Greenhouse Wealth Management, LLC

WESTPORT, CT · CIK 1843566 · 13F filing filed 2026-08-06

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyWestport, CT

$142.3m reported value -12.0% vs Q1 2026

52positions

80.8%in top 10

3 new 11 added 21 reduced 8 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	69,963	$52.2m36.69%	36.69%	Reduced -18.0k	-17,994 -20.5%
2	ISHARES TR CORE S&P500 ETF IVV	IVV	22,130	$16.6m11.65%	11.65%	Reduced -72	-72 -0.3%
3	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	14,038	$9.6m6.76%	6.76%	Reduced -512	-512 -3.5%
4	VANGUARD INDEX FDS VALUE ETF VTV	VTV	38,744	$8.4m5.94%	5.94%	Reduced -25.8k	-25,819 -40.0%
5	VANGUARD INDEX FDS SMALL CP ETF VB	VB	24,935	$7.6m5.31%	5.31%	Reduced -1.0k	-1,000 -3.9%
6	VANGUARD STAR FDS VG TL INTL STK F VXUS	VXUS	85,508	$7.3m5.14%	5.14%	Reduced -3.3k	-3,329 -3.8%
7	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	6,416	$4.7m3.30%	3.30%	Reduced -5.9k	-5,878 -47.8%
8	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	11,202	$4.1m2.91%	2.91%	Reduced -12.6k	-12,620 -53.0%
9	PROSHARES TR ULTRAPRO QQQ TQQQ	TQQQ	31,284	$2.4m1.70%	1.70%	Added +58	+58 0.2%
10	SCHWAB STRATEGIC TR US SML CAP ETF SCHA	SCHA	54,410	$2.0m1.38%	1.38%	Reduced -1.1k	-1,087 -2.0%
11	SCHWAB STRATEGIC TR INTL EQTY ETF SCHF	SCHF	64,303	$1.8m1.25%	1.25%	Reduced -635	-635 -1.0%
12	APPLE INC COM AAPL	AAPL	6,103	$1.8m1.24%	1.24%	Unchanged
13	VANGUARD INTL EQUITY INDEX F ALLWRLD EX US VEU	VEU	20,680	$1.7m1.22%	1.22%	Added +60	+60 0.3%
14	ALPHABET INC CAP STK CL C GOOG	GOOG	4,516	$1.6m1.12%	1.12%	Added +50	+50 1.1%
15	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	17,424	$1.5m1.05%	1.05%	Reduced -13.3k	-13,350 -43.4%
16	ALPHABET INC CAP STK CL A GOOGL	GOOGL	3,814	$1.4m0.96%	0.96%	Reduced -6.6k	-6,633 -63.5%
17	VANGUARD WORLD FD INF TECH ETF VGT	VGT	10,289	$1.2m0.86%	0.86%	Added +1	+1 0.0%
18	VANGUARD WHITEHALL FDS HIGH DIV YLD VYM	VYM	7,238	$1.1m0.80%	0.80%	Added +37	+37 0.5%
19	ISHARES TR CORE S&P SCP ETF IJR	IJR	7,547	$1.1m0.79%	0.79%	Added +20	+20 0.3%
20	VANGUARD INDEX FDS MID CAP ETF VO	VO	13,692	$1.1m0.78%	0.78%	Reduced -336	-336 -2.4%
21	SPDR SER TR S&P DIVID ETF SDY	SDY	6,528	$995.6k0.70%	0.70%	Added +18	+18 0.3%
22	ISHARES TR RUS 1000 GRW ETF IWF	IWF	7,332	$910.4k0.64%	0.64%	Reduced -4	-4 -0.1%
23	FIDELITY COMWLTH TR NASDAQ COMPSIT ONEQ	ONEQ	8,130	$826.6k0.58%	0.58%	Unchanged
24	ISHARES TR RUS MID CAP ETF IWR	IWR	7,228	$797.4k0.56%	0.56%	Added +19	+19 0.3%
25	ISHARES TR CORE S&P MCP ETF IJH	IJH	7,124	$549.1k0.39%	0.39%	Added +16	+16 0.2%
