GREENWOOD GEARHART LLC

$1.8B reported 13(f) long value · latest quarter 2026-06-30 · CIK 1084683 · EDGAR ↗

sum of disclosed values for 2026-03-31; 0 positions carry a NULL value and are excluded from the sum, surfaced here rather than folded away: $1.8B
ALL retained default holdings for this (filer, period), including NULL-value ones: 134
positions with no comparable holding in the prior quarter (kind new), 2026-03-31: 32
positions absent from this quarter's filing after being held last quarter (kind exit), 2026-03-31 — inferred from absence, not a sale record: 7

A quarter-end snapshot. Filed up to 45 days later, so this page is not current holdings and never a complete portfolio. what a 13F is — and is not ↓ methodology §13F ↗

Position changes — into 2026-03-31

by shares · Δ value · filing link · how changes are classified §

Position changes into quarter 2026-03-31
position matched across quarters by exact reported CUSIP over a registry gap — producer-reconciled identity, never a name match `identity_reconciled_by_cusip`	the reported share count is unchanged across the pair; this build's data classified the change from its reported value; builds from 2026-09-10 on read it as NO CHANGE `classified_by_value` · EXIT = absent this quarter: disposed, delisted, under confidential treatment, or reported instead by an affiliated manager — the filing does not say which · change not classifiable: value undisclosed on one side of the quarter pair, or neither shares nor value can classify it · NO CHANGE = the share count is identical in both quarters; the value moved only with price, so the row is mark-to-market and never an ADD or a TRIM (NEW / ADD / TRIM / EXIT / NO CHANGE) · NO PRIOR = this filer has no comparable holdings list for the previous quarter on record — a first filing under this registration, or a quarter reported inside an affiliated manager's filing — so the position is not called a new stake	derived by Public Filings from the published aggregate; NULL means the source did not disclose a usable value — never zero	reported unit changed across the pair (SH↔PRN); the share delta is withheld rather than fabricated `shares_unit_mismatch`	Prev value	Curr value	Prev shares	Curr shares
position key `sid:sec:prov:127f0021d8310eeeecdea8298c5f12e5` · issuer key `cusip6:922908` S&P 500 ETF SHS	ADD	−$726K	+11,922	$166M	$166M	265,400	277,322
position key `sid:sec:prov:e80cc45ae7833b901a24570947177154` · issuer key `cusip6:921909` VG TL INTL STK F	ADD	+$36.3M	+448,929	$74.0M	$110M	981,146	1,430,075
position key `pos:10953` · issuer key `iss:1013` ISHS 5-10YR INVT	ADD	+$4.7M	+107,888	$86.7M	$91.4M	1,609,738	1,717,626
position key `pos:11230` · issuer key `iss:1633` US LRG CAP ETF	TRIM	−$37.5M	−1,225,524	$128M	$90.3M	4,746,845	3,521,321
position key `sid:sec:prov:da76927ea7bfa34385e39a3ae24e4aeb` · issuer key `cusip6:46641Q` ULTRA SHRT ETF	ADD	+$7.7M	+151,747	$80.3M	$88.0M	1,587,784	1,739,531
position key `pos:16327` · issuer key `iss:1012` 7-10 YR TRSY BD	ADD	+$6.1M	+69,634	$70.1M	$76.2M	729,278	798,912
position key `pos:13490` · issuer key `iss:1939` COM	TRIM	+$5.5M	−17,184	$65.9M	$71.3M	591,254	574,070
position key `sid:sec:prov:2b5902c05a996d81adf5ce01e71326f4` · issuer key `cusip6:81369Y` STATE STREET HEA	ADD	−$1.6M	+14,068	$69.4M	$67.8M	448,436	462,504
