Stewardship Advisors, LLC

CIK 0001733219 • 7 13F filings • Apr 17, 2025 – Oct 20, 2026

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Filer information

Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).

AUM over time

$0 latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $395.1M149 positionsView on SEC.gov

			% of Portfolio
ABRDN ETFS	BBRG ALL COMD K1	$279K	0.1%Prev: 0.1%	13,438 SH	Decreased-5,064 SH
ADOBE INC	COM	$213K	0.1%	550 SH	New
ALPHABET INC	CAP STK CL A	$672K	0.2%Prev: 0.3%	3,815 SH	Decreased-401 SH
AMAZON COM INC	COM	$862K	0.2%Prev: 0.2%	3,927 SH	Decreased-747 SH
AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$281K	0.1%Prev: 3.7%	4,104 SH	Decreased-196,465 SH
AMERICAN CENTY ETF TR	DIVERSIFIED MU	$432K	0.1%Prev: 0.1%	8,828 SH	Increased+804 SH
AMERICAN CENTY ETF TR	QUALITY DIVRSFED	$520K	0.1%Prev: 0.1%	8,926 SH	Decreased-16 SH
AMERICAN CENTY ETF TR	US SML CP VALU	$305K	0.1%Prev: 0.1%	3,347 SH	Decreased-49 SH
AMERICAN WTR WKS CO INC NEW	COM	$232K	0.1%	1,669 SH	New
APPLE INC	COM	$1.9M	0.5%Prev: 0.5%	9,100 SH	Decreased+1,069 SH
AT&T INC	COM	$239K	0.1%Prev: 0.1%	8,250 SH	Decreased-45 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$345K	0.1%Prev: 0.1%	711 SH	Decreased-10 SH
BLACKROCK ETF TRUST	ISHARES PRIME MO	$710K	0.2%Prev: 1.5%	7,069 SH	Decreased-59,377 SH
BROADCOM INC	COM	$465K	0.1%Prev: 0.1%	1,687 SH	Decreased-380 SH
CINTAS CORP	COM	$224K	0.1%	1,006 SH	New
COSTCO WHSL CORP NEW	COM	$438K	0.1%	442 SH	New
DIMENSIONAL ETF TRUST	CORE FIXED INCOM	$2.2M	0.6%Prev: 0.5%	52,547 SH	Decreased-306 SH
DIMENSIONAL ETF TRUST	EMGR CRE EQT MNG	$314K	0.1%Prev: 0.1%	10,848 SH	Increased+1,661 SH
DIMENSIONAL ETF TRUST	GLOBAL EX US COR	$625K	0.2%	11,713 SH	New
DIMENSIONAL ETF TRUST	GLOBAL SUSTAINA	$282K	0.1%Prev: 0.1%	5,377 SH	Decreased-1,678 SH
DIMENSIONAL ETF TRUST	INFLATION PROTE	$402K	0.1%Prev: 0.1%	9,608 SH	Decreased-221 SH
DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$518K	0.1%Prev: 0.1%	14,980 SH	Increased+1,774 SH
DIMENSIONAL ETF TRUST	INTL HIGH PROFIT	$228K	0.1%Prev: 0.1%	7,727 SH	Decreased+587 SH
DIMENSIONAL ETF TRUST	SHORT DURATION F	$585K	0.1%Prev: 0.1%	12,183 SH	Increased+850 SH
DIMENSIONAL ETF TRUST	US CORE EQT MKT	$882K	0.2%Prev: 0.2%	20,823 SH	Increased+1,849 SH
DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$1.2M	0.3%Prev: 0.3%	32,981 SH	Increased+3,222 SH
DIMENSIONAL ETF TRUST	US EQUITY MARKET	$590K	0.1%Prev: 0.1%	8,800 SH	Increased+841 SH
DIMENSIONAL ETF TRUST	US HIGH PROFITAB	$571K	0.1%Prev: 0.1%	16,071 SH	Increased+1,181 SH
