• 13F History

Greenhouse Wealth Management, LLC

13F Filings History

Latest 13F report
Q1 2025 - Apr 16, 2025
Value $
$134M
Signature - Title
Ryan Callas - Chief Compliance Officer
Location
Westport, CT
Summary
This page shows a list of all the recent 13F filings made by Greenhouse Wealth Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Greenhouse Wealth Management, LLC reported 53 stock holdings with total value $134M as of Q1 2025. Top holdings included SPY, VTV, IVV, VOO, and VTI.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2025 53 $134M +$813K -$12.8M -$12M SPY, VTV, IVV, VOO, VTI 13F-HR 4/16/2025, 05:14 PM
Q4 2024 60 $151M +$4.6M -$1.46M +$3.14M SPY, VTV, IVV, VOO, VTI 13F-HR 1/15/2025, 06:10 AM
Q3 2024 59 $148M +$4.37M -$802K +$3.56M SPY, VTV, IVV, VOO, VTI 13F-HR 10/8/2024, 03:16 PM
Q2 2024 57 $137M +$868K -$1.07M -$202K SPY, VTV, IVV, VOO, QQQ 13F-HR 7/15/2024, 09:40 AM
Q1 2024 59 $133M +$1.69M -$2.62M -$930K SPY, VTV, IVV, VOO, QQQ 13F-HR 4/22/2024, 10:12 AM
Q4 2023 55 $124M +$976K -$788K +$189K SPY, VTV, IVV, VOO, QQQ 13F-HR 1/12/2024, 11:44 AM
Q3 2023 53 $111M +$2.76M -$56.6K +$2.71M SPY, VTV, IVV, VOO, QQQ 13F-HR 10/16/2023, 09:08 AM
Q2 2023 53 $113M +$907K -$722K +$185K SPY, VTV, IVV, VOO, QQQ 13F-HR 7/18/2023, 12:04 PM
Q1 2023 54 $106M +$1.18M -$524K +$652K SPY, VTV, IVV, VOO, VB 13F-HR 4/18/2023, 08:28 PM
Q4 2022 51 $99.3M +$4.79M -$1.6M +$3.19M SPY, VTV, IVV, VOO, VB 13F-HR 1/19/2023, 05:06 PM
Q3 2022 49 $90M +$6.53M -$1.73M +$4.8M SPY, VTV, IVV, VOO, VB 13F-HR 10/14/2022, 07:42 PM
Q2 2022 52 $93.2M +$3.92M -$50K +$3.87M SPY, VTV, VOO, IVV, VB 13F-HR 7/13/2022, 03:28 PM
Q1 2022 51 $107M +$2.82M -$1.41M +$1.41M SPY, VTV, IVV, VOO, VB 13F-HR 5/16/2022, 04:24 PM
Q4 2021 52 $112M +$1.03M -$4.11M -$3.08M SPY, VTV, IVV, VOO, VB 13F-HR 2/2/2022, 05:33 PM
Q3 2021 49 $105M +$552K -$2.48M -$1.92M SPY, VTV, IVV, VOO, VB 13F-HR 11/9/2021, 12:17 PM
Q2 2021 51 $108M +$3.61M -$3.39M +$223K SPY, VTV, IVV, VOO, VB 13F-HR 7/19/2021, 04:32 PM
Q1 2021 52 $101M +$7.84M -$13.2M -$5.37M SPY, VTV, IVV, VOO, VB 13F-HR 5/4/2021, 07:00 AM
Q4 2020 133 $101M SPY, IVV, VOO, USMV, VB 13F-HR 2/8/2021, 03:36 PM