GREENWOOD GEARHART LLC

Filed: 11/12/2025ACC: 0001084683-25-000005

📋 What this filing means

GREENWOOD GEARHART LLC filed this quarterly 13F‑HR report disclosing 104 equity positions with a total reported market value of $1.73B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

104

Positions

$1.73B

Total AUM (reported)

18.32M

Total Shares

Allocation by class

COM$407.06M23.5%

S&P 500 ETF SHS$166.60M9.6%

US LRG CAP ETF$130.56M7.5%

ISHS 5-10YR INVT$80.13M4.6%

ULTRA SHRT ETF$70.76M4.1%

VG TL INTL STK F$69.36M4.0%

7-10 YR TRSY BD$61.63M3.6%

Portfolio Concentration

Top 3$377.28M21.7%

4–10$432.46M24.9%

11–25$580.49M33.5%

Rest$344.61M19.9%

Top 3 weight

21.7%

Top 10 weight

46.7%

Voting Authority Distribution

Total shares with voting rights: 18.32M

Sole

Full voting authority

18.32M

% of voting shares100.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

0.00

% of voting shares0.0%

Investment Discretion (by position count)

Sole104

Shared0

Other0

Dominant voting typeSole · 100.0% of voting shares

Institutional Holdings104

Rows:

VANGUARD INDEX FDS

SOLE

S&P 500 ETF SHS

Shares272.05K

TypeSH

Market value$166.60M

9.60%

Sole

272.05K

Shared

0.00

None

0.00

SCHWAB STRATEGIC TR

SOLE

US LRG CAP ETF

Shares4.96M

TypeSH

Market value$130.56M

7.53%

Sole

4.96M

Shared

0.00

None

0.00

ISHARES TR

SOLE

ISHS 5-10YR INVT

Shares1.48M

TypeSH

Market value$80.13M

4.62%

Sole

1.48M

Shared

0.00

None

0.00

J P MORGAN EXCHANGE TRADED F

SOLE

ULTRA SHRT ETF

Shares1.39M

TypeSH

Market value$70.76M

4.08%

Sole

1.39M

Shared

0.00

None

0.00

VANGUARD STAR FDS

SOLE

VG TL INTL STK F

Shares944.24K

TypeSH

Market value$69.36M

4.00%

Sole

944.24K

Shared

0.00

None

0.00

ISHARES TR

SOLE

7-10 YR TRSY BD

Shares638.90K

TypeSH

Market value$61.63M

3.55%

Sole

638.90K

Shared

0.00

None

0.00

SELECT SECTOR SPDR TR

SOLE

SBI HEALTHCARE

Shares439K

TypeSH

Market value$61.10M

3.52%

Sole

439K

Shared

0.00

None

0.00

WALMART INC

SOLE

COM

Shares570.15K

TypeSH

Market value$58.76M

3.39%

Sole

570.15K

Shared

0.00

None

0.00

APPLE INC

SOLE

COM

Shares228.54K

TypeSH

Market value$58.19M

3.35%

Sole

228.54K

Shared

0.00

None

0.00

MICROSOFT CORP

SOLE

COM

Shares101.67K

TypeSH

Market value$52.66M

3.04%

Sole

101.67K

Shared

0.00

None

0.00

NVIDIA CORPORATION

SOLE

COM

Shares281.88K

TypeSH

Market value$52.59M

3.03%

Sole

281.88K

Shared

0.00

None

0.00

INVESCO QQQ TR

SOLE

UNIT SER 1

Shares83.50K

TypeSH

Market value$50.13M

2.89%

Sole

83.50K

Shared

0.00

None

0.00

ISHARES TR

SOLE

ISHS 1-5YR INVS

Shares880.68K

TypeSH

Market value$46.70M

2.69%

Sole

880.68K

Shared

0.00

None

0.00

INVESCO EXCHANGE TRADED FD T

SOLE

S&P500 EQL WGT

Shares233.62K

TypeSH

Market value$44.32M

2.55%

Sole

233.62K

Shared

0.00

None

0.00

VANGUARD TAX-MANAGED FDS

SOLE

VAN FTSE DEV MKT

Shares719.17K

TypeSH

Market value$43.09M

2.48%

Sole

719.17K

Shared

0.00

None

0.00

ALPHABET INC