DIMENSIONAL ETF TRUST	WORLD EX US CORE	$637K	0.2%Prev: 0.1%	21,699 SH	Increased+3,047 SH
DOUBLELINE ETF TRUST	OPPORTUNISTIC CO	$252K	0.1%Prev: 0.1%	5,446 SH	Decreased-2,858 SH
ETF SER SOLUTIONS	VIDENT US BOND	$260K	0.1%Prev: 0.0%	5,962 SH	Increased+1,040 SH
ETF SER SOLUTIONS	VIDENT US EQUITY	$261K	0.1%Prev: 0.0%	4,148 SH	Increased+947 SH
EXXON MOBIL CORP	COM	$303K	0.1%Prev: 0.1%	2,815 SH	Decreased+908 SH
FIRST TR EXCH TRADED FD III	MUNI HI INCM ETF	$3.4M	0.9%Prev: 0.1%	72,483 SH	Increased+61,909 SH
FS CREDIT OPPORTUNITIES CORP	COMMON STOCK	$186K	0.0%Prev: 0.0%	25,559 SH	Increased-346 SH
FULTON FINL CORP PA	COM	$1.6M	0.4%Prev: 0.4%	87,560 SH	Increased+12,185 SH
GENERAL DYNAMICS CORP	COM	$250K	0.1%Prev: 0.1%	857 SH	Decreased+78 SH
GLOBAL X FDS	1-3 MONTH T-BILL	$296K	0.1%Prev: 0.1%	2,946 SH	Decreased-384 SH
GRAYSCALE BITCOIN MINI TR ET	SHS NEW	$509K	0.1%Prev: 0.1%	10,652 SH	Increased+1,031 SH
HCA HEALTHCARE INC	COM	$205K	0.1%	536 SH	New
HOME DEPOT INC	COM	$294K	0.1%Prev: 0.1%	803 SH	Increased+37 SH
INTUITIVE SURGICAL INC	COM NEW	$209K	0.1%Prev: 0.0%	385 SH	Decreased-74 SH
INVESCO ACTIVELY MANAGED EXC	TOTAL RETURN	$11.5M	2.9%Prev: 1.9%	245,800 SH	Increased+69,795 SH
INVESCO EXCH TRADED FD TR II	EMRNG MKT SVRG	$419K	0.1%Prev: 0.1%	20,487 SH	Increased+777 SH
INVESCO EXCH TRADED FD TR II	EQUAL WEGT 0-30	$20.1M	5.1%Prev: 0.6%	731,359 SH	Increased+628,203 SH
INVESCO EXCH TRADED FD TR II	ESG NASDAQ 100	$6.8M	1.7%Prev: 1.4%	179,593 SH	Increased+27,833 SH
INVESCO EXCH TRADED FD TR II	ESG S&P 500 EQL	$6.3M	1.6%Prev: 1.4%	229,639 SH	Increased+29,218 SH
INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$31.4M	7.9%Prev: 7.3%	138,222 SH	Decreased+3,897 SH
INVESCO EXCH TRADED FD TR II	NATL AMT MUNI	$7.3M	1.8%Prev: 1.3%	325,840 SH	Increased+85,106 SH
INVESCO EXCH TRADED FD TR II	S&P 500 REVENUE	$22.7M	5.7%Prev: 8.4%	217,350 SH	Decreased-101,502 SH
INVESCO EXCH TRD SLF IDX FD	INTL DEV DYNAMIC	$15.9M	4.0%Prev: 4.1%	574,825 SH	Decreased+15,037 SH
INVESCO EXCH TRD SLF IDX FD	RUSL 1000 DYNM	$751K	0.2%	12,990 SH	New
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$225K	0.1%	1,238 SH	New
INVESCO QQQ TR	UNIT SER 1	$1.5M	0.4%Prev: 0.3%	2,679 SH	Increased+271 SH
ISHARES INC	CORE MSCI EMKT	$561K	0.1%Prev: 0.2%	9,343 SH	Decreased-2,397 SH
ISHARES INC	MSCI GBL MIN VOL	$400K	0.1%Prev: 0.1%	3,375 SH	Decreased-256 SH
ISHARES TR	0-5YR HI YL CP	$434K	0.1%Prev: 0.1%	10,062 SH	Decreased-494 SH
ISHARES TR	CORE INTL AGGR	$211K	0.1%Prev: 0.1%	4,132 SH	Decreased-736 SH
