STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC - Portfolio overview

STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC has 62 reported holdings in this dataset, with the latest filing dated 2026-04-09.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Industrials.

Largest reported holdings by portfolio allocation

1. SCHD - SCHWAB STRATEGIC TR, 7.24%
2. CGDV - CAPITAL GROUP DIVIDEND VALUE, 6.96%
3. RDVY - FIRST TR EXCHANGE TRADED FD, 6.39%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

Explore securities or join Upside Invest to compare portfolios.