Stewardship Concepts Financial Services LLC Portfolio Holdings
Stewardship Concepts Financial Services LLC
- $119 Billion
- Q4 2025
Stewardship Concepts Financial Services LLC has filed its 13F form on January 20, 2026 for Q4 2025 where it was disclosed a total value porftolio of $119 Billion distributed in 53 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Capital Group Divid Value ETF with a value of $8.96B, Schwab Strategic Tr Us Large C with a value of $8.82B, Schwab Strategic Tr Us Dividen with a value of $8.02B, First Trust Rising Dividend Ac with a value of $7.84B, and First Tr Ex Td Viii Ft Cboe Ve with a value of $7.63B.
Examining the 13F form we can see an increase of $119B in the current position value.
Stewardship Concepts Financial Services LLC is based out at Spokane, WA
Below you can find more details about Stewardship Concepts Financial Services LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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