GREENWOOD GEARHART INC
Q3 2026 Form 13-F
FAYETTEVILLE, ARKANSAS
CIK 0001084683
· CRD 110379
· SEC-registered investment adviser
$2.2B Reported Value Total
GREENWOOD GEARHART, LLC reports 3,101 total accounts under management (AUM). There are 3,101 discretionary accounts valued at $1,972,258,363, and 0 non-discretionary accounts.
Source: Form ADV filed * Note that certain holdings are exempt from Form 13-F reporting, so the AUM totals may be greater than the Form 13-F total.
Private funds (Form ADV)
2 funds
· $7.2M gross asset value
Private Equity Fund: $5.2M · Real Estate Fund: $2.0M
Source: Form ADV filed 2026-07-24
Reported value
$2.2B
Quarter over quarter
-0.1%
Holdings
164
Top-10 concentration
45.3%
Key People
Form ADV owners & control persons
Lisa Ann Brown
PRESIDENT AND CHIEF COMPLIANCE OFFICER
Donald James Epp
CHIEF OPERATING OFFICER
George B Gearhart
CHIEF EXECUTIVE OFFICER
Filing Navigation
Coverage begins with the second quarter of 2013. Earlier quarters are not shown while their accuracy is being verified.
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Q3 2026 13F record
Q3 2026 13F filing summary
| Period of report | September 30, 2026 |
|---|---|
| Filed | October 30, 2026 |
| Form | 13F-HR |
| Reported value | $2.2B |
| Positions | 164 |
| Change in reported value | +2.7% |
| New positions | 13 |
| Exited positions | 17 |
| Position turnover | 16.6% |
| Top-10 concentration | 45.3% |
13F filings by quarter
| Quarter | Positions | Value |
|---|---|---|
|
Q3 2026 13F
Filed Oct 30, 2026
|
164 | $2.2B |
|
Q2 2026 13F
Filed Jul 24, 2026
|
168 | $2.1B |
|
Q1 2026 13F
Filed May 7, 2026
|
134 | $1.8B |
|
Q4 2025 13F
Filed Feb 4, 2026
|
109 | $1.8B |
|
Q3 2025 13F
Filed Nov 12, 2025
|
104 | $1.7B |
|
Q2 2025 13F
Filed Jul 24, 2025
|
105 | $1.6B |
|
Q1 2025 13F
Filed May 6, 2025
|
106 | $1.4B |
|
Q4 2024 13F
Filed Feb 13, 2025
|
130 | $1.5B |
|
Q3 2024 13F
Filed Nov 15, 2024
|
107 | $1.2B |
|
Q2 2024 13F
Filed Aug 7, 2024
|
110 | $1.1B |
|
Q1 2024 13F
Filed May 15, 2024
|
101 | $1.0B |
|
Q4 2023 13F
Filed Feb 13, 2024
|
303 | $937.6M |
|
Q3 2023 13F
Filed Nov 15, 2023
|
98 | $845.0M |
|
Q2 2023 13F
Filed Aug 14, 2023
|
97 | $858.9M |
|
Q1 2023 13F
Filed May 15, 2023
|
95 | $785.6M |
|
Q4 2022 13F
Filed Feb 15, 2023
|
98 | $705.8M |
|
Q3 2022 13F
Filed Nov 16, 2022
|
93 | $630.0M |
|
Q2 2022 13F
Filed Aug 16, 2022
|
92 | $629.2M |
|
Q1 2022 13F
Filed May 16, 2022
|
99 | $728.3M |
|
Q4 2021 13F
Filed Feb 15, 2022
|
99 | $725.5M |
34 earlier quarters on file — choose one from the quarter menu above.
Top 20 holdings · Q3 2026
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | VOO VANGUARD INDEX FDS | $204.9M | 9.28% |
| 2 | VXUS VANGUARD STAR FDS | $130.1M | 5.89% |
| 3 | SCHX SCHWAB STRATEGIC TR | $116.4M | 5.27% |
| 4 | JPST J P MORGAN EXCHANGE TRADED F | $95.2M | 4.31% |
| 5 | XLV SELECT SECTOR SPDR TR | $80.4M | 3.64% |
| 6 | AAPL APPLE INC | $79.5M | 3.6% |
| 7 | IGIB ISHARES TR | $78.3M | 3.55% |
| 8 | SOXX ISHARES TR | $76.1M | 3.45% |
| 9 | NVDA NVIDIA CORPORATION | $70.1M | 3.17% |
| 10 | IEF ISHARES TR | $69.3M | 3.14% |
| 11 | QQQ INVESCO QQQ TR | $67.1M | 3.04% |
| 12 | IGSB ISHARES TR | $65.3M | 2.96% |
| 13 | WMT WALMART INC | $61.5M | 2.78% |
| 14 | MSFT MICROSOFT CORP | $58.9M | 2.67% |
| 15 | GOOG ALPHABET INC | $58.1M | 2.63% |
| 16 | IJH ISHARES TR | $50.5M | 2.29% |
| 17 | XLI SELECT SECTOR SPDR TR | $44.5M | 2.02% |
| 18 | JBHT HUNT J B TRANS SVCS INC | $43.0M | 1.95% |
| 19 | XLP SELECT SECTOR SPDR TR | $38.9M | 1.76% |
| 20 | VPL VANGUARD INTL EQUITY INDEX F | $38.1M | 1.73% |
Values as reported on the Q3 2026 Form 13F. Every position is in the holdings table below.