Willow Creek Wealth Management Inc. current holdings: USA Stocks
Willow Creek Wealth Management Inc. reported $0.08 billion in share positions in stocks (listed in the US), 67 positions, in its Form 13F for the quarter ended 2025-09-30; the largest are AAPL, COST, CSCO.
- AAPL: Country of operation United States; Class COM; Shares 60,737; Value $15,465,507.
- COST: Country of operation United States; Class COM; Shares 16,174; Value $14,971,140.
- CSCO: Country of operation United States; Class COM; Shares 107,615; Value $7,363,018.
- GOOG: Country of operation United States; Class CAP STK CL C; Shares 12,790; Value $3,115,005.
Form 13F-HR as filed (SEC CIK 1632407): quarter ended 2025-09-30, filed 2025-11-12. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.
Performance is each holding's price change from its close on the 2025-09-30 quarter end to its latest retained close (2026-09-29, or the date shown for a stock that stopped trading). Price only; dividends are not included. A stock that split in the period is restated by the split ratio in its own Form 8-K; a dash marks a holding with no retained closes.
| Stock | Country of operation | Class | Shares | Value | % of listed | Quarter end | Filed | Performance |
|---|
AAPL
APPLE INC | United States | COM | 60,737 | $15,465,507 | 19.36% | 2025-09-30 | 2025-11-12 | |
|---|
COST
COSTCO WHSL CORP NEW | United States | COM | 16,174 | $14,971,140 | 18.74% | 2025-09-30 | 2025-11-12 | -0.11% |
|---|
CSCO
CISCO SYS INC | United States | COM | 107,615 | $7,363,018 | 9.22% | 2025-09-30 | 2025-11-12 | +56.30% |
|---|
GOOG
ALPHABET INC | United States | CAP STK CL C | 12,790 | $3,115,005 | 3.90% | 2025-09-30 | 2025-11-12 | +38.50% |
|---|
GOOGL
ALPHABET INC | United States | CAP STK CL A | 12,412 | $3,017,357 | 3.78% | 2025-09-30 | 2025-11-12 | +40.24% |
|---|
WRB
BERKLEY W R CORP | United States | COM | 33,010 | $2,529,226 | 3.17% | 2025-09-30 | 2025-11-12 | -10.96% |
|---|
INTU
INTUIT | United States | COM | 3,591 | $2,452,330 | 3.07% | 2025-09-30 | 2025-11-12 | -60.75% |
|---|
MSFT
MICROSOFT CORP | United States | COM | 4,730 | $2,450,274 | 3.07% | 2025-09-30 | 2025-11-12 | -1.74% |
|---|
TMO
THERMO FISHER SCIENTIFIC INC | United States | COM | 4,344 | $2,106,927 | 2.64% | 2025-09-30 | 2025-11-12 | +40.12% |
|---|
VRSN
VERISIGN INC | United States | COM | 6,818 | $1,906,108 | 2.39% | 2025-09-30 | 2025-11-12 | +0.10% |
|---|
V
VISA INC | United States | COM CL A | 4,736 | $1,616,776 | 2.02% | 2025-09-30 | 2025-11-12 | +7.18% |
|---|
ORCL
ORACLE CORP | United States | COM | 5,276 | $1,483,822 | 1.86% | 2025-09-30 | 2025-11-12 | -51.01% |
|---|
JPM
JPMORGAN CHASE & CO. | United States | COM | 3,462 | $1,092,139 | 1.37% | 2025-09-30 | 2025-11-12 | +6.20% |
|---|
NVDA
NVIDIA CORPORATION | United States | COM | 4,255 | $793,931 | 0.99% | 2025-09-30 | 2025-11-12 | +21.78% |
|---|
JNJ
JOHNSON & JOHNSON | United States | COM | 4,242 | $786,729 | 0.98% | 2025-09-30 | 2025-11-12 | +44.30% |
