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: $435.3M162 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$206K	0.0%Prev: 0.1%	945 SH	Decreased-124 SH
ABRDN ETFS	BBRG ALL COMD K1	$449K	0.1%Prev: 0.1%	18,502 SH	Increased+1,987 SH
ADVANCED MICRO DEVICES INC	COM	$242K	0.1%	1,192 SH	New
ALPHABET INC	CAP STK CL A	$1.2M	0.3%Prev: 0.2%	4,216 SH	Increased+427 SH
ALPHABET INC	CAP STK CL C	$271K	0.1%	943 SH	New
AMAZON COM INC	COM	$973K	0.2%Prev: 0.2%	4,674 SH	Increased+473 SH
AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$16.2M	3.7%Prev: 0.1%	200,569 SH	Increased+196,465 SH
AMERICAN CENTY ETF TR	DIVERSIFIED MU	$402K	0.1%Prev: 0.1%	8,024 SH	Decreased-804 SH
AMERICAN CENTY ETF TR	QUALITY DIVRSFED	$585K	0.1%Prev: 0.1%	8,942 SH	Increased+16 SH
AMERICAN CENTY ETF TR	US SML CP VALU	$375K	0.1%Prev: 0.1%	3,396 SH	Increased+49 SH
APPLE INC	COM	$2.0M	0.5%Prev: 0.6%	8,031 SH	Decreased-1,349 SH
ASML HLDG NV	N Y REGISTRY SHS	$221K	0.1%	167 SH	New
AT&T INC	COM	$240K	0.1%Prev: 0.1%	8,295 SH	Decreased-613 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$346K	0.1%Prev: 0.1%	721 SH	Decreased-12 SH
BLACKROCK ETF TRUST	ISHARES PRIME MO	$6.7M	1.5%	66,446 SH	New
BLACKROCK ETF TRUST	ISHARES US EQUIT	$378K	0.1%	6,493 SH	New
BLUEROCK PVT REAL ESTATE FD	COM	$981K	0.2%	59,034 SH	New
BROADCOM INC	COM	$640K	0.1%Prev: 0.1%	2,067 SH	Increased+289 SH
CATERPILLAR INC	COM	$236K	0.1%	333 SH	New
CHEVRON CORPORATION	COM	$266K	0.1%	1,285 SH	New
CISCO SYS INC	COM	$227K	0.1%	2,926 SH	New
COSTCO WHOLESALE CORPORATION	COM	$469K	0.1%	471 SH	New
DIMENSIONAL ETF TRUST	CORE FIXED INCOM	$2.2M	0.5%Prev: 0.6%	52,853 SH	Increased+658 SH
DIMENSIONAL ETF TRUST	DIMENSIONAL INTE	$617K	0.1%	11,757 SH	New
DIMENSIONAL ETF TRUST	EMGR CRE EQT MNG	$311K	0.1%Prev: 0.1%	9,187 SH	Increased-1,446 SH
DIMENSIONAL ETF TRUST	GLOBAL SUSTAINA	$365K	0.1%Prev: 0.1%	7,055 SH	Increased+1,810 SH
DIMENSIONAL ETF TRUST	INFLATION PROTE	$410K	0.1%Prev: 0.1%	9,829 SH	Decreased-21 SH
DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$515K	0.1%Prev: 0.1%	13,206 SH	Increased-1,951 SH
DIMENSIONAL ETF TRUST	INTL HIGH PROFIT	$230K	0.1%Prev: 0.1%	7,140 SH	Increased-598 SH
DIMENSIONAL ETF TRUST	SHORT DURATION F	$543K	0.1%Prev: 0.2%	11,333 SH	Decreased-992 SH
DIMENSIONAL ETF TRUST	US CORE EQT MKT	$856K	0.2%Prev: 0.2%	18,974 SH	Increased-419 SH
DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$1.2M	0.3%Prev: 0.3%	29,759 SH	Increased-895 SH
DIMENSIONAL ETF TRUST	US EQUITY MARKET	$564K	0.1%Prev: 0.1%	7,959 SH	Increased-293 SH
