Endowment Wealth Management, Inc.
All 13F Filings
- Location
- Appleton, WI
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 217,608
- 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 |
|---|---|---|---|---|---|
| Q4 2025 | 2/9/2026 | 151 | 217,608 | 13F-HR | Endowment Wealth Management, Inc. |
| Q3 2025 | 11/6/2025 | 156 | 220,312 | 13F-HR | Endowment Wealth Management, Inc. |
| Q2 2025 | 7/25/2025 | 157 | 193,954 | 13F-HR | Endowment Wealth Management, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 166.3 K | 76.4% | 0 | 4.549 K | -4.549 K |
| ETFs | 44.67 K | 20.5% | 3.399 K | 0 | 3.399 K |
| Debt | 5.904 K | 2.7% | 0 | 1.395 K | -1.395 K |
| Other | 763 | 0.4% | 65 | 0 | 65 |
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Fund Snapshot
Q4 2025
Latest filed
2/9/2026
Total value ($000)
217,608
Holdings
151
QoQ value change ($000)
-2,704
(-1.2%)
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.