|---|
AFL
AFLAC INC | United States | COM | 6,599 | $737,108 | 0.92% | 2025-09-30 | 2025-11-12 | +1.75% |
|---|
PG
PROCTER AND GAMBLE CO | United States | COM | 4,322 | $664,075 | 0.83% | 2025-09-30 | 2025-11-12 | -3.47% |
|---|
MA
MASTERCARD INCORPORATED | United States | CL A | 1,103 | $627,397 | 0.79% | 2025-09-30 | 2025-11-12 | -0.92% |
|---|
GLD
SPDR GOLD TR | United States | GOLD SHS | 1,741 | $618,873 | 0.77% | 2025-09-30 | 2025-11-12 | +7.71% |
|---|
WMT
WALMART INC | United States | COM | 5,995 | $617,845 | 0.77% | 2025-09-30 | 2025-11-12 | +3.63% |
|---|
BRKB
BERKSHIRE HATHAWAY INC DEL | | CL B NEW | 1,154 | $580,162 | 0.73% | 2025-09-30 | 2025-11-12 | |
|---|
GE
GE AEROSPACE | United States | COM NEW | 1,877 | $564,639 | 0.71% | 2025-09-30 | 2025-11-12 | +5.67% |
|---|
AMZN
AMAZON COM INC | United States | COM | 2,390 | $524,772 | 0.66% | 2025-09-30 | 2025-11-12 | +12.34% |
|---|
DIS
DISNEY WALT CO | United States | COM | 4,485 | $513,628 | 0.64% | 2025-09-30 | 2025-11-12 | -7.94% |
|---|
HONZZZZ
HONEYWELL INTL INC | | COM | 2,327 | $489,834 | 0.61% | 2025-09-30 | 2025-11-12 | |
|---|
PGR
PROGRESSIVE CORP | United States | COM | 1,887 | $465,995 | 0.58% | 2025-09-30 | 2025-11-12 | -14.75% |
|---|
ORLY
OREILLY AUTOMOTIVE INC | United States | COM | 4,215 | $454,419 | 0.57% | 2025-09-30 | 2025-11-12 | -20.17% |
|---|
META
META PLATFORMS INC | United States | CL A | 605 | $444,300 | 0.56% | 2025-09-30 | 2025-11-12 | +0.60% |
|---|
TSLA
TESLA INC | United States | COM | 900 | $400,248 | 0.50% | 2025-09-30 | 2025-11-12 | -20.66% |
|---|
TXN
TEXAS INSTRS INC | United States | COM | 2,146 | $394,285 | 0.49% | 2025-09-30 | 2025-11-12 | +53.32% |
|---|
AVGO
BROADCOM INC | United States | COM | 1,163 | $383,685 | 0.48% | 2025-09-30 | 2025-11-12 | +7.64% |
|---|
HD
HOME DEPOT INC | United States | COM | 942 | $381,689 | 0.48% | 2025-09-30 | 2025-11-12 | -28.91% |
|---|
IBM
INTERNATIONAL BUSINESS MACHS | United States | COM | 1,298 | $366,244 | 0.46% | 2025-09-30 | 2025-11-12 | -22.03% |
|---|
PEP
PEPSICO INC | United States | COM | 2,572 | $361,264 | 0.45% | 2025-09-30 | 2025-11-12 | -8.37% |
|---|
ICE
INTERCONTINENTAL EXCHANGE IN | United States | COM | 2,066 | $348,080 | 0.44% | 2025-09-30 | 2025-11-12 | -9.67% |
|---|
BAC
BANK AMERICA CORP | United States | COM | 6,718 | $346,582 | 0.43% | 2025-09-30 | 2025-11-12 | +6.53% |
|---|
LLY
ELI LILLY & CO | United States | COM | 453 | $345,639 | 0.43% | 2025-09-30 | 2025-11-12 | +55.26% |
|---|
MRSH
MARSH & MCLENNAN COS INC | United States | COM | 1,708 | $344,213 | 0.43% | 2025-09-30 | 2025-11-12 | -15.44% |
|---|
MS
MORGAN STANLEY | United States | COM NEW | 2,157 | $342,877 | 0.43% | 2025-09-30 | 2025-11-12 | +21.26% |
|---|
MRK
MERCK & CO INC | United States | COM | 4,079 | $342,350 | 0.43% | 2025-09-30 | 2025-11-12 | +77.86% |
|---|
MCD
MCDONALDS CORP | United States | COM | 1,116 | $339,141 | 0.42% | 2025-09-30 | 2025-11-12 | -23.01% |
