Greenwood Gearhart LLC

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 13, 2025), Greenwood Gearhart LLC reported 130 stock positions worth $1.5 billion. Its top holding was Vanguard S&P 500 ETF (VOO) at 10.2% of the portfolio, followed by Schwab US Large-Cap ETF (SCHX, 9.5%) and iShares 5-10Y Inv Grade (IGIB, 4.7%). Compared with Q3 2024, it opened 34 new positions, sold out of 11, added to 56 and reduced 27. The biggest buy was a new position in Invesco S&P 500 Equal Weight (RSP) and the biggest sale an exit from iShares MSCI Emr MRK Ex Chna (EMXC).

Most Recent 13F
Q2 2026
Location
FAYETTEVILLE, AR
CIK
0001084683
Portfolio Value
$1.5B (Q4 2024)
SEC Filing
0001084683-25-000002 ↗ filed Feb 13, 2025

Holdings Value

0$500.0M$1.0B$1.5B$2.0B$2.5B Q1 2024: $1.0B Q1 2024 Q2 2024: $1.1B Q2 2024 Q3 2024: $1.2B Q3 2024 Q4 2024: $1.5B $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 130 stocks · $1.5B
VOO Vanguard S&P 500 ETF 10.25% 275,872 $148.6M Add +10.8%
SCHX Schwab US Large-Cap ETF 9.47% 5,923,808 $137.3M Add +11.9%
IGIB iShares 5-10Y Inv Grade Corp. 4.72% 1,329,506 $68.5M Add +20.8%
AAPL Apple Inc. 4.09% 236,587 $59.2M Add +7.3%
WMT Walmart Inc. 4.06% 651,827 $58.9M Add +53.3%
IGSB iShares 1-5Y Inv Grade Corp. 3.71% 1,039,767 $53.8M Add +59.9%
MSFT Microsoft Corp. 3.15% 108,273 $45.6M Add +5.4%
XLV SS Health Care Select Sector 3.09% 325,872 $44.8M Add +39.9%
VXUS Vanguard Total Intl Stock 2.86% 704,687 $41.5M Add +112.4%
IEF iShares 7-10 Year Treasury B 2.70% 423,646 $39.2M Add +35.5%
JPST JPMorgan Ultra-Short Income 2.65% 762,687 $38.4M Add +20.5%
NVDA Nvidia Corp. 2.57% 277,218 $37.2M Add +3.6%
XLP SS Consumer Staples Sel Sect 2.36% 435,781 $34.3M Add +3.8%
GOOG Alphabet Inc. Class C 2.28% 173,769 $33.1M Add +9.5%
RSP Invesco S&P 500 Equal Weight 2.20% 182,073 $31.9M New
IWM iShares Russell 2000 ETF 2.13% 139,672 $30.9M Add +8.6%
XLI SS Industrial Select Sector 2.08% 229,478 $30.2M Add +8.5%
QQQ Invesco QQQ Trust Series 1 2.03% 57,582 $29.4M Add +32.3%
IJH iShares Core S&P Midcap ETF 1.98% 460,003 $28.7M Add +38.3%
XLF SS Financial Select Sector 1.98% 592,756 $28.6M Add +106.5%
JBHT Hunt (jb) Transprt SVCS Inc. 1.94% 165,200 $28.2M Add +0.9%
AMZN Amazon.com Inc. 1.79% 118,121 $25.9M Add +5.1%
BRK.B Berkshire Hathaway Inc. Class B 1.75% 55,909 $25.3M Add +9.8%
SOXX iShares Semiconductor ETF 1.59% 107,139 $23.1M Add +11.8%
META Meta Platforms Inc. Class A 1.16% 28,716 $16.8M Add +3.3%
FWONK Liberty Media Corp. Class C 1.16% 180,921 $16.8M Add +2.7%
