13F Insight
DOSSIER · 13F-HR · Q1 2026

Endowment Wealth Management, Inc.

$226M in tracked AUM across 170 positions as of Q1 2026.

EW
CIK 0001904477 · last filed Mar 31, 2026
Total AUM
$226M
as of Q1 2026
Holdings
170
—
positions
Whale Score
48
48
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

Endowment Wealth Management, Inc. filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
PSP
INVESCO EXCHANGE TRADED FD T
$13M227K5.7%02
ITOT
ISHARES TR
$13M89K5.6%03
VTI
VANGUARD INDEX FDS
$10M31K4.4%04
COWZ
PACER FDS TR
$9M136K3.8%05
NVDA
NVIDIA CORPORATION
$8M48K3.7%06
SPHQ
INVESCO EXCHANGE TRADED FD T
$8M100K3.3%07
QAI
NEW YORK LIFE INVESTMENTS ET
$7M217K3.3%08
SPMO
INVESCO EXCH TRADED FD TR II
$7M63K3.1%09
EFA
ISHARES TR
$6M62K2.6%10
IUSG
ISHARES TR
$5M35K2.4%

Filing history

2026Q1Mar 31
$226M▲ 3.9%
170 positionsView →2025Q4Dec 31
$218M▼ 1.2%
157 positionsView →2025Q3Sep 30
$220M▲ 13.6%
167 positionsView →2025Q2Jun 30
$194M▲ 24.8%
165 positionsLocked2025Q1Mar 31
$155M▲ 4.4%
155 positionsLocked2024Q4Dec 31
$149M▼ 2.1%
145 positionsLocked2024Q3Sep 30
$152M▲ 10.8%
144 positionsLocked2024Q2Jun 30
$137M▲ 2.8%
137 positionsLocked2024Q1Mar 31
$134M▲ 11.1%
137 positionsLocked2023Q4Dec 31
$120M▲ 7.9%
137 positionsLocked2023Q3Sep 30
$111M▲ 2.0%
130 positionsLocked2023Q2Jun 30
$109M▲ 9.7%
141 positionsLocked
Showing 12 of 18