Faithward Advisors, LLC

All 13F Filings

Location
Lancaster, PA
Most recent 13F
Q2 2026
Holdings value ($000)
819,396
Description
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Website
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Founded
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Chairman
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CEO
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All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q2 2026 8/12/2026 339 819,396 13F-HR Faithward Advisors, LLC
Q1 2026 4/17/2026 261 700,891 13F-HR Faithward Advisors, LLC
Q4 2025 2/17/2026 327 682,130 13F-HR Faithward Advisors, LLC
Q3 2025 11/19/2025 304 672,510 13F-HR Faithward Advisors, LLC
Q2 2025 8/14/2025 265 644,375 13F-HR Faithward Advisors, LLC
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 525.5 K 64.2% 28.89 K 0 28.89 K
ETFs 284.7 K 34.8% 90.36 K 0 90.36 K
Debt 1.285 K 0.2% 0 270 -270
Other 7.309 K 0.9% 0 408 -408
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Fund Snapshot

Q2 2026
Latest filed
8/12/2026
Total value ($000)
819,396
Holdings
339
QoQ value change ($000)
118,505 (16.9%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.