Willow Creek Wealth Management Inc. - Portfolio Stock Holdings
Willow Creek Wealth Management Inc. disclosed 214 stock positions in a recent SEC 13F filing. $1,515,438,358 of stock holdings were filed, with the largest holdings including DFAT, BSV, and SPAB. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $2,302,546,240 and has 23 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
214Est. Stock Holding Value:
$1,515,438,358Top Stock Holdings By Sector
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Portfolio Stock Holdings - Willow Creek Wealth Management Inc.
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% of Portfolio
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