Greenwood Gearhart LLC

In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 7, 2024), Greenwood Gearhart LLC reported 110 stock positions worth $1.1 billion. Its top holding was Vanguard S&P 500 ETF (VOO) at 10.1% of the portfolio, followed by Schwab US Large-Cap ETF (SCHX, 9.7%) and iShares 5-10Y Inv Grade (IGIB, 5.0%). Compared with Q1 2024, it opened 12 new positions, sold out of 3, added to 37 and reduced 39. The biggest buy was Nvidia (NVDA, shares +2%) and the biggest sale Walt Disney (DIS, shares −0%).

Most Recent 13F
Q2 2026
Location
FAYETTEVILLE, AR
CIK
0001084683
Portfolio Value
$1.1B (Q2 2024)
SEC Filing
0001084683-24-000007 ↗ filed Aug 7, 2024

Holdings Value

0$500.0M$1.0B$1.5B$2.0B$2.5B Q1 2024: $1.0B Q1 2024 Q2 2024: $1.1B $1.1B Q2 2024 Q3 2024: $1.2B Q3 2024 Q4 2024: $1.5B Q4 2024 Q1 2025: $1.4B Q1 2025 Q2 2025: $1.6B Q2 2025 Q3 2025: $1.7B Q3 2025 Q4 2025: $1.8B Q4 2025 Q1 2026: $1.8B Q1 2026 Q2 2026: $2.1B Q2 2026

Holdings 110 stocks · $1.1B
VOO Vanguard S&P 500 ETF 10.14% 214,881 $107.5M Add +1.8%
SCHX Schwab US Large-Cap ETF 9.66% 1,593,963 $102.4M Add +2.4%
IGIB iShares 5-10Y Inv Grade Corp. 5.01% 1,037,024 $53.2M Add +2.8%
AAPL Apple Inc. 4.10% 206,532 $43.5M Reduce -0.1%
MSFT Microsoft Corp. 4.01% 95,094 $42.5M Add +0.5%
IGSB iShares 1-5Y Inv Grade Corp. 3.06% 633,441 $32.5M Reduce -0.4%
XLV SS Health Care Select Sector 2.93% 213,156 $31.1M Add +0.8%
JPST JPMorgan Ultra-Short Income 2.85% 598,623 $30.2M Add +0.2%
XLP SS Consumer Staples Sel Sect 2.78% 384,420 $29.4M Add +1.0%
NVDA Nvidia Corp. 2.71% 232,277 $28.7M Add +1.8%
WMT Walmart Inc. 2.69% 421,744 $28.6M Add +5.8%
IEF iShares 7-10 Year Treasury B 2.61% 295,404 $27.7M Add +2.9%
GOOG Alphabet Inc. Class C 2.52% 145,883 $26.8M Reduce -1.3%
JBHT Hunt (jb) Transprt SVCS Inc. 2.47% 163,710 $26.2M Add +2.0%
BRK.B Berkshire Hathaway Inc. Class B 2.27% 59,220 $24.1M Add +0.6%
XLI SS Industrial Select Sector 2.18% 189,358 $23.1M Add +1.6%
VXUS Vanguard Total Intl Stock 2.15% 378,326 $22.8M Add +4.1%
SOXX iShares Semiconductor ETF 2.04% 87,472 $21.6M Reduce -0.5%
AMZN Amazon.com Inc. 1.87% 102,530 $19.8M Reduce -1.1%
QQQ Invesco QQQ Trust Series 1 1.76% 39,009 $18.7M Add +3.9%
IJH iShares Core S&P Midcap ETF 1.66% 300,096 $17.6M Add +2.2%
IWM iShares Russell 2000 ETF 1.61% 83,894 $17.0M Add +2.7%
JPM JPMorgan Chase & Co. 1.54% 80,963 $16.4M Reduce -0.7%
VDE Vanguard Energy ETF 1.22% 101,530 $13.0M Add +1.8%
