2026 Q1 Portfolio Activity
In 2026 Q1, GREENWOOD GEARHART LLC maintained a portfolio of 141 distinct positions. The most significant new addition was ISHARES TR, now representing 0.09% of the total fund value. They heavily accumulated shares in VANGUARD STAR FDS, increasing the position by 45.8%. The fund also reduced its exposure to SCHWAB STRATEGIC TR by 25.8%.
Position History
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Total Positions
141
Quarter
2026 Q1
Top Holding
VOO (9.0%)
Top 10 Concentration
47.1%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 141
GREENWOOD GEARHART LLC Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
VOO
VANGUARD INDEX ...
|
ETF | 8.96% | 9.16% |
#1
Prev: #1
|
6.1 |
—
|
11,922 | 4.5% |
P
S
|
277,322 | $165,713,945 |
$457.76
+47.9%
|
2019 Q1 | 13F Filing | 2026-03-31 | 2026-05-07 | ||
|
VXUS
VANGUARD STAR F...
|
Bond/Debt | 5.96% | 4.07% |
#2
3
Prev: #5
|
6.4 |
—
|
448,929 | 45.8% |
P
S
|
1,430,075 | $110,273,064 |
$62.27
+37.1%
|
2020 Q3 | 13F Filing | 2026-03-31 | 2026-05-07 | ||
|
IGIB
ISHARES TR
|
ETF | 4.94% | 4.77% |
#3
Prev: #3
|
5.0 |
—
|
107,888 | 6.7% |
P
S
|
1,717,626 | $91,412,056 |
$47.08
+12.0%
|
2020 Q1 | 13F Filing | 2026-03-31 | 2026-05-07 | ||
|
SCHX
SCHWAB STRATEGI...
|
ETF | 4.88% | 7.03% |
#4
2
Prev: #2
|
2.5 |
—
|
-1,225,524 | -25.8% |
P
S
|
3,521,321 | $90,286,671 | 2019 Q2 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
JPST
J P MORGAN EXCH...
|
ETF | 4.76% | 4.42% |
#5
1
Prev: #4
|
4.4 |
—
|
151,747 | 9.6% |
P
S
|
1,739,531 | $88,037,664 | 2019 Q2 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
IEF
ISHARES TR
|
ETF | 4.12% | 3.86% |
#6
Prev: #6
|
3.6 |
—
|
69,634 | 9.5% |
P
S
|
798,912 | $76,248,161 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
WMT
WALMART INC
|
Consumer Defensive | 3.86% | 3.62% |
#7
1
Prev: #8
|
2.0 |
—
|
-17,184 | -2.9% |
P
S
|
574,070 | $71,345,436 | 1999 Q1 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
XLV
SELECT SECTOR S...
|
Unknown | 3.67% | 3.82% |
#8
1
Prev: #7
|
2.0 |
—
|
14,068 | 3.1% |
P
S
|
462,504 | $67,807,686 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
AAPL
APPLE INC
|
Technology | 3.11% | 3.27% |
#9
Prev: #9
|
1.7 |
—
|
7,719 | 3.5% |
P
S
|
226,392 | $57,455,942 | 2013 Q1 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
IGSB
ISHARES TR
|
ETF | 2.80% | 2.70% |
#10
3
Prev: #13
|
3.1 |
—
|
56,469 | 6.1% |
P
S
|
985,453 | $51,795,409 | 2019 Q2 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
QQQ
INVESCO QQQ TR
|
ETF | 2.71% | 2.82% |
#11
1
Prev: #10
|
1.6 |
—
|
3,147 | 3.8% |
P
S
|
86,697 | $50,039,803 | 2020 Q3 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 2.66% | 2.74% |
#12
1
Prev: #11
|
3.1 |
—
|
14,760 | 5.5% |
P
S
|
281,784 | $49,143,180 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
VEA
VANGUARD TAX-MA...
|
ETF | 2.59% | 2.50% |
#13
2
Prev: #15
|
1.5 |
—
|
20,716 | 2.8% |
P
S
|
748,732 | $47,978,747 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
RSP
INVESCO EXCHANG...
