Stewardship Advisors, LLC

Registered adviser

CIK

1733219

Location

MOUNT JOY, PA

Portfolio Value

Small $377,278,584

Diversification

Diversified

Filing Date

Global Rank

#3,796 / 8,811 ▲ 182 · as of Jun 2026

Top Industry

Asset Management 26.7%

Period ended 21 days ago

Filed Oct 20, 2026 · 1d

27 quarters · since Mar 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Oct 1, 2026

Form ADV adviser

CRD 277099

Roster of Oct 1, 2026

Regulatory AUM

$545,180,460

Main clients

Individuals and high net worth (94% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Apr 2026 to Oct 2026	$545,180,460	Individuals and high net worth (94%)
Apr 2025 to Mar 2026	$461,547,165	Individuals and high net worth (96%)
Apr 2024 to Mar 2025	$321,183,653	Individuals and high net worth (95%)
May 2023 to Mar 2024	$281,806,315	Individuals and high net worth (92%)
Apr 2023	$281,806,315	Individuals and high net worth (92%)
Apr 2022 to Mar 2023	$321,606,300	Individuals and high net worth (93%)

3 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Concentrated

The top 10 positions are 74.2% of the book (60%+)

Turnover

Medium turnover

39.2% over the last four quarters (30% to under 100%)

Horizon

Long horizon

Value-weighted holding period 13.1 quarters (12+), a floor since 8.5% of the book was already held when coverage starts

Closest benchmark: every 13F filer's combined book, active share 90.5%; sector active share 74.8% against the combined 13F book's sector weights.

Over time 26 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

176 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

21.8%

+0.4 pts

Top 5

50.6%

−4.7 pts

Top 10

73.8%

−0.4 pts

HHI

836

Diversified−89

Portfolio Trend

27 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	91.8%	$346,234,197	130
Financial Services	3.1%	$11,586,632	13
Technology	3.0%	$11,303,534	14
Communication Services	0.8%	$2,903,221	5
Consumer Cyclical	0.5%	$1,921,684	3
Consumer Defensive	0.3%	$1,018,036	3
Healthcare	0.2%	$874,844	3
Energy	0.1%	$540,907	2
Industrials	0.1%	$471,775	2
Utilities	0.1%	$423,754	1

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
VEA	Vanguard FTSE Developed Markets ETF	+140,768	331,071	$23,376,923
AVEM	Avantis Emerging Markets Equity ETF	+76,282	191,200	$17,976,624
VSGX	VANGUARD ESG INTERNATIONAL STOCK ETF	+33,557	136,573	$11,071,973
SPAB	State Street(R) SPDR(R) Portfolio Aggregate Bond ETF	+20,317	745,878	$18,169,588
PMMF		+17,312	68,179	$6,833,581
GOVI	Invesco Equal Weight 0-30 Year Treasury ETF	+10,172	604,126	$15,260,222
PZA	Invesco National AMT-Free Municipal Bond ETF	+9,557	325,062	$6,953,076
SCHF	Schwab International Equity ETF	+9,061	119,291	$3,276,923
VTEB	VANGUARD TAX-EXEMPT BOND INDEX FUND	+8,834	220,657	$10,450,315
GTO	Invesco Total Return Bond ETF	+7,165	311,853	$13,905,525
WTMF	WisdomTree Managed Futures Strategy Fund	+6,829	298,267	$0
JMST	JPMorgan Ultra-Short Municipal Income ETF	+5,633	124,833	$6,311,556
BPRE	Bluerock Private Real Estate Fund	+5,037	73,176	$917,627
UTWO	US Treasury 2 Year Note ETF	+4,481	17,655	$835,787
ICLO		+4,480	213,478	$5,462,902
ANGL	VanEck Fallen Angel High Yield Bond ETF	+3,268	113,337	$3,151,901
DFCF	Dimensional Core Fixed Income ETF	+3,132	58,560	$2,349,427
—		+2,791	16,284	$0
IDEV	iShares Core MSCI International Developed Markets ETF	+2,223	20,023	$1,791,658
JMHI	JPMorgan High Yield Municipal ETF	+2,075	94,097	$4,416,913
SPYM	State Street(R) SPDR(R) Portfolio S&P 500(R) ETF	+2,009	17,852	$1,602,395
BND	VANGUARD TOTAL BOND MARKET INDEX FUND	+1,884	48,595	$3,408,939
SPHY	State Street(R) SPDR(R) Portfolio High Yield Bond ETF	+1,882	53,447	$1,207,367
SCHP	Schwab U.S. TIPS ETF	+1,511	22,432	$563,716
GOVT	iShares U.S. Treasury Bond ETF	+1,412	18,290	$400,002
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
—		−30,595	94,754	$0
IVV	iShares Core S&P 500 ETF	−23,210	84,892	$65,014,538
SCHX	Schwab U.S. Large-Cap ETF	−13,789	24,834	$745,020
SCHG	Schwab U.S. Large-Cap Growth ETF	−10,615	62,750	$2,254,607
SCHV	Schwab U.S. Large-Cap Value ETF	−9,191	59,166	$1,970,819
RSPE		−8,049	183,443	$6,135,434
QQMG		−5,427	139,465	$7,229,307
SCHA	Schwab U.S. Small-Cap ETF	−4,916	11,585	$378,018
SPLV	Invesco S&P 500 Low Volatility ETF	−2,083	105,946	$7,470,252
SEIV	SEI Enhanced U.S. Large Cap Value Factor ETF	−1,323	22,591	$1,108,992
FULT	Fulton Financial Corp	−848	64,426	$1,453,450
EUSB	iShares ESG Advanced Universal USD Bond ETF	−802	86,279	$3,586,618
NUSC	Nuveen ESG Small-Cap ETF	−689	29,640	$1,438,281
SEIS	SEI Select Small Cap ETF	−687	9,194	$286,485
QQQM	Invesco Ltd.	−600	121,611	$0
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	−599	15,647	$928,023
EAGG	iShares ESG Aware U.S. Aggregate Bond ETF	−582	111,661	$5,052,660
SEEM	SEI Select Emerging Markets Equity ETF	−563	8,221	$318,793
SPTM	State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF	−550	16,787	$1,545,243
VBR	VANGUARD SMALL-CAP VALUE INDEX FUND	−534	1,235	$285,322
NUHY	Nuveen ESG High Yield Corporate Bond ETF	−503	106,780	$2,181,515
KLAC	Kla Corp	−483	1,224	$238,594
SEIM	SEI Enhanced U.S. Large Cap Momentum Factor ETF	−392	20,523	$1,103,521
VBK	VANGUARD SMALL-CAP GROWTH INDEX FUND	−391	830	$280,398
QALT	SEI DBi Multi-Strategy Alternative ETF	−378	19,306	$508,635
No positions match the current search.

