Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Greenhouse Wealth Management, LLC (CIK 1843566) reported $161.7M across 57 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SPY ($57.1M, 35.33%), IVV ($14.5M, 8.97%), VTV ($12.7M, 7.83%), VOO ($8.7M, 5.38%), VTI ($7.6M, 4.73%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | $57.1M | 35.33% | 87,957 | Trimmed |
| 2 | IVV | ISHARES TR | $14.5M | 8.97% | 22,202 | Trimmed |
| 3 | VTV | VANGUARD INDEX FDS | $12.7M | 7.83% | 64,563 | Trimmed |
| 4 | VOO | VANGUARD INDEX FDS | $8.7M | 5.38% | 14,550 | Trimmed |
| 5 | VTI | VANGUARD INDEX FDS | $7.6M | 4.73% | 23,822 | Trimmed |
| 6 | QQQ | INVESCO QQQ TR | $7.1M | 4.39% | 12,294 | Trimmed |
| 7 | VXUS | VANGUARD STAR FDS | $6.8M | 4.23% | 88,837 | Added |
| 8 | VB | VANGUARD INDEX FDS | $6.8M | 4.20% | 25,935 | Added |
| 9 | VBR | VANGUARD INDEX FDS | $3.3M | 2.06% | 15,309 | Added |
| 10 | GOOGL | ALPHABET INC | $3.0M | 1.86% | 10,447 | Trimmed |
| 11 | VUG | VANGUARD INDEX FDS | $2.2M | 1.39% | 5,129 | Trimmed |
| 12 | IAU | ISHARES GOLD TR | $2.3M | 1.39% | 25,546 | Added |
| 13 | SCHA | SCHWAB STRATEGIC TR | $1.6M | 1.00% | 55,497 | Trimmed |
| 14 | SCHF | SCHWAB STRATEGIC TR | $1.6M | 0.99% | 64,938 | Hold |
| 15 | AAPL | APPLE INC | $1.5M | 0.96% | 6,103 | Trimmed |
| 16 | VEU | VANGUARD INTL EQUITY INDEX F | $1.5M | 0.96% | 20,620 | Trimmed |
| 17 | MSFT | MICROSOFT CORP | $1.4M | 0.85% | 3,711 | Trimmed |
| 18 | TQQQ | PROSHARES TR | $1.3M | 0.80% | 31,226 | Hold |
| 19 | GOOG | ALPHABET INC | $1.3M | 0.79% | 4,466 | Trimmed |
| 20 | VYM | VANGUARD WHITEHALL FDS | $1.1M | 0.66% | 7,201 | Added |
| 21 | VOT | VANGUARD INDEX FDS | $1.0M | 0.62% | 3,902 | Added |
| 22 | VO | VANGUARD INDEX FDS | $1.0M | 0.62% | 3,507 | Trimmed |
| 23 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $980,443 | 0.61% | 2,046 | Trimmed |
| 24 | SDY | SPDR SERIES TRUST | $950,081 | 0.59% | 6,510 | Added |
| 25 | IJR | ISHARES TR | $933,303 | 0.58% | 7,527 | Added |
Source: SEC Form 13F filings · as of 2026-03-31