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: $422.8M152 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$220K	0.1%Prev: 0.0%	951 SH	Decreased+20 SH
ABRDN ETFS	BBRG ALL COMD K1	$294K	0.1%Prev: 0.1%	13,645 SH	Decreased-3,651 SH
ALPHABET INC	CAP STK CL A	$928K	0.2%Prev: 0.3%	3,816 SH	Decreased-405 SH
AMAZON COM INC	COM	$876K	0.2%Prev: 0.2%	3,990 SH	Decreased-646 SH
AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$313K	0.1%Prev: 2.3%	4,172 SH	Decreased-110,746 SH
AMERICAN CENTY ETF TR	DIVERSIFIED MU	$378K	0.1%Prev: 0.1%	7,527 SH	Decreased-398 SH
AMERICAN CENTY ETF TR	QUALITY DIVRSFED	$545K	0.1%Prev: 0.1%	8,879 SH	Decreased-63 SH
AMERICAN CENTY ETF TR	US SML CP VALU	$338K	0.1%Prev: 0.1%	3,397 SH	Decreased+1 SH
APPLE INC	COM	$2.2M	0.5%Prev: 0.5%	8,754 SH	Decreased+632 SH
AT&T INC	COM	$233K	0.1%	8,264 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$353K	0.1%Prev: 0.1%	703 SH	Decreased-31 SH
BLACKROCK ETF TRUST	ISHARES PRIME MO	$3.2M	0.7%	31,349 SH	New
BLACKROCK ETF TRUST	ISHARES US EQUIT	$228K	0.1%Prev: 0.1%	3,848 SH	Decreased-3,818 SH
BROADCOM INC	COM	$519K	0.1%Prev: 0.2%	1,574 SH	Decreased-444 SH
COSTCO WHSL CORP NEW	COM	$432K	0.1%	467 SH	New
DIMENSIONAL ETF TRUST	CORE FIXED INCOM	$2.1M	0.5%	48,939 SH	New
DIMENSIONAL ETF TRUST	EMGR CRE EQT MNG	$307K	0.1%Prev: 0.1%	9,728 SH	Decreased+848 SH
DIMENSIONAL ETF TRUST	GLOBAL EX US COR	$577K	0.1%	10,689 SH	New
DIMENSIONAL ETF TRUST	GLOBAL SUSTAINA	$335K	0.1%Prev: 0.1%	6,281 SH	Decreased-1,433 SH
DIMENSIONAL ETF TRUST	INFLATION PROTE	$380K	0.1%Prev: 0.1%	8,990 SH	Decreased-1,223 SH
DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$493K	0.1%Prev: 0.1%	13,568 SH	Decreased+13 SH
DIMENSIONAL ETF TRUST	INTL HIGH PROFIT	$215K	0.1%Prev: 0.1%	7,089 SH	Decreased-369 SH
DIMENSIONAL ETF TRUST	SHORT DURATION F	$517K	0.1%	10,728 SH	New
DIMENSIONAL ETF TRUST	US CORE EQT MKT	$873K	0.2%Prev: 0.2%	19,068 SH	Decreased-108 SH
DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$1.2M	0.3%	30,272 SH	New
DIMENSIONAL ETF TRUST	US EQUITY MARKET	$582K	0.1%	8,035 SH	New
DIMENSIONAL ETF TRUST	US HIGH PROFITAB	$559K	0.1%	14,806 SH	New
DIMENSIONAL ETF TRUST	WORLD EX US CORE	$615K	0.1%Prev: 0.1%	19,589 SH	Decreased+934 SH
DOUBLELINE ETF TRUST	OPPORTUNISTIC CO	$310K	0.1%	6,660 SH	New
ETF SER SOLUTIONS	VIDENT US BOND	$264K	0.1%	5,962 SH	New
ETF SER SOLUTIONS	VIDENT US EQUITY	$269K	0.1%	4,053 SH	New
EXXON MOBIL CORP	COM	$301K	0.1%Prev: 0.1%	2,672 SH	Increased+726 SH
