Willow Creek Wealth Management Inc. Portfolio Holdings

Willow Creek Wealth Management Inc.

  • $945 Million
  • Q4 2024

Willow Creek Wealth Management Inc. has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $945 Million distributed in 153 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Target with a value of $109M, Vanguard Bd Index Fd Inc Short with a value of $102M, Spdr Portfolio Aggregate Bond with a value of $87M, Dimensional ETF Tr U S Equity with a value of $45.5M, and Dimensional ETF Tr Us Marketwi with a value of $44.5M.

Examining the 13F form we can see an increase of $163M in the current position value, from $782M to 945M.

Willow Creek Wealth Management Inc. is based out at Sebastopol, CA

Below you can find more details about Willow Creek Wealth Management Inc. portfolio as well as his latest detailed transactions.

Portfolio value $945 Million
ETFs: $842 Million
Technology: $30.8 Million
Consumer Defensive: $16.5 Million
Financial Services: $7.89 Million
Communication Services: $5.79 Million
Healthcare: $4.92 Million
Industrials: $3.53 Million
Consumer Cyclical: $1.92 Million
Other: $766,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$109 Million 11.51% of portfolio
1,952,837
Q4 2024 Added 11.8%
$0
$102 Million 10.8% of portfolio
1,320,076
Q4 2024 Added 28.36%
$0
$87 Million 9.21% of portfolio
3,479,841
Q4 2024 Added 11.9%
$0
$45.5 Million 4.82% of portfolio
713,498
Q4 2024 Added 20.93%
$0
$44.5 Million 4.71% of portfolio
1,087,836
Q4 2024 Reduced 4.68%
$0
$37.8 Million 4.0% of portfolio
753,987
Q4 2024 Added 17.78%
$0
$37.4 Million 3.96% of portfolio
354,349
Q4 2024 Added 13.85%
$0
$35.3 Million 3.74% of portfolio
472,548
Q4 2024 Added 32.56%
$0
$30.9 Million 3.27% of portfolio
1,033,517
Q4 2024 Added 19.72%
$0
$29.3 Million 3.1% of portfolio
1,133,189
Q4 2024 Added 219.71%
$0
$29.1 Million 3.08% of portfolio
997,902
Q4 2024 Added 87.1%
$0
$26.5 Million 2.8% of portfolio
746,530
Q4 2024 Reduced 0.22%
$0
$22.7 Million 2.41% of portfolio
340,264
Q4 2024 Added 44.98%
$0
$21.3 Million 2.26% of portfolio
813,616
Q4 2024 Added 66.33%
$0
$20.7 Million 2.19% of portfolio
631,336
Q4 2024 Added 26.12%
$0
$19.8 Million 2.1% of portfolio
683,774
Q4 2024 Added 9.7%
$0
$15.2 Million 1.61% of portfolio
600,290
Q4 2024 Added 7.25%
$3.97T
$15.1 Million 1.6% of portfolio
60,395
Q4 2024 Reduced 2.54%
$467B
$14.8 Million 1.56% of portfolio
16,099
Q4 2024 Reduced 6.62%
$0
$14 Million 1.48% of portfolio
501,735
Q4 2024 Added 16.04%
$0
$13.2 Million 1.4% of portfolio
326,065
Q4 2024 Added 2.24%
$0
$11.2 Million 1.19% of portfolio
201,107
Q4 2024 Added 2.37%
$0
$10.3 Million 1.09% of portfolio
443,858
Q4 2024 Added 5.04%
$0
$10.2 Million 1.08% of portfolio
105,207
Q4 2024 Added 8.49%
$0
$7.5 Million 0.79% of portfolio
301,669
Q4 2024 Reduced 1.51%
$0
$6.37 Million 0.67% of portfolio
71,467
Q4 2024 Added 3.95%
$264B
$6.11 Million 0.65% of portfolio
103,285
Q4 2024 Reduced 0.04%
$0
$5.23 Million 0.55% of portfolio
103,643
Q4 2024 Added 7.98%
$0
$5.24 Million 0.55% of portfolio
151,524
Q4 2024 Added 0.53%
$0
$4.27 Million 0.45% of portfolio
168,515
Q4 2024 Reduced 6.87%
$0
$4.24 Million 0.45% of portfolio
64,072
Q4 2024 Added 7.69%
$0
$3.98 Million 0.42% of portfolio
94,748
Q4 2024 Reduced 1.27%
$0
$3.38 Million 0.36% of portfolio
127,269
Q4 2024 Added 0.52%
$0
$2.77 Million 0.29% of portfolio
44,449
Q4 2024 Added 432.07%
$0
$2.5 Million 0.26% of portfolio
24,871
Q4 2024 Reduced 52.17%
$1.08T
$2.46 Million 0.26% of portfolio
12,915
Q4 2024 Added 3.21%
$0
$2.32 Million 0.25% of portfolio
35,609
Q4 2024 Reduced 1.7%
$1.05T
$2.36 Million 0.25% of portfolio
12,442
Q4 2024 Added 7.45%
$157B
$2.25 Million 0.24% of portfolio
3,587
Q4 2024 Reduced 2.79%
$211B
$2.26 Million 0.24% of portfolio
4,353
Q4 2024 Reduced 0.46%
$0
$1.99 Million 0.21% of portfolio
92,331
Q4 2024 Reduced 14.5%
$16.7B
$1.92 Million 0.2% of portfolio
32,892
Q4 2024 Added 49.99%
$0
$1.86 Million 0.2% of portfolio
3,155
Q4 2024 Reduced 17.97%
$0
$1.89 Million 0.2% of portfolio
26,256
Q4 2024 Added 14.44%
$0
$1.89 Million 0.2% of portfolio
73,182
Q4 2024 Added 16.18%
$0
$1.8 Million 0.19% of portfolio
4,476
Q4 2024 Reduced 7.04%
$0
$1.66 Million 0.18% of portfolio
18,108
Q4 2024 Reduced 69.89%
$2.97T
$1.62 Million 0.17% of portfolio
3,855
Q4 2024 Added 8.2%
$1.09B
$1.62 Million 0.17% of portfolio
400,000
Q4 2024 Added 46.3%

Summary

  • Portfolio
  • No. of Stocks 153
  • Current Value $945 Million
  • Prior Value $782 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 14 stocks
  • Additional Purchases 78 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 52 stocks
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