GREENWOOD GEARHART LLC

CIK 1084683 · EDGAR ↗

sum of disclosed values for 2026-03-31; 0 positions have no disclosed value and are left out of the sum, counted here rather than dropped: $1.8B
every reported holding for this filer and quarter, including ones with no disclosed value: 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

Quarter-end snapshot, filed up to 45 days later — not current holdings. What a 13F covers ↓

Changes · Quarter ended 2026-03-31. Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Position changes into quarter 2026-03-31
The reviewed ticker for the filed issuer name and share class, the same mapping the Reported positions table uses. Symbols are never inferred from names; — means no reviewed mapping.	position matched across quarters by exact reported CUSIP over a registry gap — never a name match	NEW / ADD / TRIM / EXIT by share count · NO CHANGE = same shares; the value moved with price, so never an ADD or a TRIM · EXIT = absent this quarter (disposed, delisted, confidential, or reported by an affiliate) — the filing does not say which · NO PRIOR = no comparable prior quarter on record (a first filing, or a quarter filed inside an affiliate's report), so not called a new stake · n/c = not classifiable: value undisclosed on one side of the pair, or neither shares nor value can classify it · †v: 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	derived by Public Filings from the published data; “no value” 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	Prev value	Curr value	Prev shares	Curr shares
—	share class as filed: S&P 500 ETF SHS · position key `sid:sec:prov:127f0021d8310eeeecdea8298c5f12e5` · issuer key `iss:2483`	ADD	−$726K	+11,922	$166M	$166M	265,400	277,322
—	share class as filed: VG TL INTL STK F · position key `sid:sec:prov:e80cc45ae7833b901a24570947177154` · issuer key `cusip6:921909`	ADD	+$36.3M	+448,929	$74.0M	$110M	981,146	1,430,075
—	share class as filed: ISHS 5-10YR INVT · position key `pos:10953` · issuer key `iss:1013`	ADD	+$4.7M	+107,888	$86.7M	$91.4M	1,609,738	1,717,626
—	share class as filed: US LRG CAP ETF · position key `pos:11230` · issuer key `iss:1633`	TRIM	−$37.5M	−1,225,524	$128M	$90.3M	4,746,845	3,521,321
—	share class as filed: ULTRA SHRT ETF · position key `sid:sec:prov:da76927ea7bfa34385e39a3ae24e4aeb` · issuer key `iss:2408`	ADD	+$7.7M	+151,747	$80.3M	$88.0M	1,587,784	1,739,531
—	share class as filed: 7-10 YR TRSY BD · position key `pos:16327` · issuer key `iss:1012`	ADD	+$6.1M	+69,634	$70.1M	$76.2M	729,278	798,912
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:13490` · issuer key `iss:1939`	TRIM	+$5.5M	−17,184	$65.9M	$71.3M	591,254	574,070
—	share class as filed: STATE STREET HEA · position key `sid:sec:prov:2b5902c05a996d81adf5ce01e71326f4` · issuer key `iss:2454`	ADD	−$1.6M	+14,068	$69.4M	$67.8M	448,436	462,504
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:13215` · issuer key `iss:144`	ADD	−$2.0M	+7,719	$59.4M	$57.5M	218,673	226,392
—	share class as filed: ISHS 1-5YR INVS · position key `pos:14231` · issuer key `iss:1013`	ADD	+$2.7M	+56,469	$49.1M	$51.8M	928,984	985,453
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: UNIT SER 1 · position key `pos:11173` · issuer key `iss:995`	ADD	−$1.3M	+3,147	$51.3M	$50.0M	83,550	86,697
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:15642` · issuer key `iss:1334`	ADD	−$657K	+14,760	$49.8M	$49.1M	267,024	281,784
—	share class as filed: VAN FTSE DEV MKT · position key `pos:17409` · issuer key `iss:2478`	ADD	+$2.5M	+20,716	$45.5M	$48.0M	728,016	748,732
—	share class as filed: S&P500 EQL WGT · position key `pos:15152` · issuer key `iss:1000`	ADD	+$1.9M	+9,678	$44.5M	$46.4M	232,212	241,890
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: CAP STK CL C · position key `pos:17821` · issuer key `iss:89`	ADD	−$3.2M	+3,687	$49.6M	$46.4M	157,934	161,621
—	share class as filed: RUSSELL 2000 ETF · position key `pos:15702` · issuer key `iss:1012`	ADD	+$2.3M	+7,928	$40.5M	$42.8M	164,722	172,650
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:18064` · issuer key `iss:930`	TRIM	+$2.8M	−3,543	$39.2M	$42.0M	201,839	198,296
—	share class as filed: CORE S&P MCP ETF · position key `pos:16868` · issuer key `iss:1012`	ADD	+$3.0M	+31,619	$38.4M	$41.4M	581,243	612,862
—	share class as filed: STATE STREET IND · position key `sid:sec:prov:edca92b17408f6ec66bf562ad9cadafa` · issuer key `iss:2454`	ADD	+$2.6M	+6,059	$38.3M	$40.9M	246,725	252,784
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:11825` · issuer key `iss:1225`	ADD	−$9.5M	+5,349	$49.0M	$39.5M	101,388	106,737

