Endowment Wealth Management
$259M 13F equity value
190 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Endowment Wealth Management covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| ITOT | ISHARES TR | 94,640 | $16M | 6.0% |
| PSP | INVESCO EXCHANGE TRADED FD T | 232,282 | $13M | 5.0% |
| VTI | VANGUARD INDEX FDS | 31,847 | $12M | 4.6% |
| SPMO | INVESCO EXCH TRADED FD TR II | 66,902 | $11M | 4.2% |
| SPHQ | INVESCO EXCHANGE TRADED FD T | 106,985 | $10M | 3.7% |
| COWZ | PACER FDS TR | 146,141 | $9M | 3.5% |
| QAI | NEW YORK LIFE INVESTMENTS ET | 217,224 | $8M | 3.1% |
| NVDA | NVIDIA CORPORATION | 38,920 | $8M | 3.0% |
| IUSG | ISHARES TR | 36,936 | $7M | 2.7% |
| EFA | ISHARES TR | 66,584 | $7M | 2.7% |
Track Endowment Wealth Management's 13F portfolio: $259M in reported holdings, 190 positions. Top holdings and quarterly changes on SentiSense.
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