ISHARES TR	CORE MSCI INTL	$1.1M	0.3%Prev: 0.3%	14,737 SH	Decreased-2,424 SH
ISHARES TR	CORE S&P500 ETF	$48.2M	12.2%Prev: 12.7%	77,666 SH	Decreased-7,017 SH
ISHARES TR	CORE US AGGBD ET	$2.5M	0.6%Prev: 0.6%	25,085 SH	Decreased-2,745 SH
ISHARES TR	ESG ADV TTL USD	$4.4M	1.1%	102,017 SH	New
ISHARES TR	ESG AW MSCI EAFE	$204K	0.1%Prev: 0.1%	2,291 SH	Decreased-76 SH
ISHARES TR	ESG AWARE MSCI	$243K	0.1%Prev: 0.1%	5,869 SH	Decreased-22 SH
ISHARES TR	ESG AWR US AGRGT	$4.9M	1.2%Prev: 0.9%	103,570 SH	Increased+18,097 SH
ISHARES TR	ESG EAFE ETF	$478K	0.1%Prev: 0.1%	6,423 SH	Decreased-690 SH
ISHARES TR	ESG MSCI USA ETF	$879K	0.2%Prev: 0.2%	16,290 SH	Decreased-375 SH
ISHARES TR	ESG OPTIMIZED	$11.8M	3.0%Prev: 3.6%	93,112 SH	Decreased-24,683 SH
ISHARES TR	IBOXX HI YD ETF	$367K	0.1%Prev: 0.1%	4,548 SH	Decreased-253 SH
ISHARES TR	INTRM GOV CR ETF	$405K	0.1%Prev: 0.1%	3,788 SH	Increased+928 SH
ISHARES TR	JPMORGAN USD EMG	$287K	0.1%Prev: 0.1%	3,097 SH	Decreased-104 SH
ISHARES TR	MBS ETF	$269K	0.1%Prev: 0.1%	2,863 SH	Decreased-948 SH
ISHARES TR	MSCI INTL QUALTY	$215K	0.1%Prev: 0.1%	4,975 SH	Decreased
ISHARES TR	MSCI USA MIN VOL	$340K	0.1%Prev: 0.1%	3,618 SH	Decreased-521 SH
ISHARES TR	MSCI USA QLT FCT	$209K	0.1%	1,145 SH	New
ISHARES TR	NATIONAL MUN ETF	$334K	0.1%Prev: 0.1%	3,196 SH	Decreased-2,052 SH
ISHARES TR	RUS TP200 GR ETF	$1.0M	0.3%Prev: 0.2%	4,093 SH	Decreased-148 SH
ISHARES TR	S&P 500 GRWT ETF	$235K	0.1%Prev: 0.1%	2,136 SH	Decreased-418 SH
ISHARES TR	SHRT NAT MUN ETF	$1.1M	0.3%Prev: 0.3%	10,135 SH	Decreased-792 SH
ISHARES TR	US TREAS BD ETF	$1.2M	0.3%Prev: 0.3%	53,480 SH	Decreased-943 SH
ISHARES TR	USD INV GRDE ETF	$230K	0.1%Prev: 0.1%	4,473 SH	Decreased-619 SH
J P MORGAN EXCHANGE TRADED F	SMALL & MID CAP	$4.4M	1.1%Prev: 1.4%	74,076 SH	Decreased-15,287 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$6.6M	1.7%Prev: 2.7%	130,147 SH	Decreased-99,537 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHT MUNCPL	$5.3M	1.3%Prev: 1.1%	103,818 SH	Increased+13,365 SH
JANUS DETROIT STR TR	HENDRSON AAA CL	$5.4M	1.4%Prev: 0.0%	105,850 SH	Increased+101,817 SH
JPMORGAN CHASE & CO.	COM	$547K	0.1%	1,888 SH	New
MASTERCARD INCORPORATED	CL A	$537K	0.1%Prev: 0.1%	955 SH	Increased-3 SH
MCDONALDS CORP	COM	$247K	0.1%Prev: 0.1%	846 SH	Decreased+36 SH
META PLATFORMS INC	CL A	$443K	0.1%Prev: 0.1%	600 SH	Decreased-410 SH
MICROSOFT CORP	COM	$1.2M	0.3%Prev: 0.3%	2,454 SH	Increased-792 SH
NETFLIX INC	COM	$225K	0.1%	168 SH	New
NEXTERA ENERGY INC	COM	$250K	0.1%	3,604 SH	New
NUSHARES ETF TR	ESG HI TLD CRP	$2.7M	0.7%Prev: 1.0%	123,267 SH	Decreased-78,110 SH
