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Portfolio (Quarterly) Guide ↗

Ellsworth Advisors, LLC

· CIK 0001843553
13F Portfolio $532.2B AUM 164 positions Filed Apr 16, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 33 New 80 Added 29 Reduced 34 Exited
Page 2 of 2  ·  29 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 IVV ISHARES TR 697.0 $455K 0.09% -19.0 -2.6% $653.04 +13.6%
22 MRK MERCK & CO INC Healthcare 3,481.0 $419K 0.08% -14K -80.3% $120.29 -7.5%
23 GOOGL ALPHABET INC Communication Services 1,421.0 $409K 0.08% -18.0 -1.2% $287.62 +38.4%
24 YEAR AB ACTIVE ETFS INC 7,030.0 $355K 0.07% -1K -17.4% $50.48 -0.3%
25 OUSM ALPS ETF TR 8,079.0 $353K 0.07% -436.0 -5.1% $43.74 +4.7%
26 JPM JPMORGAN CHASE & CO Financial Services 1,095.0 $322K 0.06% -9K -89.5% $294.08 +1.7%
27 IBM INTERNATIONAL BUSINESS MACHS Technology 1,213.0 $294K 0.06% -21.0 -1.7% $242.45 -9.7%
28 DFAC DIMENSIONAL ETF TRUST 6,560.0 $255K 0.05% -1K -17.7% $38.86 +10.6%
29 MA MASTERCARD INCORPORATED Financial Services 473.0 $236K 0.04% -20.0 -4.1% $499.41 -1.3%
Page 2 of 2  ·  29 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 19.4%
Energy 16.2%
Financial Services 14.1%
Healthcare 13.2%
Consumer Cyclical 7.5%
Industrials 7.0%
Communication Services 6.9%
Consumer Defensive 6.4%
Basic Materials 3.9%
Utilities 3.6%