Stewardship Advisors, LLC
All 13F Filings
- Location
- Mount Joy, PA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 435,255
- 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 |
|---|---|---|---|---|---|
| Q1 2026 | 4/17/2026 | 168 | 435,255 | 13F-HR | Stewardship Advisors, LLC |
| Q4 2025 | 1/15/2026 | 162 | 432,648 | 13F-HR | Stewardship Advisors, LLC |
| Q3 2025 | 10/29/2025 | 154 | 422,792 | 13F-HR | Stewardship Advisors, LLC |
| Q2 2025 | 7/10/2025 | 151 | 395,078 | 13F-HR | Stewardship Advisors, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 40.23 K | 9.4% | 0 | 239.8 K | -239.8 K |
| ETFs | 389.8 K | 90.6% | 237.7 K | 0 | 237.7 K |
| Debt | 214 | 0.0% | 0 | 3 | -3 |
| Other | 0 | 0.0% | 0 | 310 | -310 |
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Fund Snapshot
Q1 2026
Latest filed
4/17/2026
Total value ($000)
435,255
Holdings
168
QoQ value change ($000)
2,607
(0.6%)
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.