DOSSIER · 13F-HR · Q3 2026

Stewardship Advisors, LLC

$480M in tracked AUM across 177 positions as of Q3 2026.

SA
CIK 0001733219 · last filed Sep 30, 2026
Total AUM
$480M
as of Q3 2026
Holdings
177
—
positions
Whale Score
49
49
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

Stewardship Advisors, LLC filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
IVV
ISHARES TR
$65M85K13.5%
02
QQQM
INVESCO EXCH TRADED FD TR II
$37M122K7.7%
03
RWL
INVESCO EXCH TRADED FD TR II
$30M234K6.3%
04
VEA
VANGUARD TAX-MANAGED FDS
$23M331K4.9%
05
IMFL
INVESCO EXCH TRD SLF IDX FD
$19M568K4.0%
06
SPAB
SPDR SERIES TRUST
$18M746K3.8%
07
AVEM
AMERICAN CENTY ETF TR
$18M191K3.7%
08
GOVI
INVESCO EXCH TRADED FD TR II
$15M604K3.2%
09
SUSA
ISHARES TR
$15M95K3.1%
10
GTO
INVESCO ACTIVELY MANAGED EXC
$14M312K2.9%

Filing history

2026Q3Sep 30
$480M▼ 0.3%
177 positionsView →
2026Q2Jun 30
$481M▲ 10.6%
175 positionsView →
2026Q1Mar 31
$435M▲ 0.6%
168 positionsView →
2025Q4Dec 31
$433M▲ 2.3%
162 positionsView →
2025Q3Sep 30
$423M▲ 7.0%
154 positionsLocked
2025Q2Jun 30
$395M▲ 6.8%
151 positionsLocked
2025Q1Mar 31
$370M▲ 2.6%
146 positionsLocked
2024Q4Dec 31
$361M▲ 1.8%
152 positionsLocked
2024Q3Sep 30
$354M▲ 17.1%
143 positionsLocked
2024Q2Jun 30
$303M▲ 3.5%
67 positionsLocked
2024Q1Mar 31
$292M▲ 5.4%
60 positionsLocked
2023Q4Dec 31
$277M▲ 8.3%
44 positionsLocked
Showing 12 of 28