Greenhouse Wealth Management, LLC has filed its 13F form on July 17, 2025 for Q2 2025 where it was disclosed a total value porftolio of $155 Million distributed in 57 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $57.1M, Ishares Core S&P 500 ETF with a value of $14M, Vanguard Value ETF with a value of $12.9M, Vanguard Index Fds S&P 500 ETF with a value of $8.49M, and Vanguard Total Stock Market Et with a value of $7.04M.

Examining the 13F form we can see an increase of $21.2M in the current position value, from $134M to 155M.

Below you can find more details about Greenhouse Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $155 Million
ETFs: $142 Million
Technology: $4.3 Million
Communication Services: $3.48 Million
Consumer Cyclical: $1.38 Million
Industrials: $1.37 Million
Consumer Defensive: $1.26 Million
Financial Services: $1 Million
Healthcare: $202,000
Other: $0

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 57
  • Current Value $155 Million
  • Prior Value $134 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 17, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 7 stocks
  • Additional Purchases 22 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 8 stocks
Track This Portfolio

Track Greenhouse Wealth Management, LLC Portfolio

Follow Greenhouse Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Greenhouse Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Greenhouse Wealth Management, LLC with notifications on news.