NUSHARES ETF TR	NUVEEN ESG EMRGN	$1.1M	0.3%Prev: 0.3%	33,803 SH	Decreased-3,594 SH
NUSHARES ETF TR	NUVEEN ESG LRGCP	$222K	0.1%	2,367 SH	New
NUSHARES ETF TR	NUVEEN ESG LRGVL	$208K	0.1%Prev: 0.1%	4,960 SH	Decreased+50 SH
NUSHARES ETF TR	NUVEEN ESG SMLCP	$1.3M	0.3%Prev: 0.3%	31,316 SH	Decreased+148 SH
NVIDIA CORPORATION	COM	$1.3M	0.3%Prev: 0.4%	8,495 SH	Decreased-2,197 SH
PACER FDS TR	PAC ASSET FLTG	$4.0M	1.0%	84,686 SH	New
PACER FDS TR	US CASH COWS 100	$380K	0.1%Prev: 0.1%	6,896 SH	Decreased+175 SH
PARKER-HANNIFIN CORP	COM	$251K	0.1%	359 SH	New
PIMCO ETF TR	ENHAN SHRT MA AC	$249K	0.1%	2,479 SH	New
PIMCO ETF TR	ENHANCD SHORT	$4.2M	1.1%Prev: 1.2%	42,858 SH	Decreased-9,289 SH
PNC FINL SVCS GROUP INC	COM	$490K	0.1%Prev: 0.1%	2,631 SH	Increased+892 SH
PPL CORP	COM	$436K	0.1%Prev: 0.1%	12,871 SH	Decreased
PUBLIC SVC ENTERPRISE GRP IN	COM	$262K	0.1%	3,109 SH	New
QUANTA SVCS INC	COM	$231K	0.1%	610 SH	New
RBB FD INC	US TREASY 2 YR	$338K	0.1%Prev: 0.1%	6,962 SH	Decreased-4,127 SH
S&P GLOBAL INC	COM	$231K	0.1%	438 SH	New
SCHWAB STRATEGIC TR	INTL EQTY ETF	$1.8M	0.4%Prev: 0.6%	79,420 SH	Decreased-29,452 SH
SCHWAB STRATEGIC TR	INTL SCEQT ETF	$6.6M	1.7%Prev: 1.2%	154,506 SH	Increased+38,301 SH
SCHWAB STRATEGIC TR	SHT TM US TRES	$592K	0.1%Prev: 0.2%	24,266 SH	Decreased-2,699 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$623K	0.2%Prev: 0.2%	23,513 SH	Decreased-762 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$1.9M	0.5%Prev: 0.5%	63,545 SH	Decreased-11,004 SH
SCHWAB STRATEGIC TR	US LCAP VA ETF	$1.7M	0.4%Prev: 0.5%	60,818 SH	Decreased-7,713 SH
SCHWAB STRATEGIC TR	US LRG CAP ETF	$1.1M	0.3%Prev: 0.2%	43,553 SH	Increased+3,599 SH
SCHWAB STRATEGIC TR	US SML CAP ETF	$484K	0.1%Prev: 0.1%	19,135 SH	Decreased+1,187 SH
SCHWAB STRATEGIC TR	US TIPS ETF	$473K	0.1%Prev: 0.1%	17,712 SH	Decreased-2,542 SH
SEI EXCHANGE TRADED FUNDS	ENHANCED US LRG	$1.5M	0.4%Prev: 0.6%	39,662 SH	Decreased-20,203 SH
SILA REALTY TRUST INC	COMMON STOCK	$272K	0.1%Prev: 0.1%	11,489 SH	Decreased
SPDR GOLD TR	GOLD SHS	$359K	0.1%Prev: 0.1%	1,178 SH	Increased+584 SH
SPDR S&P 500 ETF TR	TR UNIT	$589K	0.1%	953 SH	New
SPDR SERIES TRUST	PORTFLI HIGH YLD	$995K	0.3%	41,796 SH	New
SPDR SERIES TRUST	PORTFOLI S&P1500	$1.5M	0.4%	19,630 SH	New
SPDR SERIES TRUST	PORTFOLIO AGRGTE	$14.7M	3.7%	573,602 SH	New
SPDR SERIES TRUST	PORTFOLIO S&P400	$5.6M	1.4%	102,149 SH	New
SPDR SERIES TRUST	PORTFOLIO S&P500	$888K	0.2%	12,222 SH	New
T-MOBILE US INC	COM	$263K	0.1%Prev: 0.1%	1,102 SH	Increased-19 SH
