DOSSIER · 13F-HR · Q2 2026

Stewardship Advisors, LLC

$481M in tracked AUM across 175 positions as of Q2 2026.

SA
CIK 0001733219 · last filed Jun 30, 2026
Total AUM
$481M
as of Q2 2026
Holdings
175
positions
Whale Score
55
55
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Stewardship Advisors, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
IVV
ISHARES TR
$81M108K16.8%
02
QQQM
INVESCO EXCH TRADED FD TR II
$37M122K7.7%
03
RWL
INVESCO EXCH TRADED FD TR II
$30M234K6.2%
04
IMFL
INVESCO EXCH TRD SLF IDX FD
$19M567K4.0%
05
SUSA
ISHARES TR
$19M125K4.0%
06
SPAB
SPDR SERIES TRUST
$19M726K3.8%
07
GOVI
INVESCO EXCH TRADED FD TR II
$16M594K3.3%
08
GTO
INVESCO ACTIVELY MANAGED EXC
$14M305K3.0%
09
VEA
VANGUARD TAX-MANAGED FDS
$14M190K2.8%
10
WTMF
WISDOMTREE TR
$12M291K2.5%

Filing history

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 positionsView →
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
2023Q3Sep 30
$256M 3.7%
44 positionsLocked
Showing 12 of 27