GREENWOOD GEARHART LLC

Filed: 5/7/2026ACC: 0001084683-26-000002

📋 What this filing means

GREENWOOD GEARHART LLC filed this quarterly 13F‑HR report disclosing 134 equity positions with a total reported market value of $1.85B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

134

Positions

$1.85B

Total AUM (reported)

19.28M

Total Shares

Allocation by class

COM$454.75M24.6%

S&P 500 ETF SHS$165.71M9.0%

VG TL INTL STK F$110.27M6.0%

ISHS 5-10YR INVT$91.41M4.9%

US LRG CAP ETF$90.29M4.9%

ULTRA SHRT ETF$88.04M4.8%

7-10 YR TRSY BD$76.25M4.1%

Portfolio Concentration

Top 3$367.40M19.9%

4–10$502.98M27.2%

11–25$612.82M33.1%

Rest$365.89M19.8%

Top 3 weight

19.9%

Top 10 weight

47.1%

Voting Authority Distribution

Total shares with voting rights: 19.28M

Sole

Full voting authority

19.28M

% 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)

Sole134

Shared0

Other0

Dominant voting typeSole · 100.0% of voting shares

Institutional Holdings134

Rows:

VANGUARD INDEX FDS

SOLE

S&P 500 ETF SHS

Shares277.32K

TypeSH

Market value$165.71M

8.96%

Sole

277.32K

Shared

0.00

None

0.00

VANGUARD STAR FDS

SOLE

VG TL INTL STK F

Shares1.43M

TypeSH

Market value$110.27M

5.96%

Sole

1.43M

Shared

0.00

None

0.00

ISHARES TR

SOLE

ISHS 5-10YR INVT

Shares1.72M

TypeSH

Market value$91.41M

4.94%

Sole

1.72M

Shared

0.00

None

0.00

SCHWAB STRATEGIC TR

SOLE

US LRG CAP ETF

Shares3.52M

TypeSH

Market value$90.29M

4.88%

Sole

3.52M

Shared

0.00

None

0.00

J P MORGAN EXCHANGE TRADED F

SOLE

ULTRA SHRT ETF

Shares1.74M

TypeSH

Market value$88.04M

4.76%

Sole

1.74M

Shared

0.00

None

0.00

ISHARES TR

SOLE

7-10 YR TRSY BD

Shares798.91K

TypeSH

Market value$76.25M

4.12%

Sole

798.91K

Shared

0.00

None

0.00

WALMART INC

SOLE

COM

Shares574.07K

TypeSH

Market value$71.35M

3.86%

Sole

574.07K

Shared

0.00

None

0.00

SELECT SECTOR SPDR TR

SOLE

STATE STREET HEA

Shares462.50K

TypeSH

Market value$67.81M

3.67%

Sole

462.50K

Shared

0.00

None

0.00

APPLE INC

SOLE

COM

Shares226.39K

TypeSH

Market value$57.46M

3.11%

Sole

226.39K

Shared

0.00

None

0.00

ISHARES TR

SOLE

ISHS 1-5YR INVS

Shares985.45K

TypeSH

Market value$51.80M

2.80%

Sole

985.45K

Shared

0.00

None

0.00

INVESCO QQQ TR

SOLE

UNIT SER 1

Shares86.70K

TypeSH

Market value$50.04M

2.71%

Sole

86.70K

Shared

0.00

None

0.00

NVIDIA CORPORATION

SOLE

COM

Shares281.78K

TypeSH

Market value$49.14M

2.66%

Sole

281.78K

Shared

0.00

None

0.00

VANGUARD TAX-MANAGED FDS

SOLE

VAN FTSE DEV MKT

Shares748.73K

TypeSH

Market value$47.98M

2.59%

Sole

748.73K

Shared

0.00

None

0.00

INVESCO EXCHANGE TRADED FD T

SOLE

S&P500 EQL WGT

Shares241.89K

TypeSH

Market value$46.42M

2.51%

Sole

241.89K

Shared

0.00

None

0.00

ALPHABET INC

SOLE

CAP STK CL C

Shares161.62K

TypeSH

Market value$46.36M

2.51%

Sole

161.62K

Shared

0.00

None

0.00

ISHARES TR

SOLE

RUSSELL 2000 ETF

Shares172.65K

TypeSH

