Good Steward Wealth Advisors,LLC
โขCIK: 2060772โขFiling: Q4 2025
**Good Steward Wealth Advisors,LLC** manages $152M across a diversified portfolio of 70 holdings. The strategy exhibits a notable allocation to core US equities, evidenced by the top three positions: VTI ($13.7M), PULS ($13.5M), and SEPI ($10.8M). Further diversification is maintained through significant exposure to broad market indices (VOO at $8.7M) and international/fixed income assets, including VXUS ($5.5M) and IEF ($5.1M). This structure suggests a disciplined, multi-asset approach targeting steady capital appreciation.
Total AUM
$151.5M
QoQ Performance
+4.7%
Positions
63
Top 10 Concentration
56.5%
Latest Filing
Q4 2025
Top Holdings Allocation
VTI
PULS
SEPI
PFXF
VOO
EMBD
VTI9.0%
PULS8.9%
SEPI7.1%
PFXF7.0%
VOO5.8%
EMBD5.2%
VXUS3.7%
IEF3.3%
๐ Biggest Buys
๐ Biggest Sells
Sector Breakdown
Other79.4%
ETF7.2%
Technology4.0%
Industrial2.5%
Energy1.9%
Utilities1.5%
Consumer1.4%
Healthcare1.3%
๐ช Exited Positionssold since Q3 2025
+6 more exited positions
Changes from Q3 2025
NEW4 new positions
โ22 increased
โ41 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025