position key `pos:13215` · issuer key `iss:144` COM	ADD	−$2.0M	+7,719	$59.4M	$57.5M	218,673	226,392
position key `pos:14231` · issuer key `iss:1013` ISHS 1-5YR INVS	ADD	+$2.7M	+56,469	$49.1M	$51.8M	928,984	985,453
position key `pos:11173` · issuer key `iss:995` UNIT SER 1	ADD	−$1.3M	+3,147	$51.3M	$50.0M	83,550	86,697
position key `pos:15642` · issuer key `iss:1334` COM	ADD	−$657K	+14,760	$49.8M	$49.1M	267,024	281,784
position key `pos:17409` · issuer key `cusip6:921943` VAN FTSE DEV MKT	ADD	+$2.5M	+20,716	$45.5M	$48.0M	728,016	748,732
position key `pos:15152` · issuer key `iss:1000` S&P500 EQL WGT	ADD	+$1.9M	+9,678	$44.5M	$46.4M	232,212	241,890
position key `pos:17821` · issuer key `iss:89` CAP STK CL C	ADD	−$3.2M	+3,687	$49.6M	$46.4M	157,934	161,621
position key `pos:15702` · issuer key `iss:1012` RUSSELL 2000 ETF	ADD	+$2.3M	+7,928	$40.5M	$42.8M	164,722	172,650
position key `pos:18064` · issuer key `iss:930` COM	TRIM	+$2.8M	−3,543	$39.2M	$42.0M	201,839	198,296
position key `pos:16868` · issuer key `iss:1012` CORE S&P MCP ETF	ADD	+$3.0M	+31,619	$38.4M	$41.4M	581,243	612,862
position key `sid:sec:prov:edca92b17408f6ec66bf562ad9cadafa` · issuer key `cusip6:81369Y` STATE STREET IND	ADD	+$2.6M	+6,059	$38.3M	$40.9M	246,725	252,784
position key `pos:11825` · issuer key `iss:1225` COM	ADD	−$9.5M	+5,349	$49.0M	$39.5M	101,388	106,737
position key `pos:17516` · issuer key `iss:1012` ISHARES SEMICDTR	TRIM	+$3.2M	−162	$35.4M	$38.6M	117,606	117,444
position key `pos:12477` · issuer key `cusip6:81369Y` STATE STREET CON	ADD	+$2.8M	+9,879	$35.2M	$38.0M	453,742	463,621
position key `pos:11205` · issuer key `iss:255` CL B NEW	ADD	+$21.3K	+3,105	$31.5M	$31.6M	62,748	65,853
position key `sid:sec:prov:89cc3441e94df1e6ade34b90004054c1` · issuer key `cusip6:92204A` ENERGY ETF	ADD	+$9.3M	+6,062	$22.1M	$31.4M	175,649	181,711
position key `pos:14175` · issuer key `iss:95` COM	ADD	−$1.7M	+5,169	$28.3M	$26.6M	122,783	127,952
position key `sid:sec:prov:b3a0a6a2c27537b284e1347fab5f8f28` · issuer key `cusip6:81369Y` STATE STREET FIN	ADD	−$219K	+46,234	$25.4M	$25.2M	463,308	509,542
position key `pos:18039` · issuer key `iss:1025` COM	ADD	−$943K	+3,228	$21.7M	$20.8M	67,442	70,670
position key `pos:17300` · issuer key `cusip6:81369Y` STATE STREET UTI	ADD	+$2.2M	+19,295	$17.8M	$20.0M	416,882	436,177
position key `pos:11390` · issuer key `iss:720` CL A	ADD	−$2.0M	+942	$19.4M	$17.3M	29,320	30,262
position key `pos:14426` · issuer key `iss:1118` COM LBTY ONE S C	ADD	−$1.6M	+8,830	$17.3M	$15.7M	175,878	184,708
position key `pos:13432` · issuer key `iss:411` COM	TRIM	−$4.3M	−12,627	$19.6M	$15.2M	34,136	21,509
position key `pos:12944` · issuer key `cusip6:922908` TOTAL STK MKT	TRIM	−$10.4M	−28,986	$25.2M	$14.9M	75,278	46,292
position key `pos:12827` · issuer key `iss:323` COM	ADD	−$935K	+2,363	$15.8M	$14.8M	45,550	47,913
position key `sid:sec:prov:63fa5c7c9852af95fc89e071b88157c3` · issuer key `cusip6:922908` REAL ESTATE ETF	ADD	+$562K	+5,959	$14.1M	$14.7M	159,589	165,548
position key `pos:12725` · issuer key `iss:1615` COM	ADD	+$14.3M	+76,755	$230K	$14.5M	867	77,622
position key `pos:14782` · issuer key `iss:1406` COM	ADD	+$3.4M	+29,245	$10.1M	$13.5M	54,785	84,030
position key `pos:10357` · issuer key `iss:1786` COM	ADD	−$2.4M	+556	$15.3M	$12.9M	34,063	34,619