New Positions

Positions the filer opened this quarter

12 positions

Ticker	Company	Shares	Value
NUEM	Nuveen ESG Emerging Markets Equity ETF	31,778	$1,353,425
SEUS		41,282	$1,053,929
ANGU	Sei Exchange Traded Funds	30,936	$782,680
HYMB	State Street(R) SPDR Nuveen ICE High Yield Municipal Bond ETF	11,546	$270,984
T	At&T Inc.	8,941	$218,160
EOG	Eog Resources Inc	1,579	$217,523
PLTR	Palantir Technologies Inc.	1,156	$216,229
THRO		4,755	$209,124
KO	Coca Cola Co	2,417	$208,055
—		8,214	$0
RSP	Victory Portfolios II	1,170	$0
—		4,204	$0
No positions match the current search.

Sold Out

Positions the filer fully exited

10 positions

Ticker	Company	Shares	Value
AGG	iShares Core U.S. Aggregate Bond ETF	7,575	$749,773
—		11,822	$358,915
CAT	Caterpillar Inc	330	$351,417
HYD	VanEck High Yield Muni ETF	5,103	$262,855
HD	Home Depot, Inc.	719	$253,576
PEG	Public Service Enterprise Group Inc	3,045	$247,132
LIN	Linde PLC	445	$230,928
MCD	Mcdonalds Corp	811	$219,221
GEV	GE Vernova Inc.	183	$214,999
TFC	Truist Financial Corp	4,122	$205,358
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

176 tracked positions · $377,278,584 total · filing declares 177 positions · $480,011,156 · as of Sep 30, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Showing 1–50 of 176 positions by value · page 1 of 4

