Greenhouse Wealth Management, LLC

Est. AUM

$161.7M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	STATE STR SPDR S&P 500 ETF T	TR UNIT	$57.1M	87957	35.33%	SOLE
2	ISHARES TR	CORE S&P500 ETF	$14.5M	22202	8.97%	SOLE
3	VANGUARD INDEX FDS	VALUE ETF	$12.7M	64563	7.83%	SOLE
4	VANGUARD INDEX FDS	S&P 500 ETF SHS	$8.7M	14550	5.38%	SOLE
5	VANGUARD INDEX FDS	TOTAL STK MKT	$7.6M	23822	4.73%	SOLE
6	INVESCO QQQ TR	UNIT SER 1	$7.1M	12294	4.39%	SOLE
7	VANGUARD STAR FDS	VG TL INTL STK F	$6.8M	88837	4.23%	SOLE
8	VANGUARD INDEX FDS	SMALL CP ETF	$6.8M	25935	4.20%	SOLE
9	VANGUARD INDEX FDS	SM CP VAL ETF	$3.3M	15309	2.06%	SOLE
10	ALPHABET INC	CAP STK CL A	$3.0M	10447	1.86%	SOLE
11	ISHARES GOLD TR	ISHARES NEW	$2.3M	25546	1.39%	SOLE
12	VANGUARD INDEX FDS	GROWTH ETF	$2.2M	5129	1.39%	SOLE
13	SCHWAB STRATEGIC TR	US SML CAP ETF	$1.6M	55497	1.00%	SOLE
14	SCHWAB STRATEGIC TR	INTL EQTY ETF	$1.6M	64938	0.99%	SOLE
15	VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$1.5M	20620	0.96%	SOLE
16	APPLE INC	COM	$1.5M	6103	0.96%	SOLE
17	MICROSOFT CORP	COM	$1.4M	3711	0.85%	SOLE
18	PROSHARES TR	ULTRAPRO QQQ	$1.3M	31226	0.81%	SOLE
19	ALPHABET INC	CAP STK CL C	$1.3M	4466	0.79%	SOLE
20	VANGUARD WHITEHALL FDS	HIGH DIV YLD	$1.1M	7201	0.66%	SOLE
21	VANGUARD INDEX FDS	MID CAP ETF	$1.0M	3507	0.62%	SOLE
22	VANGUARD INDEX FDS	MCAP GR IDXVIP	$1.0M	3902	0.62%	SOLE
23	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$980K	2046	0.61%	SOLE
24	SPDR SERIES TRUST	STATE STREET SPD	$950K	6510	0.59%	SOLE
25	ISHARES TR	CORE S&P SCP ETF	$933K	7527	0.58%	SOLE
26	VANGUARD WORLD FD	INF TECH ETF	$898K	1286	0.56%	SOLE
27	ISHARES TR	RUS 1000 GRW ETF	$782K	1834	0.48%	SOLE
28	SCHWAB STRATEGIC TR	US DIVIDEND EQ	$734K	23925	0.45%	SOLE
29	AMAZON COM INC	COM	$720K	3455	0.45%	SOLE
30	ISHARES TR	RUS MID CAP ETF	$701K	7209	0.43%	SOLE
31	FIDELITY COMWLTH TR	NASDAQ COMPSIT	$690K	8130	0.43%	SOLE
32	LOCKHEED MARTIN CORP	COM	$619K	1024	0.38%	SOLE
33	GENERAL MTRS CO	COM	$503K	6748	0.31%	SOLE
34	CISCO SYS INC	COM	$498K	6424	0.31%	SOLE
35	COSTCO WHOLESALE CORPORATION	COM	$491K	492	0.30%	SOLE
36	RTX CORPORATION	COM	$485K	2516	0.30%	SOLE
37	ISHARES TR	CORE S&P MCP ETF	$479K	7108	0.30%	SOLE
38	REPUBLIC SVCS INC	COM	$472K	2156	0.29%	SOLE
39	ISHARES TR	RUSSELL 3000 ETF	$467K	1260	0.29%	SOLE
40	ISHARES TR	CORE S&P TTL STK	$395K	2770	0.24%	SOLE
41	ORACLE CORP	COM	$343K	2329	0.21%	SOLE
42	ALTRIA GROUP INC	COM	$339K	5142	0.21%	SOLE
43	EXXON MOBIL CORP	COM	$334K	1967	0.21%	SOLE
44	VANGUARD WORLD FD	HEALTH CAR ETF	$301K	1105	0.19%	SOLE
45	ISHARES TR	RUS 1000 ETF	$294K	824	0.18%	SOLE
46	ALLSTATE CORP	COM	$286K	1379	0.18%	SOLE
47	ISHARES BITCOIN TRUST ETF	SHS BEN INT	$285K	7413	0.18%	SOLE
48	JOHNSON & JOHNSON	COM	$283K	1159	0.18%	SOLE
49	FORD MTR CO	COM	$273K	23674	0.17%	SOLE
50	ISHARES TR	CORE S&P US VLU	$272K	2661	0.17%	SOLE

1–50 of 57

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.