Willow Creek Wealth Management Inc. Portfolio Holdings

Willow Creek Wealth Management Inc.

  • $1.15 Billion
  • Q3 2025

Willow Creek Wealth Management Inc. has filed its 13F form on November 10, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.15 Billion distributed in 180 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 $125M, Vanguard Bd Index Fd Inc Short with a value of $119M, Spdr Portfolio Aggregate Bond with a value of $102M, Dimensional ETF Tr U S Equity with a value of $59.4M, and Dimensional ETF Tr Us Marketwi with a value of $48.3M.

Examining the 13F form we can see an increase of $93.9M in the current position value, from $1.06B to 1.15B.

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 $1.15 Billion
ETFs: $1.03 Billion
Technology: $34.4 Million
Consumer Defensive: $16.6 Million
Financial Services: $9.03 Million
Communication Services: $7.4 Million
Healthcare: $4.51 Million
Industrials: $2.86 Million
Consumer Cyclical: $2.57 Million
Other: $837,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$125 Million 10.89% of portfolio
2,153,099
Q3 2025 Added 2.57%
$0
$119 Million 10.32% of portfolio
1,503,962
Q3 2025 Added 6.35%
$0
$102 Million 8.84% of portfolio
3,934,831
Q3 2025 Added 6.49%
$0
$59.4 Million 5.16% of portfolio
819,697
Q3 2025 Added 2.89%
$0
$48.3 Million 4.2% of portfolio
1,080,534
Q3 2025 Reduced 0.42%
$0
$48 Million 4.17% of portfolio
1,320,407
Q3 2025 Added 9.47%
$0
$45.1 Million 3.92% of portfolio
421,947
Q3 2025 Added 10.67%
$0
$41.7 Million 3.63% of portfolio
1,548,759
Q3 2025 Added 7.58%
$0
$38.2 Million 3.32% of portfolio
489,501
Q3 2025 Added 2.16%
$0
$34 Million 2.96% of portfolio
679,977
Q3 2025 Added 0.7%
$0
$33.8 Million 2.94% of portfolio
732,358
Q3 2025 Reduced 0.76%
$0
$33.6 Million 2.92% of portfolio
1,107,756
Q3 2025 Added 3.48%
$0
$32.1 Million 2.79% of portfolio
444,586
Q3 2025 Added 6.33%
$0
$30.9 Million 2.68% of portfolio
962,189
Q3 2025 Added 5.61%
$0
$26.6 Million 2.32% of portfolio
299,193
Q3 2025 Added 1.34%
$0
$23.7 Million 2.06% of portfolio
699,809
Q3 2025 Added 3.49%
$0
$17.2 Million 1.49% of portfolio
593,737
Q3 2025 Added 2.82%
$0
$16.7 Million 1.45% of portfolio
365,649
Q3 2025 Reduced 0.63%
$0
$16.3 Million 1.42% of portfolio
620,526
Q3 2025 Added 1.81%
$0
$15.6 Million 1.35% of portfolio
217,469
Q3 2025 Added 0.45%
$4.3T
$15.5 Million 1.34% of portfolio
60,737
Q3 2025 Added 0.05%
$404B
$15 Million 1.3% of portfolio
16,174
Q3 2025 Added 0.47%
$0
$14.5 Million 1.26% of portfolio
146,054
Q3 2025 Added 0.69%
$0
$9.38 Million 0.82% of portfolio
299,035
Q3 2025 Added 0.18%
$0
$9.33 Million 0.81% of portfolio
391,044
Q3 2025 Added 1.28%
$0
$8.74 Million 0.76% of portfolio
137,460
Q3 2025 Added 0.53%
$319B
$7.36 Million 0.64% of portfolio
107,615
Q3 2025 Added 0.06%
$0
$6.91 Million 0.6% of portfolio
179,208
Q3 2025 Reduced 0.18%
$0
$6.77 Million 0.59% of portfolio
74,034
Q3 2025 Added 3.12%
$0
$6.62 Million 0.58% of portfolio
89,985
Q3 2025 Reduced 1.97%
$0
$6.16 Million 0.54% of portfolio
195,526
Q3 2025 Added 2.95%
$0
$4.93 Million 0.43% of portfolio
109,292
Q3 2025 Reduced 0.18%
$0
$4.42 Million 0.38% of portfolio
123,895
Q3 2025 Reduced 0.47%
$1.74T
$3.12 Million 0.27% of portfolio
12,790
Q3 2025 Reduced 0.15%
$0
$3.14 Million 0.27% of portfolio
5,128
Q3 2025 Added 90.56%
$1.65T
$3.02 Million 0.26% of portfolio
12,412
Q3 2025 Added 0.02%
$0
$2.86 Million 0.25% of portfolio
87,194
Q3 2025 Added 0.81%
$0
$2.76 Million 0.24% of portfolio
42,223
Q3 2025 Added 0.03%
$20.5B
$2.53 Million 0.22% of portfolio
33,010
Q3 2024 Added 49.99%
$0
$2.45 Million 0.21% of portfolio
35,742
Q3 2025 Added 0.04%
$3.78T
$2.45 Million 0.21% of portfolio
4,730
Q3 2025 Added 11.24%
$182B
$2.45 Million 0.21% of portfolio
3,591
Q3 2024 Reduced 1.1%
$0
$2.15 Million 0.19% of portfolio
3,208
Q3 2025 Added 5.18%
$0
$2.08 Million 0.18% of portfolio
92,874
Q3 2025 Added 0.34%
$222B
$2.11 Million 0.18% of portfolio
4,344
Q3 2025 Reduced 0.25%
$0
$2.03 Million 0.18% of portfolio
4,342
Q3 2025 Reduced 1.14%
$0
$1.93 Million 0.17% of portfolio
25,915
Q3 2025 Reduced 2.15%
$26.8B
$1.91 Million 0.17% of portfolio
6,818
Q3 2025 Reduced 5.13%
$0
$1.97 Million 0.17% of portfolio
5,997
Q3 2025 Added 49.4%

Summary

  • Portfolio
  • No. of Stocks 180
  • Current Value $1.15 Billion
  • Prior Value $1.06 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 10, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 16 stocks
  • Additional Purchases 83 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 41 stocks
Track This Portfolio

Track Willow Creek Wealth Management Inc. Portfolio

Follow Willow Creek Wealth Management Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Willow Creek Wealth Management Inc., based on Form 13F filings with the SEC.

News

Stay updated on Willow Creek Wealth Management Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email