Greenhouse Wealth Management, LLC
All 13F Filings
- Location
- Westport, CT
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 142,269
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 8/6/2026 | 52 | 142,269 | 13F-HR | Greenhouse Wealth Management, LLC |
| Q1 2026 | 4/23/2026 | 57 | 161,703 | 13F-HR | Greenhouse Wealth Management, LLC |
| Q4 2025 | 1/21/2026 | 60 | 169,075 | 13F-HR | Greenhouse Wealth Management, LLC |
| Q3 2025 | 10/28/2025 | 61 | 166,507 | 13F-HR | Greenhouse Wealth Management, LLC |
| Q2 2025 | 7/17/2025 | 57 | 155,237 | 13F-HR | Greenhouse Wealth Management, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 10.7 K | 7.5% | 0 | 4.697 K | -4.697 K |
| ETFs | 131.6 K | 92.5% | 0 | 14.74 K | -14.74 K |
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Fund Snapshot
Q2 2026
Latest filed
8/6/2026
Total value ($000)
142,269
Holdings
52
QoQ value change ($000)
-19,434
(-12.0%)
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.