Willow Creek Wealth Management Inc. has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing lists 205 separate positions held by the firm, managed from its office in Sebastopol, California.
The portfolio is heavily weighted toward large-cap technology and dividend-paying stocks. Top holdings include Costco Wholesale Corporation, with 48,689 shares, and Apple Inc., with 66,199 shares. Other major positions include Visa Inc., Berkshire Hathaway Inc., and Procter & Gamble Co.
In addition to individual equities, the firm holds a significant number of exchange-traded funds (ETFs). These include the Vanguard S&P 500 ETF Shares, the iShares Core S&P Total Stock Market ETF, and Dimensional ETF Trust funds focusing on various market segments such as small-cap value and international equities.
The filing also details positions in financial services, including JPMorgan Chase & Co., Morgan Stanley, and Bank of America Corp. The firm holds various bond ETFs, such as the SPDR Bloomberg Aggregate Bond ETF, as well as funds focused on real estate and commodities, including the SPDR Gold Shares.