position key `pos:11361` · issuer key `iss:1042` COM	ADD	−$3.1M	+8,848	$14.1M	$11.1M	110,971	119,819
position key `pos:11849` · issuer key `iss:104` COM	ADD	−$1.4M	+2,682	$12.3M	$10.9M	33,282	35,964
position key `pos:11570` · issuer key `iss:1599` TR UNIT	ADD	−$163K	+508	$10.6M	$10.5M	15,611	16,119
position key `pos:12752` · issuer key `iss:1028` COM	ADD	+$200K	+4,664	$10.1M	$10.3M	75,923	80,587
position key `pos:12848` · issuer key `iss:1921` COM CL A	ADD	−$490K	+2,922	$9.9M	$9.4M	28,323	31,245
position key `pos:10307` · issuer key `iss:1012` CORE S&P500 ETF	ADD	+$834K	+1,850	$8.1M	$8.9M	11,784	13,634
position key `pos:14515` · issuer key `iss:1838` CL A	TRIM	+$718K	−345	$8.0M	$8.7M	135,826	135,481
position key `pos:15433` · issuer key `iss:1290` COM	ADD	+$705K	+5,350	$7.5M	$8.2M	79,618	84,968
position key `pos:11431` · issuer key `cusip6:92206C` INT-TERM CORP	TRIM	−$228K	−1,665	$7.5M	$7.3M	89,942	88,277
position key `sid:sec:prov:e10fb4f0bf62f2cd6470d7f399584bca` · issuer key `cusip6:92204A` INF TECH ETF	TRIM	−$7.0M	−8,550	$14.3M	$7.3M	18,997	10,447
position key `pos:11463` · issuer key `iss:1012` CORE S&P TTL STK	TRIM	−$2.1M	−12,189	$7.7M	$5.6M	51,537	39,348
position key `pos:12580` · issuer key `iss:1602` STATE STREET SPD	TRIM	−$685K	−3,109	$4.6M	$3.9M	43,308	40,199
position key `pos:14552` · issuer key `iss:711` COM	ADD	+$1.1M	+223	$2.5M	$3.6M	20,965	21,188
position key `pos:11688` · issuer key `iss:1955` COM	ADD	−$384K	+2,000	$3.7M	$3.3M	39,939	41,939
position key `pos:12048` · issuer key `iss:665` COM	TRIM	+$228K	−2,234	$2.2M	$2.4M	24,035	21,801
position key `pos:15938` · issuer key `cusip6:92189F` SEMICONDUCTR ETF	TRIM	−$356K	−1,282	$2.1M	$1.7M	5,813	4,531
position key `pos:14648` · issuer key `iss:1012` MSCI EAFE ETF	NEW	+$1.6M	+16,824	$0	$1.6M	—	16,824
position key `pos:13906` · issuer key `iss:1012` S&P 500 VAL ETF	ADD	+$270K	+1,306	$1.4M	$1.6M	6,400	7,706
position key `pos:13746` · issuer key `iss:1012` S&P 500 GRWT ETF	ADD	+$202K	+2,790	$1.4M	$1.6M	11,209	13,999
position key `pos:11717` · issuer key `iss:440` COM	ADD	+$915K	+3,380	$604K	$1.5M	3,960	7,340
position key `pos:16096` · issuer key `iss:1206` COM	ADD	+$176K	+500	$1.2M	$1.4M	4,042	4,542
position key `pos:17143` · issuer key `iss:1633` US LCAP GR ETF	ADD	+$638K	+24,673	$752K	$1.4M	23,039	47,712
position key `pos:10715` · issuer key `iss:916` COM	ADD	+$5.8K	+200	$1.4M	$1.4M	3,945	4,145
position key `pos:11716` · issuer key `iss:235` COM	TRIM	−$7.5K	−79	$1.4M	$1.4M	29,699	29,620
position key `pos:11528` · issuer key `iss:1012` RUS 1000 GRW ETF	TRIM	−$252K	−232	$1.5M	$1.3M	3,271	3,039
position key `pos:10164` · issuer key `iss:1000` S&P500 QUALITY	TRIM	−$204K	−2,751	$1.4M	$1.2M	19,293	16,542
position key `pos:15220` · issuer key `iss:1725` COM	TRIM	−$187K	−290	$1.4M	$1.2M	3,998	3,708
position key `pos:16793` · issuer key `iss:1633` US MID-CAP ETF	ADD	+$661K	+20,911	$444K	$1.1M	14,756	35,667
position key `sid:sec:prov:5892083dd5422cc02647a9cefd0e22d9` · issuer key `cusip6:46434V` MSCI INTL QUALTY	TRIM	−$4.0K	−462	$1.0M	$1.0M	22,297	21,835
position key `pos:15142` · issuer key `iss:89` CAP STK CL A	ADD	+$471K	+1,772	$480K	$950K	1,533	3,305
position key `pos:17423` · issuer key `iss:1982` US QTLY DIV GRT	TRIM	−$47.6K	−354	$927K	$879K	10,364	10,010