ASML ASML Holding NV-NY Reg SHS 1.22% 12,656 $12.9M Reduce -17.3%
META Meta Platforms Inc. Class A 1.22% 25,600 $12.9M Add +0.8%
XLU St Sr Utl SL SE SPDR ETF-Usd 1.15% 179,567 $12.2M Add +0.9%
EMXC iShares MSCI Emr MRK Ex Chna 1.15% 206,386 $12.2M Add +0.3%
FWONK Liberty Media Corp. Class C 1.10% 163,014 $11.7M Reduce -0.3%
MRK Merck & Co. Inc. 1.10% 94,438 $11.7M Add +0.5%
HD Home Depot Inc. 1.09% 33,587 $11.6M Add +1.6%
VNQ Vanguard Real Estate ETF 1.07% 134,964 $11.3M Add +2.0%
SCHW Schwab (charles) Corp. 1.04% 149,068 $11.0M Add +0.2%
V Visa Inc. Class A 1.00% 40,370 $10.6M Add +1.1%
JNJ Johnson & Johnson 0.99% 71,781 $10.5M Add +1.6%
TMO Thermo Fisher Scientific Inc. 0.98% 18,742 $10.4M Add +0.5%
CAT Caterpillar Inc. 0.98% 31,077 $10.4M Reduce -0.5%
ADBE Adobe Inc. 0.95% 18,138 $10.1M Add +3.5%
ACN Accenture PLC Class A 0.88% 30,895 $9.4M Add +3.6%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.83% 88,374 $8.8M Reduce -0.3%
J Jacobs Solutions Inc. 0.74% 55,895 $7.8M Add +0.5%
VCIT Vanguard Int-Term Corporate 0.66% 87,573 $7.0M Reduce -0.8%
TSLA Tesla Inc. 0.66% 35,090 $6.9M Reduce -0.3%
TSN Tyson Foods Inc. Class A 0.65% 120,211 $6.9M Reduce -0.5%
HOMB Home Bancshares Inc. 0.54% 238,654 $5.7M Reduce -10.4%
TAN Invesco Solar ETF 0.53% 138,964 $5.6M Add +2.6%
XOM Exxon Mobil Corp. 0.24% 21,940 $2.5M Add +1.4%
SYK Stryker Corp. 0.21% 6,622 $2.3M Reduce -2.7%
TOST Toast Inc. Class A 0.19% 78,300 $2.0M No change
AXP American Express Co. 0.14% 6,513 $1.5M Reduce -1.7%
AON Aon PLC Class A 0.13% 4,728 $1.4M Reduce -8.8%
MCD McDonald's Corp. 0.13% 5,418 $1.4M Reduce -2.1%
IWF iShares Russell 1000 Growth 0.13% 3,733 $1.4M Add +153.3%
LOW Lowe's Cos Inc. 0.11% 5,491 $1.2M Reduce -2.2%
OZK Bank Ozk 0.11% 28,676 $1.2M Add +8.9%
ETR Entergy Corp. 0.10% 9,922 $1.1M No change
PG The Procter & Gamble Co. 0.09% 5,959 $983K Reduce -2.6%
AVGO Broadcom Inc. 0.09% 564 $906K No change
DGRW Wisdomtree U.S. Quality Divi 0.08% 11,489 $897K New
CVX Chevron Corp. 0.08% 5,145 $805K Reduce -3.7%
ORCL Oracle Corp. 0.08% 5,665 $800K Reduce -10.8%
LLY Eli Lilly & Co. 0.07% 795 $720K Reduce -0.9%
BA The Boeing Co. 0.06% 3,780 $688K Reduce -7.7%
BRK.A Berkshire Hathaway Inc. Class A 0.06% 1 $612K New
UNP Union Pacific Corp. 0.06% 2,630 $595K Reduce -15.0%
RYN Rayonier Inc. 0.05% 19,607 $570K No change
IWD iShares Russell 1000 Value E 0.05% 3,158 $551K No change
SGOV iShares 0-3 Month Treasury B 0.05% 5,463 $550K No change
