Willow Creek Wealth Management Inc. quarter change: USA Stocks, Added
In share positions in stocks (listed in the US), from the quarter ended 2025-06-30 to 2025-09-30, Willow Creek Wealth Management Inc. opened 6 positions, added to 21, reduced 22, sold out of 2 and left 18 unchanged. The largest increase in value was AAPL (+$3,010,027); the largest decrease was PL (-$2,440,000).
- AAPL: Country of operation United States; Class COM; Shares 2025-06-30 60,708; Shares 2025-09-30 60,737.
- COST: Country of operation United States; Class COM; Shares 2025-06-30 16,099; Shares 2025-09-30 16,174.
- GOOGL: Country of operation United States; Class CAP STK CL A; Shares 2025-06-30 12,410; Shares 2025-09-30 12,412.
- MSFT: Country of operation United States; Class COM; Shares 2025-06-30 4,252; Shares 2025-09-30 4,730.
Two Form 13F-HR filings compared (SEC CIK 1632407): 2025-06-30 (filed 2025-07-17) and 2025-09-30 (filed 2025-11-12). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
| Stock | Country of operation | Class | Shares 2025-06-30 | Shares 2025-09-30 | Share change | Value 2025-06-30 | Value 2025-09-30 | Value change |
|---|
AAPL
APPLE INC | United States | COM | 60,708 | 60,737 | +29 | $12,455,480 | $15,465,507 | +$3,010,027 |
|---|
COST
COSTCO WHSL CORP NEW | United States | COM | 16,099 | 16,174 | +75 | $15,937,044 | $14,971,140 | -$965,904 |
|---|
GOOGL
ALPHABET INC | United States | CAP STK CL A | 12,410 | 12,412 | +2 | $2,187,014 | $3,017,357 | +$830,343 |
|---|
MSFT
MICROSOFT CORP | United States | COM | 4,252 | 4,730 | +478 | $2,115,343 | $2,450,274 | +$334,931 |
|---|
GLD
SPDR GOLD TR | United States | GOLD SHS | 1,250 | 1,741 | +491 | $381,038 | $618,873 | +$237,835 |
|---|
NVDA
NVIDIA CORPORATION | United States | COM | 3,724 | 4,255 | +531 | $588,355 | $793,931 | +$205,576 |
|---|
JNJ
JOHNSON & JOHNSON | United States | COM | 4,035 | 4,242 | +207 | $616,493 | $786,729 | +$170,236 |
|---|
INTC
INTEL CORP | United States | COM | 8,952 | 9,398 | +446 | $200,537 | $315,322 | +$114,785 |
|---|
CSCO
CISCO SYS INC | United States | COM | 107,553 | 107,615 | +62 | $7,462,027 | $7,363,018 | -$99,009 |
|---|
BRKB
BERKSHIRE HATHAWAY INC DEL | | CL B NEW | 1,006 | 1,154 | +148 | $488,685 | $580,162 | +$91,477 |
|---|
NEE
NEXTERA ENERGY INC | United States | COM | 3,539 | 3,932 | +393 | $245,709 | $296,861 | +$51,152 |
|---|
PG
PROCTER AND GAMBLE CO | United States | COM | 3,869 | 4,322 | +453 | $616,409 | $664,075 | +$47,666 |
|---|
MCD
MCDONALDS CORP | United States | COM | 1,019 | 1,116 | +97 | $297,721 | $339,141 | +$41,420 |
|---|
HONZZZZ
HONEYWELL INTL INC | | COM | 2,277 | 2,327 | +50 | $530,268 | $489,834 | -$40,434 |
|---|
MRK
MERCK & CO INC | United States | COM | 3,881 | 4,079 | +198 | $307,220 | $342,350 | +$35,130 |
|---|
XOMXXXX
EXXON MOBIL CORP | | COM | 2,640 | 2,785 | +145 | $284,602 | $314,020 | +$29,418 |
|---|
AMZN
AMAZON COM INC | United States | COM | 2,324 | 2,390 | +66 | $509,862 | $524,772 | +$14,910 |
|---|
IBM
INTERNATIONAL BUSINESS MACHS | United States | COM | 1,277 | 1,298 | +21 | $376,434 | $366,244 | -$10,190 |
|---|
NFLX
NETFLIX INC | United States | COM | 236 | 256 | +20 | $316,035 | $306,924 | -$9,111 |
|---|
DHR
DANAHER CORPORATION | United States | COM | 1,651 | 1,652 | +1 | $326,139 | $327,526 | +$1,387 |
|---|
DIS
DISNEY WALT CO | United States | COM | 4,140 | 4,485 | +345 | $513,505 | $513,628 | +$123 |
|---|
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