STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC
All 13F Filings
- Location
- Spokane, WA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 148,602
- 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 | 7/13/2026 | 70 | 148,602 | 13F-HR | STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC |
| 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 | 39.1 K | 26.3% | 0 | 4.891 K | -4.891 K |
| ETFs | 105.4 K | 70.9% | 22.69 K | 0 | 22.69 K |
| Debt | 4.083 K | 2.7% | 3.167 K | 0 | 3.167 K |
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Fund Snapshot
Q2 2026
Latest filed
7/13/2026
Total value ($000)
148,602
Holdings
70
QoQ value change ($000)
20,968
(16.4%)
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.