Good Steward Wealth Advisors,LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 22, 2026, for the 2025 Q4 period, Good Steward Wealth Advisors,LLC held in its portfolio 70 assets valued at $151,526,387 (i.e. $151.53M).
The most valuable assets in the portfolio included: VANGUARD INDEX FDS ($13.67M), PGIM ETF TR ($13.49M), and SCM TRUST ($10.80M).
The chart below shows the top 10 valuable assets, and the table below shows the top 70 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Good Steward Wealth Advisors,LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| VANGUARD INDEX FDS | 40769 | 13668623 | TOTAL STK MKT |
| PGIM ETF TR | 271950 | 13486001 | PGIM ULTRA SH BD |
| SCM TRUST | 410337 | 10795966 | SHELTON EQT PRE |
| VANECK ETF TRUST | 596481 | 10533858 | PREFERRED SECURT |
| VANGUARD INDEX FDS | 13933 | 8737802 | S&P 500 ETF SHS |
| GLOBAL X FDS | 330166 | 7927286 | X EMERGING MKT |
| VANGUARD STAR FDS | 73332 | 5532166 | VG TL INTL STK F |
| ISHARES TR | 52531 | 5051381 | 7-10 YR TRSY BD |
| AMPLIFY ETF TR | 112603 | 5010834 | CWP ENHANCED DIV |
| ISHARES TR | 55240 | 4941770 | CORE MSCI EAFE |
| VANGUARD BD INDEX FDS | 66670 | 4938247 | TOTAL BND MRKT |
| SCHWAB STRATEGIC TR | 216475 | 4522163 | US REIT ETF |
| INVESCO EXCHANGE TRADED FD T | 218798 | 4460329 | HIG YLD EQ DIV |
| VANGUARD SCOTTSDALE FDS | 53004 | 4226009 | SHRT TRM CORP BD |
| VANGUARD INDEX FDS | 12044 | 3495410 | MID CAP ETF |
| ISHARES TR | 29313 | 3229999 | IBOXX INV CP ETF |
| VANGUARD SCOTTSDALE FDS | 30855 | 3070690 | VNG RUS2000IDX |
| ISHARES INC | 45315 | 3046074 | CORE MSCI EMKT |
| SPDR GOLD TR | 5976 | 2368349 | GOLD SHS |
| LITMAN GREGORY FDS TR | 81615 | 2290117 | IMGP DBI MANAGED |
| EXXON MOBIL CORP | 18995 | 2285858 | COM |
| VANGUARD BD INDEX FDS | 27982 | 2205261 | SHORT TRM BOND |
| SPDR S&P 500 ETF TR | 3225 | 2199192 | TR UNIT |
| APPLE INC | 7366 | 2002521 | COM |
| UNION PAC CORP | 7802 | 1804759 | COM |
| MICROSOFT CORP | 3642 | 1761475 | COM |
| NEXTERA ENERGY INC | 20712 | 1662759 | COM |
| WALMART INC | 10999 | 1225399 | COM |
| AGF INVTS TR | 69311 | 997385 | US MARKET NETRL |
| BROADCOM INC | 2414 | 835485 | COM |
| DEERE & CO | 1643 | 764932 | COM |
| ISHARES SILVER TR | 10491 | 675830 | ISHARES |
| CATERPILLAR INC | 972 | 556830 | COM |
| MERCK & CO INC | 5251 | 552720 | COM |
| NEW YORK LIFE INVESTMENTS ET | 12396 | 443653 | NYLI MERGER ARBI |
| AMAZON COM INC | 1868 | 431172 | COM |
| JPMORGAN CHASE & CO. | 1298 | 418242 | COM |
| NVIDIA CORPORATION | 2206 | 411419 | COM |
| ELI LILLY & CO | 352 | 378287 | COM |
| ILLINOIS TOOL WKS INC | 1531 | 377085 | COM |
| RTX CORPORATION | 1924 | 352862 | COM |
| DUKE ENERGY CORP NEW | 2949 | 345652 | COM NEW |
| AMERICAN EXPRESS CO | 916 | 338874 | COM |
| VALERO ENERGY CORP | 2040 | 332092 | COM |
| PROCTER AND GAMBLE CO | 2302 | 329900 | COM |
| ORACLE CORP | 1629 | 317508 | COM |
| BECTON DICKINSON & CO | 1607 | 311870 | COM |
| SOUTHERN CO | 3575 | 311740 | COM |
| CHEVRON CORP NEW | 2010 | 306344 | COM |
| GOLDMAN SACHS GROUP INC | 341 | 299739 | COM |
| EATON CORP PLC | 923 | 293985 | SHS |
| TAIWAN SEMICONDUCTOR MFG LTD | 954 | 289911 | SPONSORED ADS |
| GE AEROSPACE | 937 | 288624 | COM NEW |
| HOME DEPOT INC | 815 | 280350 | COM |
| SPDR SERIES TRUST | 1000 | 277880 | STATE STREET SPD |
| JOHNSON & JOHNSON | 1332 | 275657 | COM |
| INTERNATIONAL BUSINESS MACHS | 929 | 275179 | COM |
| AMERICAN ELEC PWR CO INC | 2209 | 254720 | COM |
| PNC FINL SVCS GROUP INC | 1186 | 247554 | COM |
| CLOUDFLARE INC | 1212 | 238946 | CL A COM |
| PFIZER INC | 9596 | 238940 | COM |
| WILLIAMS COS INC | 3959 | 237953 | COM |
| ALPHABET INC | 755 | 236919 | CAP STK CL C |
| MCDONALDS CORP | 759 | 231973 | COM |
| BRISTOL-MYERS SQUIBB CO | 4296 | 231726 | COM |
| ABBVIE INC | 1004 | 229404 | COM |
| PARKER-HANNIFIN CORP | 239 | 210071 | COM |
| ALPHABET INC | 670 | 209710 | CAP STK CL A |
| MARATHON PETE CORP | 1253 | 203775 | COM |
| AT&T INC | 8180 | 203191 | COM |
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