position key `pos:13340` · issuer key `iss:666` COM	NEW	+$852K	+22,514	$0	$852K	—	22,514
position key `pos:13599` · issuer key `iss:1035` COM	TRIM	+$55.6K	−361	$794K	$849K	3,836	3,475
position key `pos:18016` · issuer key `iss:1012` RUS MD CP GR ETF	NEW	+$804K	+6,272	$0	$804K	—	6,272
position key `pos:15626` · issuer key `iss:1529` COM	ADD	+$142K	+569	$630K	$773K	3,437	4,006
position key `pos:16172` · issuer key `iss:1141` COM	TRIM	−$112K	−400	$874K	$762K	3,623	3,223
position key `pos:15863` · issuer key `iss:1123` COM	TRIM	−$131K	−10	$845K	$714K	786	776
position key `pos:13088` · issuer key `iss:1633` US LCAP VA ETF	ADD	+$35.0K	+498	$659K	$694K	22,264	22,762
position key `pos:10136` · issuer key `iss:990` COM	ADD	−$70.6K	+266	$743K	$673K	2,509	2,775
position key `pos:16562` · issuer key `cusip6:922908` SM CP VAL ETF	NEW	+$671K	+3,089	$0	$671K	—	3,089
position key `sid:sec:prov:e38118ea8b169e3aaee9194c66190079` · issuer key `cusip6:46436E` 0-3 MNTH TREASRY	ADD	+$14.3K	+125	$612K	$627K	6,100	6,225
position key `sid:sec:prov:4bf4a03276865e7070ffcb8527bf98a8` · issuer key `cusip6:922908` MCAP GR IDXVIP	NEW	+$568K	+2,206	$0	$568K	—	2,206
position key `pos:12476` · issuer key `iss:1633` INTL EQTY ETF	TRIM	+$7.2K	−348	$535K	$542K	22,255	21,907
position key `pos:17214` · issuer key `iss:298` COM	ADD	−$5.3K	+189	$515K	$509K	2,370	2,559
position key `pos:14992` · issuer key `iss:1485` COM	TRIM	−$299K	−2,116	$807K	$508K	5,634	3,518
position key `pos:14033` · issuer key `iss:1012` CORE S&P SCP ETF	NEW	+$482K	+3,876	$0	$482K	—	3,876
position key `pos:14354` · issuer key `iss:2031` SHS CL A	TRIM	−$189K	−410	$661K	$473K	1,874	1,464
position key `pos:12684` · issuer key `iss:650` COM	NEW	+$446K	+8,247	$0	$446K	—	8,247
position key `pos:16072` · issuer key `iss:1370` COM	TRIM	−$162K	−175	$557K	$395K	2,860	2,685
position key `sid:sec:prov:daac2df19f0864dca5e162ea81e98d5e` · issuer key `cusip6:80349A` COM NEW	NEW	+$389K	+17,800	$0	$389K	—	17,800
position key `pos:13234` · issuer key `iss:230` COM	TRIM	−$61.6K	−228	$444K	$383K	8,079	7,851
position key `pos:11834` · issuer key `iss:1012` CORE S&P US GWT	TRIM	−$115K	−500	$492K	$377K	2,931	2,431
position key `sid:sec:prov:2727b63284f6235da134480881be8949` · issuer key `cusip6:922042` FTSE EMR MKT ETF	NEW	+$352K	+6,512	$0	$352K	—	6,512
position key `pos:15035` · issuer key `iss:505` COM	NEW	+$337K	+2,556	$0	$337K	—	2,556
position key `pos:11671` · issuer key `iss:122` COM	ADD	+$90.9K	+206	$246K	$337K	752	958
position key `pos:11609` · issuer key `iss:1447` COM	NEW	+$326K	+1,792	$0	$326K	—	1,792
position key `pos:12681` · issuer key `iss:2154` SHS	NEW	+$320K	+646	$0	$320K	—	646
position key `pos:10935` · issuer key `iss:1902` COM	NEW	+$318K	+6,329	$0	$318K	—	6,329
position key `pos:13833` · issuer key `iss:1435` COM	ADD	+$63.6K	+293	$221K	$285K	1,542	1,835
position key `sid:sec:prov:dfc53698e1eaaf9980eb2a947889eb27` · issuer key `cusip6:46432F` CORE MSCI TOTAL	TRIM	−$16.4K	−270	$295K	$278K	3,481	3,211
position key `pos:14715` · issuer key `iss:1729` COM	NEW	+$256K	+4,098	$0	$256K	—	4,098
position key `sid:sec:prov:b965dd2c9f3194bb720eb10650750f8f` · issuer key `cusip6:376546` COM	NEW	+$254K	+17,900	$0	$254K	—	17,900
position key `sid:sec:prov:fbb4790acdf12d5c861113a0d192051f` · issuer key `cusip6:85512C` UNIT LTD PARTNR	NEW	+$252K	+20,500	$0	$252K	—	20,500

