Willow Creek Wealth Management Inc.

13F filer · CIK 0001632407

Last filed Nov 12, 2025

Inactive · not filing 13F

13F portfolio value$1.21BU.S. long equity reported on 13F

Positions808 new · 3 closed

Net flow last quarter+$7.44MBuys minus sells

Top 10 positions weight24.5%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q3 2025Reported Nov 12, 202580 positions
BSVNBank7 Corp.	$119M	9.77%	15.91%	+6.4%	Q4 2014
SPABASTROTECH Corp	$102M	8.38%	Not reported	+6.5%	Q1 2018
SPTSSports Media Inc	$21.9M	1.80%	Not reported	+2.7%	Q3 2018
AAPLApple Inc.	$15.5M	1.27%	0.00%	+0.1%	Q4 2014
COSTCostco Wholesale Corp	$15M	1.23%	0.00%	+0.5%	Q4 2014
DFAXGulf Resources, Inc.	$9.38M	0.77%	Not reported	+0.2%	Q3 2021
CSCOCisco Systems, Inc.	$7.36M	0.61%	0.00%	+0.1%	Q4 2014
GOOGAlphabet Inc.	$3.12M	0.26%	Not reported	-0.2%	Q1 2018
GOOGLAlphabet Inc.	$3.02M	0.25%	0.00%	0.0%	Q1 2018
WRBBerkley W R Corp	$2.53M	0.21%	0.01%	Not reported	Q4 2014
INTUIntuit Inc.	$2.45M	0.20%	0.00%	Not reported	Q1 2018
MSFTMicrosoft Corp	$2.45M	0.20%	0.00%	+11.2%	Q1 2018
TMOThermo Fisher Scientific Inc.	$2.11M	0.17%	0.00%	-0.3%	Q1 2018
VRSNVerisign Inc	$1.91M	0.16%	0.01%	-5.1%	Q1 2018
VVisa Inc.	$1.62M	0.13%	0.00%	-0.7%	Q1 2018
ORCLOracle Corp	$1.48M	0.12%	0.00%	Not reported	Q1 2018
JPMJPMorgan Chase & Co	$1.09M	0.09%	0.00%	-0.4%	Q1 2018
SUSASouthern USA Resources Inc.	$1.04M	0.09%	Not reported	Not reported	Q4 2022
QQQInvesco QQQ Trust, Series 1	$1.02M	0.08%	Not reported	+44.3%	Q3 2020
SPYSPDR S&P 500 ETF Trust	$915K	0.08%	Not reported	Not reported	Q1 2018
NVDANvidia Corp	$794K	0.07%	0.00%	+14.3%	Q1 2024
JNJJohnson & Johnson	$787K	0.06%	0.00%	+5.1%	Q2 2016
