GREENWOOD GEARHART INC
Q2 2022 Form 13-F
FAYETTEVILLE, ARKANSAS
CIK 0001084683
· CRD 110379
· SEC-registered investment adviser
$629.2M Reported Value Total
GREENWOOD GEARHART, LLC reports 1,900 total accounts under management (AUM). There are 1,900 discretionary accounts valued at $844,164,509, 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
$629.2M
Quarter over quarter
-16.0%
Holdings
92
Top-10 concentration
36.1%
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.
13F Metrics
Loading 13F Metrics
Q2 2022 13F record
Q2 2022 13F filing summary
| Period of report | June 30, 2022 |
|---|---|
| Filed | August 16, 2022 |
| Form | 13F-HR |
| Reported value | $629.2M |
| Positions | 92 |
| Change in reported value | -13.6% |
| New positions | 1 |
| Exited positions | 8 |
| Position turnover | 9.0% |
| Top-10 concentration | 36.1% |
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 · Q2 2022
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | AAPL Apple Inc | $31.9M | 5.07% |
| 2 | MSFT Microsoft Corp | $29.9M | 4.76% |
| 3 | JPST JP Morgan Ultra-short Income ETF | $28.2M | 4.49% |
| 4 | IGIB iShares Intermediate Credit Bond ETF | $26.0M | 4.14% |
| 5 | GOOG Alphabet Inc | $23.2M | 3.69% |
| 6 | IGSB iShares 1-3 Year Credit Bond ETF | $20.9M | 3.31% |
| 7 | SCHX Schwab U.S. Large-Cap ETF | $17.3M | 2.75% |
| 8 | BRK-B Berkshire Hathaway Inc Class B | $16.7M | 2.65% |
| 9 | WMT Wal-Mart Stores Inc | $16.6M | 2.63% |
| 10 | SCHW Charles Schwab Corp | $16.2M | 2.58% |
| 11 | ACN Accenture PLC | $16.2M | 2.58% |
| 12 | SOXX iShares Semiconductor ETF | $14.4M | 2.28% |
| 13 | VXUS Vanguard International ETF | $14.1M | 2.24% |
| 14 | DEO Diageo PLC | $14.0M | 2.23% |
| 15 | QQQ Nasdaq-100 ETF | $13.8M | 2.19% |
| 16 | MRK Merck & Co Inc | $13.7M | 2.18% |
| 17 | SHEL Royal Dutch Shell PLC | $13.4M | 2.13% |
| 18 | AON Aon PLC | $13.1M | 2.08% |
| 19 | VNQ Vanguard US REIT ETF | $12.7M | 2.02% |
| 20 | HD Home Depot Inc | $12.3M | 1.96% |
Values as reported on the Q2 2022 Form 13F. Every position is in the holdings table below.