STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC
All 13F Filings
- Location
- Spokane, WA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 127,634
- 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 |
|---|---|---|---|---|---|
| Q1 2026 | 4/9/2026 | 62 | 127,634 | 13F-HR | STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC |
| Q4 2025 | 1/20/2026 | 53 | 118,578 | 13F-HR | STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 43.99 K | 34.5% | 0 | 38.76 K | -38.76 K |
| ETFs | 82.73 K | 64.8% | 46.9 K | 0 | 46.9 K |
| Debt | 916 | 0.7% | 916 | 0 | 916 |
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Fund Snapshot
Q1 2026
Latest filed
4/9/2026
Total value ($000)
127,634
Holdings
62
QoQ value change ($000)
9,056
(7.6%)
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.