Endowment Wealth Management, Inc. has filed its 13F form on November 06, 2025 for Q3 2025 where it was disclosed a total value porftolio of $189 Million distributed in 167 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $9.27M, Nvidia Corp with a value of $8.99M, Ishares Core S&P Total U.S. St with a value of $7.98M, Ishares Core S&P U.S Growth Et with a value of $7.59M, and Iq Hedge Multi Strategy Compos with a value of $7.41M.
Examining the 13F form we can see an increase of $29.5M in the current position value, from $159M to 189M.
Endowment Wealth Management, Inc. is based out at Appleton, WI
Below you can find more details about Endowment Wealth Management, Inc. portfolio as well as his latest detailed transactions.