DIMENSIONAL ETF TRUST	US HIGH PROFITAB	$547K	0.1%Prev: 0.1%	14,890 SH	Increased-184 SH
DIMENSIONAL ETF TRUST	WORLD EX US CORE	$634K	0.1%Prev: 0.2%	18,652 SH	Increased-3,150 SH
DOUBLELINE ETF TRUST	OPPORTUNISTIC CO	$380K	0.1%Prev: 0.1%	8,304 SH	Increased+2,858 SH
DUKE ENERGY CORP NEW	COM NEW	$203K	0.0%	1,547 SH	New
ELI LILLY & CO	COM	$226K	0.1%	246 SH	New
ENTERGY CORP NEW	COM	$221K	0.1%	1,969 SH	New
EOG RES INC	COM	$230K	0.1%	1,590 SH	New
ETF SER SOLUTIONS	VIDENT US BOND	$214K	0.0%Prev: 0.1%	4,922 SH	Decreased-1,040 SH
ETF SER SOLUTIONS	VIDENT US EQUITY	$201K	0.0%Prev: 0.1%	3,201 SH	Decreased-947 SH
EXXON MOBIL CORP	COM	$324K	0.1%Prev: 0.1%	1,907 SH	Decreased-1,200 SH
FIRST TR EXCH TRADED FD III	MUNI HI INCM ETF	$503K	0.1%Prev: 1.0%	10,574 SH	Decreased-63,400 SH
FORD MTR CO	COM	$136K	0.0%	11,793 SH	New
FS CREDIT OPPORTUNITIES CORP	COMMON STOCK	$132K	0.0%Prev: 0.0%	25,905 SH	Decreased+581 SH
FULTON FINL CORP PA	COM	$1.5M	0.4%Prev: 0.4%	75,375 SH	Decreased-14,841 SH
GENERAL DYNAMICS CORP	COM	$267K	0.1%Prev: 0.1%	779 SH	Increased-147 SH
GLOBAL X FDS	1-3 MONTH T-BILL	$334K	0.1%	3,330 SH	New
GRAYSCALE BITCOIN MINI TR ET	SHS NEW	$289K	0.1%Prev: 0.1%	9,621 SH	Decreased+913 SH
HOME DEPOT INC	COM	$252K	0.1%Prev: 0.1%	766 SH	Decreased-67 SH
INTUITIVE SURGICAL INC	COM NEW	$212K	0.0%	459 SH	New
INVESCO ACTIVELY MANAGED EXC	AAA CLO FLTNG RT	$5.0M	1.2%	196,287 SH	New
INVESCO ACTIVELY MANAGED EXC	TOTAL RETURN	$8.2M	1.9%Prev: 3.1%	176,005 SH	Decreased-69,133 SH
INVESCO EXCH TRADED FD TR II	EMRNG MKT SVRG	$412K	0.1%Prev: 0.1%	19,710 SH	Decreased-838 SH
INVESCO EXCH TRADED FD TR II	EQUAL WEGT 0-30	$2.8M	0.6%Prev: 5.5%	103,156 SH	Decreased-631,700 SH
INVESCO EXCH TRADED FD TR II	ESG NASDAQ 100	$6.0M	1.4%Prev: 1.6%	151,760 SH	Increased-31,694 SH
INVESCO EXCH TRADED FD TR II	ESG S&P 500 EQL	$5.9M	1.4%Prev: 1.6%	200,421 SH	Decreased-32,288 SH
INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$31.9M	7.3%Prev: 7.2%	134,325 SH	Increased-2,801 SH
INVESCO EXCH TRADED FD TR II	NATL AMT MUNI	$5.5M	1.3%Prev: 2.0%	240,734 SH	Decreased-81,721 SH
INVESCO EXCH TRADED FD TR II	S&P 500 REVENUE	$36.6M	8.4%Prev: 5.8%	318,852 SH	Increased+103,302 SH
INVESCO EXCH TRD SLF IDX FD	INTL DEV DYNAMIC	$17.7M	4.1%Prev: 3.8%	559,788 SH	Increased-17,189 SH
INVESCO EXCHANGE TRADED FD T	S&P 500 TOP 50	$278K	0.1%	5,094 SH	New
INVESCO QQQ TR	UNIT SER 1	$1.4M	0.3%Prev: 0.4%	2,408 SH	Decreased-756 SH
ISHARES INC	CORE MSCI EMKT	$819K	0.2%Prev: 0.1%	11,740 SH	Increased+3,290 SH
ISHARES INC	MSCI GBL MIN VOL	$434K	0.1%Prev: 0.1%	3,631 SH	Increased+184 SH
ISHARES TR	0-5YR HI YL CP	$447K	0.1%Prev: 0.1%	10,556 SH	Increased+1,045 SH