Flags: no row carries a flag.

1–20 of the 100 changes on this page

Mark-to-market only (no share change) · 16

Positions whose share count is identical in both quarters; the value changed with price, not with a decision.

Positions held with no share change into quarter 2026-03-31
position matched across quarters by exact reported CUSIP over a registry gap — producer-reconciled identity, never a name match `identity_reconciled_by_cusip`	the reported share count is unchanged across the pair; this build's data classified the change from its reported value; builds from 2026-09-10 on read it as NO CHANGE `classified_by_value` · EXIT = absent this quarter: disposed, delisted, under confidential treatment, or reported instead by an affiliated manager — the filing does not say which · change not classifiable: value undisclosed on one side of the quarter pair, or neither shares nor value can classify it · NO CHANGE = the share count is identical in both quarters; the value moved only with price, so the row is mark-to-market and never an ADD or a TRIM (NEW / ADD / TRIM / EXIT / NO CHANGE) · NO PRIOR = this filer has no comparable holdings list for the previous quarter on record — a first filing under this registration, or a quarter reported inside an affiliated manager's filing — so the position is not called a new stake	derived by Public Filings from the published aggregate; NULL means the source did not disclose a usable value — never zero	Prev value	Curr value	Prev shares	Curr shares
position key `pos:11174` · issuer key `iss:915` COM	NO CHANGE	−$181K	$5.9M	$5.7M	213,034	213,034
position key `pos:17598` · issuer key `iss:1013` SHRT NAT MUN ETF	NO CHANGE	−$3.0K	$1.6M	$1.6M	15,000	15,000
position key `pos:14087` · issuer key `iss:699` COM CL A	NO CHANGE	−$222K	$1.4M	$1.2M	200,000	200,000
position key `pos:11148` · issuer key `iss:1805` CL A	NO CHANGE	−$385K	$1.5M	$1.1M	42,740	42,740
position key `pos:11884` · issuer key `iss:1737` CLASS A COM	NO CHANGE	−$89.6K	$846K	$756K	14,217	14,217
position key `pos:16439` · issuer key `iss:520` COM	NO CHANGE	+$237K	$429K	$667K	4,902	4,902
position key `pos:15580` · issuer key `iss:1538` COM	NO CHANGE	−$24.0K	$664K	$640K	24,520	24,520
position key `pos:12858` · issuer key `iss:1012` RUS 1000 ETF	NO CHANGE	−$25.8K	$571K	$546K	1,530	1,530
position key `pos:17839` · issuer key `iss:2093` SHS	NO CHANGE	+$29.7K	$241K	$271K	758	758
position key `sid:sec:prov:6708c2e0ae7dbc87c369f088fa1fdcfe` · issuer key `cusip6:101507` COM	NO CHANGE	−$20.3K	$262K	$242K	14,128	14,128
position key `pos:14191` · issuer key `iss:1855` COM	NO CHANGE	+$10.9K	$222K	$233K	961	961
position key `pos:16953` · issuer key `iss:1527` COM	NO CHANGE	−$11.1K	$234K	$223K	10,802	10,802
position key `pos:12599` · issuer key `iss:1504` CL A	NO CHANGE	−$29.1K	$245K	$215K	3,650	3,650
position key `pos:10904` · issuer key `iss:1569` COM	NO CHANGE	−$18.1K	$233K	$215K	600	600
position key `pos:14060` · issuer key `iss:47` COM	NO CHANGE	−$10.7K	$214K	$203K	1,000	1,000
position key `sid:sec:prov:a7d9fb82baaaf09a908a1b58704e43ff` · issuer key `cusip6:84920Y` COM	NO CHANGE	−$4.1K	$121K	$117K	82,682	82,682

Flags: no row carries a flag.

Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Truncated by Public Filings. Changes compare every position with a security identifier, new and exited included; holdings without one are counted, not compared. methodology §13F ↗

Reported positions — 2026-03-31

1–100 of 104 issuers · $1.8B disclosed value over 134 rows · 0 undisclosed-value rows

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This build carries one quarter for this manager: 2026-03-31. Notable managers carry four published quarters, others two.

This list carries reported issuer names and security identities, without a dated ticker mapping. Symbols are not inferred from names.

a position composed from a base filing plus NEW-HOLDINGS amendments keeps every source row here; the composition's latest filed date is the one shown served from this build's published holdings (derived from the filer's own reported rows); every row resolves to its filing

Share of total reported value, calculated only when the full position list has disclosed values. This is 13F long value, not total assets.

value undisclosed on the filing: retained and counted, excluded from sums, never shown as $0

—

ISHARES TR

14 positions · 14 reported rows

Rows GREENWOOD GEARHART LLC reported for ISHARES TR, as it reported them
ISHARES TR · 7-10 YR TRSY BD CUSIP — src ↗	$76.2M	798,912
ISHARES TR · RUSSELL 2000 ETF CUSIP — src ↗	$42.8M	172,650
ISHARES TR · CORE S&P MCP ETF CUSIP — src ↗	$41.4M	612,862
ISHARES TR · ISHARES SEMICDTR CUSIP — src ↗	$38.6M	117,444
ISHARES TR · CORE S&P500 ETF CUSIP — src ↗	$8.9M	13,634
ISHARES TR · CORE S&P TTL STK CUSIP — src ↗	$5.6M	39,348
ISHARES TR · MSCI EAFE ETF CUSIP — src ↗	$1.6M	16,824
ISHARES TR · S&P 500 VAL ETF CUSIP — src ↗	$1.6M	7,706
ISHARES TR · S&P 500 GRWT ETF CUSIP — src ↗	$1.6M	13,999
ISHARES TR · RUS 1000 GRW ETF CUSIP — src ↗	$1.3M	3,039
ISHARES TR · RUS MD CP GR ETF CUSIP — src ↗	$804K	6,272
ISHARES TR · RUS 1000 ETF CUSIP — src ↗	$546K	1,530
ISHARES TR · CORE S&P SCP ETF CUSIP — src ↗	$482K	3,876
ISHARES TR · CORE S&P US GWT CUSIP — src ↗	$377K	2,431

ticker not yet mapped

$222M

1,810,527

12.0%

—

VANGUARD INDEX FDS

5 positions · 5 reported rows

Rows GREENWOOD GEARHART LLC reported for VANGUARD INDEX FDS, as it reported them
VANGUARD INDEX FDS · S&P 500 ETF SHS CUSIP 922908363 src ↗	$166M	277,322
VANGUARD INDEX FDS · TOTAL STK MKT CUSIP — src ↗	$14.9M	46,292
VANGUARD INDEX FDS · REAL ESTATE ETF CUSIP 922908553 src ↗	$14.7M	165,548
VANGUARD INDEX FDS · SM CP VAL ETF CUSIP — src ↗	$671K	3,089
VANGUARD INDEX FDS · MCAP GR IDXVIP CUSIP 922908538 src ↗	$568K	2,206

