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Greenwood Gearhart Inc.
Greenwood Gearhart Inc. is a registered investment advisor headquartered in Fayetteville, Arkansas, founded in 1982. The firm provides comprehensive wealth management, investment advisory, and family office services to high net worth families, charitable organizations, and institutions. Greenwood Gearhart employs approximately 16 staff members, including 8 investment professionals, delivering tailored financial planning and portfolio management solutions with a focus on ethics and client-specific needs.
Investment Strategy
Greenwood Gearhart employs a highly customized, client-centered investment strategy focused on comprehensive wealth management. The firm utilizes tailored asset allocation and portfolio management for each client, integrating both public market securities (equities and fixed income) and alternative investments. Greenwood Gearhart emphasizes long-term financial planning, periodic rebalancing, and ongoing monitoring. For clients with higher net worth, they offer multi-family office services that include legacy and estate planning, philanthropy, and coordination with outside advisors, all aimed at achieving each client's unique financial objectives.
Latest 13F Filing Activity
Greenwood Gearhart Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 105 equity positions with a total 13F market value of $2B. The fund increased holdings in Vanguard Tax-managed FDS, Vanguard Index FDS, Invesco QQQ TR among other positions. Greenwood Gearhart Inc. reduced exposure to Schwab Strategic TR, Accenture PLC Ireland, Merck & Co. Inc. among others.
Top Holdings
Equity Positions (105)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VOO | VANGUARD INDEX FDS | 9.63% | $154.2M | 271,515 | $463.49 | $568.03 | +$9.4M |
S SCHX | SCHWAB STRATEGIC TR | 7.38% | $118.3M | 4,839,557 | $19.92 | $24.44 | -$22.2M |
I IGIB | ISHARES TR | 4.76% | $76.2M | 1,429,872 | $53.01 | $53.29 | -$6.1M |
J JPST | J P MORGAN EXCHANGE TRADED F | 4.15% | $66.4M | 1,310,993 | $50.53 | $50.68 | +$8.1M |
V VXUS | VANGUARD STAR FDS | 3.96% | $63.4M | 917,572 | $59.79 | $69.09 | +$11.8M |
Industry Allocation
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