M | 3.2% | +5% |
| 10 | QQQ | INVESCO QQQ TR | 91K | $67M | 3.1% | +4% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE GREENWOOD SIGNAL
AC read
GREENWOOD GEARHART INC is a Other fund managing $1.7 billion in assets. The fund runs a portfolio of 104 positions.
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