26	LOCKHEED MARTIN CORP COM LMT	LMT	1,024	$521.9k0.37%	0.37%	Unchanged
27	ISHARES TR RUSSELL 3000 ETF IWV	IWV	1,204	$509.5k0.36%	0.36%	Reduced -56	-56 -4.4%
28	VANGUARD INDEX FDS SM CP VAL ETF VBR	VBR	2,080	$505.4k0.36%	0.36%	Reduced -13.2k	-13,229 -86.4%
29	RTX CORPORATION COM RTX	RTX	2,516	$477.4k0.34%	0.34%	Unchanged
30	REPUBLIC SVCS INC COM RSG	RSG	2,156	$459.3k0.32%	0.32%	Unchanged
31	ISHARES TR CORE S&P TTL STK ITOT	ITOT	2,777	$456.2k0.32%	0.32%	Added +7	+7 0.2%
32	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	807	$403.8k0.28%	0.28%	Reduced -1.2k	-1,239 -60.6%
33	ALTRIA GROUP INC COM MO	MO	5,142	$369.9k0.26%	0.26%	Unchanged
34	SCHWAB STRATEGIC TR US DIVIDEND EQ SCHD	SCHD	10,800	$342.5k0.24%	0.24%	Reduced -13.1k	-13,125 -54.9%
35	ORACLE CORP COM ORCL	ORCL	2,329	$341.3k0.24%	0.24%	Unchanged
36	ISHARES TR RUS 1000 ETF IWB	IWB	823	$337.2k0.24%	0.24%	Reduced -1	-1 -0.1%
37	VANGUARD WORLD FD HEALTH CAR ETF VHT	VHT	1,108	$331.4k0.23%	0.23%	Added +3	+3 0.3%
38	ALLSTATE CORP COM ALL	ALL	1,379	$328.0k0.23%	0.23%	Unchanged
39	GE AEROSPACE COM NEW GE	GE	806	$301.3k0.21%	0.21%	Unchanged
40	ISHARES TR RUS 1000 VAL ETF IWD	IWD	1,221	$296.1k0.21%	0.21%	Unchanged
41	JOHNSON & JOHNSON COM JNJ	JNJ	1,159	$294.3k0.21%	0.21%	Unchanged
42	ISHARES TR CORE S&P US VLU IUSV	IUSV	2,661	$293.1k0.21%	0.21%	Unchanged
43	EXXON MOBIL CORP COM XOM	XOM	1,967	$269.0k0.19%	0.19%	Unchanged
44	ISHARES BITCOIN TRUST ETF SHS BEN INT IBIT	IBIT	7,413	$253.3k0.18%	0.18%	Unchanged
45	PHILIP MORRIS INTL INC COM PM	PM	1,400	$253.3k0.18%	0.18%	Unchanged
46	COSTCO WHSL CORP NEW COM COST	COST	260	$243.6k0.17%	0.17%	Reduced -232	-232 -47.1%
47	GE VERNOVA INC COM GEV	GEV	200	$235.0k0.17%	0.17%	New
48	VANGUARD BD INDEX FDS TOTAL BND MRKT BND	BND	3,140	$231.5k0.16%	0.16%	Unchanged
49	MICROSOFT CORP COM MSFT	MSFT	608	$226.7k0.16%	0.16%	Reduced -3.1k	-3,103 -83.6%
50	ISHARES TR S&P 500 GRWT ETF IVW	IVW	1,626	$223.6k0.16%	0.16%	New
51	JPMORGAN CHASE & CO COM JPM	JPM	675	$220.9k0.16%	0.16%	New
52	MONDELEZ INTL INC CL A MDLZ	MDLZ	3,497	$202.3k0.14%	0.14%	Unchanged

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
ISHARES GOLD TR IAU	IAU	25,546	$2.3m25.5k shares
VANGUARD INDEX FDS VOT	VOT	3,902	$1.0m3.9k shares
AMAZON COM INC AMZN	AMZN	3,455	$719.6k3.5k shares
GENERAL MTRS CO GM	GM	6,748	$502.8k6.7k shares
CISCO SYS INC CSCO	CSCO	6,424	$498.4k6.4k shares
FORD MTR CO F	F	23,674	$273.2k23.7k shares
ELECTRONIC ARTS INC EA	EA	1,029	$209.7k1.0k shares
ESS TECH INC		50,000	$1.1k50.0k shares