FIRST TR EXCH TRADED FD III	MUNI HI INCM ETF	$3.7M	0.9%Prev: 0.1%	76,848 SH	Increased+71,414 SH
FS CREDIT OPPORTUNITIES CORP	COMMON STOCK	$177K	0.0%Prev: 0.0%	25,686 SH	Increased-286 SH
FULTON FINL CORP PA	COM	$1.6M	0.4%Prev: 0.3%	86,666 SH	Increased+21,392 SH
GENERAL DYNAMICS CORP	COM	$292K	0.1%Prev: 0.1%	857 SH	Increased+76 SH
GLOBAL X FDS	1-3 MONTH T-BILL	$390K	0.1%	3,879 SH	New
GRAYSCALE BITCOIN MINI TR ET	SHS NEW	$538K	0.1%Prev: 0.1%	10,621 SH	Increased+1,000 SH
HCA HEALTHCARE INC	COM	$216K	0.1%	506 SH	New
HOME DEPOT INC	COM	$325K	0.1%Prev: 0.1%	801 SH	Increased+82 SH
INVESCO ACTIVELY MANAGED EXC	TOTAL RETURN	$12.3M	2.9%Prev: 3.0%	259,515 SH	Decreased-45,173 SH
INVESCO EXCH TRADED FD TR II	EMRNG MKT SVRG	$450K	0.1%Prev: 0.1%	20,880 SH	Decreased-408 SH
INVESCO EXCH TRADED FD TR II	EQUAL WEGT 0-30	$21.5M	5.1%Prev: 3.3%	772,700 SH	Increased+178,746 SH
INVESCO EXCH TRADED FD TR II	ESG NASDAQ 100	$7.3M	1.7%Prev: 1.5%	176,569 SH	Decreased+31,677 SH
INVESCO EXCH TRADED FD TR II	ESG S&P 500 EQL	$6.6M	1.6%Prev: 1.3%	227,892 SH	Increased+36,400 SH
INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$34.0M	8.0%Prev: 7.7%	137,463 SH	Decreased+15,252 SH
INVESCO EXCH TRADED FD TR II	NATL AMT MUNI	$7.6M	1.8%Prev: 1.5%	329,387 SH	Increased+13,882 SH
INVESCO EXCH TRADED FD TR II	S&P 500 REVENUE	$24.3M	5.8%Prev: 6.2%	219,942 SH	Decreased-13,656 SH
INVESCO EXCH TRD SLF IDX FD	INTL DEV DYNAMIC	$15.9M	3.8%Prev: 4.0%	575,943 SH	Decreased+8,965 SH
INVESCO EXCH TRD SLF IDX FD	RUSL 1000 DYNM	$512K	0.1%	8,494 SH	New
INVESCO QQQ TR	UNIT SER 1	$1.5M	0.3%Prev: 0.4%	2,443 SH	Decreased+59 SH
ISHARES INC	CORE MSCI EMKT	$723K	0.2%Prev: 0.2%	10,971 SH	Decreased-372 SH
ISHARES INC	MSCI GBL MIN VOL	$402K	0.1%Prev: 0.1%	3,349 SH	Decreased-301 SH
ISHARES TR	0-5YR HI YL CP	$460K	0.1%Prev: 0.1%	10,627 SH	Increased-204 SH
ISHARES TR	CORE INTL AGGR	$229K	0.1%Prev: 0.0%	4,474 SH	Decreased-228 SH
ISHARES TR	CORE MSCI INTL	$1.2M	0.3%Prev: 0.3%	14,584 SH	Decreased-3,216 SH
ISHARES TR	CORE S&P500 ETF	$51.5M	12.2%Prev: 16.8%	76,994 SH	Decreased-31,108 SH
ISHARES TR	CORE US AGGBD ET	$2.7M	0.6%Prev: 0.2%	26,572 SH	Increased+18,997 SH
ISHARES TR	EAFE VALUE ETF	$254K	0.1%	3,745 SH	New
ISHARES TR	ESG ADV TTL USD	$4.6M	1.1%	104,472 SH	New
ISHARES TR	ESG AW MSCI EAFE	$218K	0.1%Prev: 0.0%	2,340 SH	Decreased+25 SH
ISHARES TR	ESG AWARE MSCI	$262K	0.1%Prev: 0.1%	5,811 SH	Decreased+19 SH
ISHARES TR	ESG AWR US AGRGT	$5.2M	1.2%Prev: 1.1%	108,267 SH	Decreased-3,976 SH
