account_balance
Investment manager · 13F filer · SEC CIK 1733219
Stewardship Advisors, LLC
Reported value$480Mas of Sep 30, 2026
Positions177 12 new, 10 sold out
Top 10 weight53.0%IVV alone is 14%
FiledOct 2020 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IVViShares Tr
13.5%Trimmed −21%
QQQMInvesco Exch Traded Fd Tr II
7.7%
RWLInvesco Exch Traded Fd Tr II
6.3%
VEAVanguard Tax-Managed FDS
4.9%Added +74%
IMFLInvesco Exch TRD SLF Idx Fd
4.0%
SPABSPDR Series Trust
3.8%Added +3%
AVEMAmerican Centy ETF Tr
3.7%Added +66%
GOVIInvesco Exch Traded Fd Tr II
3.2%
SUSAiShares Tr
3.1%−24%
GTOInvesco Actively Managed Exc
2.9%+2%
WTMFWisdomtree Tr
2.6%Added +2%
VSGXVanguard World Fd
2.3%+33%
IVViShares Tr
13.5%Trimmed −21%
QQQMInvesco Exch Traded Fd Tr II
7.7%
RWLInvesco Exch Traded Fd Tr II
6.3%
VEAVanguard Tax-Managed FDS
4.9%
IMFLInvesco Exch TRD SLF Idx Fd
4.0%
SPABSPDR Series Trust
3.8%+3%
AVEMAmerican Centy ETF Tr
3.7%
GOVIInvesco Exch Traded Fd Tr II
3.2%
SUSA3.1%
GTO2.9%
WTMF2.6%
VSGX
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
IVV iShares Tr 13.5% Trimmed −21%
QQQM Invesco Exch Traded Fd Tr II 7.7% Held
RWL Invesco Exch Traded Fd Tr II 6.3% Held
VEA Vanguard Tax-Managed FDS 4.9% Added +74%
IMFL Invesco Exch TRD SLF Idx Fd 4.0% Held
SPAB SPDR Series Trust 3.8% Added +3%
AVEM American Centy ETF Tr 3.7% Added +66%
GOVI Invesco Exch Traded Fd Tr II 3.2% Held
SUSA iShares Tr 3.1% Trimmed −24%
GTO Invesco Actively Managed Exc 2.9% Added +2%
WTMF Wisdomtree Tr 2.6% Added +2%
VSGX Vanguard World Fd 2.3% Added +33%
What changed
Biggest moves since Jun 30, 2026
add_circleNew
- NUEM $1.35M
- SEUS $1.05M
- ANGU $783K
- WWJD $318K
arrow_upwardAdded
- VEA +74%
- AVEM +66%
- PMMF +34%
- VSGX +33%
arrow_downwardTrimmed
- SUSA −24%
- IVV −21%
- SCHG −14%
- SCHV −13%
remove_circleSold out
- AGG $750K
- SILA $359K
- CAT $351K
- HYD $263K
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