SOLE

CAP STK CL C

Shares170.25K

TypeSH

Market value$41.46M

2.39%

Sole

170.25K

Shared

0.00

None

0.00

ISHARES TR

SOLE

RUSSELL 2000 ETF

Shares163.65K

TypeSH

Market value$39.60M

2.28%

Sole

163.65K

Shared

0.00

None

0.00

SELECT SECTOR SPDR TR

SOLE

INDL

Shares245.39K

TypeSH

Market value$37.85M

2.18%

Sole

245.39K

Shared

0.00

None

0.00

ISHARES TR

SOLE

CORE S&P MCP ETF

Shares560.80K

TypeSH

Market value$36.60M

2.11%

Sole

560.80K

Shared

0.00

None

0.00

SELECT SECTOR SPDR TR

SOLE

FINANCIAL

Shares676.50K

TypeSH

Market value$36.44M

2.10%

Sole

676.49K

Shared

0.00

None

0.00

ISHARES TR

SOLE

ISHARES SEMICDTR

Shares128.09K

TypeSH

Market value$34.73M

2.00%

Sole

128.09K

Shared

0.00

None

0.00

SELECT SECTOR SPDR TR

SOLE

SBI CONS STPLS

Shares435.88K

TypeSH

Market value$34.16M

1.97%

Sole

435.88K

Shared

0.00

None

0.00

BERKSHIRE HATHAWAY INC DEL

SOLE

CL B NEW

Shares61.21K

TypeSH

Market value$30.77M

1.77%

Sole

61.21K

Shared

0.00

None

0.00

AMAZON COM INC

SOLE

COM

Shares118.75K

TypeSH

Market value$26.07M

1.50%

Sole

118.75K

Shared

0.00

None

0.00

HUNT J B TRANS SVCS INC

SOLE

COM

Shares193.57K

TypeSH

Market value$25.97M

1.50%

Sole

193.57K

Shared

0.00

None

0.00

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole
VANGUARD INDEX FDSSOLE	S&P 500 ETF SHS	272.05K	SH	$166.60M 9.60%	272.05K
SCHWAB STRATEGIC TRSOLE	US LRG CAP ETF	4.96M	SH	$130.56M 7.53%	4.96M
ISHARES TRSOLE	ISHS 5-10YR INVT	1.48M	SH	$80.13M 4.62%	1.48M
J P MORGAN EXCHANGE TRADED FSOLE	ULTRA SHRT ETF	1.39M	SH	$70.76M 4.08%	1.39M
VANGUARD STAR FDSSOLE	VG TL INTL STK F	944.24K	SH	$69.36M 4.00%	944.24K
ISHARES TRSOLE	7-10 YR TRSY BD	638.90K	SH	$61.63M 3.55%	638.90K
SELECT SECTOR SPDR TRSOLE	SBI HEALTHCARE	439K	SH	$61.10M 3.52%	439K
WALMART INCSOLE	COM	570.15K	SH	$58.76M 3.39%	570.15K
APPLE INCSOLE	COM	228.54K	SH	$58.19M 3.35%	228.54K
MICROSOFT CORPSOLE	COM	101.67K	SH	$52.66M 3.04%	101.67K
NVIDIA CORPORATIONSOLE	COM	281.88K	SH	$52.59M 3.03%	281.88K
INVESCO QQQ TRSOLE	UNIT SER 1	83.50K	SH	$50.13M 2.89%	83.50K
ISHARES TRSOLE	ISHS 1-5YR INVS	880.68K	SH	$46.70M 2.69%	880.68K
INVESCO EXCHANGE TRADED FD TSOLE	S&P500 EQL WGT	233.62K	SH	$44.32M 2.55%	233.62K
VANGUARD TAX-MANAGED FDSSOLE	VAN FTSE DEV MKT	719.17K	SH	$43.09M 2.48%	719.17K
ALPHABET INCSOLE	CAP STK CL C	170.25K	SH	$41.46M 2.39%	170.25K
ISHARES TRSOLE	RUSSELL 2000 ETF	163.65K	SH	$39.60M 2.28%	163.65K
SELECT SECTOR SPDR TRSOLE	INDL	245.39K	SH	$37.85M 2.18%	245.39K
ISHARES TRSOLE	CORE S&P MCP ETF	560.80K	SH	$36.60M 2.11%	560.80K
SELECT SECTOR SPDR TRSOLE	FINANCIAL	676.50K	SH	$36.44M 2.10%	676.49K
ISHARES TRSOLE	ISHARES SEMICDTR	128.09K	SH	$34.73M 2.00%	128.09K
SELECT SECTOR SPDR TRSOLE	SBI CONS STPLS	435.88K	SH	$34.16M 1.97%	435.88K
BERKSHIRE HATHAWAY INC DELSOLE	CL B NEW	61.21K	SH	$30.77M 1.77%	61.21K
AMAZON COM INCSOLE	COM	118.75K	SH	$26.07M 1.50%	118.75K
HUNT J B TRANS SVCS INCSOLE	COM	193.57K	SH	$25.97M 1.50%	193.57K

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