SCHG Schwab US Large-Cap Growth 0.05% 5,439 $548K Reduce -1.9%
IUSG iShares Core S&P U.S. Growth 0.05% 4,292 $547K No change
SHEL Shell PLC-ADR 0.05% 7,437 $537K Reduce -15.4%
CSCO Cisco Systems Inc. 0.05% 11,229 $533K Reduce -6.3%
SCHV Schwab US Large-Cap Value 0.05% 7,176 $532K Reduce -1.6%
VTI VG Morningstar TS MKT ETF-US 0.05% 1,939 $519K Reduce -0.8%
IWB iShares Russell 1000 ETF 0.05% 1,733 $516K No change
RF Regions Financial Corp. 0.05% 24,520 $491K No change
UNH Unitedhealth Group Inc. 0.05% 960 $489K Reduce -1.1%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.05% 2,806 $485K No change
USMV iShares MSCI USA Min Vol Fac 0.04% 5,589 $469K New
SPY SS SPDR S&P 500 ETF Trust-US 0.04% 848 $461K Add +35.3%
QUAL iShares MSCI USA Quality Fac 0.04% 2,611 $446K Reduce -7.4%
SCHF Schwab Intl Equity ETF 0.04% 10,986 $422K Reduce -0.8%
NVS Novartis AG-Sponsored ADR 0.04% 3,802 $405K Reduce -23.1%
PANW Palo Alto Networks Inc. 0.04% 1,177 $399K No change
GLW Corning Inc. 0.03% 9,477 $368K Reduce -15.3%
COP Conocophillips 0.03% 3,006 $344K No change
SCHM Schwab US Mid Cap ETF 0.03% 4,065 $316K Reduce -18.4%
RTX RTX Corp. 0.03% 3,099 $311K No change
MUB iShares National Muni Bond E 0.03% 2,731 $291K New
WEST Westrock Coffee Co. 0.03% 27,253 $279K No change
GM General Motors Co. 0.03% 6,001 $279K New
LIN Linde PLC 0.03% 630 $276K No change
SPEM State Street SP PTF Em ETF 0.03% 7,060 $266K New
ADI Analog Devices Inc. 0.02% 1,125 $257K No change
GOOGL Alphabet Inc. Class A 0.02% 1,366 $249K Add +1.5%
AMGN Amgen Inc. 0.02% 794 $248K No change
ETN Eaton Corp. PLC 0.02% 758 $238K Reduce -9.8%
PSX Phillips 66 0.02% 1,665 $235K No change
P Everpure Inc. Class A filed as PURE STORAGE INC 0.02% 3,650 $234K New
PEP Pepsico Inc. 0.02% 1,379 $227K New
VGT Vanguard Info Tech ETF 0.02% 390 $225K No change
WM Waste Management Inc. 0.02% 1,012 $216K No change
PINS Pinterest Inc. Class A 0.02% 4,838 $213K New
APO Apollo Global Management Inc. 0.02% 1,800 $213K No change
OTIS Otis Worldwide Corp. 0.02% 2,157 $208K Reduce -8.1%
DEO Diageo PLC-Sponsored ADR 0.02% 1,608 $203K Reduce -43.1%
ZTS Zoetis Inc. 0.02% 1,155 $200K New
PNSTQ Pinstripes Holdings Inc. 0.01% 25,428 $70K No change
BOF Branchout Food Inc. 0.01% 94,949 $66K New
BHILQ Benson Hill Inc. 0.00% 233,051 $36K New

Portfolio Sells Q1 2024 → Q2 2024
DIS The Walt Disney Co. Reduce -0.3% 0.83% −0.23
ASML ASML Holding NV-NY Reg SHS Reduce -17.3% 1.22% −0.23
