account_balance

Investment manager · 13F filer · SEC CIK 1906023

Endeavor Private Wealth, Inc.

Reported value$415Mas of Sep 30, 2026
Positions216 9 new, 9 sold out
Top 10 weight33.3%IVV alone is 7%
FiledNov 536 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

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 6.6% Held
IUSB iShares Tr 4.7% Added +5%
DYNF BlackRock ETF Trust 4.0% Added +7%
SPY SPDR S&P 500 ETF Trust 3.4% Added +5%
IVE iShares Tr 2.9% Held
IVW iShares Tr 2.8% Added +2%
AVUS American Centy ETF Tr 2.7% Added +7%
IEMG iShares Inc 2.5% Held
CGBL Capital Group Core Balanced 1.9% Added +2%
VO Vanguard Index FDS 1.8% Trimmed −5%
AVIG American Centy ETF Tr 1.7% Added +13%
GOVT iShares Tr 1.6% Added +10%

What changed

Biggest moves since Jun 30, 2026

Filed Nov 5, 2026, compared with the Aug 14, 2026 filing
add_circleNew
  • CGCV $460K
  • CGIC $387K
  • ACWX $357K
  • MCD $339K
arrow_upwardAdded
  • RDVI +64%
  • CGMS +33%
  • CORO +19%
  • AVSF +13%
arrow_downwardTrimmed
  • VTI −32%
  • AGG −24%
  • VNLA −19%
  • CSCO −17%
remove_circleSold out
  • SPYD $468K
  • VZ $344K
  • AZN $292K
  • BIV $241K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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