Endowment Wealth Management, Inc. - Portfolio overview

Endowment Wealth Management, Inc. has 191 reported holdings in this dataset, with the latest filing dated 2026-05-08.

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. PSP - INVESCO EXCHANGE TRADED FD T, 5.50%
2. ITOT - ISHARES TR, 5.44%
3. VTI - VANGUARD INDEX FDS, 4.23%

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

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