AFLAflac Inc	$737K	0.06%	0.00%	Not reported	Q1 2018
PGPROCTER & GAMBLE Co	$664K	0.05%	0.00%	+11.7%	Q1 2018
MAMastercard Inc	$627K	0.05%	0.00%	-0.4%	Q2 2019
GLDSPDR Gold Trust	$619K	0.05%	0.00%	+39.3%	Q4 2024
WMTWalmart Inc.	$618K	0.05%	0.00%	-1.3%	Q2 2019
BRK.BBerkshire Hathaway Inc	$580K	0.05%	Not reported	+14.7%	Q1 2018
GEGeneral Electric Co	$565K	0.05%	0.00%	Not reported	Q2 2023
AMZNAmazon Com Inc	$525K	0.04%	0.00%	+2.8%	Q1 2018
DISWalt Disney Co	$514K	0.04%	0.00%	+8.3%	Q1 2018
HONHoneywell International Inc	$490K	0.04%	0.00%	+2.2%	Q1 2018
PGRProgressive Corp	$466K	0.04%	0.00%	Not reported	Q1 2018
ORLYO Reilly Automotive Inc	$454K	0.04%	0.00%	-13.8%	Q2 2021
METAMeta Platforms, Inc.	$444K	0.04%	Not reported	-18.4%	Q1 2018
TSLATesla, Inc.	$400K	0.03%	0.00%	Not reported	Q1 2018
TXNTexas Instruments Inc	$394K	0.03%	0.00%	-1.4%	Q1 2018
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$384K	0.03%	Not reported	New	Q3 2025
AVGOBroadcom Inc.	$384K	0.03%	0.00%	-6.1%	Q4 2024
HDHome Depot, Inc.	$382K	0.03%	0.00%	-0.3%	Q3 2019
IBMInternational Business Machines Corp	$366K	0.03%	0.00%	+1.6%	Q2 2022
PEPPepsico Inc	$361K	0.03%	0.00%	-3.3%	Q1 2018
ICEIntercontinental Exchange, Inc.	$348K	0.03%	0.00%	-7.4%	Q3 2020
BACBank of America Corp	$347K	0.03%	0.00%	Not reported	Q1 2018
LLYELI LILLY & Co	$346K	0.03%	0.00%	-3.0%	Q3 2022
MRSHMarsh & Mclennan Companies, Inc.	$344K	0.03%	0.00%	-7.9%	Q4 2019
MSMorgan Stanley	$343K	0.03%	0.00%	-9.5%	Q4 2022
MRKMerck & Co., Inc.	$342K	0.03%	0.00%	+5.1%	Q2 2022
MCDMcdonalds Corp	$339K	0.03%	0.00%	+9.5%	Q4 2021
VOTVan Kampen Municipal Opportunity Trust II	$337K	0.03%	Not reported	-10.7%	Q2 2025