JPM JPMorgan Chase & Co. 1.13% 68,098 $16.3M Add +5.0%
VDE Vanguard Energy ETF 1.12% 134,340 $16.3M Add +17.3%
TSLA Tesla Inc. 1.10% 39,605 $16.0M Add +3.4%
XLU St Sr Utl SL SE SPDR ETF-Usd 1.08% 206,122 $15.6M Add +4.4%
V Visa Inc. Class A 1.05% 48,003 $15.2M Add +7.5%
VNQ Vanguard Real Estate ETF 0.96% 155,824 $13.9M Add +5.0%
ACN Accenture PLC Class A 0.91% 37,438 $13.2M Add +8.9%
CAT Caterpillar Inc. 0.86% 34,252 $12.4M Add +3.6%
MRK Merck & Co. Inc. 0.78% 113,650 $11.3M Add +8.3%
IVV iShares Core S&P 500 ETF 0.76% 18,684 $11.0M New
AVGO Broadcom Inc. 0.73% 45,356 $10.5M Add +4.9%
ITOT iShares Core S&P Total U.S. 0.71% 79,803 $10.3M New
VTI VG Morningstar TS MKT ETF-US 0.63% 31,299 $9.1M Add +1548.2%
J Jacobs Solutions Inc. 0.62% 66,791 $8.9M Add +9.9%
SPY SS SPDR S&P 500 ETF Trust-US 0.58% 14,284 $8.4M Add +2149.4%
ASML ASML Holding NV-NY Reg SHS 0.57% 11,937 $8.3M Add +10.0%
SPYG SS SPDR P S&P 500 Growth ETF 0.54% 89,892 $7.9M New
VCIT Vanguard Int-Term Corporate 0.51% 92,911 $7.5M Add +6.1%
TSN Tyson Foods Inc. Class A 0.45% 113,335 $6.5M Reduce -2.5%
HOMB Home Bancshares Inc. 0.42% 214,684 $6.1M Reduce -7.5%
VOOV Vanguard S&P 500 Value ETF 0.31% 24,446 $4.5M New
SPHQ Invesco S&P 500 Quality ETF 0.20% 42,526 $2.9M New
XOM Exxon Mobil Corp. 0.18% 24,365 $2.6M Add +11.1%
TOST Toast Inc. Class A 0.17% 68,300 $2.5M New
HD Home Depot Inc. 0.17% 6,259 $2.4M Reduce -82.9%
SYK Stryker Corp. 0.16% 6,552 $2.4M Reduce -0.7%
SUB iShares Short-Term National 0.15% 21,067 $2.2M New
SPEM State Street SP PTF Em ETF 0.14% 51,109 $2.0M New
AXP American Express Co. 0.12% 5,999 $1.8M Reduce -7.5%
IXUS iShares Core Intl Stock ETF 0.12% 25,944 $1.7M New
AON Aon PLC Class A 0.11% 4,396 $1.6M Reduce -7.0%
MCD McDonald's Corp. 0.10% 5,222 $1.5M Reduce -1.7%
IWF iShares Russell 1000 Growth 0.10% 3,769 $1.5M Reduce -0.7%
ETR Entergy Corp. 0.10% 19,844 $1.5M No change
IQLT iShares MSCI International Q 0.10% 38,533 $1.4M New
LOW Lowe's Cos Inc. 0.09% 5,478 $1.4M Reduce -0.2%
OZK Bank Ozk 0.09% 29,477 $1.3M Reduce -1.9%
BSV Vanguard Short-Term Bond ETF 0.08% 15,743 $1.2M New
JHMM John Hancock Multi Fact Mid 0.08% 18,625 $1.1M New
JNJ Johnson & Johnson 0.08% 7,553 $1.1M Reduce -90.4%
SCHM Schwab US Mid Cap ETF 0.07% 38,541 $1.1M Add +203.6%
SCHW Schwab (charles) Corp. 0.07% 14,398 $1.1M Reduce -91.2%
DGRO iShares Core Dividend Growth 0.07% 17,257 $1.1M New
ORCL Oracle Corp. 0.07% 5,731 $955K Add +1.2%
PG The Procter & Gamble Co. 0.07% 5,688 $954K Add +0.6%
DGRW Wisdomtree U.S. Quality Divi 0.06% 11,489 $930K No change
