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
- IVV - ISHARES TR, 12.62%
- RWL - INVESCO EXCH TRADED FD TR II, 8.36%
- 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.
Explore securities or join Upside Invest to compare portfolios.