ISHARES TR	CORE INTL AGGR	$244K	0.1%Prev: 0.1%	4,868 SH	Increased+803 SH
ISHARES TR	CORE MSCI INTL	$1.4M	0.3%Prev: 0.3%	17,161 SH	Increased+3,222 SH
ISHARES TR	CORE S&P500 ETF	$55.3M	12.7%Prev: 11.8%	84,683 SH	Increased+6,810 SH
ISHARES TR	CORE US AGGBD ET	$2.8M	0.6%Prev: 0.7%	27,830 SH	Increased+2,687 SH
ISHARES TR	EAFE VALUE ETF	$219K	0.1%	2,942 SH	New
ISHARES TR	EGSADVNCDMSCI EM	$208K	0.0%	4,342 SH	New
ISHARES TR	ESG ADVANCED UNI	$3.1M	0.7%	70,800 SH	New
ISHARES TR	ESG AW MSCI EAFE	$226K	0.1%	2,367 SH	New
ISHARES TR	ESG AWARE MSCI	$277K	0.1%Prev: 0.1%	5,891 SH	Increased+57 SH
ISHARES TR	ESG AWR US AGRGT	$4.1M	0.9%Prev: 1.4%	85,473 SH	Decreased-22,781 SH
ISHARES TR	ESG EAFE ETF	$537K	0.1%Prev: 0.1%	7,113 SH	Increased+573 SH
ISHARES TR	ESG MSCI USA ETF	$920K	0.2%Prev: 0.2%	16,665 SH	Increased+739 SH
ISHARES TR	ESG OPTIMIZED	$15.6M	3.6%	117,795 SH	New
ISHARES TR	IBOXX HI YD ETF	$382K	0.1%Prev: 0.1%	4,801 SH	Increased+158 SH
ISHARES TR	INTRM GOV CR ETF	$305K	0.1%Prev: 0.1%	2,860 SH	Decreased-853 SH
ISHARES TR	JPMORGAN USD EMG	$301K	0.1%Prev: 0.1%	3,201 SH	Increased+139 SH
ISHARES TR	MBS ETF	$362K	0.1%	3,811 SH	New
ISHARES TR	MSCI INTL QUALTY	$230K	0.1%	4,975 SH	New
ISHARES TR	MSCI USA MIN VOL	$384K	0.1%Prev: 0.1%	4,139 SH	Increased+1,850 SH
ISHARES TR	NATIONAL MUN ETF	$557K	0.1%Prev: 0.1%	5,248 SH	Increased+941 SH
ISHARES TR	RUS TP200 GR ETF	$1.1M	0.2%Prev: 0.2%	4,241 SH	Increased+148 SH
ISHARES TR	S&P 500 GRWT ETF	$289K	0.1%	2,554 SH	New
ISHARES TR	S&P 500 VAL ETF	$376K	0.1%	1,782 SH	New
ISHARES TR	SHRT NAT MUN ETF	$1.2M	0.3%Prev: 0.2%	10,927 SH	Increased+4,610 SH
ISHARES TR	US TREAS BD ETF	$1.2M	0.3%Prev: 0.2%	54,423 SH	Increased+14,426 SH
ISHARES TR	USD INV GRDE ETF	$261K	0.1%	5,092 SH	New
J P MORGAN EXCHANGE TRADED F	HIGH YIELD MUNI	$4.1M	1.0%	83,051 SH	New
J P MORGAN EXCHANGE TRADED F	SMALL & MID CAP	$6.0M	1.4%Prev: 1.1%	89,363 SH	Increased+15,983 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$11.6M	2.7%Prev: 1.8%	229,684 SH	Increased+96,329 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHT MUNCPL	$4.6M	1.1%Prev: 1.5%	90,453 SH	Decreased-15,563 SH
JANUS DETROIT STR TR	HENDRSON AAA CL	$203K	0.0%Prev: 1.4%	4,033 SH	Decreased-101,629 SH
JPMORGAN CHASE & CO	COM	$577K	0.1%	1,961 SH	New
KLA CORP	COM NEW	$250K	0.1%	170 SH	New
LINDE PLC	SHS	$217K	0.0%Prev: 0.1%	438 SH	Increased+2 SH
MASTERCARD INCORPORATED	CL A	$479K	0.1%Prev: 0.1%	958 SH	Decreased-11 SH
MCDONALDS CORP	COM	$252K	0.1%Prev: 0.1%	810 SH	Decreased-34 SH
META PLATFORMS INC	CL A	$578K	0.1%Prev: 0.1%	1,010 SH	Increased+372 SH