ticker not yet mapped

$196M

494,457

10.6%

—

SELECT SECTOR SPDR TR

5 positions · 5 reported rows

Rows GREENWOOD GEARHART LLC reported for SELECT SECTOR SPDR TR, as it reported them
SELECT SECTOR SPDR TR · STATE STREET HEA CUSIP 81369Y209 src ↗	$67.8M	462,504
SELECT SECTOR SPDR TR · STATE STREET IND CUSIP 81369Y704 src ↗	$40.9M	252,784
SELECT SECTOR SPDR TR · STATE STREET CON CUSIP — src ↗	$38.0M	463,621
SELECT SECTOR SPDR TR · STATE STREET FIN CUSIP 81369Y605 src ↗	$25.2M	509,542
SELECT SECTOR SPDR TR · STATE STREET UTI CUSIP — src ↗	$20.0M	436,177

ticker not yet mapped

$192M

2,124,628

10.4%

—

ISHARES TR

3 positions · 3 reported rows

Rows GREENWOOD GEARHART LLC reported for ISHARES TR, as it reported them
ISHARES TR · ISHS 5-10YR INVT CUSIP — src ↗	$91.4M	1,717,626
ISHARES TR · ISHS 1-5YR INVS CUSIP — src ↗	$51.8M	985,453
ISHARES TR · SHRT NAT MUN ETF CUSIP — src ↗	$1.6M	15,000

ticker not yet mapped

$145M

2,718,079

7.8%

—

VANGUARD STAR FDS · VG TL INTL STK F CUSIP 921909768
2026-03-31 filed 2026-05-07 +37d

src ↗

ticker not yet mapped

$110M

1,430,075

6.0%

—

SCHWAB STRATEGIC TR

5 positions · 5 reported rows

Rows GREENWOOD GEARHART LLC reported for SCHWAB STRATEGIC TR, as it reported them
SCHWAB STRATEGIC TR · US LRG CAP ETF CUSIP — src ↗	$90.3M	3,521,321
SCHWAB STRATEGIC TR · US LCAP GR ETF CUSIP — src ↗	$1.4M	47,712
SCHWAB STRATEGIC TR · US MID-CAP ETF CUSIP — src ↗	$1.1M	35,667
SCHWAB STRATEGIC TR · US LCAP VA ETF CUSIP — src ↗	$694K	22,762
SCHWAB STRATEGIC TR · INTL EQTY ETF CUSIP — src ↗	$542K	21,907

ticker not yet mapped

$94.0M

3,649,369

5.1%

—

J P MORGAN EXCHANGE TRADED F · ULTRA SHRT ETF CUSIP 46641Q837
2026-03-31 filed 2026-05-07 +37d

src ↗

ticker not yet mapped

$88.0M

1,739,531

4.8%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

WALMART INC · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$71.3M

574,070

3.9%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

APPLE INC · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$57.5M

226,392

3.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

INVESCO QQQ TR · UNIT SER 1 CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$50.0M

86,697

2.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

NVIDIA CORPORATION · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$49.1M

281,784

2.7%

—

VANGUARD TAX-MANAGED FDS · VAN FTSE DEV MKT CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

ticker not yet mapped

$48.0M

748,732

2.6%

—

INVESCO EXCHANGE TRADED FD T

2 positions · 2 reported rows

Rows GREENWOOD GEARHART LLC reported for INVESCO EXCHANGE TRADED FD T, as it reported them
INVESCO EXCHANGE TRADED FD T · S&P500 EQL WGT CUSIP — src ↗	$46.4M	241,890
INVESCO EXCHANGE TRADED FD T · S&P500 QUALITY CUSIP — src ↗	$1.2M	16,542

ticker not yet mapped

$47.7M

258,432

2.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ALPHABET INC

2 positions · 2 reported rows

Rows GREENWOOD GEARHART LLC reported for ALPHABET INC, as it reported them
ALPHABET INC · CAP STK CL C CUSIP — src ↗	$46.4M	161,621
ALPHABET INC · CAP STK CL A CUSIP — src ↗	$950K	3,305

$47.3M

164,926

2.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

HUNT J B TRANS SVCS INC · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$42.0M

198,296

2.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MICROSOFT CORP · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$39.5M

106,737

2.1%

—

VANGUARD WORLD FD

2 positions · 2 reported rows

Rows GREENWOOD GEARHART LLC reported for VANGUARD WORLD FD, as it reported them
VANGUARD WORLD FD · ENERGY ETF CUSIP 92204A306 src ↗	$31.4M	181,711
VANGUARD WORLD FD · INF TECH ETF CUSIP 92204A702 src ↗	$7.3M	10,447

ticker not yet mapped

$38.7M

192,158

2.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BERKSHIRE HATHAWAY INC DEL · CL B NEW CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$31.6M

65,853

1.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AMAZON COM INC · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$26.6M

127,952

1.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

JPMORGAN CHASE & CO · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$20.8M

70,670

1.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

META PLATFORMS INC · CL A CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$17.3M

