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Portfolio (Quarterly) Guide ↗

STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC

· CIK 0002105785
13F Portfolio $149M AUM 70 positions Filed Jul 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 10 New 26 Added 25 Reduced 2 Exited
Page 4 of 4  ·  70 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 HD HOME DEPOT INC Consumer Cyclical 688.0 $243K 0.16% -16.0 -2.3% $352.88 -6.4%
62 VOO VANGUARD INDEX FDS 342.0 $235K 0.16% -5.0 -1.4% $686.81 +3.0%
63 CSCO CISCO SYS INC Technology 1,920.0 $226K 0.15% NEW $117.46 -6.4%
64 AMZN AMAZON COM INC Consumer Cyclical 939.0 $224K 0.15% NEW $238.34 +11.8%
65 DGRW WISDOMTREE TR 2,338.0 $224K 0.15% -74.0 -3.1% $95.60 +3.9%
66 IJH ISHARES TR 2,814.0 $217K 0.15% NEW $77.11 -1.7%
67 PSX PHILLIPS 66 Energy 1,247.0 $211K 0.14% NEW $169.06 +44.3%
68 PG PROCTER & GAMBLE CO Consumer Defensive 1,436.0 $211K 0.14% -56.0 -3.8% $146.65 -2.0%
69 LVHI LEGG MASON ETF INVT 4,996.0 $203K 0.14% -116.0 -2.3% $40.58 +5.6%
70 WM WASTE MGMT INC DEL Industrials 904.0 $202K 0.14% NEW $222.97 -1.5%
Page 4 of 4  ·  70 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
Financial Services 47.5%
Technology 18.7%
Industrials 16.5%
Energy 5.8%
Consumer Defensive 4.9%
Consumer Cyclical 4.1%
Healthcare 2.4%