Q2 2025Reported Jul 17, 202575 positions
BSVNBank7 Corp.	$111M	10.01%	14.97%	+3.8%	Q4 2014
SPABASTROTECH Corp	$94.6M	8.51%	Not reported	+3.3%	Q1 2018
SPTSSports Media Inc	$21.3M	1.91%	Not reported	+3.9%	Q3 2018
COSTCostco Wholesale Corp	$15.9M	1.43%	0.00%	Not reported	Q4 2014
AAPLApple Inc.	$12.5M	1.12%	0.00%	+0.3%	Q4 2014
DFAXGulf Resources, Inc.	$8.77M	0.79%	Not reported	-1.6%	Q3 2021
CSCOCisco Systems, Inc.	$7.46M	0.67%	0.00%	+3.8%	Q4 2014
INTUIntuit Inc.	$2.83M	0.25%	0.00%	+0.1%	Q1 2018
PLPlanet Labs PBC	$2.44M	0.22%	0.15%	Not reported	Q3 2022
WRBBerkley W R Corp	$2.43M	0.22%	0.01%	+0.4%	Q4 2014
GOOGAlphabet Inc.	$2.27M	0.20%	Not reported	-0.9%	Q1 2018
GOOGLAlphabet Inc.	$2.19M	0.20%	0.00%	-0.2%	Q1 2018
MSFTMicrosoft Corp	$2.12M	0.19%	0.00%	+2.7%	Q1 2018
VRSNVerisign Inc	$2.08M	0.19%	0.01%	-2.4%	Q1 2018
TMOThermo Fisher Scientific Inc.	$1.77M	0.16%	0.00%	0.0%	Q1 2018
VVisa Inc.	$1.69M	0.15%	0.00%	+1.0%	Q1 2018
ORCLOracle Corp	$1.15M	0.10%	0.00%	-10.7%	Q1 2018
JPMJPMorgan Chase & Co	$1.01M	0.09%	0.00%	+2.1%	Q1 2018
SUSASouthern USA Resources Inc.	$973K	0.09%	Not reported	Not reported	Q4 2022
SPYSPDR S&P 500 ETF Trust	$849K	0.08%	Not reported	+10.0%	Q1 2018
FSLYFastly, Inc.	$723K	0.07%	0.07%	0.0%	Q4 2019
AFLAflac Inc	$696K	0.06%	0.00%	-0.2%	Q1 2018
QQQInvesco QQQ Trust, Series 1	$651K	0.06%	Not reported	+27.1%	Q3 2020
MAMastercard Inc	$622K	0.06%	0.00%	+1.9%	Q2 2019
JNJJohnson & Johnson	$616K	0.06%	0.00%	+1.2%	Q2 2016
PGPROCTER & GAMBLE Co	$616K	0.06%	0.00%	-26.7%	Q1 2018
WMTWalmart Inc.	$594K	0.05%	0.00%	+1.3%	Q2 2019
NVDANvidia Corp	$588K	0.05%	0.00%	+3.7%	Q1 2024
METAMeta Platforms, Inc.	$547K	0.05%	Not reported	+8.7%	Q1 2018
HONHoneywell International Inc	$530K	0.05%	0.00%	Not reported	Q1 2018
DISWalt Disney Co	$514K	0.05%	0.00%	+34.7%	Q1 2018
AMZNAmazon Com Inc	$510K	0.05%	0.00%	+12.7%	Q1 2018
PGRProgressive Corp	$504K	0.05%	0.00%	Not reported	Q1 2018
BRK.BBerkshire Hathaway Inc	$489K	0.04%	Not reported	-3.9%	Q1 2018
GEGeneral Electric Co	$483K	0.04%	0.00%	Not reported	Q2 2023
TXNTexas Instruments Inc	$452K	0.04%	0.00%	-0.1%	Q1 2018
ORLYO Reilly Automotive Inc	$441K	0.04%	0.00%	Not reported	Q2 2021
ICEIntercontinental Exchange, Inc.	$409K	0.04%	0.00%	Not reported	Q3 2020
MRSHMarsh & Mclennan Companies, Inc.	$405K	0.04%	0.00%	Not reported	Q4 2019
GLDSPDR Gold Trust	$381K	0.03%	0.00%	+20.5%	Q4 2024
IBMInternational Business Machines Corp	$376K	0.03%	0.00%	+0.6%	Q2 2022
VOTVan Kampen Municipal Opportunity Trust II	$366K	0.03%	Not reported	New	Q2 2025
LLYELI LILLY & Co	$364K	0.03%	0.00%	+1.7%	Q3 2022
PEPPepsico Inc	$351K	0.03%	0.00%	-0.2%	Q1 2018
HDHome Depot, Inc.	$346K	0.03%	0.00%	+1.6%	Q3 2019
AVGOBroadcom Inc.	$342K	0.03%	0.00%	Not reported	Q4 2024
CTASCintas Corp	$338K	0.03%	0.00%	Not reported	Q4 2023
MSMorgan Stanley	$336K	0.03%	0.00%	Not reported	Q4 2022
SMCISuper Micro Computer, Inc.	$336K	0.03%	0.00%	-33.8%	Q1 2025
DHRDanaher Corp	$326K	0.03%	0.00%	-0.5%	Q1 2018