CAT Caterpillar Inc. Reduce -0.5% 0.98% −0.14
IGSB iShares 1-5Y Inv Grade Corp. Reduce -0.4% 3.06% −0.12
HOMB Home Bancshares Inc. Reduce -10.4% 0.54% −0.10
JPM JPMorgan Chase & Co. Reduce -0.7% 1.54% −0.05
TSN Tyson Foods Inc. Class A Reduce -0.5% 0.65% −0.04
AON Aon PLC Class A Reduce -8.8% 0.13% −0.04
VCIT Vanguard Int-Term Corporate Reduce -0.8% 0.66% −0.03
DDS Dillards Inc. Class A Sold out 0.00% −0.03
LOW Lowe's Cos Inc. Reduce -2.2% 0.11% −0.03
SYK Stryker Corp. Reduce -2.7% 0.21% −0.02
DEO Diageo PLC-Sponsored ADR Reduce -43.1% 0.02% −0.02
MCD McDonald's Corp. Reduce -2.1% 0.13% −0.02
PETQ Petiq Inc. Sold out 0.00% −0.02
UNP Union Pacific Corp. Reduce -15.0% 0.06% −0.02
BA The Boeing Co. Reduce -7.7% 0.06% −0.01
SCHM Schwab US Mid Cap ETF Reduce -18.4% 0.03% −0.01
NVS Novartis AG-Sponsored ADR Reduce -23.1% 0.04% −0.01
CSCO Cisco Systems Inc. Reduce -6.3% 0.05% −0.01
SHEL Shell PLC-ADR Reduce -15.4% 0.05% −0.01
CVX Chevron Corp. Reduce -3.7% 0.08% −0.01
AXP American Express Co. Reduce -1.7% 0.14% −0.00
BENSON HILL INC Sold out 0.00% −0.00
PG The Procter & Gamble Co. Reduce -2.6% 0.09% −0.00
SCHV Schwab US Large-Cap Value Reduce -1.6% 0.05% −0.00
QUAL iShares MSCI USA Quality Fac Reduce -7.4% 0.04% −0.00
ETN Eaton Corp. PLC Reduce -9.8% 0.02% −0.00
OTIS Otis Worldwide Corp. Reduce -8.1% 0.02% −0.00
ORCL Oracle Corp. Reduce -10.8% 0.08% −0.00
SCHF Schwab Intl Equity ETF Reduce -0.8% 0.04% −0.00
GLW Corning Inc. Reduce -15.3% 0.03% −0.00
UNH Unitedhealth Group Inc. Reduce -1.1% 0.05% −0.00
VTI VG Morningstar TS MKT ETF-US Reduce -0.8% 0.05% −0.00
SCHG Schwab US Large-Cap Growth Reduce -1.9% 0.05% +0.00
LLY Eli Lilly & Co. Reduce -0.9% 0.07% +0.01
AMZN Amazon.com Inc. Reduce -1.1% 1.87% +0.05
TSLA Tesla Inc. Reduce -0.3% 0.66% +0.05
FWONK Liberty Media Corp. Class C Reduce -0.3% 1.10% +0.06
SOXX iShares Semiconductor ETF Reduce -0.5% 2.04% +0.10
GOOG Alphabet Inc. Class C Reduce -1.3% 2.52% +0.33
AAPL Apple Inc. Reduce -0.1% 4.10% +0.64

Portfolio Buys Q1 2024 → Q2 2024
NVDA Nvidia Corp. Add +1.8% 2.71% +0.70
WMT Walmart Inc. Add +5.8% 2.69% +0.36
VOO Vanguard S&P 500 ETF Add +1.8% 10.14% +0.25
SCHX Schwab US Large-Cap ETF Add +2.4% 9.66% +0.24
QQQ Invesco QQQ Trust Series 1 Add +3.9% 1.76% +0.14
MSFT Microsoft Corp. Add +0.5% 4.01% +0.13
ADBE Adobe Inc. Add +3.5% 0.95% +0.09
DGRW Wisdomtree U.S. Quality Divi New 0.08% +0.08
IWF iShares Russell 1000 Growth Add +153.3% 0.13% +0.08
