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Portfolio (Quarterly) Guide ↗

Stewardship Advisors, LLC

· CIK 0001733219
13F Portfolio $435M AUM 168 positions Filed Apr 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 13 New 77 Added 49 Reduced 7 Exited
# Ticker Company Sector Shares Value ↓ % Port Status
1 NEE NEXTERA ENERGY INC Utilities 3,676 $295K 0.07% SOLD
2 QUAL ISHARES TR 1,192 $237K 0.06% SOLD
3 COF CAPITAL ONE FINL CORP Financial Services 881 $214K 0.05% SOLD
4 MINT PIMCO ETF TR 2,089 $210K 0.05% SOLD
5 NULG NUSHARES ETF TR 2,128 $208K 0.05% SOLD
6 HCA HCA HEALTHCARE INC Healthcare 445 $208K 0.05% SOLD
7 TFC TRUIST FINL CORP Financial Services 4,084 $201K 0.05% SOLD
Sector Allocation
Technology 29.7%
Financial Services 25.2%
Communication Services 13.6%
Consumer Cyclical 10.0%
Healthcare 4.8%
Consumer Defensive 4.6%
Utilities 4.2%
Energy 3.6%
Industrials 2.2%
Real Estate 1.2%