13F Filings History of Willow Creek Wealth Management Inc.

Latest 13F report
Q3 2025 - 12 Nov 2025
Value $
$1,214,266,260
Signature - Title
Beverly Hanson - Assistant Compliance Officer
Location
Sebastopol, CA
Summary
This page shows a list of all the recent 13F filings made by Willow Creek Wealth Management Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Willow Creek Wealth Management Inc. reported 180 stock holdings with total value $1,214,266,260 as of Q3 2025. Top holdings included DFAT, BSV, SPAB, DFUS, and DFUV.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2025 180 $1,214,266,260 +$60,445,124 -$5,287,877 +$55,157,247 DFAT, BSV, SPAB, DFUS, DFUV 13F-HR 10 Nov 2025, 17:31
Q2 2025 167 $1,111,830,071 +$53,023,648 -$10,378,607 +$42,645,041 DFAT, BSV, SPAB, DFUS, DFUV 13F-HR 16 Jul 2025, 17:48
Q1 2025 155 $1,026,902,118 +$51,869,849 -$5,545,386 +$46,324,463 BSV, DFAT, SPAB, DFUV, DFUS 13F-HR 16 Jul 2025, 17:46
Q4 2024 153 $980,902,346 +$74,384,549 -$10,926,617 +$63,457,932 DFAT, BSV, SPAB, DFUS, DFUV 13F-HR 14 Feb 2025, 14:05
Q3 2024 155 $951,332,925 +$31,669,223 -$4,019,324 +$27,649,899 DFAT, BSV, SPAB, DFUV, DFUS 13F-HR 25 Jul 2025, 12:09
Q2 2024 149 $879,160,451 +$35,632,061 -$7,001,431 +$28,630,630 DFAT, BSV, SPAB, DFUV, DFUS 13F-HR 25 Jul 2025, 12:01
Q1 2024 153 $855,271,108 +$45,550,361 -$5,491,683 +$40,058,678 DFAT, BSV, SPAB, DFUV, DFUS 13F-HR 25 Jul 2025, 11:56
Q4 2023 145 $797,756,104 +$93,302,539 -$15,731,450 +$77,571,089 DFAT, SPAB, BSV, DFUV, SUB 13F-HR 01 Apr 2024, 12:43
Q3 2023 131 $671,610,913 +$25,459,376 -$44,129,007 -$18,669,631 DFAT, BSV, SPAB, VTEB, DFUV 13F-HR 20 Nov 2023, 13:55
Q2 2023 145 $705,939,801 +$55,787,387 -$6,082,294 +$49,705,093 SPAB, DFAT, BSV, VTEB, DFUV 13F-HR 28 Aug 2023, 14:49
Q1 2023 132 $648,312,875 +$27,741,176 -$2,298,802 +$25,442,374 SPAB, DFAT, BSV, VTEB, DFUV 13F-HR 24 Apr 2023, 15:14
Q4 2022 131 $602,288,000 +$110,794,645 -$49,949,920 +$60,844,725 SPAB, BSV, DFAT, VTEB, DFUV 13F-HR 01 Mar 2023, 13:09
Q3 2022 118 $515,304,000 +$59,911,648 -$53,345,274 +$6,566,374 SPAB, BSV, DFAT, DFUV, COST 13F-HR 31 Oct 2022, 15:06
Q2 2022 123 $539,114,000 +$100,958,243 -$7,557,224 +$93,401,019 SPAB, BSV, DFAT, DFUV, COST 13F-HR 16 Aug 2022, 09:25
Q1 2022 118 $497,533,000 +$41,789,300 -$5,751,809 +$36,037,491 SPAB, DFAT, BSV, AAPL, DFIV 13F-HR 02 May 2022, 17:25
Q4 2021 122 $483,704,000 +$18,625,534 -$7,079,029 +$11,546,505 SPAB, DFAT, BSV, AAPL, DFIV 13F-HR 24 Mar 2022, 15:24
Q3 2021 114 $451,322,000 +$36,727,756 -$3,350,685 +$33,377,071 SPAB, DFAT, BSV, AAPL, DFIV 13F-HR 15 Nov 2021, 17:14
Q2 2021 112 $418,983,000 +$141,950,127 -$937,262 +$141,012,865 SPAB, DFAT, BSV, AAPL, SPSB 13F-HR 16 Nov 2021, 12:19
Q1 2021 94 $272,170,000 +$23,802,731 -$10,171,245 +$13,631,486 SPAB, BSV, SPSB, SPIP, SPTS 13F-HR 17 May 2021, 12:57
