Good Steward Wealth Advisors,LLC

CIK: 0002060772Latest portfolio: $151.5M · Q4 2025

Holdings

70

Total Value

$151.5M

New Positions

70

Closed Positions

0

#StockSharesValue% PortfolioChangeType
1
VTIVANGUARD INDEX FDS
40,769$13.7M9.02%NEW
2
PULSPGIM ETF TR
271,950$13.5M8.90%NEW
3
SEPISCM TRUST
410,337$10.8M7.12%NEW
4
PFXFVANECK ETF TRUST
596,481$10.5M6.95%NEW
5
VOOVANGUARD INDEX FDS
13,933$8.7M5.77%NEW
6
EMBDGLOBAL X FDS
330,166$7.9M5.23%NEW
7
VXUSVANGUARD STAR FDS
73,332$5.5M3.65%NEW
8
IEFISHARES TR
52,531$5.1M3.33%NEW
9
DIVOAMPLIFY ETF TR
112,603$5.0M3.31%NEW
10
AQLTISHARES TR
55,240$4.9M3.26%NEW
11
BNDVANGUARD BD INDEX FDS
66,670$4.9M3.26%NEW
12
SCHHSCHWAB STRATEGIC TR
216,475$4.5M2.98%NEW
13
PEYINVESCO EXCHANGE TRADED FD T
218,798$4.5M2.94%NEW
14
VCSHVANGUARD SCOTTSDALE FDS
53,004$4.2M2.79%NEW
15
VOVANGUARD INDEX FDS
12,044$3.5M2.31%NEW
16
LQDISHARES TR
29,313$3.2M2.13%NEW
17
VTWOVANGUARD SCOTTSDALE FDS
30,855$3.1M2.03%NEW
18
IEMGISHARES INC
45,315$3.0M2.01%NEW
19
GQ9SPDR GOLD TR
5,976$2.4M1.56%NEW
20
DBMFLITMAN GREGORY FDS TR
81,615$2.3M1.51%NEW
21
XOMEXXON MOBIL CORP
18,995$2.3M1.51%NEW
22
BSVVANGUARD BD INDEX FDS
27,982$2.2M1.46%NEW
23
SPYSPDR S&P 500 ETF TR
3,225$2.2M1.45%NEW
24
AAPLAPPLE INC
7,366$2.0M1.32%NEW
25
UNPUNION PAC CORP
7,802$1.8M1.19%NEW

Quarterly Changes

New Positions

Closed Positions

No closed positions this quarter

Sector Breakdown

Financial Services0.0% ($1.3668134861079512e+95T)
Technology0.0% ($20021761835675410432.0T)
Industrials0.0% ($1804764556377352.5T)
Healthcare0.0% ($552378311275.2T)
Energy0.0% ($2285332.3T)
Utilities0.0% ($1662.3T)
Consumer Cyclical0.0% ($431.3B)
Communication Services0.0% ($236.2B)
Unknown0.0% ($49.4B)
Consumer Defensive0.0% ($1.2B)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Jan 22, 2026$151.5M70
Q3 2025Nov 6, 2025$144.7B0
Q2 2025Jul 7, 2025$127.6B94
Q1 2025Apr 21, 2025$109.9B127

Fund Information

CIK0002060772
Most Recent FilingJan 22, 2026
Number of Filings4

Good Steward Wealth Advisors,LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $151.5M across 70 holdings. The largest position is VANGUARD INDEX FDS (VTI), representing 9.0% of the portfolio. Compared to the previous quarter, the fund opened 70 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.