Greenwood Gearhart LLC

Name: GREENWOOD GEARHART LLC 13F holdings, Q1 2025
Creator: GREENWOOD GEARHART LLC
Published: 2025-05-06

Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q4 2024Q3 2024Q2 2024Q1 2024

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

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%
PEP Pepsico Inc.	0.02%	1,550	$232K	Reduce -13.7%
UNP Union Pacific Corp.	0.02%	961	$227K	Reduce -57.6%
DIS The Walt Disney Co. filed as DISNEY WALT CO	0.02%	2,298	$227K	Reduce -47.3%
ETN Eaton Corp. PLC	0.01%	779	$212K	Add +1.2%
WEST Westrock Coffee Co.	0.01%	27,553	$199K	No change
SPWH Sportsman's Warehouse Holdin	0.00%	31,895	$32K	No change

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

Quarter	Positions	13F Reported Value	Top Holdings
Q2 2026	168	$2.1B	VOO, VXUS, SCHX, IGIB, JPST
Q1 2026	134	$1.8B	VOO, VXUS, IGIB, SCHX, JPST
Q4 2025	109	$1.8B	VOO, SCHX, IGIB, JPST, VXUS
Q3 2025	104	$1.7B	VOO, SCHX, IGIB, JPST, VXUS
Q2 2025	105	$1.6B	VOO, SCHX, IGIB, JPST, VXUS
Q1 2025	106	$1.4B	VOO, SCHX, IGIB, IGSB, JPST
Q4 2024	130	$1.5B	VOO, SCHX, IGIB, AAPL, WMT
Q3 2024	107	$1.2B	VOO, SCHX, IGIB, AAPL, MSFT
Q2 2024	110	$1.1B	VOO, SCHX, IGIB, AAPL, MSFT
Q1 2024	101	$1.0B	VOO, SCHX, IGIB, MSFT, AAPL