Willow Creek Wealth Management Inc.
All 13F Filings
- Location
- Sebastopol, CA
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 1,515,446
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 10/26/2026 | 205 | 1,515,446 | 13F-HR | Willow Creek Wealth Management Inc. |
| Q2 2026 | 10/26/2026 | 203 | 1,520,940 | 13F-HR | Willow Creek Wealth Management Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 177.1 K | 11.7% | 8.321 K | 0 | 8.321 K |
| ETFs | 1.2 M | 79.2% | 0 | 11.08 K | -11.08 K |
| Debt | 138.3 K | 9.1% | 0 | 2.732 K | -2.732 K |
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Fund Snapshot
Q3 2026
Latest filed
10/26/2026
Total value ($000)
1,515,446
Holdings
205
QoQ value change ($000)
-5,494
(-0.4%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.