Greenhouse Wealth Management, LLC
•CIK: 1843566•Filing: Q4 2025
**Greenhouse Wealth Management, LLC** manages $169M across a diversified portfolio of 60 positions. The strategy exhibits a significant allocation to broad market indices, notably anchoring positions in SPY ($60.7M), IVV ($15.3M), and VTV ($12.5M). Further concentration is visible in core ETFs such as VOO ($9.2M) and VTI ($8.2M), alongside technology exposure via NDQ ($7.6M). This structure suggests a systematic, large-cap equity tilt utilizing established market benchmarks.
Total AUM
$169.1M
QoQ Performance
+1.5%
Positions
40
Top 10 Concentration
78.7%
Latest Filing
Q4 2025
Top Holdings Allocation
SPY
IVV
VTV
VOO
SPY35.9%
IVV9.0%
VTV7.4%
VOO5.4%
VTI4.9%
NDQ4.5%
VB4.0%
VXUS3.9%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
ETF50.4%
Other41.9%
Technology5.4%
Consumer0.7%
Industrial0.7%
Consumer Staples0.3%
Healthcare0.1%
Energy0.1%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW2 new positions
↑32 increased
↓8 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022