Stewardship Advisors, LLC: 13F holdings
CIK 17332192026Q2
| Positions | 175 |
|---|---|
| Reported value | $481.4m |
| Filed | 2026-07-20 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| IVV ISHARES TR | 108,102 | $81.0m | 16.8% |
| QQQM INVESCO EXCH TRADED FD TR II | 122,211 | $37.0m | 7.7% |
| RWL INVESCO EXCH TRADED FD TR II | 233,598 | $29.8m | 6.2% |
| INVESCO EXCH TRD SLF IDX FD | 566,978 | $19.5m | 4.0% |
| ACWI ISHARES TR | 125,349 | $19.3m | 4.0% |
| SPAB SPDR SERIES TRUST | 725,561 | $18.5m | 3.8% |
| INVESCO EXCH TRADED FD TR II | 593,954 | $16.1m | 3.3% |
| GTO INVESCO ACTIVELY MANAGED EXC | 304,688 | $14.3m | 3.0% |
| VEA VANGUARD TAX-MANAGED FDS | 190,303 | $13.6m | 2.8% |
| WISDOMTREE TR | 291,438 | $11.9m | 2.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1733219")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.