Stewardship Advisors, LLC Reduced Holdings in Q3 2025

Stewardship Advisors, LLC

  • $393 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
OMFL
Invesco Exchange Traded Self I

ETFs
-4.5K
- 34.61%
$57.41 - $60.45 $258K - $272K
8.49K $511K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-2.61K
- 21.31%
$72.65 - $78.68 $189K - $205K
9.62K $753K
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
-3.61K
- 6.87%
$41.8 - $43.15 $151K - $156K
48.9K $2.09M
V
Visa Inc.

Financial Services
-254
- 23.45%
$332.09 - $358.86 $84.4K - $91.2K
829 $283K
GVI
Ishares Tr

ETFs
-928
- 24.5%
$105.8 - $107.81 $98.2K - $100K
2.86K $307K
SPY
Spdr S&P 500 ETF Trust

ETFs
-186
- 19.52%
$617.65 - $666.84 $115K - $124K
767 $510K
DFSD
Dimensional ETF Tr Short Durat

ETFs
-1.46K
- 11.94%
$47.86 - $48.43 $69.6K - $70.5K
10.7K $516K
SCHX
Schwab Strategic Tr Us Large C

ETFs
-5.25K
- 12.06%
$24.46 - $26.5 $129K - $139K
38.3K $1.01M
TAXF
American Centy ETF Tr Diversif

ETFs
-1.3K
- 14.74%
$48.42 - $50.27 $63K - $65.4K
7.53K $378K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-385
- 15.53%
$100.16 - $100.7 $38.6K - $38.8K
2.09K $210K
IVW
Ishares S&P 500 Growth ETF

ETFs
-388
- 18.16%
$108.97 - $121.65 $42.3K - $47.2K
1.75K $211K
DFAI
Dimensional ETF Tr

ETFs
-1.41K
- 9.43%
$34.05 - $36.55 $48.1K - $51.6K
13.6K $493K
DFAX
Dimensional ETF Tr
-2.11K
- 9.72%
$29.25 - $31.56 $61.7K - $66.6K
19.6K $614K
DFIP
Dimensional ETF Tr Inflation P

ETFs
-618
- 6.43%
$41.6 - $42.66 $25.7K - $26.4K
8.99K $379K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-2.71K
- 8.21%
$36.04 - $38.78 $97.6K - $105K
30.3K $1.17M
DIHP
Dimensional ETF Tr Dimensional

ETFs
-638
- 8.26%
$28.69 - $30.59 $18.3K - $19.5K
7.09K $215K
DUHP
Dimensional ETF Tr Dimensional

ETFs
-1.27K
- 7.87%
$35.76 - $37.93 $45.2K - $48K
14.8K $559K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-236
- 8.81%
$546.99 - $602.2 $129K - $142K
2.44K $1.47M
DFAU
Dimensional ETF Tr

ETFs
-1.76K
- 8.43%
$42.42 - $45.96 $74.4K - $80.7K
19.1K $872K
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
-487
- 2.28%
$24.87 - $25.69 $12.1K - $12.5K
20.9K $532K
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
-148
- 1.83%
N/A
7.94K $495K
DFAE
Dimensional ETF Tr

ETFs
-1.12K
- 10.32%
$28.84 - $31.84 $32.3K - $35.7K
9.73K $306K
DFUS
Dimensional ETF Tr U S Equity

ETFs
-765
- 8.69%
$67.01 - $72.84 $51.3K - $55.7K
8.04K $582K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
-475
- 1.14%
$23.54 - $23.97 $11.2K - $11.4K
41.3K $989K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-582
- 1.09%
$22.64 - $23.22 $13.2K - $13.5K
52.9K $1.22M
PEG
Public Service Enterprise Group Inc

Utilities
-1
- 0.03%
$79.99 - $90.14 $80 - $90.1
3.11K $259K
XOM
Exxon Mobil Corp

Energy
-143
- 5.08%
$105.83 - $117.22 $15.1K - $16.8K
2.67K $301K
Grayscale Bitcoin Mini Tr Et
-31
- 0.29%
N/A
10.6K $0
Dimensional ETF Trust
-1.02K
- 8.74%
N/A
10.7K $0
ACWV
Ishares Msci Global Min Vol Fa

ETFs
-26
- 0.77%
$116.29 - $120.92 $3.02K - $3.14K
3.35K $401K
VZ
Verizon Communications Inc

Communication Services
-12
- 0.2%
$40.84 - $45.06 $490 - $541
6.07K $266K
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
-5
- 0.11%
$50.73 - $52.47 $254 - $262
4.47K $233K
MA
Mastercard Inc

Financial Services
-1
- 0.1%
$550.18 - $598.96 $550 - $599
954 $542K
NULG
Nuveen Esg Large Cap Growth Et

ETFs
-52
- 2.2%
$92.97 - $100.18 $4.83K - $5.21K
2.32K $230K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-8
- 1.13%
$459.11 - $506.91 $3.67K - $4.06K
703 $353K
SCHA
Schwab Strategic Tr Us Small C

ETFs
-1.47K
- 7.66%
$25.29 - $28.33 $37.1K - $41.5K
17.7K $492K
NULV
Nuveen Esg Large Cap Value ETF

ETFs
-50
- 1.01%
$41.5 - $43.83 $2.08K - $2.19K
4.91K $215K
VUSE
ETF Ser Solutions

ETFs
-95
- 2.29%
$62.35 - $67.22 $5.92K - $6.39K
4.05K $269K
HCA
Hca Healthcare, Inc.

Healthcare
-30
- 5.6%
$334.32 - $426.2 $10K - $12.8K
506 $215K
VBR
Vanguard Small Cap Value ETF

ETFs
-37
- 2.46%
$195.41 - $212.37 $7.23K - $7.86K
1.47K $306K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-17
- 3.17%
$567.77 - $614.76 $9.65K - $10.5K
519 $317K
USXF
Ishares Esg Advanced Msci Usa

Technology
-700
- 4.3%
$53.69 - $57.31 $37.6K - $40.1K
15.6K $893K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-12
- 0.05%
$26.38 - $27.95 $317 - $335
23.5K $641K
NEE
Nextera Energy Inc

Utilities
-31
- 0.86%
$69.77 - $77.54 $2.16K - $2.4K
3.57K $269K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
-58
- 0.99%
$41.34 - $45.65 $2.4K - $2.65K
5.81K $261K
SCHG
Schwab Strategic Tr Us Large C

ETFs
-4.74K
- 7.46%
$28.92 - $32.19 $137K - $153K
58.8K $1.88M
QINT
American Centy ETF Tr Quality

ETFs
-47
- 0.53%
$57.39 - $61.48 $2.7K - $2.89K
8.88K $544K
HD
Home Depot, Inc.

Consumer Cyclical
-2
- 0.25%
$357.4 - $423.42 $715 - $847
801 $324K
FULT
Fulton Financial Corp

Financial Services
-894
- 1.02%
$17.57 - $19.86 $15.7K - $17.8K
86.7K $1.61M
Activity Summary
Buys All Purchases 81 New Holdings 12 Increased Positions 69 Sells All Sells 64 Reductions 64 Sold out 0 Options Calls 0 Puts 0
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