Greenwood Gearhart LLC

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 6, 2025), Greenwood Gearhart LLC reported 106 stock positions worth $1.4 billion. Its top holding was Vanguard S&P 500 ETF (VOO) at 10.0% of the portfolio, followed by Schwab US Large-Cap ETF (SCHX, 9.7%) and iShares 5-10Y Inv Grade (IGIB, 5.7%). Compared with Q4 2024, it opened 1 new position, sold out of 25, added to 35 and reduced 60. The biggest buy was JPMorgan Ultra-Short Income (JPST, shares +51%) and the biggest sale Walmart (WMT, shares −11%).

Most Recent 13F
Q2 2026
Location
FAYETTEVILLE, AR
CIK
0001084683
Portfolio Value
$1.4B (Q1 2025)
SEC Filing
0001085146-25-002622 ↗ filed May 6, 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 Q4 2024 Q1 2025: $1.4B $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 106 stocks · $1.4B
VOO Vanguard S&P 500 ETF 10.02% 281,899 $144.9M Add +2.2%
SCHX Schwab US Large-Cap ETF 9.72% 6,363,308 $140.5M Add +7.4%
IGIB iShares 5-10Y Inv Grade Corp. 5.69% 1,566,603 $82.3M Add +17.8%
IGSB iShares 1-5Y Inv Grade Corp. 4.06% 1,119,882 $58.6M Add +7.7%
JPST JPMorgan Ultra-Short Income 4.03% 1,151,353 $58.3M Add +51.0%
AAPL Apple Inc. 3.62% 235,407 $52.3M Reduce -0.5%
VXUS Vanguard Total Intl Stock 3.57% 831,083 $51.6M Add +17.9%
WMT Walmart Inc. 3.54% 582,548 $51.1M Reduce -10.6%
XLV SS Health Care Select Sector 3.32% 328,706 $48.0M Add +0.9%
IEF iShares 7-10 Year Treasury B 3.08% 466,239 $44.5M Add +10.1%
MSFT Microsoft Corp. 2.78% 107,135 $40.2M Reduce -1.1%
RSP Invesco S&P 500 Equal Weight 2.51% 209,144 $36.2M Add +14.9%
XLP SS Consumer Staples Sel Sect 2.34% 413,426 $33.8M Reduce -5.1%
XLF SS Financial Select Sector 2.17% 631,079 $31.4M Add +6.5%
XLI SS Industrial Select Sector 2.17% 239,100 $31.3M Add +4.2%
BRK.B Berkshire Hathaway Inc. Class B 2.16% 58,542 $31.2M Add +4.7%
NVDA Nvidia Corp. 2.15% 287,025 $31.1M Add +3.5%
IWM iShares Russell 2000 ETF 2.11% 152,972 $30.5M Add +9.5%
IJH iShares Core S&P Midcap ETF 2.11% 522,791 $30.5M Add +13.7%
QQQ Invesco QQQ Trust Series 1 2.06% 63,427 $29.7M Add +10.2%
GOOG Alphabet Inc. Class C 1.85% 170,921 $26.7M Reduce -1.6%
JBHT Hunt (jb) Transprt SVCS Inc. 1.75% 171,290 $25.3M Add +3.7%
AMZN Amazon.com Inc. 1.51% 115,031 $21.9M Reduce -2.6%
SOXX iShares Semiconductor ETF 1.40% 107,850 $20.3M Add +0.7%
VDE Vanguard Energy ETF 1.33% 148,496 $19.3M Add +10.5%
V Visa Inc. Class A 1.16% 47,936 $16.8M Reduce -0.1%
JPM JPMorgan Chase & Co. 1.13% 66,672 $16.4M Reduce -2.1%
META Meta Platforms Inc. Class A 1.10% 27,683 $16.0M Reduce -3.6%
FWONK Liberty Media Corp. Class C 1.09% 174,328 $15.7M Reduce -3.6%
XLU St Sr Utl SL SE SPDR ETF-Usd 1.08% 197,140 $15.5M Reduce -4.4%
VNQ Vanguard Real Estate ETF 0.92% 147,207 $13.3M Reduce -5.5%
ACN Accenture PLC Class A 0.86% 39,726 $12.4M Add +6.1%