ISHARES TR	ESG EAFE ETF	$502K	0.1%Prev: 0.1%	6,628 SH	Decreased-535 SH
ISHARES TR	ESG MSCI USA ETF	$893K	0.2%Prev: 0.2%	15,590 SH	Decreased-76 SH
ISHARES TR	ESG OPTIMIZED	$11.9M	2.8%Prev: 4.0%	87,515 SH	Decreased-37,834 SH
ISHARES TR	IBOXX HI YD ETF	$376K	0.1%Prev: 0.1%	4,628 SH	Decreased-533 SH
ISHARES TR	INTRM GOV CR ETF	$307K	0.1%Prev: 0.1%	2,860 SH	Decreased-69 SH
ISHARES TR	JPMORGAN USD EMG	$299K	0.1%Prev: 0.1%	3,142 SH	Decreased-39 SH
ISHARES TR	MBS ETF	$272K	0.1%Prev: 0.1%	2,863 SH	Decreased-1,138 SH
ISHARES TR	MSCI INTL QUALTY	$220K	0.1%Prev: 0.1%	4,975 SH	Decreased
ISHARES TR	MSCI USA MIN VOL	$435K	0.1%	4,572 SH	New
ISHARES TR	MSCI USA QLT FCT	$276K	0.1%	1,419 SH	New
ISHARES TR	NATIONAL MUN ETF	$619K	0.1%Prev: 0.1%	5,810 SH	Increased+675 SH
ISHARES TR	RUS MID CAP ETF	$200K	0.0%Prev: 0.0%	2,074 SH	Decreased+100 SH
ISHARES TR	RUS TP200 GR ETF	$1.2M	0.3%Prev: 0.3%	4,228 SH	Decreased-15 SH
ISHARES TR	S&P 500 GRWT ETF	$211K	0.0%Prev: 0.1%	1,748 SH	Decreased-1,540 SH
ISHARES TR	SHRT NAT MUN ETF	$1.4M	0.3%Prev: 0.3%	13,135 SH	Increased+309 SH
ISHARES TR	US TREAS BD ETF	$1.2M	0.3%Prev: 0.1%	52,898 SH	Increased+36,020 SH
ISHARES TR	USD INV GRDE ETF	$233K	0.1%Prev: 0.1%	4,468 SH	Decreased-789 SH
J P MORGAN EXCHANGE TRADED F	SMALL & MID CAP	$4.7M	1.1%Prev: 1.5%	74,559 SH	Decreased-15,243 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$7.6M	1.8%Prev: 0.9%	149,253 SH	Increased+64,975 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHT MUNCPL	$5.5M	1.3%Prev: 1.3%	107,356 SH	Decreased-11,844 SH
JANUS DETROIT STR TR	HENDRSON AAA CL	$5.7M	1.3%	111,963 SH	New
JPMORGAN CHASE & CO.	COM	$596K	0.1%	1,890 SH	New
MASTERCARD INCORPORATED	CL A	$543K	0.1%Prev: 0.0%	954 SH	Increased+513 SH
MCDONALDS CORP	COM	$257K	0.1%Prev: 0.0%	847 SH	Increased+36 SH
META PLATFORMS INC	CL A	$588K	0.1%Prev: 0.1%	801 SH	Increased-178 SH
MICROSOFT CORP	COM	$1.3M	0.3%Prev: 0.3%	2,534 SH	Increased-952 SH
NETFLIX INC	COM	$213K	0.1%	178 SH	New
NEXTERA ENERGY INC	COM	$270K	0.1%	3,573 SH	New
NUSHARES ETF TR	ESG HI TLD CRP	$2.8M	0.7%Prev: 0.5%	126,721 SH	Increased+19,438 SH
NUSHARES ETF TR	NUVEEN ESG EMRGN	$1.4M	0.3%	40,523 SH	New
NUSHARES ETF TR	NUVEEN ESG LRGCP	$230K	0.1%Prev: 0.1%	2,315 SH	Decreased+187 SH
NUSHARES ETF TR	NUVEEN ESG LRGVL	$215K	0.1%Prev: 0.1%	4,910 SH	Decreased
NUSHARES ETF TR	NUVEEN ESG SMLCP	$1.4M	0.3%Prev: 0.3%	31,129 SH	Decreased+800 SH
NVIDIA CORPORATION	COM	$1.6M	0.4%Prev: 0.4%	8,683 SH	Decreased-1,791 SH