30,262

0.9%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

LIBERTY MEDIA CORP DEL · COM LBTY ONE S C CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$15.7M

184,708

0.8%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CATERPILLAR INC · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$15.2M

21,509

0.8%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BROADCOM INC · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$14.8M

47,913

0.8%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

SALESFORCE INC · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$14.5M

77,622

0.8%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PALO ALTO NETWORKS INC · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$13.5M

84,030

0.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

TESLA INC · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$12.9M

34,619

0.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

KKR & CO INC · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$11.1M

119,819

0.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AMERICAN EXPRESS CO · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$10.9M

35,964

0.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

STATE STR SPDR S&P 500 ETF T · TR UNIT CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$10.5M

16,119

0.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

JACOBS SOLUTIONS INC · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$10.3M

80,587

0.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

VISA INC · COM CL A CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$9.4M

31,245

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

TYSON FOODS INC · CL A CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$8.7M

135,481

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

NETFLIX INC. · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$8.2M

84,968

0.4%

—

VANGUARD SCOTTSDALE FDS · INT-TERM CORP CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

ticker not yet mapped

$7.3M

88,277

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

HOME BANCSHARES INC · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$5.7M

213,034

0.3%

—

SPDR SERIES TRUST · STATE STREET SPD CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

ticker not yet mapped

$3.9M

40,199

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

EXXON MOBIL CORP · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$3.6M

21,188

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

WELLS FARGO & CO · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$3.3M

41,939

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ENTERGY CORP NEW · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$2.4M

21,801

0.1%

—

VANECK ETF TRUST · SEMICONDUCTR ETF CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

ticker not yet mapped

$1.7M

4,531

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CHEVRON CORPORATION · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$1.5M

7,340

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MCDONALDS CORP · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$1.4M

4,542

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

HOME DEPOT INC · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$1.4M

4,145

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BANK OZK LITTLE ROCK ARK · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$1.4M

29,620

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

STRYKER CORPORATION · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$1.2M

3,708

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

EVOLV TECHNOLOGIES HLDNGS IN · COM CL A CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$1.2M

200,000

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

TOAST INC · CL A CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$1.1M

42,740

0.1%

—

ISHARES TR · MSCI INTL QUALTY CUSIP 46434V456
2026-03-31 filed 2026-05-07 +37d

src ↗

ticker not yet mapped

$1.0M

21,835

0.1%

—

WISDOMTREE TR · US QTLY DIV GRT CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

ticker not yet mapped

$879K

10,010

0.0%

verified against the SEC company list on 2026-09-11 — a reviewed mapping row for this filed issuer name and class (never inferred)

ENTERPRISE PRODS PARTNERS L · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$852K

22,514

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

JOHNSON & JOHNSON · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$849K

3,475

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

RTX CORPORATION · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$773K

4,006

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

LOWES COS INC · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$762K

3,223

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

SYMBOTIC INC · CLASS A COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$756K

14,217

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ELI LILLY & CO · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$714K

776

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

INTERNATIONAL BUSINESS MACHS · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$673K

2,775

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CORNING INC · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$667K

4,902

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

REGIONS FINANCIAL CORP NEW · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$640K

24,520

0.0%

—

ISHARES TR · 0-3 MNTH TREASRY CUSIP 46436E718
2026-03-31 filed 2026-05-07 +37d

src ↗

ticker not yet mapped

$627K

6,225

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BOEING CO · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$509K

2,559

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PROCTER & GAMBLE CO · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$508K

3,518

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AON PLC · SHS CL A CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$473K

1,464

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ENBRIDGE INC · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$446K

8,247

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ORACLE CORP · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$395K

2,685

0.0%

—

SARATOGA INVT CORP · COM NEW CUSIP 80349A208
2026-03-31 filed 2026-05-07 +37d

src ↗

ticker not yet mapped

$389K

17,800

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BANK AMERICA CORP · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$383K

7,851

0.0%

—

VANGUARD INTL EQUITY INDEX F · FTSE EMR MKT ETF CUSIP 922042858
2026-03-31 filed 2026-05-07 +37d

src ↗

ticker not yet mapped

$352K

6,512

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CONOCOPHILLIPS · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$337K

2,556

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AMGEN INC · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$337K

958

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PHILLIPS 66 · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$326K

1,792

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

LINDE PLC · SHS CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$320K

646

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

VERIZON COMMUNICATIONS INC · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$318K

6,329

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PEPSICO INC · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$285K

1,835

0.0%

—

ISHARES TR · CORE MSCI TOTAL CUSIP 46432F834
2026-03-31 filed 2026-05-07 +37d

src ↗

ticker not yet mapped

$278K

3,211

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

EATON CORP PLC · SHS CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$271K

758

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

SUN LIFE FINANCIAL INC. · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$256K