Q1 2025Reported Jul 17, 202570 positions
BSVNBank7 Corp.	$107M	10.38%	14.42%	+3.2%	Q4 2014
SPABASTROTECH Corp	$91.3M	8.89%	Not reported	+2.8%	Q1 2018
SPTSSports Media Inc	$20.4M	1.99%	Not reported	+2.2%	Q3 2018
COSTCostco Wholesale Corp	$15.2M	1.48%	0.00%	Not reported	Q4 2014
AAPLApple Inc.	$13.4M	1.31%	0.00%	+0.2%	Q4 2014
DFAXGulf Resources, Inc.	$7.95M	0.77%	Not reported	+0.6%	Q3 2021
CSCOCisco Systems, Inc.	$6.4M	0.62%	0.00%	+0.4%	Q4 2014
WRBBerkley W R Corp	$2.34M	0.23%	0.01%	Not reported	Q4 2014
INTUIntuit Inc.	$2.2M	0.21%	0.00%	Not reported	Q1 2018
TMOThermo Fisher Scientific Inc.	$2.17M	0.21%	0.00%	+0.1%	Q1 2018
GOOGAlphabet Inc.	$2.02M	0.20%	Not reported	+0.1%	Q1 2018
GOOGLAlphabet Inc.	$1.92M	0.19%	0.00%	-0.1%	Q1 2018
VRSNVerisign Inc	$1.87M	0.18%	0.01%	-1.1%	Q1 2018
VVisa Inc.	$1.65M	0.16%	0.00%	+0.2%	Q1 2018
MSFTMicrosoft Corp	$1.55M	0.15%	0.00%	+7.4%	Q1 2018
PLPlanet Labs PBC	$1.35M	0.13%	0.15%	Not reported	Q3 2022
PGPROCTER & GAMBLE Co	$900K	0.09%	0.00%	+23.6%	Q1 2018
SUSASouthern USA Resources Inc.	$882K	0.09%	Not reported	Not reported	Q4 2022
JPMJPMorgan Chase & Co	$835K	0.08%	0.00%	+3.3%	Q1 2018
ORCLOracle Corp	$826K	0.08%	0.00%	Not reported	Q1 2018
AFLAflac Inc	$735K	0.07%	0.00%	Not reported	Q1 2018
SPYSPDR S&P 500 ETF Trust	$699K	0.07%	Not reported	Not reported	Q1 2018
JNJJohnson & Johnson	$661K	0.06%	0.00%	-1.4%	Q2 2016
FSLYFastly, Inc.	$649K	0.06%	0.07%	Not reported	Q4 2019
MAMastercard Inc	$595K	0.06%	0.00%	+0.1%	Q2 2019
BRK.BBerkshire Hathaway Inc	$558K	0.05%	Not reported	-14.4%	Q1 2018
PGRProgressive Corp	$534K	0.05%	0.00%	-13.9%	Q1 2018
WMTWalmart Inc.	$526K	0.05%	0.00%	+24.9%	Q2 2019
HONHoneywell International Inc	$482K	0.05%	0.00%	Not reported	Q1 2018
ORLYO Reilly Automotive Inc	$467K	0.05%	0.00%	Not reported	Q2 2021
MRSHMarsh & Mclennan Companies, Inc.	$452K	0.04%	0.00%	+0.3%	Q4 2019
QQQInvesco QQQ Trust, Series 1	$435K	0.04%	Not reported	Not reported	Q3 2020
PEPPepsico Inc	$399K	0.04%	0.00%	-0.1%	Q1 2018
METAMeta Platforms, Inc.	$393K	0.04%	Not reported	Not reported	Q1 2018
AMZNAmazon Com Inc	$393K	0.04%	0.00%	+4.4%	Q1 2018
TXNTexas Instruments Inc	$392K	0.04%	0.00%	Not reported	Q1 2018
NVDANvidia Corp	$389K	0.04%	0.00%	+47.3%	Q1 2024
ICEIntercontinental Exchange, Inc.	$385K	0.04%	0.00%	+0.6%	Q3 2020
LLYELI LILLY & Co	$379K	0.04%	0.00%	-2.3%	Q3 2022
GEGeneral Electric Co	$376K	0.04%	0.00%	-6.2%	Q2 2023
MRKMerck & Co., Inc.	$372K	0.04%	0.00%	-0.7%	Q2 2022
SMCISuper Micro Computer, Inc.	$354K	0.03%	0.00%	New	Q1 2025
HDHome Depot, Inc.	$341K	0.03%	0.00%	+0.1%	Q3 2019
DHRDanaher Corp	$340K	0.03%	0.00%	+0.2%	Q1 2018
UNPUnion Pacific Corp	$329K	0.03%	0.00%	+0.1%	Q4 2021
ACNAccenture plc	$318K	0.03%	0.00%	+0.2%	Q2 2019
IBMInternational Business Machines Corp	$316K	0.03%	0.00%	+0.3%	Q2 2022
BACBank of America Corp	$315K	0.03%	0.00%	+8.0%	Q1 2018
CTASCintas Corp	$312K	0.03%	0.00%	Not reported	Q4 2023
MCDMcdonalds Corp	$304K	0.03%	0.00%	+26.5%	Q4 2021

