Institutions / Stewardship Advisors, LLC

Stewardship Advisors, LLC

CIK 1733219 · Institution · as of Dec 31, 2025

Portfolio value

$432.65M

Positions

162

As of

Dec 31, 2025

Top holdings

Dec 31, 2025View all 162 →

Company	Class	Value	Shares	% of portfolio
iShares Tr	—	$50.34M	73,490	11.6%
Invesco Exch Traded Fd Tr II	—	$35.79M	312,547	8.3%
Invesco Exch Traded Fd Tr II	—	$33.86M	133,893	7.8%
Vanguard Tax-Managed Fds	—	$20.76M	332,377	4.8%
Invesco Exch Trd Slf Idx Fd	—	$17.03M	571,821	3.9%
iShares Tr	—	$15.62M	112,068	3.6%
Vanguard Intl Equity Index F	—	$14.32M	266,278	3.3%
SPDR Series Trust	—	$11.30M	438,992	2.6%
SPDR Series Trust	—	$11.12M	192,018	2.6%
Vanguard World Fd	—	$10.93M	152,633	2.5%
WisdomTree Tr	—	$10.63M	279,662	2.5%
Invesco Bloomberg Enhanced Fallen Angels ETF	—	$10.45M	379,156	2.4%
Vanguard Mun Bd Fds	—	$9.27M	184,301	2.1%
Invesco Actively Managed Exc	—	$9.21M	194,176	2.1%
J P Morgan Exchange Traded F	—	$8.53M	168,609	2.0%
Schwab Strategic Tr	—	$6.88M	151,156	1.6%
J P Morgan Exchange Traded F	—	$6.83M	106,104	1.6%
Invesco Exch Traded Fd Tr II	—	$6.69M	157,886	1.5%
Invesco Exch Traded Fd Tr II	—	$6.43M	215,715	1.5%
Janus Detroit Str Tr	—	$5.84M	115,555	1.4%
Invesco Exch Traded Fd Tr II	—	$5.73M	247,064	1.3%
Pacer Fds Tr	—	$5.10M	108,196	1.2%
Vanguard World Fd	—	$4.93M	77,465	1.1%
J P Morgan Exchange Traded F	—	$4.56M	89,579	1.1%
iShares Tr	—	$4.32M	90,294	1.0%

Activity

Dec 31, 2025

InsidersInstitutions

This fund's 13F position changes — what it's buying and selling.

No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.