Greenhouse Wealth Management, LLC: 13F holdings
CIK 18435662026Q2
| Positions | 52 |
|---|
| Reported value | $142.3m |
|---|
| Filed | 2026-08-06 |
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Change since last quarter
| Positions | 52 (-5 vs prior quarter) |
|---|
| Reported value | $142.3m (-12.0%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| SPY STATE STR SPDR S&P 500 ETF T | 69,963 | $52.2m | 36.7% |
| IVV ISHARES TR | 22,130 | $16.6m | 11.6% |
| VOO VANGUARD INDEX FDS | 14,038 | $9.6m | 6.8% |
| VTV VANGUARD INDEX FDS | 38,744 | $8.4m | 5.9% |
| VB VANGUARD INDEX FDS | 24,935 | $7.6m | 5.3% |
| VXUS VANGUARD STAR FDS | 85,508 | $7.3m | 5.1% |
| QQQ INVESCO QQQ TR | 6,416 | $4.7m | 3.3% |
| VTI VANGUARD INDEX FDS | 11,202 | $4.1m | 2.9% |
| TQQQ PROSHARES TR | 31,284 | $2.4m | 1.7% |
| SCHA SCHWAB STRATEGIC TR | 54,410 | $2.0m | 1.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1843566")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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