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.
Good Steward Wealth Advisors,LLC (CIK 2060772) reported $155.5M across 68 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: PULS ($13.9M, 8.93%), VTI ($13.4M, 8.64%), PFXF ($10.5M, 6.77%), LOANX ($10.3M, 6.61%), VOO ($9.5M, 6.13%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | PULS | PGIM ETF TR | $13.9M | 8.93% | 280,457 | Added |
| 2 | VTI | VANGUARD INDEX FDS | $13.4M | 8.64% | 41,865 | Added |
| 3 | PFXF | VANECK ETF TRUST | $10.5M | 6.77% | 600,022 | Added |
| 4 | LOANX | SCM TRUST | $10.3M | 6.61% | 410,339 | Added |
| 5 | VOO | VANGUARD INDEX FDS | $9.5M | 6.13% | 15,961 | Added |
| 6 | EMBD | GLOBAL X FDS | $7.9M | 5.09% | 337,685 | Added |
| 7 | VXUS | VANGUARD STAR FDS | $5.7M | 3.64% | 73,367 | Added |
| 8 | IEFA | ISHARES TR | $5.5M | 3.53% | 60,727 | Added |
| 9 | BND | VANGUARD BD INDEX FDS | $5.2M | 3.35% | 70,839 | Added |
| 10 | IEF | ISHARES TR | $5.2M | 3.33% | 54,301 | Added |
| 11 | DIVO | AMPLIFY ETF TR | $5.1M | 3.29% | 114,245 | Added |
| 12 | PEY | INVESCO EXCHANGE TRADED FD T | $4.7M | 3.05% | 221,437 | Added |
| 13 | SCHH | SCHWAB STRATEGIC TR | $4.7M | 3.01% | 218,046 | Added |
| 14 | VCSH | VANGUARD SCOTTSDALE FDS | $4.2M | 2.70% | 52,907 | Trimmed |
| 15 | VO | VANGUARD INDEX FDS | $3.7M | 2.35% | 12,711 | Added |
| 16 | LQD | ISHARES TR | $3.6M | 2.29% | 32,738 | Added |
| 17 | IEMG | ISHARES INC | $3.4M | 2.21% | 49,230 | Added |
| 18 | VTWO | VANGUARD SCOTTSDALE FDS | $3.3M | 2.15% | 33,334 | Added |
| 19 | XOM | EXXON MOBIL CORP | $3.2M | 2.05% | 18,828 | Trimmed |
| 20 | DBMF | LITMAN GREGORY FDS TR | $2.6M | 1.66% | 85,828 | Added |
| 21 | GLD | SPDR GOLD TR | $2.5M | 1.61% | 5,808 | Trimmed |
| 22 | BSV | VANGUARD BD INDEX FDS | $2.4M | 1.52% | 30,236 | Added |
| 23 | SPY | STATE STR SPDR S&P 500 ETF T | $2.1M | 1.34% | 3,214 | Trimmed |
| 24 | UNP | UNION PAC CORP | $1.9M | 1.21% | 7,788 | Trimmed |
| 25 | NEE | NEXTERA ENERGY INC | $1.9M | 1.21% | 20,260 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31