Willow Creek Wealth Management Inc. Portfolio Holdings

Willow Creek Wealth Management Inc.

  • $1.06 Billion
  • Q2 2025

Willow Creek Wealth Management Inc. has filed its 13F form on July 16, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.06 Billion distributed in 167 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Target with a value of $113M, Vanguard Bd Index Fd Inc Short with a value of $111M, Spdr Portfolio Aggregate Bond with a value of $94.6M, Dimensional ETF Tr U S Equity with a value of $53.4M, and Dimensional ETF Tr Us Marketwi with a value of $45.9M.

Examining the 13F form we can see an increase of $78.8M in the current position value, from $978M to 1.06B. Also it can be appreciated an additional of 12 stocks purchases and 2 closed positions.

Willow Creek Wealth Management Inc. is based out at Sebastopol, CA

Below you can find more details about Willow Creek Wealth Management Inc. portfolio as well as his latest detailed transactions.

Portfolio value $1.06 Billion
ETFs: $943 Million
Technology: $31.6 Million
Consumer Defensive: $17.5 Million
Financial Services: $8.9 Million
Communication Services: $5.83 Million
Industrials: $4.85 Million
Healthcare: $4.25 Million
Consumer Cyclical: $2.06 Million
Other: $760,000

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$146B
$207,000 0.02% of portfolio
1,678
Q2 2025 Added 1.57%
$51.1B
$231,000 0.02% of portfolio
789
Q3 2023 Reduced 62.39%
$152B
$245,000 0.02% of portfolio
3,539
Q2 2025 Added 1.03%
$102B
$226,000 0.02% of portfolio
309
Q2 2025 Added 0.32%
$3.54B
$201,000 0.02% of portfolio
12,700
Q4 2024 Reduced 0.02%
$122B
$202,000 0.02% of portfolio
4,202
Q2 2025 Added 0.74%
$74.1B
$200,000 0.02% of portfolio
6,140
Q2 2025 New
$91.6B
$239,000 0.02% of portfolio
723
Q2 2025 New
$95.4B
$200,000 0.02% of portfolio
8,952
Q2 2025 Reduced 0.16%
$58.9B
$218,000 0.02% of portfolio
1,067
Q2 2025 New
$111B
$240,000 0.02% of portfolio
2,626
Q2 2025 Reduced 0.72%
-
$0 0.0% of portfolio
-
Q2 2025 Reduced 10.42%
$2.33B
$16,000 0.0% of portfolio
15,320
Q4 2024 New
-
$0 0.0% of portfolio
-
Q2 2025 Reduced 1.47%
-
$0 0.0% of portfolio
-
Q2 2025 Reduced 7.11%
-
$0 0.0% of portfolio
-
Q2 2025 Added 5.82%

Summary

  • Portfolio
  • No. of Stocks 167
  • Current Value $1.06 Billion
  • Prior Value $978 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 16, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 12 stocks
  • Additional Purchases 80 stocks
  • Sold out of 2 stocks
  • Reduced holdings in 44 stocks
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