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
The reviewed ticker for the filed issuer name and share class, the same mapping the Reported positions table uses. Symbols are never inferred from names; — means no reviewed mapping.	position matched across quarters by exact reported CUSIP over a registry gap — never a name match	NEW / ADD / TRIM / EXIT by share count · NO CHANGE = same shares; the value moved with price, so never an ADD or a TRIM · EXIT = absent this quarter (disposed, delisted, confidential, or reported by an affiliate) — the filing does not say which · NO PRIOR = no comparable prior quarter on record (a first filing, or a quarter filed inside an affiliate's report), so not called a new stake · n/c = not classifiable: value undisclosed on one side of the pair, or neither shares nor value can classify it · †v: 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	derived by Public Filings from the published data; “no value” means the source did not disclose a usable value — never zero	Prev value	Curr value	Prev shares	Curr shares
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:11174` · issuer key `iss:915`	NO CHANGE	−$181K	$5.9M	$5.7M	213,034	213,034
—	share class as filed: SHRT NAT MUN ETF · position key `pos:17598` · issuer key `iss:1013`	NO CHANGE	−$3.0K	$1.6M	$1.6M	15,000	15,000
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM CL A · position key `pos:14087` · issuer key `iss:699`	NO CHANGE	−$222K	$1.4M	$1.2M	200,000	200,000
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: CL A · position key `pos:11148` · issuer key `iss:1805`	NO CHANGE	−$385K	$1.5M	$1.1M	42,740	42,740
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: CLASS A COM · position key `pos:11884` · issuer key `iss:1737`	NO CHANGE	−$89.6K	$846K	$756K	14,217	14,217
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:16439` · issuer key `iss:520`	NO CHANGE	+$237K	$429K	$667K	4,902	4,902
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:15580` · issuer key `iss:1538`	NO CHANGE	−$24.0K	$664K	$640K	24,520	24,520
—	share class as filed: RUS 1000 ETF · position key `pos:12858` · issuer key `iss:1012`	NO CHANGE	−$25.8K	$571K	$546K	1,530	1,530
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: SHS · position key `pos:17839` · issuer key `iss:2093`	NO CHANGE	+$29.7K	$241K	$271K	758	758
—	share class as filed: COM · position key `sid:sec:prov:6708c2e0ae7dbc87c369f088fa1fdcfe` · issuer key `cusip6:101507`	NO CHANGE	−$20.3K	$262K	$242K	14,128	14,128
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:14191` · issuer key `iss:1855`	NO CHANGE	+$10.9K	$222K	$233K	961	961
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:16953` · issuer key `iss:1527`	NO CHANGE	−$11.1K	$234K	$223K	10,802	10,802
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: CL A · position key `pos:12599` · issuer key `iss:1504`	NO CHANGE	−$29.1K	$245K	$215K	3,650	3,650
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:10904` · issuer key `iss:1569`	NO CHANGE	−$18.1K	$233K	$215K	600	600
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:14060` · issuer key `iss:47`	NO CHANGE	−$10.7K	$214K	$203K	1,000	1,000
—	share class as filed: COM · position key `sid:sec:prov:a7d9fb82baaaf09a908a1b58704e43ff` · issuer key `cusip6:84920Y`	NO CHANGE	−$4.1K	$121K	$117K	82,682	82,682

Flags: no row carries a flag.

Holdings without a security ID are counted, not compared. Method ↗

Reported positions — 2026-03-31

104 issuers · 134 rows

View

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

One line per issuer, largest first — open a line for its reported rows. Grouping ↗

Book shape

Tick = median of the 8,748 tracked filers with a 2026-03-31 book (the index median: the 8,662 with a complete book). Concentration uses reported 13F long value, not total assets; the index is withheld when any position lacks a value.

share of the period's disclosed value held in the top-N positions; denominator is reported 13F value, not total assets: 80.2%above median 80.0%
integer Herfindahl–Hirschman index in basis points over disclosed position values: 337 bpsbelow median 446 bps
holdings with no disclosed value (undisclosed, or unreadable on the filing) — kept and counted, never shown as zero: 134 / 134median book 97.5 positions

141 quarter-over-quarter rows

Filing history

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

Complete source filings on SEC EDGAR

The filing on EDGAR is the record, including any filed after this build.

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

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 changed or closed since the 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; each record notes its original unit.

Affiliated managers may report the same position, 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.

Changes · Q1 2026Quarter ended 2026-03-31. Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Reported positions — 2026-03-31

Book shape

Filing history

Changes · Quarter ended 2026-03-31. Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.