|
Unknown | 2.51% | 2.45% |
#14
2
Prev: #16
|
1.5 |
—
|
9,678 | 4.2% |
P
S
|
241,890 | $46,423,538 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 2.51% | 2.73% |
#15
3
Prev: #12
|
1.5 |
—
|
3,687 | 2.3% |
P
S
|
161,621 | $46,362,621 | 2019 Q1 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
IWM
ISHARES TR
|
ETF | 2.32% | 2.23% |
#16
1
Prev: #17
|
1.4 |
—
|
7,928 | 4.8% |
P
S
|
172,650 | $42,817,251 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
JBHT
HUNT J B TRANS ...
|
Industrials | 2.27% | 2.16% |
#17
1
Prev: #18
|
1.4 |
—
|
-3,543 | -1.8% |
P
S
|
198,296 | $42,018,978 | 2004 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
IJH
ISHARES TR
|
ETF | 2.24% | 2.11% |
#18
1
Prev: #19
|
2.9 |
—
|
31,619 | 5.4% |
P
S
|
612,862 | $41,386,566 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
XLI
SELECT SECTOR S...
|
Unknown | 2.21% | 2.11% |
#19
1
Prev: #20
|
1.4 |
—
|
6,059 | 2.5% |
P
S
|
252,784 | $40,882,831 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 2.14% | 2.70% |
#20
6
Prev: #14
|
2.9 |
—
|
5,349 | 5.3% |
P
S
|
106,737 | $39,510,878 | 2000 Q1 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
SOXX
ISHARES TR
|
ETF | 2.09% | 1.95% |
#21
Prev: #21
|
1.3 |
—
|
-162 | -0.1% |
P
S
|
117,444 | $38,599,175 | 2020 Q3 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
XLP
SELECT SECTOR S...
|
Unknown | 2.06% | 1.94% |
#22
Prev: #22
|
1.3 |
—
|
9,879 | 2.2% |
P
S
|
463,621 | $38,007,622 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 1.71% | 1.74% |
#23
Prev: #23
|
1.2 |
—
|
3,105 | 4.9% |
P
S
|
65,853 | $31,556,758 | 2018 Q2 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
VDE
VANGUARD WORLD ...
|
ETF | 1.70% | 1.22% |
#24
3
Prev: #27
|
1.2 |
—
|
6,062 | 3.5% |
P
S
|
181,711 | $31,443,220 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 1.44% | 1.56% |
#25
1
Prev: #24
|
1.1 |
—
|
5,169 | 4.2% |
P
S
|
127,952 | $26,648,563 | 2018 Q2 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
XLF
SELECT SECTOR S...
|
Unknown | 1.36% | 1.40% |
#26
1
Prev: #25
|
2.5 |
—
|
46,234 | 10.0% |
P
S
|
509,542 | $25,156,093 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 1.12% | 1.20% |
#27
1
Prev: #28
|
0.9 |
—
|
3,228 | 4.8% |
P
S
|
70,670 | $20,788,153 | 2001 Q1 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
XLU
SELECT SECTOR S...
|
Unknown | 1.08% | 0.98% |
#28
3
Prev: #31
|
0.9 |
—
|
19,295 | 4.6% |
P
S
|
436,177 | $20,016,165 | 2021 Q2 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
META
META PLATFORMS ...
|
Communication Services | 0.94% | 1.06% |
#29
1
Prev: #30
|
0.9 |
—
|
942 | 3.2% |
P
S
|
30,262 | $17,313,936 | 2021 Q3 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
FWONK
LIBERTY MEDIA C...
|
Communication Services | 0.85% | 0.95% |
#30
2
Prev: #32
|
2.3 |
—
|
8,830 | 5.0% |
P
S
|
184,708 | $15,703,874 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
CAT
CATERPILLAR INC
|
Industrials | 0.82% | 1.08% |
#31
2
Prev: #29
|
0.3 |
—
|
-12,627 | -37.0% |
P
S
|
21,509 | $15,237,990 | 1999 Q1 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
VTI
VANGUARD INDEX ...
|
ETF | 0.80% | 1.39% |
#32
6
Prev: #26
|
0.3 |
—
|
-28,986 | -38.5% |
P
S
|
46,292 | $14,850,937 | 2022 Q3 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
AVGO
BROADCOM INC
|
Technology | 0.80% | 0.87% |
#33
Prev: #33
|
2.3 |
—
|
2,363 | 5.2% |
P
S
|
47,913 | $14,829,563 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
VNQ
VANGUARD INDEX ...
