Stewardship Advisors, LLC
All 13F Filings
- Location
- Mount Joy, PA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 481,449
- Description
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- Website
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- Founded
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- Chairman
- —
- 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 | 7/20/2026 | 175 | 481,449 | 13F-HR | Stewardship Advisors, LLC |
| 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 | 39.26 K | 8.2% | 0 | 969 | -969 |
| ETFs | 436.1 K | 91.6% | 46.27 K | 0 | 46.27 K |
| Debt | 760 | 0.2% | 546 | 0 | 546 |
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Fund Snapshot
Q2 2026
Latest filed
7/20/2026
Total value ($000)
481,449
Holdings
175
QoQ value change ($000)
46,194
(10.6%)
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.