Willow Creek Wealth Management Inc.
Annual return '25
-1.6%
SPY '25
+17.7%
Alpha
-19.3ptsvs SPY
Invested
$2.4B
Holdings
34
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$SRAD
SPORTRADAR GROUP AG
Held since at least Q1 2024
7.1%
02
$CHEF
CHEFS WHSE INC
Held since at least Q1 2024
5.0%
03
$FLR
FLUOR CORP NEW
Held since at least Q1 2024
5.0%
04
$BILL
BILL HOLDINGS INC
Held since at least Q1 2024
4.9%
05
$GPN
GLOBAL PMTS INC
Held since at least Q1 2024
4.9%
06
$VYX
NCR VOYIX CORPORATION
Held since at least Q1 2024
4.8%
07
$MCW
MISTER CAR WASH INC
Held since at least Q1 2024
4.1%
08
$MSGS
MADISON SQUARE GRDN SPRT COR
Held since at least Q1 2024
3.7%
09
$AVDX
AVIDXCHANGE HOLDINGS INC
Held since at least Q1 2024
3.7%
10
$NCLH
NORWEGIAN CRUISE LINE HLDG L
Held since at least Q1 2024
3.6%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 10:38 UTC.