ORACLE CORP	COM	$224K	0.1%	798 SH	New
PACER FDS TR	ARISTOTLE PACIFI	$4.1M	1.0%	86,002 SH	New
PACER FDS TR	US CASH COWS 100	$396K	0.1%Prev: 0.1%	6,896 SH	Decreased+170 SH
PIMCO ETF TR	ENHAN SHRT MA AC	$211K	0.0%Prev: 0.1%	2,094 SH	Decreased-1,189 SH
PIMCO ETF TR	ENHANCD SHORT	$4.2M	1.0%Prev: 0.8%	42,949 SH	Increased+5,249 SH
PNC FINL SVCS GROUP INC	COM	$529K	0.1%Prev: 0.1%	2,631 SH	Increased+1,023 SH
PPL CORP	COM	$479K	0.1%Prev: 0.1%	12,898 SH	Increased+27 SH
PUBLIC SVC ENTERPRISE GRP IN	COM	$259K	0.1%	3,108 SH	New
RBB FD INC	US TREASR 10 YR	$587K	0.1%Prev: 0.2%	13,264 SH	Decreased-3,871 SH
RBB FD INC	US TREASY 2 YR	$514K	0.1%Prev: 0.1%	10,574 SH	Decreased-2,600 SH
SCHWAB STRATEGIC TR	INTL EQTY ETF	$1.9M	0.4%Prev: 0.6%	79,634 SH	Decreased-30,596 SH
SCHWAB STRATEGIC TR	INTL SCEQT ETF	$6.9M	1.6%Prev: 1.1%	151,641 SH	Increased+37,065 SH
SCHWAB STRATEGIC TR	SHT TM US TRES	$619K	0.1%Prev: 0.1%	25,372 SH	Decreased-4,302 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$642K	0.2%Prev: 0.2%	23,501 SH	Decreased-854 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$1.9M	0.4%Prev: 0.5%	58,805 SH	Decreased-14,560 SH
SCHWAB STRATEGIC TR	US LCAP VA ETF	$1.8M	0.4%Prev: 0.5%	61,075 SH	Decreased-7,282 SH
SCHWAB STRATEGIC TR	US LRG CAP ETF	$1.0M	0.2%Prev: 0.2%	38,299 SH	Decreased-324 SH
SCHWAB STRATEGIC TR	US SML CAP ETF	$493K	0.1%Prev: 0.1%	17,669 SH	Decreased+1,168 SH
SCHWAB STRATEGIC TR	US TIPS ETF	$486K	0.1%Prev: 0.1%	18,022 SH	Decreased-2,899 SH
SEI EXCHANGE TRADED FUNDS	DBI MULTI-STRGY	$427K	0.1%Prev: 0.1%	16,811 SH	Decreased-2,873 SH
SEI EXCHANGE TRADED FUNDS	ENHANCED LOW VOL	$257K	0.1%	8,037 SH	New
SEI EXCHANGE TRADED FUNDS	ENHANCED US LRG	$2.3M	0.5%	55,650 SH	New
SEI EXCHANGE TRADED FUNDS	SELECT EMERGING	$253K	0.1%Prev: 0.1%	8,384 SH	Decreased-400 SH
SEI EXCHANGE TRADED FUNDS	SELECT INTL EQUI	$570K	0.1%	18,669 SH	New
SEI EXCHANGE TRADED FUNDS	SELECT SMALL CAP	$232K	0.1%	8,308 SH	New
SILA REALTY TRUST INC	COMMON STOCK	$288K	0.1%Prev: 0.1%	11,489 SH	Decreased-333 SH
SPDR GOLD TR	GOLD SHS	$395K	0.1%Prev: 0.0%	1,112 SH	Increased+518 SH
SPDR S&P 500 ETF TR	TR UNIT	$511K	0.1%	767 SH	New
SPDR SERIES TRUST	PORTFLI HIGH YLD	$989K	0.2%	41,321 SH	New
SPDR SERIES TRUST	PORTFOLI S&P1500	$1.5M	0.4%	18,923 SH	New
SPDR SERIES TRUST	PORTFOLIO AGRGTE	$15.5M	3.7%	600,617 SH	New
SPDR SERIES TRUST	PORTFOLIO S&P400	$5.9M	1.4%	103,002 SH	New
SPDR SERIES TRUST	PORTFOLIO S&P500	$753K	0.2%	9,617 SH	New
T-MOBILE US INC	COM	$269K	0.1%	1,122 SH	New