MICROSOFT CORP	COM	$1.2M	0.3%Prev: 0.3%	3,246 SH	Increased+530 SH
NETFLIX INC.	COM	$228K	0.1%	2,371 SH	New
NUSHARES ETF TR	ESG HI TLD CRP	$4.3M	1.0%Prev: 0.7%	201,377 SH	Increased+75,268 SH
NUSHARES ETF TR	NUVEEN ESG EMRGN	$1.4M	0.3%Prev: 0.3%	37,397 SH	Increased+3,548 SH
NUSHARES ETF TR	NUVEEN ESG LRGVL	$223K	0.1%Prev: 0.1%	4,910 SH	Increased-311 SH
NUSHARES ETF TR	NUVEEN ESG SMLCP	$1.4M	0.3%Prev: 0.3%	31,168 SH	Increased-291 SH
NVIDIA CORPORATION	COM	$1.9M	0.4%Prev: 0.3%	10,692 SH	Increased+1,589 SH
PACER FDS TR	ARISTOTLE PACIFI	$5.0M	1.1%	107,795 SH	New
PACER FDS TR	US CASH COWS 100	$420K	0.1%Prev: 0.1%	6,721 SH	Increased-175 SH
PFIZER INC	COM	$200K	0.0%	7,128 SH	New
PGIM ETF TR	AAA CLO ETF	$544K	0.1%	10,625 SH	New
PIMCO ETF TR	ENHANCD SHORT	$5.2M	1.2%Prev: 1.2%	52,147 SH	Increased+7,754 SH
PNC FINL SVCS GROUP INC	COM	$362K	0.1%Prev: 0.2%	1,739 SH	Decreased-1,794 SH
PPL CORP	COM	$492K	0.1%Prev: 0.1%	12,871 SH	Increased
PUBLIC SVC ENTERPRISE GROUP	COM	$241K	0.1%	2,972 SH	New
RBB FD INC	US TREASR 10 YR	$667K	0.2%	15,303 SH	New
RBB FD INC	US TREASY 2 YR	$535K	0.1%Prev: 0.1%	11,089 SH	Increased+5,778 SH
SCHWAB STRATEGIC TR	INTL EQTY ETF	$2.7M	0.6%Prev: 0.5%	108,872 SH	Increased+24,449 SH
SCHWAB STRATEGIC TR	INTL SCEQT ETF	$5.4M	1.2%Prev: 1.5%	116,205 SH	Decreased-38,872 SH
SCHWAB STRATEGIC TR	SHT TM US TRES	$654K	0.2%Prev: 0.1%	26,965 SH	Increased+5,050 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$745K	0.2%Prev: 0.2%	24,275 SH	Increased+762 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$2.2M	0.5%Prev: 0.4%	74,549 SH	Increased+15,341 SH
SCHWAB STRATEGIC TR	US LCAP VA ETF	$2.1M	0.5%Prev: 0.4%	68,531 SH	Increased+9,961 SH
SCHWAB STRATEGIC TR	US LRG CAP ETF	$1.0M	0.2%Prev: 0.3%	39,954 SH	Increased-2,669 SH
SCHWAB STRATEGIC TR	US SML CAP ETF	$522K	0.1%Prev: 0.1%	17,948 SH	Increased+44 SH
SCHWAB STRATEGIC TR	US TIPS ETF	$539K	0.1%Prev: 0.1%	20,254 SH	Increased+2,951 SH
SEI EXCHANGE TRADED FUNDS	DBI MULTI-STRGY	$500K	0.1%	19,775 SH	New
SEI EXCHANGE TRADED FUNDS	ENHANCED LOW VOL	$285K	0.1%	8,809 SH	New
SEI EXCHANGE TRADED FUNDS	ENHANCED US LRG	$2.5M	0.6%Prev: 0.4%	59,865 SH	Increased+21,251 SH
SEI EXCHANGE TRADED FUNDS	SELECT EMERGING	$281K	0.1%	8,583 SH	New
SEI EXCHANGE TRADED FUNDS	SELECT INTL EQUI	$644K	0.1%	19,755 SH	New
SEI EXCHANGE TRADED FUNDS	SELECT SMALL CAP	$266K	0.1%	9,634 SH	New
SILA REALTY TRUST INC	COMMON STOCK	$272K	0.1%Prev: 0.1%	11,489 SH	Decreased-2,140 SH
SPDR GOLD TR	GOLD SHS	$256K	0.1%Prev: 0.1%	594 SH	Decreased-847 SH
SPDR SERIES TRUST	STATE STREET SPD	$26.2M	6.0%	704,693 SH	New
