account_balance
Investment manager · 13F filer · SEC CIK 1904477
Endowment Wealth Management, Inc.
Reported value$292Mas of Sep 30, 2026
Positions188 11 new, 4 sold out
Top 10 weight36.8%ITOT alone is 6%
FiledNov 334 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
ITOTiShares Tr
5.9%Added +9%
PSPInvesco Exchange Traded Fd T
4.6%Added +2%
VTIVanguard Index FDS
4.3%Added +4%
SPMOInvesco Exch Traded Fd Tr II
3.8%Added +8%
COWZPacer FDS Tr
3.7%Added +10%
SPHQInvesco Exchange Traded Fd T
3.4%Added +10%
NVDANVIDIA Corp
3.3%Added +8%
SPCXSpace Exploration Technologies Corp
2.7%New
QAINylim ETF Tr
2.7%
EFAiShares Tr
2.6%Added +9%
IUSGiShares Tr
2.5%Added +3%
DGROiShares Tr
2.2%
ITOTiShares Tr
5.9%+9%
PSPInvesco Exchange Traded Fd T
4.6%
VTIVanguard Index FDS
4.3%
SPMOInvesco Exch Traded Fd Tr II
3.8%+8%
COWZPacer FDS Tr
3.7%+10%
SPHQInvesco Exchange Traded Fd T
3.4%+10%
NVDANVIDIA Corp
3.3%
SPCXSpace Exploration Technologies Corp
2.7%
QAINylim ETF Tr
2.7%
EFAiShares Tr
2.6%
IUSGiShares Tr
2.5%
DGROiShares Tr
2.2%
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
ITOT iShares Tr 5.9% Added +9%
PSP Invesco Exchange Traded Fd T 4.6% Added +2%
VTI Vanguard Index FDS 4.3% Added +4%
SPMO Invesco Exch Traded Fd Tr II 3.8% Added +8%
COWZ Pacer FDS Tr 3.7% Added +10%
SPHQ Invesco Exchange Traded Fd T 3.4% Added +10%
NVDA NVIDIA Corp 3.3% Added +8%SPCX Space Exploration Technologies Corp 2.7% NewQAI Nylim ETF Tr 2.7% Held
EFA iShares Tr 2.6% Added +9%
IUSG iShares Tr 2.5% Added +3%
DGRO iShares Tr 2.2% Added +10%
What changed
Biggest moves since Jun 30, 2026
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