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Manager record

Willow Creek Wealth Management Inc.

CIK 1632407 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$3.04BReported 13F valueQ3 2026 · as filed
408Holdings listed
+150.1%vs prior quartervalue change includes market moves
3Quarters on record
Oct 26Latest filed
Reported 13F value by quarter, Q2 2025 to Q3 2026Q2 2025: $4.8B$4.8BQ2 2025773 holdingsQ3 2025: $1.2B$1.2BQ3 2025180 holdingsQ3 2026: $3.0B$3.0BQ3 2026408 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Oct 26 2026 13F-HR · period Q3 2026

$1.52B · 203 holdings listed · View original SEC filing ↗
Oct 26 2026 13F-HR · period Q3 2026

$1.52B · 205 holdings listed · View original SEC filing ↗
Nov 12 2025 13F-HR · period Q3 2025

$1.21B · 180 holdings listed · View original SEC filing ↗
Jul 25 2025 13F-HR · period Q2 2025

$879.16M · 149 holdings listed · View original SEC filing ↗
Jul 25 2025 13F-HR · period Q2 2025

$879.16M · 149 holdings listed · View original SEC filing ↗
Jul 25 2025 13F-HR · period Q2 2025

$855.27M · 153 holdings listed · View original SEC filing ↗
Jul 17 2025 13F-HR · period Q2 2025

$1.11B · 167 holdings listed · View original SEC filing ↗
Jul 17 2025 13F-HR · period Q2 2025

$1.03B · 155 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q3 2026 · latest filing Oct 26, 2026 · Change methodology