STATE STR SPDR S&P 500 ETF T	TR UNIT	$646K	0.1%	994 SH	New
T-MOBILE US INC	COM	$235K	0.1%Prev: 0.1%	1,121 SH	Decreased+51 SH
TESLA INC	COM	$638K	0.1%Prev: 0.1%	1,716 SH	Increased+115 SH
THERMO FISHER SCIENTIFIC INC	COM	$228K	0.1%Prev: 0.1%	464 SH	Decreased-3 SH
VANECK ETF TRUST	FALLEN ANGEL HG	$3.9M	0.9%Prev: 0.9%	134,695 SH	Increased+24,870 SH
VANECK ETF TRUST	JP MRGAN EM LOC	$604K	0.1%Prev: 0.1%	24,059 SH	Increased+2,783 SH
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$3.2M	0.7%Prev: 0.5%	43,886 SH	Increased+18,528 SH
VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$1.4M	0.3%Prev: 0.3%	29,489 SH	Increased+6,604 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$809K	0.2%Prev: 0.1%	1,353 SH	Increased+817 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$378K	0.1%Prev: 0.1%	1,740 SH	Increased+304 SH
VANGUARD INDEX FDS	SML CP GRW ETF	$378K	0.1%Prev: 0.1%	1,252 SH	Increased+235 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$226K	0.1%	705 SH	New
VANGUARD INDEX FDS	VALUE ETF	$269K	0.1%	1,374 SH	New
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$1.3M	0.3%Prev: 3.2%	23,234 SH	Decreased-236,271 SH
VANGUARD MALVERN FDS	STRM INFPROIDX	$686K	0.2%Prev: 0.3%	13,731 SH	Decreased-4,999 SH
VANGUARD MUN BD FDS	TAX EXEMPT BD	$8.2M	1.9%Prev: 3.3%	163,758 SH	Decreased-79,535 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$22.9M	5.3%Prev: 3.7%	357,365 SH	Increased+89,735 SH
VANGUARD WHITEHALL FDS	EM MK GOV BD ETF	$624K	0.1%Prev: 0.1%	9,504 SH	Increased+1,053 SH
VANGUARD WORLD FD	ESG INTL STK ETF	$11.0M	2.5%Prev: 2.6%	154,047 SH	Increased-8,168 SH
VANGUARD WORLD FD	ESG US CORP BD	$1.9M	0.4%Prev: 1.6%	30,290 SH	Decreased-65,576 SH
VERIZON COMMUNICATIONS INC	COM	$293K	0.1%Prev: 0.1%	5,830 SH	Decreased-713 SH
WALMART INC	COM	$569K	0.1%Prev: 0.1%	4,582 SH	Increased+152 SH
WISDOMTREE TR	FUTRE STRAT FD	$11.2M	2.6%Prev: 2.5%	282,078 SH	Increased+14,998 SH

Sold (vs prior filing)

ADOBE INC — $214K
AMERICAN WTR WKS CO INC NEW — $248K
AMGEN INC — $278K
CHEVRON CORP NEW — $203K
CINTAS CORP — $204K
COSTCO WHSL CORP NEW — $483K
DIMENSIONAL ETF TRUST — $622K
INVESCO EXCH TRD SLF IDX FD — $895K
INVESCO EXCHANGE TRADED FD T — $213K
ISHARES TR — $4.6M
ISHARES TR — $10.9M
JPMORGAN CHASE & CO. — $449K
NEXTERA ENERGY INC — $261K
NUSHARES ETF TR — $237K
PACER FDS TR — $4.0M
PARKER-HANNIFIN CORP — $212K
PIMCO ETF TR — $214K
PROCTER AND GAMBLE CO — $209K
PUBLIC SVC ENTERPRISE GRP IN — $256K
S&P GLOBAL INC — $219K
… and 10 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