Good Steward Wealth Advisors,LLC

Q4 2025 13F-HR Holdings

Location
Clarksville, TN
Holdings as of
12/31/2025
Date filed
1/22/2026
Form type
13F-HR
Num holdings
70
Total value ($000)
$151,526
Net value change ($000)
+6,802 (4.7%)
New positions
4
Sold out positions
11
Turnover %
8.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/6/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
SCHH 4,522 NEW
DBMF 1,824 391.4%
EMBD 1,216 18.1%
VOO 1,138 15.0%
LQD 867 36.7%
IEFA 832 20.2%
PULS 773 6.1%
VTI 658 5.1%
SEPI 598 5.9%
VO 485 16.1%
Top Reduces (Value $000, Stocks/ETFs)
RDOG -4,186 -100.0%
SLV -1,246 -64.8%
SPHY -899 -100.0%
GLD -306 -11.4%
HYFI -298 -100.0%
ENB -254 -100.0%
PM -237 -100.0%
VZ -236 -100.0%
ORCL -232 -42.2%
USB -227 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type