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.
Endowment Wealth Management, Inc. (CIK 1904477) reported $226.1M across 163 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: PSP ($12.8M, 5.67%), ITOT ($12.7M, 5.60%), VTI ($9.8M, 4.36%), COWZ ($8.5M, 3.77%), NVDA ($8.4M, 3.72%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | PSP | INVESCO EXCHANGE TRADED FD T | $12.8M | 5.67% | 226,685 | Added |
| 2 | ITOT | ISHARES TR | $12.7M | 5.60% | 88,889 | Added |
| 3 | VTI | VANGUARD INDEX FDS | $9.8M | 4.36% | 30,695 | Added |
| 4 | COWZ | PACER FDS TR | $8.5M | 3.77% | 136,155 | Added |
| 5 | NVDA | NVIDIA CORPORATION | $8.4M | 3.72% | 48,186 | Added |
| 6 | SPHQ | INVESCO EXCHANGE TRADED FD T | $7.5M | 3.32% | 99,822 | Added |
| 7 | QAI | NEW YORK LIFE INVESTMENTS ET | $7.4M | 3.27% | 216,639 | Trimmed |
| 8 | SPMO | INVESCO EXCH TRADED FD TR II | $7.0M | 3.12% | 62,874 | Added |
| 9 | EFA | ISHARES TR | $6.0M | 2.65% | 61,645 | Added |
| 10 | IUSG | ISHARES TR | $5.4M | 2.41% | 35,096 | Added |
| 11 | CRCL | CIRCLE INTERNET GROUP INC | $5.4M | 2.39% | 56,567 | Trimmed |
| 12 | DGRO | ISHARES TR | $4.9M | 2.18% | 70,170 | Added |
| 13 | JPST | J P MORGAN EXCHANGE TRADED F | $4.8M | 2.11% | 94,460 | Added |
| 14 | VT | VANGUARD INTL EQUITY INDEX F | $4.3M | 1.90% | 31,053 | Trimmed |
| 15 | IJR | ISHARES TR | $3.8M | 1.68% | 30,638 | Added |
| 16 | SCZ | ISHARES TR | $3.7M | 1.62% | 46,592 | Added |
| 17 | DEM | WISDOMTREE TR | $3.5M | 1.54% | 70,107 | Added |
| 18 | IEMG | ISHARES INC | $3.4M | 1.52% | 49,140 | Added |
| 19 | IEQ | LAZARD ACTIVE ETF TR | $3.4M | 1.48% | 105,631 | Added |
| 20 | WST | WEST PHARMACEUTICAL SVSC INC | $3.3M | 1.47% | 13,231 | Added |
| 21 | EZU | ISHARES INC | $3.3M | 1.44% | 51,894 | Added |
| 22 | IEI | ISHARES TR | $2.9M | 1.29% | 24,614 | Added |
| 23 | LMBS | FIRST TR EXCHANGE-TRADED FD | $2.9M | 1.28% | 58,227 | Added |
| 24 | SHYG | ISHARES TR | $2.9M | 1.28% | 68,594 | Added |
| 25 | GSY | INVESCO ACTIVELY MANAGED EXC | $2.9M | 1.28% | 57,954 | Added |
Source: SEC Form 13F filings · as of 2026-03-31