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
Other84.1%
ETF12.0%
Technology2.1%
Consumer0.8%
Financial0.5%
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 2023