Sign In
test

Lisa Brown

Greenwood Gearhart Llc

Assets Managed
$1.849B
Holdings
134
Last Quarter
2026 - Q1
Filed Date
1mo 23d ago
Growth Rate
1.74%(2Q avg: 3.26%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Greenwood Gearhart Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 134 positions.

Assets under management

The assets under management (AUM) of Greenwood Gearhart Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.849B in assets, with a quarterly growth rate of 1.74% and a 2-quarter average growth rate of 3.26%. The portfolio is managed by Lisa Brown, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VOO
Vanguard S&p 500 Etf
Recent Activity
Increased 4.5%
8.97%
$165.714M
277,322 shares@ $597.56 avg price
VXUS
Vanguard Total Intl Stock
Recent Activity
Increased 45.76%
5.97%
$110.273M
1.43M shares@ $77.11 avg price
IGIB
Ishares 5-10y Inv Grade Corp
Recent Activity
Increased 6.71%
4.95%
$91.412M
1.718M shares@ $53.23 avg price
SCHX
Schwab Us Large-cap Etf
Recent Activity
Decreased -25.81%
4.89%
$90.287M
3.521M shares@ $25.65 avg price
JPST
Jpmorgan Ultra-short Income
Recent Activity
Increased 9.56%
4.77%
$88.038M
1.74M shares@ $50.62 avg price
IEF
Ishares 7-10 Year Treasury B
Recent Activity
Increased 9.55%
4.13%
$76.248M
798,912 shares@ $95.44 avg price
WMT
Walmart Inc
Recent Activity
Decreased -2.9%
3.86%
$71.345M
574,070 shares@ $124.29 avg price
XLV
Health Care Select Sector
Recent Activity
Increased 3.14%
3.67%
$67.808M
462,504 shares@ $146.61 avg price
AAPL
Apple Inc
Recent Activity
Increased 3.53%
3.11%
$57.456M
226,392 shares@ $253.79 avg price
IGSB
Ishares 1-5y Inv Grade Corp
Recent Activity
Increased 6.08%
2.81%
$51.795M
985,453 shares@ $52.56 avg price

1-10 of 134