MRK Merck & Co. Inc. 0.85% 137,005 $12.3M Add +20.6%
CAT Caterpillar Inc. 0.79% 34,465 $11.4M Add +0.6%
IVV iShares Core S&P 500 ETF 0.68% 17,530 $9.9M Reduce -6.2%
ITOT iShares Core S&P Total U.S. 0.67% 79,144 $9.7M Reduce -0.8%
ASML ASML Holding NV-NY Reg SHS 0.67% 14,510 $9.6M Add +21.6%
TSLA Tesla Inc. 0.65% 36,287 $9.4M Reduce -8.4%
J Jacobs Solutions Inc. 0.60% 71,435 $8.6M Add +7.0%
SPY SS SPDR S&P 500 ETF Trust-US 0.57% 14,812 $8.3M Add +3.7%
AVGO Broadcom Inc. 0.52% 45,296 $7.6M Reduce -0.1%
VCIT Vanguard Int-Term Corporate 0.52% 91,308 $7.5M Reduce -1.7%
VTI VG Morningstar TS MKT ETF-US 0.49% 26,019 $7.2M Reduce -16.9%
TSN Tyson Foods Inc. Class A 0.49% 110,641 $7.1M Reduce -2.4%
SPYG SS SPDR P S&P 500 Growth ETF 0.45% 81,301 $6.5M Reduce -9.6%
HOMB Home Bancshares Inc. 0.42% 213,945 $6.0M Reduce -0.3%
ETR Entergy Corp. 0.20% 33,014 $2.8M Add +66.4%
XOM Exxon Mobil Corp. 0.17% 20,967 $2.5M Reduce -13.9%
TOST Toast Inc. Class A 0.16% 68,300 $2.3M No change
SPHQ Invesco S&P 500 Quality ETF 0.15% 33,423 $2.2M Reduce -21.4%
VOOV Vanguard S&P 500 Value ETF 0.15% 11,511 $2.1M Reduce -52.9%
HD Home Depot Inc. 0.12% 4,647 $1.7M Reduce -25.8%
SYK Stryker Corp. 0.12% 4,569 $1.7M Reduce -30.3%
SUB iShares Short-Term National 0.11% 15,037 $1.6M Reduce -28.6%
AXP American Express Co. 0.10% 5,639 $1.5M Reduce -6.0%
MCD McDonald's Corp. 0.10% 4,411 $1.4M Reduce -15.5%
IQLT iShares MSCI International Q 0.09% 33,813 $1.3M Reduce -12.3%
IWF iShares Russell 1000 Growth 0.09% 3,669 $1.3M Reduce -2.6%
OZK Bank Ozk 0.09% 28,789 $1.3M Reduce -2.3%
IXUS iShares Core Intl Stock ETF 0.09% 17,779 $1.2M Reduce -31.5%
AON Aon PLC Class A 0.08% 2,885 $1.2M Reduce -34.4%
PG The Procter & Gamble Co. 0.07% 5,698 $971K Add +0.2%
IVW iShares S&P 500 Growth ETF 0.06% 9,981 $927K Add +25.0%
DGRW Wisdomtree U.S. Quality Divi 0.06% 11,489 $918K No change
IVE iShares S&P 500 Value ETF 0.06% 4,770 $909K Add +26.8%
LOW Lowe's Cos Inc. 0.06% 3,630 $847K Reduce -33.7%
JNJ Johnson & Johnson 0.06% 4,981 $826K Reduce -34.0%
CVX Chevron Corp. 0.05% 4,448 $744K Reduce -23.9%
LLY Eli Lilly & Co. 0.05% 852 $704K Reduce -1.3%
SCHM Schwab US Mid Cap ETF 0.05% 26,260 $688K Reduce -31.9%
SPEM State Street SP PTF Em ETF 0.04% 16,071 $633K Reduce -68.6%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.04% 2,533 $630K Reduce -6.8%
IWD iShares Russell 1000 Value E 0.04% 3,158 $594K Reduce -1.7%
SGOV iShares 0-3 Month Treasury B 0.04% 5,653 $569K Add +3.5%
SCHV Schwab US Large-Cap Value 0.04% 20,637 $549K Add +0.9%
RF Regions Financial Corp. 0.04% 24,860 $540K Add +1.4%
USMV iShares MSCI USA Min Vol Fac 0.04% 5,589 $523K No change
SCHG Schwab US Large-Cap Growth 0.04% 20,738 $519K Add +1.1%
IWB iShares Russell 1000 ETF 0.04% 1,673 $513K No change
IUSG iShares Core S&P U.S. Growth 0.03% 3,921 $498K Reduce -1.2%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.03% 10,708 $447K Reduce -2.9%