BRK.A Berkshire Hathaway Inc. Class A New 0.06% +0.06
USMV iShares MSCI USA Min Vol Fac New 0.04% +0.04
MUB iShares National Muni Bond E New 0.03% +0.03
GM General Motors Co. New 0.03% +0.03
SPEM State Street SP PTF Em ETF New 0.03% +0.03
P Everpure Inc. Class A New 0.02% +0.02
PEP Pepsico Inc. New 0.02% +0.02
PINS Pinterest Inc. Class A New 0.02% +0.02
ZTS Zoetis Inc. New 0.02% +0.02
META Meta Platforms Inc. Class A Add +0.8% 1.22% +0.01
XLU St Sr Utl SL SE SPDR ETF-Usd Add +0.9% 1.15% +0.01
VXUS Vanguard Total Intl Stock Add +4.1% 2.15% +0.01
SPY SS SPDR S&P 500 ETF Trust-US Add +35.3% 0.04% +0.01
BOF Branchout Food Inc. New 0.01% +0.01
GOOGL Alphabet Inc. Class A Add +1.5% 0.02% +0.00
BHILQ Benson Hill Inc. New 0.00% +0.00
EMXC iShares MSCI Emr MRK Ex Chna Add +0.3% 1.15% −0.00
OZK Bank Ozk Add +8.9% 0.11% −0.01
XOM Exxon Mobil Corp. Add +1.4% 0.24% −0.01
SCHW Schwab (charles) Corp. Add +0.2% 1.04% −0.01
IEF iShares 7-10 Year Treasury B Add +2.9% 2.61% −0.04
VNQ Vanguard Real Estate ETF Add +2.0% 1.07% −0.05
XLP SS Consumer Staples Sel Sect Add +1.0% 2.78% −0.06
VDE Vanguard Energy ETF Add +1.8% 1.22% −0.06
IGIB iShares 5-10Y Inv Grade Corp. Add +2.8% 5.01% −0.06
IWM iShares Russell 2000 ETF Add +2.7% 1.61% −0.07
TAN Invesco Solar ETF Add +2.6% 0.53% −0.07
TMO Thermo Fisher Scientific Inc. Add +0.5% 0.98% −0.08
IJH iShares Core S&P Midcap ETF Add +2.2% 1.66% −0.08
V Visa Inc. Class A Add +1.1% 1.00% −0.09
JPST JPMorgan Ultra-Short Income Add +0.2% 2.85% −0.09
J Jacobs Solutions Inc. Add +0.5% 0.74% −0.10
JNJ Johnson & Johnson Add +1.6% 0.99% −0.10
MRK Merck & Co. Inc. Add +0.5% 1.10% −0.11
XLI SS Industrial Select Sector Add +1.6% 2.18% −0.11
XLV SS Health Care Select Sector Add +0.8% 2.93% −0.12
ACN Accenture PLC Class A Add +3.6% 0.88% −0.12
BRK.B Berkshire Hathaway Inc. Class B Add +0.6% 2.27% −0.14
HD Home Depot Inc. Add +1.6% 1.09% −0.15
JBHT Hunt (jb) Transprt SVCS Inc. Add +2.0% 2.47% −0.65

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 168$2.1BVOO, VXUS, SCHX, IGIB, JPST
Q1 2026 134$1.8BVOO, VXUS, IGIB, SCHX, JPST
Q4 2025 109$1.8BVOO, SCHX, IGIB, JPST, VXUS
Q3 2025 104$1.7BVOO, SCHX, IGIB, JPST, VXUS
Q2 2025 105$1.6BVOO, SCHX, IGIB, JPST, VXUS
Q1 2025 106$1.4BVOO, SCHX, IGIB, IGSB, JPST
Q4 2024 130$1.5BVOO, SCHX, IGIB, AAPL, WMT
Q3 2024 107$1.2BVOO, SCHX, IGIB, AAPL, MSFT
Q2 2024 110$1.1BVOO, SCHX, IGIB, AAPL, MSFT
Q1 2024 101$1.0BVOO, SCHX, IGIB, MSFT, AAPL