Stewardship Advisors, LLC Purchases in Q4 2025

Stewardship Advisors, LLC

  • $408 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
545
+ 6.87%
N/A
8.48K $529K
SEIV
Sei Exchange Traded Fds Enhanc

ETFs
258
+ 1.09%
$37.75 - $40.37 $9.74K - $10.4K
23.9K $951K
DMXF
Ishares Esg Advanced Msci Eafe

Technology
352
+ 5.31%
$74.84 - $78.22 $26.3K - $27.5K
6.98K $533K
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
1.05K
+ 5.01%
$25.25 - $25.65 $26.4K - $26.8K
21.9K $560K
USXF
Ishares Esg Advanced Msci Usa

Technology
581
+ 3.73%
$56.25 - $59.38 $32.7K - $34.5K
16.2K $921K
IVW
Ishares S&P 500 Growth ETF

ETFs
219
+ 12.53%
$118.29 - $126.28 $25.9K - $27.7K
1.97K $238K
TAXF
American Centy ETF Tr Diversif

ETFs
497
+ 6.6%
$50.05 - $50.74 $24.9K - $25.2K
8.02K $404K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
807
+ 3.43%
$26.44 - $27.53 $21.3K - $22.2K
24.3K $662K
SCHG
Schwab Strategic Tr Us Large C

ETFs
3
+ 0.01%
$31.41 - $33.69 $94.2 - $101
58.8K $1.9M
ABBV
Abb Vie Inc.

Healthcare
71
+ 7.47%
$211.96 - $244.38 $15K - $17.4K
1.02K $239K
SCHP
Schwab Strategic Us Tips ETF

ETFs
741
+ 4.11%
$26.75 - $27.15 $19.8K - $20.1K
18.8K $502K
IWY
Ishares Tr Russell 200 Growth

ETFs
21
+ 0.5%
$268.43 - $288.26 $5.64K - $6.05K
4.25K $1.17M
QINT
American Centy ETF Tr Quality

ETFs
63
+ 0.71%
$60.29 - $63.36 $3.8K - $3.99K
8.94K $560K
DFIP
Dimensional ETF Tr Inflation P

ETFs
360
+ 4.0%
$42.01 - $42.55 $15.1K - $15.3K
9.35K $393K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
190
+ 4.16%
$92.34 - $95.43 $17.5K - $18.1K
4.76K $448K
WMT
Walmart Inc.

Consumer Defensive
147
+ 3.33%
$101.18 - $109.03 $14.9K - $16K
4.57K $469K
JPM
Jpmorgan Chase & CO

Financial Services
144
+ 7.62%
$294.11 - $320.41 $42.4K - $46.1K
2.03K $610K
BCI
Abrdn Etfs Abrdn Bloomberg All

ETFs
32
+ 0.23%
$21.43 - $22.74 $686 - $728
13.7K $306K
SEIM
Sei Exchange Traded Fds Enhncd

ETFs
500
+ 2.44%
$44.19 - $46.84 $22.1K - $23.4K
21K $940K
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
264
+ 5.91%
$51.77 - $52.69 $13.7K - $13.9K
4.73K $244K
ACWV
Ishares Msci Global Min Vol Fa

ETFs
79
+ 2.36%
$117.88 - $120.77 $9.31K - $9.54K
3.43K $412K
SEIQ
Sei Exchange Traded Fds Ehned

ETFs
464
+ 4.01%
$37.64 - $39.11 $17.5K - $18.1K
12K $457K
HYG
Ishares Tr

ETFs
173
+ 3.74%
$79.95 - $81.28 $13.8K - $14.1K
4.8K $385K
DFSD
Dimensional ETF Tr Short Durat

ETFs
182
+ 1.7%
$48.17 - $48.5 $8.77K - $8.83K
10.9K $525K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
143
+ 3.2%
$51.27 - $51.8 $7.33K - $7.41K
4.62K $238K
EMB
Ishares Tr

ETFs
75
+ 2.39%
$94.63 - $97.03 $7.1K - $7.28K
3.22K $308K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
40
+ 1.71%
$91.84 - $96.06 $3.67K - $3.84K
2.38K $225K
SUB
Ishares Short Term National Mu

ETFs
108
+ 0.82%
$106.22 - $106.81 $11.5K - $11.5K
13.2K $1.41M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
302
+ 2.84%
$42.66 - $43.29 $12.9K - $13.1K
10.9K $466K
SCHO
Schwab Short Term Us Treasury

ETFs
285
+ 1.12%
$24.31 - $24.46 $6.93K - $6.97K
25.7K $624K
VBK
Vanguard Small Cap Growth ETF

ETFs
34
+ 3.17%
$291.71 - $309.36 $9.92K - $10.5K
1.11K $323K
VBR
Vanguard Small Cap Value ETF

ETFs
35
+ 2.38%
$201.42 - $211.15 $7.05K - $7.39K
1.5K $309K
Dimensional ETF Trust
359
+ 3.36%
N/A
11K $0
Blackrock ETF Trust
5.65K
+ 18.01%
N/A
37K $0
DFSB
Dimensional ETF Tr Dimensional
421
+ 6.7%
N/A
6.7K $0
Bluerock Pvt Real Estate Fd
51.7K
New
N/A
51.7K $0
FSCO
Fs Cr Opportunities Corp Com
220
+ 0.86%
N/A
25.9K $0
Sei Exchange Traded Funds
1.9K
+ 10.18%
N/A
20.6K $0
Sei Exchange Traded Funds
2.46K
+ 14.62%
N/A
19.3K $0
Sei Exchange Traded Funds
483
+ 5.76%
N/A
8.87K $0
Sei Exchange Traded Funds
895
+ 10.77%
N/A
9.2K $0
UTWO
Rbb Fd Inc Us Treas 2 Yr Nt Et
515
+ 4.87%
N/A
11.1K $0
Global X Fds
71
+ 1.83%
N/A
3.95K $0
UTEN
Rbb Fd Inc Us Treas 10 Yr Nt E
1.13K
+ 8.52%
N/A
14.4K $0
COST
Costco Wholesale Corp

Consumer Defensive
5
+ 1.07%
$910.94 - $954.99 $4.55K - $4.77K
472 $430K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
13
+ 0.22%
$43.95 - $46.24 $571 - $601
5.82K $258K
SCHA
Schwab Strategic Tr Us Small C

ETFs
26
+ 0.15%
$27.17 - $28.65 $706 - $745
17.7K $485K
MA
Mastercard Inc

Financial Services
38
+ 3.98%
$536.85 - $580.45 $20.4K - $22.1K
992 $532K
META
Meta Platforms, Inc.

Communication Services
144
+ 17.98%
$609.01 - $751.67 $87.7K - $108K
945 $575K
Activity Summary
Buys All Purchases 106 New Holdings 12 Increased Positions 94 Sells All Sells 51 Reductions 51 Sold out 0 Options Calls 0 Puts 0
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