Market value$42.82M

2.32%

Sole

172.65K

Shared

0.00

None

0.00

HUNT J B TRANS SVCS INC

SOLE

COM

Shares198.30K

TypeSH

Market value$42.02M

2.27%

Sole

198.30K

Shared

0.00

None

0.00

ISHARES TR

SOLE

CORE S&P MCP ETF

Shares612.86K

TypeSH

Market value$41.39M

2.24%

Sole

612.86K

Shared

0.00

None

0.00

SELECT SECTOR SPDR TR

SOLE

STATE STREET IND

Shares252.78K

TypeSH

Market value$40.88M

2.21%

Sole

252.78K

Shared

0.00

None

0.00

MICROSOFT CORP

SOLE

COM

Shares106.74K

TypeSH

Market value$39.51M

2.14%

Sole

106.74K

Shared

0.00

None

0.00

ISHARES TR

SOLE

ISHARES SEMICDTR

Shares117.44K

TypeSH

Market value$38.60M

2.09%

Sole

117.44K

Shared

0.00

None

0.00

SELECT SECTOR SPDR TR

SOLE

STATE STREET CON

Shares463.62K

TypeSH

Market value$38.01M

2.06%

Sole

463.62K

Shared

0.00

None

0.00

BERKSHIRE HATHAWAY INC DEL

SOLE

CL B NEW

Shares65.85K

TypeSH

Market value$31.56M

1.71%

Sole

65.85K

Shared

0.00

None

0.00

VANGUARD WORLD FD

SOLE

ENERGY ETF

Shares181.71K

TypeSH

Market value$31.44M

1.70%

Sole

181.71K

Shared

0.00

None

0.00

AMAZON COM INC

SOLE

COM

Shares127.95K

TypeSH

Market value$26.65M

1.44%

Sole

127.95K

Shared

0.00

None

0.00

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole
VANGUARD INDEX FDSSOLE	S&P 500 ETF SHS	277.32K	SH	$165.71M 8.96%	277.32K
VANGUARD STAR FDSSOLE	VG TL INTL STK F	1.43M	SH	$110.27M 5.96%	1.43M
ISHARES TRSOLE	ISHS 5-10YR INVT	1.72M	SH	$91.41M 4.94%	1.72M
SCHWAB STRATEGIC TRSOLE	US LRG CAP ETF	3.52M	SH	$90.29M 4.88%	3.52M
J P MORGAN EXCHANGE TRADED FSOLE	ULTRA SHRT ETF	1.74M	SH	$88.04M 4.76%	1.74M
ISHARES TRSOLE	7-10 YR TRSY BD	798.91K	SH	$76.25M 4.12%	798.91K
WALMART INCSOLE	COM	574.07K	SH	$71.35M 3.86%	574.07K
SELECT SECTOR SPDR TRSOLE	STATE STREET HEA	462.50K	SH	$67.81M 3.67%	462.50K
APPLE INCSOLE	COM	226.39K	SH	$57.46M 3.11%	226.39K
ISHARES TRSOLE	ISHS 1-5YR INVS	985.45K	SH	$51.80M 2.80%	985.45K
INVESCO QQQ TRSOLE	UNIT SER 1	86.70K	SH	$50.04M 2.71%	86.70K
NVIDIA CORPORATIONSOLE	COM	281.78K	SH	$49.14M 2.66%	281.78K
VANGUARD TAX-MANAGED FDSSOLE	VAN FTSE DEV MKT	748.73K	SH	$47.98M 2.59%	748.73K
INVESCO EXCHANGE TRADED FD TSOLE	S&P500 EQL WGT	241.89K	SH	$46.42M 2.51%	241.89K
ALPHABET INCSOLE	CAP STK CL C	161.62K	SH	$46.36M 2.51%	161.62K
ISHARES TRSOLE	RUSSELL 2000 ETF	172.65K	SH	$42.82M 2.32%	172.65K
HUNT J B TRANS SVCS INCSOLE	COM	198.30K	SH	$42.02M 2.27%	198.30K
ISHARES TRSOLE	CORE S&P MCP ETF	612.86K	SH	$41.39M 2.24%	612.86K
SELECT SECTOR SPDR TRSOLE	STATE STREET IND	252.78K	SH	$40.88M 2.21%	252.78K
MICROSOFT CORPSOLE	COM	106.74K	SH	$39.51M 2.14%	106.74K
ISHARES TRSOLE	ISHARES SEMICDTR	117.44K	SH	$38.60M 2.09%	117.44K
SELECT SECTOR SPDR TRSOLE	STATE STREET CON	463.62K	SH	$38.01M 2.06%	463.62K
BERKSHIRE HATHAWAY INC DELSOLE	CL B NEW	65.85K	SH	$31.56M 1.71%	65.85K
VANGUARD WORLD FDSOLE	ENERGY ETF	181.71K	SH	$31.44M 1.70%	181.71K
AMAZON COM INCSOLE	COM	127.95K	SH	$26.65M 1.44%	127.95K

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