Greenhouse Wealth Management, LLC has submitted its latest 13F-HR report, detailing its investment holdings as of September 30, 2026. The filing reveals that the firm manages a total value of $145.45 million across 55 different securities. This report is significant as it provides insights into the firm’s investment strategies and asset allocation in various sectors, including technology and healthcare.
As the wealth management industry continues to adapt to changing market conditions, this filing underscores Greenhouse's commitment to transparency and compliance with regulatory requirements. The firm’s approach to managing assets reflects a broader trend in the industry towards more detailed disclosures, allowing investors to better understand the investment landscape.
Background
Greenhouse Wealth Management, LLC is a wealth management firm incorporated in Connecticut. The firm is categorized under the SEC's other entity type and has been actively filing with the SEC, with its latest filing dated October 20, 2026. The firm’s filings include multiple 13F reports, showcasing its investment activities over time.
What the Filing Says
The recent filing indicates that Greenhouse Wealth Management holds a total of $145,453,415 in assets. The report includes a list of 55 securities, reflecting the firm's diversified investment strategy. Notable holdings include investments in major companies such as Invesco QQQ Trust, Johnson & Johnson, and Microsoft Corporation.
Impact
This filing may impact various stakeholders, including clients of Greenhouse Wealth Management who rely on the firm for investment management services. Additionally, the report provides valuable insights for industry analysts and competitors looking to gauge market trends and investment strategies within the wealth management sector.
What's Next
The filing does not specify what happens next for Greenhouse Wealth Management. However, it is expected that the firm will continue to monitor its portfolio and make adjustments as necessary in response to market conditions.