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
IVV	iShares Core S&P 500 ETF	Reduced	84,892	-23,210	$65,014,538	−19.7%	17.23%
VEA	Vanguard FTSE Developed Markets ETF	Added	331,071	+140,768	$23,376,923	+72.4%	6.20%
IMFL	Invesco International Developed Dynamic Multifactor ETF	Added	568,323	+1,345	$18,993,354	−2.4%	5.03%
SPAB	State Street(R) SPDR(R) Portfolio Aggregate Bond ETF	Added	745,878	+20,317	$18,169,588	−1.9%	4.82%
AVEM	Avantis Emerging Markets Equity ETF	Added	191,200	+76,282	$17,976,624	+62.1%	4.76%
GOVI	Invesco Equal Weight 0-30 Year Treasury ETF	Added	604,126	+10,172	$15,260,222	−5.4%	4.04%
GTO	Invesco Total Return Bond ETF	Added	311,853	+7,165	$13,905,525	−2.6%	3.69%
VSGX	VANGUARD ESG INTERNATIONAL STOCK ETF	Added	136,573	+33,557	$11,071,973	+30.5%	2.93%
VTEB	VANGUARD TAX-EXEMPT BOND INDEX FUND	Added	220,657	+8,834	$10,450,315	−2.5%	2.77%
SPLV	Invesco S&P 500 Low Volatility ETF	Reduced	105,946	-2,083	$7,470,252	−7.7%	1.98%
QQMG	Financial Services	Reduced	139,465	-5,427	$7,229,307	−2.6%	1.92%
PZA	Invesco National AMT-Free Municipal Bond ETF	Added	325,062	+9,557	$6,953,076	−6.3%	1.84%
PMMF		Added	68,179	+17,312	$6,833,581	+33.9%	1.81%
JMEE	JPMorgan Small & Mid Cap Enhanced Equity ETF	Added	89,846	+44	$6,610,868	−5.7%	1.75%
JMST	JPMorgan Ultra-Short Municipal Income ETF	Added	124,833	+5,633	$6,311,556	+3.8%	1.67%
RSPE		Reduced	183,443	-8,049	$6,135,434	−5.5%	1.63%
SCHC	Schwab International Small-Cap Equity ETF	Added	115,503	+927	$5,745,119	+4.2%	1.52%
ICLO		Added	213,478	+4,480	$5,462,902	+2.2%	1.45%
SPMD	State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF	Added	83,404	+514	$5,257,788	−6.1%	1.39%
EAGG	iShares ESG Aware U.S. Aggregate Bond ETF	Reduced	111,661	-582	$5,052,660	−5.1%	1.34%
JMHI	JPMorgan High Yield Municipal ETF	Added	94,097	+2,075	$4,416,913	−5.2%	1.17%
JPST	JPMorgan Ultra-Short Income ETF	Added	85,603	+1,325	$4,311,823	+1.2%	1.14%
EMNT	PIMCO Enhanced Short Maturity Active ESG Exchange-Traded Fund	Reduced	37,420	-280	$3,689,387	−1.1%	0.98%
EUSB	iShares ESG Advanced Universal USD Bond ETF	Reduced	86,279	-802	$3,586,618	−5.2%	0.95%
BND	VANGUARD TOTAL BOND MARKET INDEX FUND	Added	48,595	+1,884	$3,408,939	−0.6%	0.90%
SCHF	Schwab International Equity ETF	Added	119,291	+9,061	$3,276,923	+7.3%	0.87%
ANGL	VanEck Fallen Angel High Yield Bond ETF	Added	113,337	+3,268	$3,151,901	−2.1%	0.84%
AAPL	Apple Inc. Technology	Added	8,390	+268	$2,794,037	+18.9%	0.74%
NVDA	Nvidia Corp Technology	Added	10,825	+351	$2,472,213	+18.0%	0.66%
DFCF	Dimensional Core Fixed Income ETF	Added	58,560	+3,132	$2,349,427	+0.4%	0.62%
SCHG	Schwab U.S. Large-Cap Growth ETF	Reduced	62,750	-10,615	$2,254,607	−9.2%	0.60%
VCEB	VANGUARD ESG U.S. CORPORATE BOND ETF	Reduced	36,746	-147	$2,189,326	−5.4%	0.58%
NUHY	Nuveen ESG High Yield Corporate Bond ETF	Reduced	106,780	-503	$2,181,515	−5.1%	0.58%
FLRT	Pacer Aristotle Pacific Floating Rate High Income ETF	Added	46,502	+1,348	$2,159,552	+2.6%	0.57%
SCHV	Schwab U.S. Large-Cap Value ETF	Reduced	59,166	-9,191	$1,970,819	−17.2%	0.52%
IDEV	iShares Core MSCI International Developed Markets ETF	Added	20,023	+2,223	$1,791,658	+13.1%	0.47%
MSFT	Microsoft Corp Technology	Reduced	3,228	-258	$1,655,641	+27.3%	0.44%
QQQ	Invesco Qqq Trust, Series 1	Reduced	2,207	-177	$1,632,672	−7.0%	0.43%
SPYM	State Street(R) SPDR(R) Portfolio S&P 500(R) ETF	Added	17,852	+2,009	$1,602,395	+15.1%	0.42%
SPTM	State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF	Reduced	16,787	-550	$1,545,243	−1.8%	0.41%
BNDX	Vanguard Total International Bond ETF	Added	32,211	+1,254	$1,509,729	+0.7%	0.40%
GOOGL	Alphabet Inc. Communication Services	Added	4,283	+62	$1,473,694	−2.3%	0.39%
FULT	Fulton Financial Corp Financial Services	Reduced	64,426	-848	$1,453,450	−7.9%	0.39%
NUSC	Nuveen ESG Small-Cap ETF	Reduced	29,640	-689	$1,438,281	−9.0%	0.38%
SUB	iShares Short-Term National Muni Bond ETF	Added	13,628	+802	$1,424,671	+4.3%	0.38%
DFAC	Dimensional U.S. Core Equity 2 ETF	Added	30,733	+286	$1,366,081	+1.1%	0.36%
NUEM	Nuveen ESG Emerging Markets Equity ETF	NEW	31,778	NEW	$1,353,425	NEW	0.36%
SPHY	State Street(R) SPDR(R) Portfolio High Yield Bond ETF	Added	53,447	+1,882	$1,207,367	−0.1%	0.32%
AMZN	Amazon Com Inc Consumer Cyclical	Added	4,694	+58	$1,169,510	+5.8%	0.31%
SEIV	SEI Enhanced U.S. Large Cap Value Factor ETF	Reduced	22,591	-1,323	$1,108,992	−3.4%	0.29%

Showing the top 50 of 176 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.