TESLA INC	COM	$736K	0.2%Prev: 0.2%	1,655 SH	Decreased-168 SH
THERMO FISHER SCIENTIFIC INC	COM	$223K	0.1%Prev: 0.0%	460 SH	Decreased-3 SH
VANECK ETF TRUST	FALLEN ANGEL HG	$3.4M	0.8%Prev: 0.7%	113,665 SH	Increased+3,596 SH
VANECK ETF TRUST	JP MRGAN EM LOC	$533K	0.1%Prev: 0.1%	20,878 SH	Decreased-4,962 SH
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$2.6M	0.6%Prev: 0.7%	34,956 SH	Decreased-11,755 SH
VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$1.2M	0.3%Prev: 0.3%	24,211 SH	Decreased-6,746 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$318K	0.1%Prev: 0.2%	519 SH	Decreased-844 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$307K	0.1%Prev: 0.1%	1,469 SH	Decreased-300 SH
VANGUARD INDEX FDS	SML CP GRW ETF	$320K	0.1%Prev: 0.1%	1,074 SH	Decreased-147 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$235K	0.1%Prev: 0.1%	717 SH	Decreased+12 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$14.2M	3.4%Prev: 0.2%	261,859 SH	Increased+245,613 SH
VANGUARD MALVERN FDS	STRM INFPROIDX	$897K	0.2%Prev: 0.1%	17,723 SH	Increased+3,406 SH
VANGUARD MUN BD FDS	TAX EXEMPT BD	$12.7M	3.0%Prev: 2.2%	253,400 SH	Increased+41,577 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$15.9M	3.8%Prev: 2.8%	265,211 SH	Increased+74,908 SH
VANGUARD WHITEHALL FDS	EM MK GOV BD ETF	$531K	0.1%Prev: 0.1%	7,938 SH	Decreased-2,249 SH
VANGUARD WORLD FD	ESG INTL STK ETF	$10.7M	2.5%Prev: 1.8%	154,011 SH	Increased+50,995 SH
VANGUARD WORLD FD	ESG US CORP BD	$6.1M	1.4%Prev: 0.5%	95,035 SH	Increased+58,142 SH
VERIZON COMMUNICATIONS INC	COM	$267K	0.1%Prev: 0.0%	6,074 SH	Increased+698 SH
VISA INC	COM CL A	$283K	0.1%	829 SH	New
WALMART INC	COM	$455K	0.1%Prev: 0.1%	4,418 SH	Decreased-413 SH
WISDOMTREE TR	FUTRE STRAT FD	$10.5M	2.5%Prev: 2.5%	276,149 SH	Decreased-15,289 SH

Sold (vs prior filing)

ADVANCED MICRO DEVICES INC — $681K
ALPHABET INC — $339K
ASML HLDG NV — $334K
BLACKROCK ETF TRUST — $280K
BLACKROCK ETF TRUST — $5.1M
BLUEROCK PVT REAL ESTATE FD — $886K
CATERPILLAR INC — $351K
CISCO SYS INC — $350K
CITIZENS FINL GROUP INC — $222K
COSTCO WHOLESALE CORPORATION — $432K
CSX CORP — $208K
DIMENSIONAL ETF TRUST — $2.3M
DIMENSIONAL ETF TRUST — $658K
DIMENSIONAL ETF TRUST — $379K
DIMENSIONAL ETF TRUST — $567K
DIMENSIONAL ETF TRUST — $1.4M
DIMENSIONAL ETF TRUST — $670K
DIMENSIONAL ETF TRUST — $646K
DOUBLELINE ETF TRUST — $377K
ELI LILLY & CO — $317K
… and 42 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