|---|
DHR
DANAHER CORPORATION | United States | COM | 1,652 | $327,526 | 0.41% | 2025-09-30 | 2025-11-12 | +14.05% |
|---|
INTC
INTEL CORP | United States | COM | 9,398 | $315,322 | 0.39% | 2025-09-30 | 2025-11-12 | +245.54% |
|---|
XOMXXXX
EXXON MOBIL CORP | | COM | 2,785 | $314,020 | 0.39% | 2025-09-30 | 2025-11-12 | |
|---|
NSC
NORFOLK SOUTHN CORP | United States | COM | 1,043 | $313,328 | 0.39% | 2025-09-30 | 2025-11-12 | +4.19% |
|---|
CTAS
CINTAS CORP | United States | COM | 1,516 | $311,174 | 0.39% | 2025-09-30 | 2025-11-12 | -3.66% |
|---|
GEV
GE VERNOVA INC | United States | COM | 500 | $307,450 | 0.38% | 2025-09-30 | 2025-11-12 | +56.53% |
|---|
NFLX
NETFLIX INC | United States | COM | 256 | $306,924 | 0.38% | 2025-09-30 | 2025-11-12 | -41.36% |
|---|
SMCI
SUPER MICRO COMPUTER INC | United States | COM NEW | 6,346 | $304,227 | 0.38% | 2025-09-30 | 2025-11-12 | -14.43% |
|---|
NEE
NEXTERA ENERGY INC | United States | COM | 3,932 | $296,861 | 0.37% | 2025-09-30 | 2025-11-12 | +0.53% |
|---|
ETN
EATON CORP PLC | | SHS | 748 | $279,939 | 0.35% | 2025-09-30 | 2025-11-12 | +15.77% |
|---|
HPQ
HP INC | United States | COM | 9,900 | $269,577 | 0.34% | 2025-09-30 | 2025-11-12 | +12.85% |
|---|
UNP
UNION PAC CORP | United States | COM | 1,130 | $267,101 | 0.33% | 2025-09-30 | 2025-11-12 | +15.98% |
|---|
ADBE
ADOBE INC | United States | COM | 757 | $267,032 | 0.33% | 2025-09-30 | 2025-11-12 | -33.90% |
|---|
CLS
CELESTICA INC | | COM | 1,000 | $246,380 | 0.31% | 2025-09-30 | 2025-11-12 | +48.74% |
|---|
ACN
ACCENTURE PLC IRELAND | | SHS CLASS A | 991 | $244,381 | 0.31% | 2025-09-30 | 2025-11-12 | -28.18% |
|---|
TJX
TJX COS INC NEW | United States | COM | 1,678 | $242,538 | 0.30% | 2025-09-30 | 2025-11-12 | -7.43% |
|---|
MCK
MCKESSON CORP | United States | COM | 309 | $238,715 | 0.30% | 2025-09-30 | 2025-11-12 | +11.95% |
|---|
PSA
PUBLIC STORAGE OPER CO | United States | COM | 789 | $227,903 | 0.29% | 2025-09-30 | 2025-11-12 | -1.13% |
|---|
CSX
CSX CORP | United States | COM | 6,140 | $218,055 | 0.27% | 2025-09-30 | 2025-11-12 | +32.16% |
|---|
PANW
PALO ALTO NETWORKS INC | United States | COM | 1,067 | $217,263 | 0.27% | 2025-09-30 | 2025-11-12 | +90.75% |
|---|
DE
DEERE & CO | United States | COM | 472 | $216,257 | 0.27% | 2025-09-30 | 2025-11-12 | +48.82% |
|---|
SBUX
STARBUCKS CORP | United States | COM | 2,542 | $215,053 | 0.27% | 2025-09-30 | 2025-11-12 | +12.80% |
|---|
PRM
PERIMETER SOLUTIONS INC | | COMMON STOCK | 9,573 | $214,339 | 0.27% | 2025-09-30 | 2025-11-12 | +20.23% |
|---|
CI
THE CIGNA GROUP | United States | COM | 723 | $208,405 | 0.26% | 2025-09-30 | 2025-11-12 | -4.51% |
|---|
MMM
3M CO | United States | COM | 1,330 | $206,389 | 0.26% | 2025-09-30 | 2025-11-12 | +8.58% |
|---|
XRAY
DENTSPLY SIRONA INC | United States | COM | 12,700 | $161,163 | 0.20% | 2025-09-30 | 2025-11-12 | -29.24% |
|---|
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|
| Not available yet |