TESLA INC	COM	$520K	0.1%Prev: 0.1%	1,637 SH	Decreased-79 SH
VANECK ETF TRUST	FALLEN ANGEL HG	$3.2M	0.8%Prev: 0.9%	110,234 SH	Decreased-24,461 SH
VANECK ETF TRUST	JP MRGAN EM LOC	$542K	0.1%Prev: 0.1%	21,365 SH	Decreased-2,694 SH
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$2.5M	0.6%Prev: 0.7%	33,975 SH	Decreased-9,911 SH
VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$1.2M	0.3%Prev: 0.3%	23,604 SH	Decreased-5,885 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$304K	0.1%Prev: 0.2%	536 SH	Decreased-817 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$294K	0.1%Prev: 0.1%	1,506 SH	Decreased-234 SH
VANGUARD INDEX FDS	SML CP GRW ETF	$297K	0.1%Prev: 0.1%	1,074 SH	Decreased-178 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$218K	0.1%Prev: 0.1%	717 SH	Decreased+12 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$12.8M	3.2%Prev: 0.3%	258,327 SH	Increased+235,093 SH
VANGUARD MALVERN FDS	STRM INFPROIDX	$925K	0.2%Prev: 0.2%	18,405 SH	Increased+4,674 SH
VANGUARD MUN BD FDS	TAX EXEMPT BD	$12.1M	3.1%Prev: 1.9%	247,790 SH	Increased+84,032 SH
VANGUARD SCOTTSDALE FDS	VNG RUS1000GRW	$202K	0.1%	1,846 SH	New
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$15.1M	3.8%Prev: 5.3%	265,373 SH	Decreased-91,992 SH
VANGUARD WHITEHALL FDS	EM MK GOV BD ETF	$528K	0.1%Prev: 0.1%	8,086 SH	Decreased-1,418 SH
VANGUARD WORLD FD	ESG INTL STK ETF	$10.4M	2.6%Prev: 2.5%	158,314 SH	Decreased+4,267 SH
VANGUARD WORLD FD	ESG US CORP BD	$5.9M	1.5%Prev: 0.4%	93,270 SH	Increased+62,980 SH
VERIZON COMMUNICATIONS INC	COM	$263K	0.1%Prev: 0.1%	6,086 SH	Decreased+256 SH
VISA INC	COM CL A	$385K	0.1%	1,083 SH	New
WALMART INC	COM	$424K	0.1%Prev: 0.1%	4,340 SH	Decreased-242 SH
WISDOMTREE TR	FUTRE STRAT FD	$9.5M	2.4%Prev: 2.6%	270,389 SH	Decreased-11,689 SH

Sold (vs prior filing)

ABBVIE INC — $206K
ADVANCED MICRO DEVICES INC — $242K
ALPHABET INC — $271K
ASML HLDG NV — $221K
BLACKROCK ETF TRUST — $378K
BLUEROCK PVT REAL ESTATE FD — $981K
CATERPILLAR INC — $236K
CHEVRON CORPORATION — $266K
CISCO SYS INC — $227K
COSTCO WHOLESALE CORPORATION — $469K
DIMENSIONAL ETF TRUST — $617K
DUKE ENERGY CORP NEW — $203K
ELI LILLY & CO — $226K
ENTERGY CORP NEW — $221K
EOG RES INC — $230K
FORD MTR CO — $136K
INVESCO ACTIVELY MANAGED EXC — $5.0M
INVESCO EXCHANGE TRADED FD T — $278K
ISHARES TR — $219K
ISHARES TR — $208K
… and 21 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Oct 20, 2026	Q3 2026	13F-HR	0001733219-26-000006	—	View
Jan 15, 2026	Q4 2025	13F-HR	0001733219-26-000001	$432.6M	View
Oct 29, 2025	Q3 2025