UNH Unitedhealth Group Inc. 0.06% 1,787 $904K Add +89.9%
CVX Chevron Corp. 0.06% 5,843 $846K Add +13.6%
IVW iShares S&P 500 Growth ETF 0.06% 7,984 $811K New
VCSH Vanguard S/T Corp. Bond ETF 0.06% 10,215 $797K New
IVE iShares S&P 500 Value ETF 0.05% 3,763 $718K New
BRK.A Berkshire Hathaway Inc. Class A 0.05% 1 $681K No change
VYM Vanguard High DVD Yield ETF 0.05% 5,253 $670K New
LLY Eli Lilly & Co. 0.05% 863 $666K Add +9.4%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.04% 2,718 $597K Reduce -3.5%
IWD iShares Russell 1000 Value E 0.04% 3,212 $595K No change
CSCO Cisco Systems Inc. 0.04% 9,916 $587K Reduce -10.3%
RF Regions Financial Corp. 0.04% 24,520 $577K No change
SCHG Schwab US Large-Cap Growth 0.04% 20,503 $571K Reduce -6.2%
BA The Boeing Co. 0.04% 3,165 $560K Reduce -16.3%
IUSG iShares Core S&P U.S. Growth 0.04% 3,968 $553K Reduce -7.5%
SGOV iShares 0-3 Month Treasury B 0.04% 5,463 $548K No change
IWB iShares Russell 1000 ETF 0.04% 1,673 $539K Reduce -3.5%
SCHV Schwab US Large-Cap Value 0.04% 20,453 $533K Reduce -5.4%
UNP Union Pacific Corp. 0.04% 2,265 $517K Reduce -8.8%
RYN Rayonier Inc. 0.04% 19,607 $512K No change
PANW Palo Alto Networks Inc. 0.04% 2,808 $511K Add +18.9%
ISTB iShares Core 1-5 Year Usd Bo 0.03% 10,560 $504K New
USMV iShares MSCI USA Min Vol Fac 0.03% 5,589 $496K No change
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.03% 4,363 $486K Reduce -8.6%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.03% 11,031 $485K New
VIG Vanguard Dividend Apprec ETF 0.03% 2,412 $472K New
GLW Corning Inc. 0.03% 9,477 $450K Reduce -0.3%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.03% 1,503 $397K New
SCHF Schwab Intl Equity ETF 0.03% 21,283 $394K Reduce -7.7%
GOOGL Alphabet Inc. Class A 0.03% 2,051 $388K Add +50.1%
RTX RTX Corp. 0.03% 3,227 $373K Add +3.8%
NVS Novartis AG-Sponsored ADR 0.03% 3,810 $371K Add +7.3%
VYMI Vanguard Int High DVD YLD Inc. 0.03% 5,417 $368K New
MA Mastercard Inc. Class A 0.03% 692 $364K New
NFLX Netflix Inc. 0.02% 403 $359K New
COP Conocophillips 0.02% 3,467 $344K Add +15.3%
SYM Symbotic Inc. 0.02% 14,217 $337K New
ADI Analog Devices Inc. 0.02% 1,420 $302K Add +26.2%
VGT Vanguard Info Tech ETF 0.02% 484 $301K Add +24.1%
APO Apollo Global Management Inc. 0.02% 1,800 $297K No change
VTV Vanguard Mrngstr Val ETF-Aui 0.02% 1,713 $290K New
QUAL iShares MSCI USA Quality Fac 0.02% 1,611 $287K Reduce -38.3%
PEP Pepsico Inc. 0.02% 1,795 $273K Add +30.2%
WFC Wells Fargo & Co. 0.02% 3,861 $271K New
