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.
Stewardship Advisors, LLC (CIK 1733219) reported $435.3M across 166 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVV ($55.3M, 12.71%), RWL ($36.6M, 8.42%), QQQM ($31.9M, 7.33%), VEA ($22.9M, 5.26%), IMFL ($17.7M, 4.07%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $55.3M | 12.71% | 84,683 | Added |
| 2 | RWL | INVESCO EXCH TRADED FD TR II | $36.6M | 8.42% | 318,852 | Added |
| 3 | QQQM | INVESCO EXCH TRADED FD TR II | $31.9M | 7.33% | 134,325 | Added |
| 4 | VEA | VANGUARD TAX-MANAGED FDS | $22.9M | 5.26% | 357,365 | Added |
| 5 | IMFL | INVESCO EXCH TRD SLF IDX FD | $17.7M | 4.07% | 559,788 | Trimmed |
| 6 | AVEM | AMERICAN CENTY ETF TR | $16.2M | 3.71% | 200,569 | Added |
| 7 | SUSA | ISHARES TR | $15.6M | 3.58% | 117,795 | Added |
| 8 | SPMD | SPDR SERIES TRUST | $11.8M | 2.70% | 198,510 | Added |
| 9 | JPST | J P MORGAN EXCHANGE TRADED F | $11.6M | 2.67% | 229,684 | Added |
| 10 | WTMF | WISDOMTREE TR | $11.2M | 2.57% | 282,078 | Added |
| 11 | VSGX | VANGUARD WORLD FD | $11.0M | 2.54% | 154,047 | Added |
| 12 | SPAB | SPDR SERIES TRUST | $10.9M | 2.51% | 427,041 | Trimmed |
| 13 | GTO | INVESCO ACTIVELY MANAGED EXC | $8.2M | 1.89% | 176,005 | Trimmed |
| 14 | VTEB | VANGUARD MUN BD FDS | $8.2M | 1.88% | 163,758 | Trimmed |
| 15 | PMMF | BLACKROCK ETF TRUST | $6.7M | 1.53% | 66,446 | Added |
| 16 | QQMG | INVESCO EXCH TRADED FD TR II | $6.0M | 1.38% | 151,760 | Trimmed |
| 17 | JMEE | J P MORGAN EXCHANGE TRADED F | $6.0M | 1.37% | 89,363 | Trimmed |
| 18 | RSPE | INVESCO EXCH TRADED FD TR II | $5.9M | 1.36% | 200,421 | Trimmed |
| 19 | PZA | INVESCO EXCH TRADED FD TR II | $5.5M | 1.27% | 240,734 | Trimmed |
| 20 | SCHC | SCHWAB STRATEGIC TR | $5.4M | 1.25% | 116,205 | Trimmed |
| 21 | EMNT | PIMCO ETF TR | $5.2M | 1.19% | 52,147 | Added |
| 22 | ICLO | INVESCO ACTIVELY MANAGED EXC | $5.0M | 1.15% | 196,287 | New |
| 23 | FLRT | PACER FDS TR | $5.0M | 1.15% | 107,795 | Trimmed |
| 24 | JMST | J P MORGAN EXCHANGE TRADED F | $4.6M | 1.06% | 90,453 | Added |
| 25 | NUHY | NUSHARES ETF TR | $4.3M | 0.98% | 201,377 | Added |
Source: SEC Form 13F filings · as of 2026-03-31