Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
ENDEAVOR PRIVATE WEALTH, INC. (CIK 1906023) reported $348.7M across 202 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVV ($15.2M, 4.36%), IUSB ($14.3M, 4.09%), IVE ($12.2M, 3.49%), DYNF ($11.7M, 3.36%), IEMG ($10.9M, 3.14%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $15.2M | 4.36% | 23,252 | Added |
| 2 | IUSB | ISHARES TR | $14.3M | 4.09% | 309,066 | Added |
| 3 | IVE | ISHARES TR | $12.2M | 3.49% | 57,649 | Trimmed |
| 4 | DYNF | BLACKROCK ETF TRUST | $11.7M | 3.36% | 201,455 | Trimmed |
| 5 | IEMG | ISHARES INC | $10.9M | 3.14% | 156,925 | Added |
| 6 | SPY | STATE STR SPDR S&P 500 ETF T | $9.4M | 2.69% | 14,397 | Added |
| 7 | IVW | ISHARES TR | $9.1M | 2.61% | 80,504 | Added |
| 8 | VO | VANGUARD INDEX FDS | $8.0M | 2.28% | 27,721 | Trimmed |
| 9 | AVUS | AMERICAN CENTY ETF TR | $7.8M | 2.25% | 70,480 | Trimmed |
| 10 | MGC | VANGUARD WORLD FD | $7.2M | 2.06% | 30,391 | Trimmed |
| 11 | CGBL | CAPITAL GROUP CORE BALANCED | $7.0M | 2.02% | 203,948 | Trimmed |
| 12 | EFV | ISHARES TR | $7.0M | 2.00% | 93,723 | Trimmed |
| 13 | AVIG | AMERICAN CENTY ETF TR | $5.4M | 1.54% | 129,417 | Trimmed |
| 14 | TLH | ISHARES TR | $5.0M | 1.43% | 49,534 | Added |
| 15 | QUAL | ISHARES TR | $4.6M | 1.33% | 24,173 | Trimmed |
| 16 | BAI | BLACKROCK ETF TRUST | $4.6M | 1.32% | 139,505 | Added |
| 17 | ITOT | ISHARES TR | $4.5M | 1.29% | 31,485 | Trimmed |
| 18 | PCAR | PACCAR INC | $4.4M | 1.28% | 38,511 | Trimmed |
| 19 | AGG | ISHARES TR | $4.4M | 1.26% | 44,298 | Trimmed |
| 20 | EFG | ISHARES TR | $4.4M | 1.25% | 39,191 | Added |
| 21 | CGDV | CAPITAL GROUP DIVIDEND VALUE | $4.3M | 1.23% | 100,488 | Added |
| 22 | GOVT | ISHARES TR | $4.1M | 1.17% | 177,377 | Added |
| 23 | MBB | ISHARES TR | $4.0M | 1.14% | 41,695 | Added |
| 24 | MTUM | ISHARES TR | $3.9M | 1.12% | 16,210 | Added |
| 25 | CGGO | CAPITAL GROUP GBL GROWTH EQT | $3.9M | 1.12% | 117,495 | Added |
Source: SEC Form 13F filings · as of 2026-03-31