IUSV iShares Core S&P U.S. Value 0.02% 2,899 $268K New
BKNG Booking Holdings Inc. 0.02% 52 $259K New
ETN Eaton Corp. PLC 0.02% 770 $256K No change
FISV Fiserv Inc. 0.02% 1,189 $244K New
BX Blackstone Inc. 0.02% 1,385 $239K Reduce -9.0%
LIN Linde PLC 0.02% 570 $239K Reduce -5.2%
SHEL Shell PLC-ADR 0.02% 3,642 $228K Reduce -49.2%
P Everpure Inc. Class A filed as PURE STORAGE INC 0.02% 3,650 $224K New
COR Cencora Inc. 0.01% 911 $205K New
WM Waste Management Inc. 0.01% 1,012 $204K No change
WEST Westrock Coffee Co. 0.01% 27,553 $177K Add +1.1%
BOF Branchout Food Inc. 0.01% 94,949 $164K No change
SPWH Sportsman's Warehouse Holdin 0.01% 31,895 $85K New
PNSTQ Pinstripes Holdings Inc. 0.00% 25,428 $10K No change

Portfolio Sells Q3 2024 → Q4 2024
EMXC iShares MSCI Emr MRK Ex Chna Sold out 0.00% −1.22
HD Home Depot Inc. Reduce -82.9% 0.17% −1.06
TMO Thermo Fisher Scientific Inc. Sold out 0.00% −1.06
JNJ Johnson & Johnson Reduce -90.4% 0.08% −0.99
ADBE Adobe Inc. Sold out 0.00% −0.88
SCHW Schwab (charles) Corp. Reduce -91.2% 0.07% −0.80
AMTM Amentum Holdings Inc. Sold out 0.00% −0.16
TSN Tyson Foods Inc. Class A Reduce -2.5% 0.45% −0.13
HOMB Home Bancshares Inc. Reduce -7.5% 0.42% −0.10
SYK Stryker Corp. Reduce -0.7% 0.16% −0.04
LOW Lowe's Cos Inc. Reduce -0.2% 0.09% −0.03
MCD McDonald's Corp. Reduce -1.7% 0.10% −0.03
AON Aon PLC Class A Reduce -7.0% 0.11% −0.03
SHEL Shell PLC-ADR Reduce -49.2% 0.02% −0.02
AXP American Express Co. Reduce -7.5% 0.12% −0.02
VHI Valhi Inc. Sold out 0.00% −0.02
AMGN Amgen Inc. Sold out 0.00% −0.02
QUAL iShares MSCI USA Quality Fac Reduce -38.3% 0.02% −0.02
ZTS Zoetis Inc. Sold out 0.00% −0.02
OTIS Otis Worldwide Corp. Sold out 0.00% −0.02
PSX Phillips 66 Sold out 0.00% −0.02
ABBV Abbvie Inc. Sold out 0.00% −0.02
TSCO Tractor Supply Company Sold out 0.00% −0.02
OZK Bank Ozk Reduce -1.9% 0.09% −0.02
UNP Union Pacific Corp. Reduce -8.8% 0.04% −0.02
IWF iShares Russell 1000 Growth Reduce -0.7% 0.10% −0.01
SCHF Schwab Intl Equity ETF Reduce -7.7% 0.03% −0.01
SCHV Schwab US Large-Cap Value Reduce -5.4% 0.04% −0.01
IBM Intl Business Machines Corp. Reduce -3.5% 0.04% −0.01
BA The Boeing Co. Reduce -16.3% 0.04% −0.01
IUSG iShares Core S&P U.S. Growth Reduce -7.5% 0.04% −0.01
CSCO Cisco Systems Inc. Reduce -10.3% 0.04% −0.01
IWB iShares Russell 1000 ETF Reduce -3.5% 0.04% −0.01
SCHG Schwab US Large-Cap Growth Reduce -6.2% 0.04% −0.01
LIN Linde PLC Reduce -5.2% 0.02% −0.01
DIS The Walt Disney Co. Reduce -8.6% 0.03% −0.00
GLW Corning Inc. Reduce -0.3% 0.03% −0.00
