Filed: 7/24/2025ACC: 0001085146-25-004154
📋 What this filing means
GREENWOOD GEARHART LLC filed this quarterly 13F‑HR report disclosing 105 equity positions with a total reported market value of $1.60B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
105
Positions
$1.60B
Total AUM (reported)
18.02M
Total Shares
Allocation by class
COM$361.24M22.6%
S&P 500 ETF SHS$154.23M9.6%
US LRG CAP ETF$118.28M7.4%
ISHS 5-10YR INVT$76.20M4.8%
ULTRA SHRT ETF$66.44M4.1%
VG TL INTL STK F$63.39M4.0%
ISHS 1-5YR INVS$60.83M3.8%
Portfolio Concentration
Top 3$348.70M21.8%
4–10$402.09M25.1%
11–25$529.23M33.0%
Rest$321.58M20.1%
Top 3 weight
21.8%
Top 10 weight
46.9%
Voting Authority Distribution
Total shares with voting rights: 18.02M
Sole
Full voting authority
18.02M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole105
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings105
Rows:
VANGUARD INDEX FDS
SOLEShares271.51K
TypeSH
Market value$154.23M
9.63%
Sole
271.51K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares4.84M
TypeSH
Market value$118.28M
7.39%
Sole
4.84M
Shared
0.00
None
0.00
ISHARES TR
SOLEShares1.43M
TypeSH
Market value$76.20M
4.76%
Sole
1.43M
Shared
0.00
None
0.00
J P MORGAN EXCHANGE TRADED F
SOLEShares1.31M
TypeSH
Market value$66.44M
4.15%
Sole
1.31M
Shared
0.00
None
0.00
VANGUARD STAR FDS
SOLEShares917.57K
TypeSH
Market value$63.39M
3.96%
Sole
917.57K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares1.15M
TypeSH
Market value$60.83M
3.80%
Sole
1.15M
Shared
0.00
None
0.00
SELECT SECTOR SPDR TR
SOLEShares424.30K
TypeSH
Market value$57.19M
3.57%
Sole
424.30K
Shared
0.00
None
0.00
WALMART INC
SOLEShares580.66K
TypeSH
Market value$56.78M
3.55%
Sole
580.66K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares101.23K
TypeSH
Market value$50.35M
3.14%
Sole
101.23K
Shared
0.00
None
0.00
APPLE INC
SOLEShares229.59K
TypeSH
Market value$47.10M
2.94%
Sole
229.59K
Shared
0.00
None
0.00
INVESCO QQQ TR
SOLEShares82.55K
TypeSH
Market value$45.54M
2.84%
Sole
82.55K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares282.74K
TypeSH
Market value$44.67M
2.79%
Sole
282.74K
Shared
0.00
None
0.00
INVESCO EXCHANGE TRADED FD T
SOLEShares227.72K
TypeSH
Market value$41.38M
2.58%
Sole
227.72K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares419.85K
TypeSH
Market value$40.21M
2.51%
Sole
419.85K
Shared
0.00
None
0.00
VANGUARD TAX-MANAGED FDS
SOLEShares703.08K
TypeSH
Market value$40.08M
2.50%
Sole
703.08K
Shared
0.00
None
0.00
SELECT SECTOR SPDR TR
SOLEShares243.67K
TypeSH
Market value$35.95M
2.24%
Sole
243.67K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares161.28K
TypeSH
Market value$34.80M
2.17%
Sole
161.28K
Shared
0.00
None
0.00
SELECT SECTOR SPDR TR
SOLEShares660.86K
TypeSH
Market value$34.61M
2.16%
Sole
660.86K
Shared
0.00
None
0.00
SELECT SECTOR SPDR TR
SOLEShares423.95K
TypeSH
Market value$34.33M
2.14%
Sole
423.95K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares548.32K
TypeSH
Market value$34.01M
2.12%
Sole
548.32K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares173.19K
TypeSH
Market value$30.72M
1.92%
Sole
173.19K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares128.48K
TypeSH
Market value$30.67M
1.91%
Sole
128.48K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares60.44K
TypeSH
Market value$29.36M
1.83%
Sole
60.44K
Shared
0.00
None
0.00
HUNT J B TRANS SVCS INC
SOLEShares188.42K
TypeSH
Market value$27.06M
1.69%
Sole
188.42K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares117.82K
TypeSH
Market value$25.85M
1.61%
Sole
117.82K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 271.51K | SH | $154.23M 9.63% | 271.51K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US LRG CAP ETF | 4.84M | SH | $118.28M 7.39% | 4.84M | 0.00 | 0.00 |
ISHARES TRSOLE | ISHS 5-10YR INVT | 1.43M | SH | $76.20M 4.76% | 1.43M | 0.00 | 0.00 |
J P MORGAN EXCHANGE TRADED FSOLE | ULTRA SHRT ETF | 1.31M | SH | $66.44M 4.15% | 1.31M | 0.00 | 0.00 |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 917.57K | SH | $63.39M 3.96% | 917.57K | 0.00 | 0.00 |
ISHARES TRSOLE | ISHS 1-5YR INVS | 1.15M | SH | $60.83M 3.80% | 1.15M | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | SBI HEALTHCARE | 424.30K | SH | $57.19M 3.57% | 424.30K | 0.00 | 0.00 |
WALMART INCSOLE | COM | 580.66K | SH | $56.78M 3.55% | 580.66K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 101.23K | SH | $50.35M 3.14% | 101.23K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 229.59K | SH | $47.10M 2.94% | 229.59K | 0.00 | 0.00 |
INVESCO QQQ TRSOLE | UNIT SER 1 | 82.55K | SH | $45.54M 2.84% | 82.55K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 282.74K | SH | $44.67M 2.79% | 282.74K | 0.00 | 0.00 |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 EQL WGT | 227.72K | SH | $41.38M 2.58% | 227.72K | 0.00 | 0.00 |
ISHARES TRSOLE | 7-10 YR TRSY BD | 419.85K | SH | $40.21M 2.51% | 419.85K | 0.00 | 0.00 |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 703.08K | SH | $40.08M 2.50% | 703.08K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | INDL | 243.67K | SH | $35.95M 2.24% | 243.67K | 0.00 | 0.00 |
ISHARES TRSOLE | RUSSELL 2000 ETF | 161.28K | SH | $34.80M 2.17% | 161.28K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | FINANCIAL | 660.86K | SH | $34.61M 2.16% | 660.86K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | SBI CONS STPLS | 423.95K | SH | $34.33M 2.14% | 423.95K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P MCP ETF | 548.32K | SH | $34.01M 2.12% | 548.32K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 173.19K | SH | $30.72M 1.92% | 173.19K | 0.00 | 0.00 |
ISHARES TRSOLE | ISHARES SEMICDTR | 128.48K | SH | $30.67M 1.91% | 128.48K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 60.44K | SH | $29.36M 1.83% | 60.44K | 0.00 | 0.00 |
HUNT J B TRANS SVCS INCSOLE | COM | 188.42K | SH | $27.06M 1.69% | 188.42K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 117.82K | SH | $25.85M 1.61% | 117.82K | 0.00 | 0.00 |
Page 1 of 5
…