Q4 2024Reported Feb 14, 202570 positions
BSVNBank7 Corp.	$102M	10.40%	14.06%	Not reported	Q4 2014
SPABASTROTECH Corp	$87M	8.87%	Not reported	Not reported	Q1 2018
SPTSSports Media Inc	$19.8M	2.02%	Not reported	Not reported	Q3 2018
AAPLApple Inc.	$15.1M	1.54%	0.00%	Not reported	Q4 2014
COSTCostco Wholesale Corp	$14.8M	1.50%	0.00%	Not reported	Q4 2014
DFAXGulf Resources, Inc.	$7.5M	0.76%	Not reported	Not reported	Q3 2021
CSCOCisco Systems, Inc.	$6.11M	0.62%	0.00%	Not reported	Q4 2014
GOOGAlphabet Inc.	$2.46M	0.25%	Not reported	Not reported	Q1 2018
GOOGLAlphabet Inc.	$2.36M	0.24%	0.00%	Not reported	Q1 2018
TMOThermo Fisher Scientific Inc.	$2.26M	0.23%	0.00%	Not reported	Q1 2018
INTUIntuit Inc.	$2.25M	0.23%	0.00%	Not reported	Q1 2018
WRBBerkley W R Corp	$1.92M	0.20%	0.01%	Not reported	Q4 2014
MSFTMicrosoft Corp	$1.63M	0.17%	0.00%	Not reported	Q1 2018
PLPlanet Labs PBC	$1.62M	0.16%	0.15%	Not reported	Q3 2022
VRSNVerisign Inc	$1.54M	0.16%	0.01%	Not reported	Q1 2018
VVisa Inc.	$1.49M	0.15%	0.00%	Not reported	Q1 2018
ORCLOracle Corp	$984K	0.10%	0.00%	Not reported	Q1 2018
FSLYFastly, Inc.	$968K	0.10%	0.07%	Not reported	Q4 2019
SUSASouthern USA Resources Inc.	$934K	0.10%	Not reported	Not reported	Q4 2022
JPMJPMorgan Chase & Co	$790K	0.08%	0.00%	Not reported	Q1 2018
SPYSPDR S&P 500 ETF Trust	$732K	0.07%	Not reported	Not reported	Q1 2018
PGPROCTER & GAMBLE Co	$716K	0.07%	0.00%	Not reported	Q1 2018
AFLAflac Inc	$684K	0.07%	0.00%	Not reported	Q1 2018
JNJJohnson & Johnson	$585K	0.06%	0.00%	Not reported	Q2 2016
MAMastercard Inc	$571K	0.06%	0.00%	Not reported	Q2 2019
BRK.BBerkshire Hathaway Inc	$554K	0.06%	Not reported	Not reported	Q1 2018
PGRProgressive Corp	$525K	0.05%	0.00%	Not reported	Q1 2018
HONHoneywell International Inc	$514K	0.05%	0.00%	Not reported	Q1 2018
QQQInvesco QQQ Trust, Series 1	$474K	0.05%	Not reported	Not reported	Q3 2020
WMTWalmart Inc.	$434K	0.04%	0.00%	Not reported	Q2 2019
AMZNAmazon Com Inc	$434K	0.04%	0.00%	Not reported	Q1 2018
MRKMerck & Co., Inc.	$415K	0.04%	0.00%	Not reported	Q2 2022
TXNTexas Instruments Inc	$409K	0.04%	0.00%	Not reported	Q1 2018
PEPPepsico Inc	$406K	0.04%	0.00%	Not reported	Q1 2018
METAMeta Platforms, Inc.	$399K	0.04%	Not reported	Not reported	Q1 2018
MRSHMarsh & Mclennan Companies, Inc.	$393K	0.04%	0.00%	Not reported	Q4 2019
ORLYO Reilly Automotive Inc	$387K	0.04%	0.00%	Not reported	Q2 2021
DHRDanaher Corp	$380K	0.04%	0.00%	Not reported	Q1 2018
DISWalt Disney Co	$372K	0.04%	0.00%	Not reported	Q1 2018
LLYELI LILLY & Co	$363K	0.04%	0.00%	Not reported	Q3 2022
HDHome Depot, Inc.	$361K	0.04%	0.00%	Not reported	Q3 2019
ACNAccenture plc	$358K	0.04%	0.00%	Not reported	Q2 2019
GLDSPDR Gold Trust	$339K	0.03%	0.00%	New	Q4 2024
GEGeneral Electric Co	$334K	0.03%	0.00%	Not reported	Q2 2023
ADBEAdobe Inc.	$333K	0.03%	0.00%	Not reported	Q4 2019
ICEIntercontinental Exchange, Inc.	$331K	0.03%	0.00%	Not reported	Q3 2020
MSMorgan Stanley	$329K	0.03%	0.00%	Not reported	Q4 2022
NVDANvidia Corp	$327K	0.03%	0.00%	Not reported	Q1 2024
UNPUnion Pacific Corp	$317K	0.03%	0.00%	Not reported	Q4 2021
BACBank of America Corp	$307K	0.03%	0.00%	Not reported	Q1 2018

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