BX Blackstone Inc. Reduce -9.0% 0.02% −0.00

Portfolio Buys Q3 2024 → Q4 2024
RSP Invesco S&P 500 Equal Weight New 2.20% +2.20
WMT Walmart Inc. Add +53.3% 4.06% +1.21
VXUS Vanguard Total Intl Stock Add +112.4% 2.86% +1.08
XLF SS Financial Select Sector Add +106.5% 1.98% +0.89
IGSB iShares 1-5Y Inv Grade Corp. Add +59.9% 3.71% +0.86
IVV iShares Core S&P 500 ETF New 0.76% +0.76
ITOT iShares Core S&P Total U.S. New 0.71% +0.71
VTI VG Morningstar TS MKT ETF-US Add +1548.2% 0.63% +0.58
SPY SS SPDR S&P 500 ETF Trust-US Add +2149.4% 0.58% +0.55
SPYG SS SPDR P S&P 500 Growth ETF New 0.54% +0.54
VOOV Vanguard S&P 500 Value ETF New 0.31% +0.31
TSLA Tesla Inc. Add +3.4% 1.10% +0.27
QQQ Invesco QQQ Trust Series 1 Add +32.3% 2.03% +0.26
IJH iShares Core S&P Midcap ETF Add +38.3% 1.98% +0.25
SPHQ Invesco S&P 500 Quality ETF New 0.20% +0.20
TOST Toast Inc. Class A New 0.17% +0.17
SUB iShares Short-Term National New 0.15% +0.15
IEF iShares 7-10 Year Treasury B Add +35.5% 2.70% +0.15
SPEM State Street SP PTF Em ETF New 0.14% +0.14
IXUS iShares Core Intl Stock ETF New 0.12% +0.12
XLV SS Health Care Select Sector Add +39.9% 3.09% +0.11
AVGO Broadcom Inc. Add +4.9% 0.73% +0.10
IQLT iShares MSCI International Q New 0.10% +0.10
BSV Vanguard Short-Term Bond ETF New 0.08% +0.08
JHMM John Hancock Multi Fact Mid New 0.08% +0.08
GOOG Alphabet Inc. Class C Add +9.5% 2.28% +0.08
DGRO iShares Core Dividend Growth New 0.07% +0.07
IVW iShares S&P 500 Growth ETF New 0.06% +0.06
VCSH Vanguard S/T Corp. Bond ETF New 0.06% +0.06
IVE iShares S&P 500 Value ETF New 0.05% +0.05
VYM Vanguard High DVD Yield ETF New 0.05% +0.05
AMZN Amazon.com Inc. Add +5.1% 1.79% +0.05
SCHM Schwab US Mid Cap ETF Add +203.6% 0.07% +0.04
ISTB iShares Core 1-5 Year Usd Bo New 0.03% +0.03
BAC Bank of America Corp. New 0.03% +0.03
VIG Vanguard Dividend Apprec ETF New 0.03% +0.03
VO Vngrd Mrngstr MD-Cap ETF-Usd New 0.03% +0.03
VYMI Vanguard Int High DVD YLD Inc. New 0.03% +0.03
V Visa Inc. Class A Add +7.5% 1.05% +0.03
MA Mastercard Inc. Class A New 0.03% +0.03
NFLX Netflix Inc. New 0.02% +0.02
SYM Symbotic Inc. New 0.02% +0.02
FWONK Liberty Media Corp. Class C Add +2.7% 1.16% +0.02
VTV Vanguard Mrngstr Val ETF-Aui New 0.02% +0.02
WFC Wells Fargo & Co. New 0.02% +0.02
IUSV iShares Core S&P U.S. Value New 0.02% +0.02
BKNG Booking Holdings Inc. New 0.02% +0.02
FISV Fiserv Inc. New 0.02% +0.02
UNH Unitedhealth Group Inc. Add +89.9% 0.06% +0.02
P Everpure Inc. Class A New 0.02% +0.02

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