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Latest Greenhouse Wealth Management, LLC Stock Portfolio

Greenhouse Wealth Management, LLC Performance:
2025 Q4: 1.79%YTD: 15.75%2024: 16.04%
Performance for 2025 Q4 is 1.79%, and YTD is 15.75%, and 2024 is 16.04%.

About Greenhouse Wealth Management, LLC and 13F Hedge Fund Stock Holdings

In it's latest 13F Holdings report, Greenhouse Wealth Management, LLC reported an equity portfolio of $169.1 Millions as of 31 Dec, 2025.

The top stock holdings of Greenhouse Wealth Management, LLC are SPY, IJR, VB. The fund has invested 35.9% of it's portfolio in SPDR S&P 500 ETF TR and 9% of portfolio in ISHARES TR.

The fund managers got completely rid off ISHARES TR (IJR), NETFLIX INC (NFLX) and MONDELEZ INTL INC (MDLZ) stocks. They significantly reduced their stock positions in DISNEY WALT CO (DIS), SCHWAB STRATEGIC TR (FNDA) and VANGUARD INDEX FDS (VB). Greenhouse Wealth Management, LLC opened new stock positions in ALLSTATE CORP (ALL) and ISHARES TR (IJR). The fund showed a lot of confidence in some stocks as they added substantially to PROSHARES TR (EET), EXXON MOBIL CORP (XOM) and GE AEROSPACE (GE).

Greenhouse Wealth Management, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Greenhouse Wealth Management, LLC made a return of 1.79% in the last quarter. In trailing 12 months, it's portfolio return was 15.75%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
allstate corp286,964
ishares tr200,417
New stocks bought by Greenhouse Wealth Management, LLC

Additions

Ticker% Inc.
proshares tr100
exxon mobil corp10.01
ge aerospace5.5
philip morris intl inc4.87
ishares bitcoin trust etf3.56
altria group inc3.00
ford mtr co2.59
vanguard index fds2.15
Additions to existing portfolio by Greenhouse Wealth Management, LLC

Reductions

Ticker% Reduced
disney walt co-30.33
schwab strategic tr-5.66
vanguard index fds-4.07
ishares tr-3.96
vanguard index fds-2.18
spdr s&p 500 etf tr-2.11
vanguard index fds-0.43
vanguard index fds-0.38
Greenhouse Wealth Management, LLC reduced stake in above stock

Sold off

Ticker$ Sold
mondelez intl inc-215,771
ishares tr-274,723
netflix inc-227,795
Greenhouse Wealth Management, LLC got rid off the above stocks

Sector Distribution

Greenhouse Wealth Management, LLC has about 90.8% of it's holdings in Others sector.

Sector%
Others90.8
Communication Services3.2
Technology2.8

Market Cap. Distribution

Greenhouse Wealth Management, LLC has about 9% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
UNALLOCATED90.8
MEGA-CAP6.3
LARGE-CAP2.7

Stocks belong to which Index?

About 9% of the stocks held by Greenhouse Wealth Management, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index%
Others91
S&P 5009
Top 5 Winners (%)%
GM
general mtrs co
33.3 %
GOOG
alphabet inc
28.8 %
GOOG
alphabet inc
28.8 %
GWH
ess tech inc
21.7 %
CSCO
cisco sys inc
12.6 %
Top 5 Winners ($)$
SPY
spdr s&p 500 etf tr
1.4 M
GOOG
alphabet inc
0.7 M
IJR
ishares tr
0.3 M
GOOG
alphabet inc
0.3 M
VB
vanguard index fds
0.3 M
Top 5 Losers (%)%
EET
proshares tr
-41.9 %
ORCL
oracle corp
-30.7 %
RGTI
rigetti computing inc
-25.6 %
ishares bitcoin trust etf
-23.3 %
MO
altria group inc
-12.6 %
Top 5 Losers ($)$
EET
proshares tr
-1.2 M
ORCL
oracle corp
-0.2 M
MSFT
microsoft corp
-0.1 M
ishares bitcoin trust etf
-0.1 M
RGTI
rigetti computing inc
-0.1 M

Greenhouse Wealth Management, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Greenhouse Wealth Management, LLC

Greenhouse Wealth Management, LLC has 60 stocks in it's portfolio. About 78.7% of the portfolio is in top 10 stocks. EET proved to be the most loss making stock for the portfolio. SPY was the most profitable stock for Greenhouse Wealth Management, LLC last quarter.

Last Reported on: 21 Jan, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions