Portfolio (Quarterly) Guide ↗

Greenhouse Wealth Management, LLC

· CIK 0001843566

13F Portfolio $169M AUM 60 positions Filed Jan 21, 2026 EDGAR ↗ ← All Funds

Q4 2025 Q3 2025 · All 2 New 15 Added 6 Reduced 3 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	IVE	ISHARES TR	—	1,330	$275K	0.17%	SOLD
2	NFLX	NETFLIX INC	Communication Services	190	$228K	0.14%	SOLD
3	MDLZ	MONDELEZ INTL INC	Consumer Defensive	3,454	$216K	0.13%	SOLD

Sector Allocation

Financial Services 82.6%

Communication Services 6.2%

Technology 5.6%

Consumer Cyclical 2.0%

Industrials 1.9%

Consumer Defensive 1.1%

Energy 0.3%

Healthcare 0.3%