4,098

0.0%

—

GLADSTONE INVT CORP · COM CUSIP 376546107
2026-03-31 filed 2026-05-07 +37d

src ↗

ticker not yet mapped

$254K

17,900

0.0%

—

STAR GROUP LP · UNIT LTD PARTNR CUSIP 85512C105
2026-03-31 filed 2026-05-07 +37d

src ↗

ticker not yet mapped

$252K

20,500

0.0%

—

WESTROCK COFFEE CO · COM CUSIP 96145W103
2026-03-31 filed 2026-05-07 +37d

src ↗

ticker not yet mapped

$247K

58,167

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

TC ENERGY CORP · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$246K

3,926

0.0%

—

SRH TOTAL RETURN FUND INC · COM CUSIP 101507101
2026-03-31 filed 2026-05-07 +37d

src ↗

ticker not yet mapped

$242K

14,128

0.0%

—

PEOPLES BANCORP INC · COM CUSIP 709789101
2026-03-31 filed 2026-05-07 +37d

src ↗

ticker not yet mapped

$240K

7,310

0.0%

—

VANGUARD ADMIRAL FDS INC · 500 VAL IDX FD CUSIP 921932703
2026-03-31 filed 2026-05-07 +37d

src ↗

ticker not yet mapped

$236K

1,160

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CAVA GROUP INC · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$235K

2,900

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

VALLEY NATL BANCORP · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$233K

19,010

0.0%

—

PENNANTPARK FLOATING RATE CA · COM CUSIP 70806A106
2026-03-31 filed 2026-05-07 +37d

src ↗

ticker not yet mapped

$233K

29,000

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

UNION PAC CORP · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$233K

961

0.0%

—

ENNIS INC · COM CUSIP 293389102
2026-03-31 filed 2026-05-07 +37d

src ↗

ticker not yet mapped

$225K

10,500

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MASTERCARD INCORPORATED · CL A CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$224K

448

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

RAYONIER INC · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$223K

10,802

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

VALERO ENERGY CORP · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$222K

900

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

NASDAQ INC · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$221K

2,607

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BANK MONTREAL MEDIUM · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$220K

1,622

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AMERICAN ELEC PWR CO INC · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$219K

1,673

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BHP BILLITON LIMITED · SPONSORED ADS CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$218K

3,000

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

EVERPURE INC · CL A CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$215K

3,650

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ROCKWELL AUTOMATION INC · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$215K

600

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ABBVIE INC · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$213K

978

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

NATIONAL GRID PLC · SPONSORED ADR NE CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$204K

2,411

0.0%

1–20 of the 100 issuers on this page

Change kind and share change are in Position changes above; Congress overlap is planned.

One line per issuer, largest first; a row with no issuer key stands on its own line. Open a line for its rows as this filer reported them. The list holds every row this filer reported for the quarter. Issuer totals on the holders pages count each manager's own report once; that never removes a row here. how positions are grouped ↗

Book shape

2026-03-31 · concentration · vs tracked median · tick = median

Top-25 concentration: 80.2%above median 80.0%
Concentration index: 337 bpsbelow median 446 bps
Positions with value: 134 / 134median book 97.5 positions

Concentration uses reported 13F long value, not total assets. The index is withheld when any position lacks a value. Medians are over the 8,748 tracked filers with a 2026-03-31 book; the index median over the 8,662 with a complete book.

holdings whose <value> did not parse — retained and counted, never zero-filled: 0 · share of the period's disclosed value held in the top-N positions; denominator is reported 13F value, not total assets: 80.2% · integer Herfindahl–Hirschman index in basis points over disclosed position values: 337 · QoQ moves: 141

Filing history

AVAILABLE QUARTERS

Available filing periods
Period	Source
2026-03-31	EDGAR ↗
2026-06-30	EDGAR ↗

PLANNED sector rotation · Congress overlap · signals for this filer

Complete source filings on SEC EDGAR

The complete filing on EDGAR.

The position list above is served from the published Public Filings build, each position as this filer reported it; where the page cannot embed every reported row, the list says how many it leaves out. This block is provenance, not a substitute: the filing itself is the record, and it is one click away. Public Filings decided on 2026-08-01 to serve this list from its published build; filings newer than this build are on EDGAR.

Open GREENWOOD GEARHART LLC's 13F filings on SEC EDGAR ↗

Notes on this data

Reported positions

Quarter-end holdings as filed

Explore the full published position list and its source filing. This record excludes the manager’s cash, shorts and non-13(f) assets.

Share changes

Compare consecutive quarters

Position changes retain the producer’s classification and comparability flags. Share counts and reported values describe different changes.

Coverage

A snapshot, not current holdings

Use the quarter selector to inspect available periods. Unknown values stay unknown and each table states its coverage.

A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗

13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.

Positions are quarter-end snapshots filed up to 45 days late — not current holdings. A position may have been changed or closed before you ever see it, and is older still by however long ago that quarter ended.

Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars with unit_basis carried on every record.

Affiliated managers may report the same position (otherManager), so one position can appear under more than one filer.

Positions under confidential treatment may be omitted until a later amendment discloses them.

These are disclosures, not investment advice (ARCHITECTURE.md §5.2 / M2-CONTRACT §5).