Stewardship Advisors, LLC - Portfolio overview

Stewardship Advisors, LLC has 178 reported holdings in this dataset, with the latest filing dated 2026-04-17.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

  1. IVV - ISHARES TR, 12.62%
  2. RWL - INVESCO EXCH TRADED FD TR II, 8.36%
  3. QQQM - INVESCO EXCH TRADED FD TR II, 7.28%

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

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