Endowment Wealth Management, Inc.: 13F holdings
CIK 19044772026Q2
| Positions | 181 |
|---|
| Reported value | $258.6m |
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| Filed | 2026-08-06 |
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Change since last quarter
| Positions | 181 (+16 vs prior quarter) |
|---|
| Reported value | $258.6m (+14.4%) |
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Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| ITOT ISHARES TR | 94,640 | $15.5m | 6.0% |
| INVESCO EXCHANGE TRADED FD T | 232,282 | $12.9m | 5.0% |
| VTI VANGUARD INDEX FDS | 31,847 | $11.8m | 4.6% |
| SPMO INVESCO EXCH TRADED FD TR II | 66,902 | $10.8m | 4.2% |
| SPHQ INVESCO EXCHANGE TRADED FD T | 106,985 | $9.6m | 3.7% |
| COWZ PACER FDS TR | 146,141 | $9.1m | 3.5% |
| QAI NEW YORK LIFE INVESTMENTS ET | 217,224 | $8.0m | 3.1% |
| NVDA NVIDIA CORPORATION | 38,920 | $7.8m | 3.0% |
| IUSG ISHARES TR | 36,936 | $6.9m | 2.7% |
| EFA ISHARES TR | 66,584 | $6.9m | 2.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1904477")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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