PANW Palo Alto Networks Inc. 0.03% 2,590 $442K Reduce -7.8%
SCHF Schwab Intl Equity ETF 0.03% 20,878 $413K Reduce -1.9%
ORCL Oracle Corp. 0.03% 2,862 $400K Reduce -50.1%
BA The Boeing Co. 0.03% 2,310 $394K Reduce -27.0%
UNH Unitedhealth Group Inc. 0.03% 725 $379K Reduce -59.4%
NFLX Netflix Inc. 0.03% 403 $376K No change
BSV Vanguard Short-Term Bond ETF 0.02% 4,223 $331K Reduce -73.2%
CSCO Cisco Systems Inc. 0.02% 5,350 $330K Reduce -46.0%
GOOGL Alphabet Inc. Class A 0.02% 2,052 $317K Add +0.1%
RTX RTX Corp. 0.02% 2,271 $301K Reduce -29.6%
SYM Symbotic Inc. 0.02% 14,217 $287K No change
RYN Rayonier Inc. 0.02% 10,300 $287K Reduce -47.5%
VIG Vanguard Dividend Apprec ETF 0.02% 1,394 $270K Reduce -42.2%
VGT Vanguard Info Tech ETF 0.02% 484 $262K No change
GLW Corning Inc. 0.02% 5,652 $259K Reduce -40.4%
WFC Wells Fargo & Co. 0.02% 3,590 $258K Reduce -7.0%
AMGN Amgen Inc. 0.02% 756 $236K New
BOF Branchout Food Inc. 0.02% 94,949 $234K No change
QUAL iShares MSCI USA Quality Fac 0.02% 1,361 $233K Reduce -15.5%

Show all 106 holdings

Portfolio Sells Q4 2024 → Q1 2025
WMT Walmart Inc. Reduce -10.6% 3.54% −0.52
AAPL Apple Inc. Reduce -0.5% 3.62% −0.47
TSLA Tesla Inc. Reduce -8.4% 0.65% −0.45
GOOG Alphabet Inc. Class C Reduce -1.6% 1.85% −0.43
MSFT Microsoft Corp. Reduce -1.1% 2.78% −0.36
AMZN Amazon.com Inc. Reduce -2.6% 1.51% −0.27
AVGO Broadcom Inc. Reduce -0.1% 0.52% −0.20
VOOV Vanguard S&P 500 Value ETF Reduce -52.9% 0.15% −0.16
VTI VG Morningstar TS MKT ETF-US Reduce -16.9% 0.49% −0.13
SPYG SS SPDR P S&P 500 Growth ETF Reduce -9.6% 0.45% −0.09
SPEM State Street SP PTF Em ETF Reduce -68.6% 0.04% −0.09
IVV iShares Core S&P 500 ETF Reduce -6.2% 0.68% −0.08
JHMM John Hancock Multi Fact Mid Sold out 0.00% −0.08
SCHW Schwab (charles) Corp. Sold out 0.00% −0.07
DGRO iShares Core Dividend Growth Sold out 0.00% −0.07
FWONK Liberty Media Corp. Class C Reduce -3.6% 1.09% −0.07
BSV Vanguard Short-Term Bond ETF Reduce -73.2% 0.02% −0.06
META Meta Platforms Inc. Class A Reduce -3.6% 1.10% −0.06
VCSH Vanguard S/T Corp. Bond ETF Sold out 0.00% −0.06
HD Home Depot Inc. Reduce -25.8% 0.12% −0.05
BRK.A Berkshire Hathaway Inc. Class A Sold out 0.00% −0.05
VYM Vanguard High DVD Yield ETF Sold out 0.00% −0.05
SYK Stryker Corp. Reduce -30.3% 0.12% −0.04
SUB iShares Short-Term National Reduce -28.6% 0.11% −0.04
SPHQ Invesco S&P 500 Quality ETF Reduce -21.4% 0.15% −0.04
ITOT iShares Core S&P Total U.S. Reduce -0.8% 0.67% −0.04
ORCL Oracle Corp. Reduce -50.1% 0.03% −0.04
UNH Unitedhealth Group Inc. Reduce -59.4% 0.03% −0.04
VNQ Vanguard Real Estate ETF Reduce -5.5% 0.92% −0.04
ISTB iShares Core 1-5 Year Usd Bo Sold out 0.00% −0.03
LOW Lowe's Cos Inc. Reduce -33.7% 0.06% −0.03
IXUS iShares Core Intl Stock ETF Reduce -31.5% 0.09% −0.03
