13F Insight
DOSSIER · 13F-HR · Q3 2025

Willow Creek Wealth Management Inc.

$1.2B in tracked AUM across 180 positions as of Q3 2025.

WC
CIK 0001632407 · last filed Sep 30, 2025
Total AUM
$1.2B
as of Q3 2025
Holdings
180
—
positions
Whale Score
53
53
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2025

Willow Creek Wealth Management Inc. filed its latest 13F-HR for Q3 2025. See the latest holdings and position changes below.

Quarter at a glance — Q3 2025

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2025.

#HoldingValueSharesWeight
01
DFAT
DIMENSIONAL ETF TRUST
$125M2.2M10.3%02
BSV
VANGUARD BD INDEX FDS
$119M1.5M9.8%03
SPAB
SPDR SERIES TRUST
$102M3.9M8.4%04
DFUS
DIMENSIONAL ETF TRUST
$59M820K4.9%05
DFUV
DIMENSIONAL ETF TRUST
$48M1.1M4.0%06
DFAI
DIMENSIONAL ETF TRUST
$48M1.3M4.0%07
SUB
ISHARES TR
$45M422K3.7%08
SCHP
SCHWAB STRATEGIC TR
$42M1.5M3.4%09
BIV
VANGUARD BD INDEX FDS
$38M490K3.1%10
VTEB
VANGUARD MUN BD FDS
$34M680K2.8%

Filing history

2025Q3Sep 30
$1.2B▲ 9.2%
180 positionsView →2025Q2Jun 30
$1.1B▲ 8.3%
167 positionsLocked2025Q1Mar 31
$1.0B▲ 4.7%
155 positionsLocked2024Q4Dec 31
$981M▲ 3.1%
153 positionsLocked2024Q3Sep 30
$951M▲ 8.2%
155 positionsLocked2024Q2Jun 30
$879M▲ 2.8%
149 positionsLocked2024Q1Mar 31
$855M▲ 7.2%
153 positionsLocked2023Q4Dec 31
$798M▲ 18.8%
145 positionsLocked2023Q3Sep 30
$672M▼ 4.9%
131 positionsLocked2023Q2Jun 30
$706M▲ 8.9%
145 positionsLocked2023Q1Mar 31
$648M▲ 7.6%
132 positionsLocked2022Q4Dec 31
$602M▲ 16.9%
131 positionsLocked
Showing 12 of 41