Stewardship Advisors, LLC
โขCIK: 1733219โขFiling: Q4 2025
**Stewardship Advisors, LLC** manages $433M across a diversified portfolio of 162 holdings. The fund maintains significant exposure to core US equity indices, notably allocating $50.3M to IVV and $33.9M to QQQM. Further diversification is evident with substantial positions in international markets, including $20.8M in VEA and $14.3M in VWO. This structure suggests a disciplined, large-cap growth orientation across global equity mandates.
Total AUM
$432.6M
QoQ Performance
+2.3%
Positions
77
Top 10 Concentration
51.1%
Latest Filing
Q4 2025
Top Holdings Allocation
IVV
RWL
QQQM
IVV11.6%
RWL8.3%
QQQM7.8%
VEA4.8%
IMFL3.9%
SUSA3.6%
VWO3.3%
SPAB2.6%
๐ Biggest Buys
๐ Biggest Sells
Sector Breakdown
Other84.2%
ETF12.0%
Technology2.1%
Consumer0.8%
Financial0.4%
Healthcare0.2%
Communication0.2%
Utilities0.1%
๐ช Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW12 new positions
โ94 increased
โ51 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022