AON Aon PLC Class A Reduce -34.4% 0.08% −0.03
VO Vngrd Mrngstr MD-Cap ETF-Usd Sold out 0.00% −0.03
XLP SS Consumer Staples Sel Sect Reduce -5.1% 2.34% −0.03
SCHM Schwab US Mid Cap ETF Reduce -31.9% 0.05% −0.03
NVS Novartis AG-Sponsored ADR Sold out 0.00% −0.03
VYMI Vanguard Int High DVD YLD Inc. Sold out 0.00% −0.03
MA Mastercard Inc. Class A Sold out 0.00% −0.03
COP Conocophillips Sold out 0.00% −0.02
ADI Analog Devices Inc. Sold out 0.00% −0.02
APO Apollo Global Management Inc. Sold out 0.00% −0.02
VTV Vanguard Mrngstr Val ETF-Aui Sold out 0.00% −0.02
UNP Union Pacific Corp. Reduce -57.6% 0.02% −0.02
IUSV iShares Core S&P U.S. Value Sold out 0.00% −0.02
JNJ Johnson & Johnson Reduce -34.0% 0.06% −0.02
AXP American Express Co. Reduce -6.0% 0.10% −0.02
BKNG Booking Holdings Inc. Sold out 0.00% −0.02
DIS The Walt Disney Co. Reduce -47.3% 0.02% −0.02
CSCO Cisco Systems Inc. Reduce -46.0% 0.02% −0.02

Portfolio Buys Q4 2024 → Q1 2025
JPST JPMorgan Ultra-Short Income Add +51.0% 4.03% +1.38
IGIB iShares 5-10Y Inv Grade Corp. Add +17.8% 5.69% +0.97
VXUS Vanguard Total Intl Stock Add +17.9% 3.57% +0.71
BRK.B Berkshire Hathaway Inc. Class B Add +4.7% 2.16% +0.41
IEF iShares 7-10 Year Treasury B Add +10.1% 3.08% +0.38
IGSB iShares 1-5Y Inv Grade Corp. Add +7.7% 4.06% +0.35
RSP Invesco S&P 500 Equal Weight Add +14.9% 2.51% +0.31
SCHX Schwab US Large-Cap ETF Add +7.4% 9.72% +0.25
XLV SS Health Care Select Sector Add +0.9% 3.32% +0.23
VDE Vanguard Energy ETF Add +10.5% 1.33% +0.21
XLF SS Financial Select Sector Add +6.5% 2.17% +0.20
IJH iShares Core S&P Midcap ETF Add +13.7% 2.11% +0.13
ASML ASML Holding NV-NY Reg SHS Add +21.6% 0.67% +0.09
ETR Entergy Corp. Add +66.4% 0.20% +0.09
XLI SS Industrial Select Sector Add +4.2% 2.17% +0.08
MRK Merck & Co. Inc. Add +20.6% 0.85% +0.07
QQQ Invesco QQQ Trust Series 1 Add +10.2% 2.06% +0.03
AMGN Amgen Inc. New 0.02% +0.02
IVE iShares S&P 500 Value ETF Add +26.8% 0.06% +0.01
IVW iShares S&P 500 Growth ETF Add +25.0% 0.06% +0.01
SGOV iShares 0-3 Month Treasury B Add +3.5% 0.04% +0.00
PG The Procter & Gamble Co. Add +0.2% 0.07% +0.00
SCHV Schwab US Large-Cap Value Add +0.9% 0.04% +0.00
RF Regions Financial Corp. Add +1.4% 0.04% −0.00
ETN Eaton Corp. PLC Add +1.2% 0.01% −0.00
SCHG Schwab US Large-Cap Growth Add +1.1% 0.04% −0.00
SPY SS SPDR S&P 500 ETF Trust-US Add +3.7% 0.57% −0.00
GOOGL Alphabet Inc. Class A Add +0.1% 0.02% −0.00
IWM iShares Russell 2000 ETF Add +9.5% 2.11% −0.02
J Jacobs Solutions Inc. Add +7.0% 0.60% −0.02
ACN Accenture PLC Class A Add +6.1% 0.86% −0.05
CAT Caterpillar Inc. Add +0.6% 0.79% −0.07
SOXX iShares Semiconductor ETF Add +0.7% 1.40% −0.19
JBHT Hunt (jb) Transprt SVCS Inc. Add +3.7% 1.75% −0.19
VOO Vanguard S&P 500 ETF Add +2.2% 10.02% −0.23
NVDA Nvidia Corp. Add +3.5% 2.15% −0.41

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