Q4 2020 89 $265,581,000 +$36,937,314 -$18,793,460 +$18,143,854 SPAB, BSV, FSLY, SPIP, SPSB 13F-HR 23 Feb 2021, 14:45
Q3 2020 85 $242,482,000 +$67,033,587 -$50,253,394 +$16,780,193 SPAB, BSV, FSLY, SPIP, SPTI 13F-HR 12 Nov 2020, 14:50
Q2 2020 78 $222,766,000 +$8,170,089 -$20,187,065 -$12,016,976 BIV, BSV, FSLY, SPIP, SPTI 13F-HR 11 Aug 2020, 12:54
Q1 2020 65 $198,674,000 +$6,541,251 -$23,418,703 -$16,877,452 BIV, BSV, SPIP, SPTI, SPSB 13F-HR 07 May 2020, 09:36
Q4 2019 82 $219,051,000 +$7,462,667 -$5,373,065 +$2,089,602 BIV, BSV, SPIP, SPTI, SPIB 13F-HR 03 Feb 2020, 13:40
Q3 2019 85 $215,742,000 +$19,510,906 -$3,532,100 +$15,978,806 BIV, BSV, SPIP, SPTI, SPIB 13F-HR 15 Oct 2019, 14:10
Q2 2019 82 $208,733,000 +$11,884,123 -$6,595,741 +$5,288,382 BIV, BSV, SPIP, SPTI, SPIB 13F-HR 22 Jul 2019, 17:27
Q1 2019 72 $198,345,000 +$6,285,753 -$5,097,218 +$1,188,535 BIV, BSV, SPIP, SPTI, SPIB 13F-HR 25 Apr 2019, 15:30
Q4 2018 66 $188,109,000 +$34,241,576 -$22,387,629 +$11,853,947 BIV, BSV, SPIP, SPTI, SPIB 13F-HR 31 Jan 2019, 13:57
Q3 2018 72 $179,343,000 +$5,681,853 -$6,202,624 -$520,771 BIV, BSV, SPAB, SPIP, TIP 13F-HR 16 Oct 2018, 17:02
Q2 2018 69 $177,753,000 +$7,965,483 -$17,888,872 -$9,923,389 BIV, BSV, SPAB, SPIP, TIP 13F-HR 17 Jul 2018, 15:46
Q1 2018 69 $186,734,000 +$41,052,640 -$3,480,955 +$37,571,685 BIV, BSV, COST, SPAB, SPIP 13F-HR 26 Apr 2018, 13:25
Q4 2017 20 $151,619,000 +$11,053,875 -$12,854,308 -$1,800,433 BIV, BSV, COST, SPIP, TIP 13F-HR 02 Feb 2018, 14:40
Q3 2017 19 $153,246,000 +$5,014,284 -$471,736 +$4,542,548 BIV, BSV, TIP, COST, BND 13F-HR 06 Nov 2017, 09:17
Q2 2017 20 $148,575,000 +$4,485,880 -$54,948 +$4,430,932 BIV, BSV, TIP, COST, BND 13F-HR 27 Jul 2017, 14:53
Q1 2017 20 $144,881,000 +$8,248,794 -$537,956 +$7,710,838 BIV, BSV, TIP, COST, BND 13F-HR 08 May 2017, 19:55
Q4 2016 20 $135,569,000 +$12,268,307 -$10,194 +$12,258,113 BIV, BSV, TIP, COST, BND 13F-HR 27 Jan 2017, 13:31
Q3 2016 18 $126,996,000 +$5,505,421 -$1,410,635 +$4,094,786 BIV, BSV, TIP, COST, BALL 13F-HR 21 Oct 2016, 14:49
Q2 2016 20 $122,952,000 +$12,949,013 -$1,912,078 +$11,036,935 BIV, BSV, TIP, COST, BALL 13F-HR 27 Jul 2016, 12:36
Q1 2016 17 $110,382,000 +$1,782,450 -$5,056,688 -$3,274,238 BIV, BSV, TIP, COST, BALL 13F-HR 09 May 2016, 12:45
Q4 2015 18 $111,004,000 +$3,267,052 -$941,100 +$2,325,952 BIV, BSV, TIP, COST, BALL 13F-HR 26 Jan 2016, 14:30
Q3 2015 17 $108,351,000 +$1,868,548 -$1,120,847 +$747,701 BIV, BSV, TIP, COST, BALL 13F-HR 22 Oct 2015, 15:25
Q2 2015 16 $107,438,000 +$3,250,315 -$73,902 +$3,176,413 BIV, BSV, TIP, COST, BALL 13F-HR 29 Jul 2015, 06:34
Q1 2015 14 $106,525,000 +$2,537,242 -$255,366 +$2,281,876 BIV, BSV, TIP, COST, BALL 13F-HR 30 Apr 2015, 08:05
Q4 2014 15 $102,230,000 $0 $0 $0 BIV, BSV, TIP, COST, BALL 13F-HR 09 Feb 2015, 16:10