|
ETF | 0.79% | 0.78% |
#34
3
Prev: #37
|
0.8 |
—
|
5,959 | 3.7% |
P
S
|
165,548 | $14,684,071 | 2020 Q3 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
CRM
SALESFORCE INC
|
Technology | 0.78% | 0.01% |
#35
66
Prev: #101
|
3.3 |
—
|
76,755 | 8852.9% |
P
S
|
77,622 | $14,489,610 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
PANW
PALO ALTO NETWO...
|
Technology | 0.73% | 0.56% |
#36
4
Prev: #40
|
3.3 |
—
|
29,245 | 53.4% |
P
S
|
84,030 | $13,471,690 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
TSLA
TESLA INC
|
Consumer Cyclical | 0.70% | 0.84% |
#37
3
Prev: #34
|
0.8 |
—
|
556 | 1.6% |
P
S
|
34,619 | $12,869,613 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
KKR
KKR & CO INC
|
Financial Services | 0.60% | 0.78% |
#38
2
Prev: #36
|
2.2 |
—
|
8,848 | 8.0% |
P
S
|
119,819 | $11,083,258 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
AXP
AMERICAN EXPRES...
|
Financial Services | 0.59% | 0.68% |
#39
1
Prev: #38
|
2.2 |
—
|
2,682 | 8.1% |
P
S
|
35,964 | $10,878,391 | 1999 Q1 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
SPY
STATE STR SPDR ...
|
ETF | 0.57% | 0.59% |
#40
1
Prev: #39
|
0.7 |
—
|
508 | 3.3% |
P
S
|
16,119 | $10,482,966 | 2013 Q3 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
J
JACOBS SOLUTION...
|
Industrials | 0.55% | 0.55% |
#41
Prev: #41
|
2.2 |
—
|
4,664 | 6.1% |
P
S
|
80,587 | $10,257,159 | 2016 Q1 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
V
VISA INC
|
Financial Services | 0.51% | 0.55% |
#42
Prev: #42
|
2.2 |
—
|
2,922 | 10.3% |
P
S
|
31,245 | $9,443,457 | 2020 Q1 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
IVV
ISHARES TR
|
ETF | 0.48% | 0.44% |
#43
Prev: #43
|
2.2 |
—
|
1,850 | 15.7% |
P
S
|
13,634 | $8,905,711 | 2017 Q3 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
TSN
TYSON FOODS INC
|
Consumer Defensive | 0.47% | 0.44% |
#44
Prev: #44
|
0.7 |
—
|
-345 | -0.3% |
P
S
|
135,481 | $8,680,267 | 1999 Q1 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
NFLX
NETFLIX INC.
|
Communication Services | 0.44% | 0.41% |
#45
2
Prev: #47
|
2.2 |
—
|
5,350 | 6.7% |
P
S
|
84,968 | $8,169,673 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
VCIT
VANGUARD SCOTTS...
|
Bond/Debt | 0.40% | 0.41% |
#46
Prev: #46
|
0.7 |
—
|
-1,665 | -1.9% |
P
S
|
88,277 | $7,304,922 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
VGT
VANGUARD WORLD ...
|
ETF | 0.39% | 0.79% |
#47
12
Prev: #35
|
0.2 |
—
|
-8,550 | -45.0% |
P
S
|
10,447 | $7,288,894 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
HOMB
HOME BANCSHARES...
|
Financial Services | 0.31% | 0.33% |
#48
Prev: #48
|
1.1 |
—
|
no change | no change |
P
S
|
213,034 | $5,737,006 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
ITOT
ISHARES TR
|
ETF | 0.30% | 0.42% |
#49
4
Prev: #45
|
0.1 |
—
|
-12,189 | -23.7% |
P
S
|
39,348 | $5,604,346 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
SPYG
SPDR SERIES TRU...
|
Unknown | 0.21% | 0.25% |
#50
1
Prev: #49
|
0.6 |
—
|
-3,109 | -7.2% |
P
S
|
40,199 | $3,935,921 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 |
Showing 1-50 of 141 holdings