Greenhouse Wealth Management, LLC: 13F holdings

CIK 18435662026Q2

Positions52
Reported value$142.3m
Filed2026-08-06

Top 10 holdings

SecuritySharesValueWeight
SPY STATE STR SPDR S&P 500 ETF T69,963$52.2m36.7%
IVV ISHARES TR22,130$16.6m11.6%
VOO VANGUARD INDEX FDS14,038$9.6m6.8%
VTV VANGUARD INDEX FDS38,744$8.4m5.9%
VB VANGUARD INDEX FDS24,935$7.6m5.3%
VXUS VANGUARD STAR FDS85,508$7.3m5.1%
QQQ INVESCO QQQ TR6,416$4.7m3.3%
VTI VANGUARD INDEX FDS11,202$4.1m2.9%
PROSHARES TR31,284$2.4m1.7%
SCHA SCHWAB STRATEGIC TR54,410$2.0m1.4%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="1843566")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

Get a free API keySee history bundlesDownload free samples