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Filers›Holding Co.›Stewardship Advisors, LLC
DOSSIER · 13F-HR · Q1 2026

Stewardship Advisors, LLC

Stewardship's holding co. based in Stamford, CT — $435M in tracked AUM across 168 positions as of Q1 2026.

S
Stewardship·Stamford, CT·Holding Co.
CIK 0001733219 · last filed Mar 31, 2026
Total AUM
$435M
▲ 10.3%
vs prior
Holdings
168
—
positions
Whale Score
53
53
tracked
Activity
—
no data
changes this Q
Top sector
Financials
5% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Stewardship Advisors, LLC 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
IVV
ISHARES TR
$55M85K12.7%
02
RWL
INVESCO EXCH TRADED FD TR II
$37M319K8.4%
03
QQQM
INVESCO EXCH TRADED FD TR II
$32M134K7.3%
04
VEA
VANGUARD TAX-MANAGED FDS
$23M357K5.3%
05
IMFL
INVESCO EXCH TRD SLF IDX FD
$18M560K4.1%
06
AVEM
AMERICAN CENTY ETF TR
$16M201K3.7%
07
SUSA
ISHARES TR
$16M118K3.6%
08
SPMD
SPDR SERIES TRUST
$12M199K2.7%
09
JPST
J P MORGAN EXCHANGE TRADED F
$12M230K2.7%
10
WTMF
WISDOMTREE TR
$11M282K2.6%

Filing history

Filing history loading…
AI Agent · grounded in Stewardship
haiku-4-5 · 168 positions indexed
Sector mix
  • Financials5%
  • Health Care6%
  • Cons. Disc.40%
  • Industrials20%
  • Energy11%
  • Other18%
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