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Showing Q3 2025 data
Willow Creek Wealth Management Inc.'s Q4 2025 filing not yet available. Expected by Feb 14, 2026.
Willow Creek Wealth Management Inc.
•CIK: 1632407•Filing: Q3 2025
**Willow Creek Wealth Management Inc.** manages $1.2B across a diversified portfolio of 180 positions. The firm exhibits significant concentration in select names, notably maintaining a substantial position in DFAT at $125.3M and BSV at $118.7M. Further top holdings include SPAB ($101.7M) and DFUS ($59.4M), indicating a focused, conviction-driven approach to capital allocation. This structure suggests a strategy emphasizing deep research within specific market sectors.
Total AUM
$1.2B
QoQ Performance
+26.4%
Positions
95
Top 10 Concentration
54.4%
Latest Filing
Q3 2025
Top Holdings Allocation
DFAT
BSV
SPAB
DFAT10.3%
BSV9.8%
SPAB8.4%
DFUS4.9%
DFUV4.0%
DFAI4.0%
SUB3.7%
SCHP3.4%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other93.9%
Technology3.2%
Consumer1.4%
ETF0.5%
Financial0.4%
Healthcare0.3%
Industrial0.1%
Communication0.1%
🚪 Exited Positionssold since Q2 2025
+7 more exited positions
Changes from Q2 2025
NEW13 new positions
↑95 increased
↓52 decreased
Historical Filings
Q3 2025Q2 2025Q4 2024Q1 2024