Good Steward Wealth Advisors,Llc Portfolio Stock Holdings

According to the SEC 13F filed on August 3, 2026, Good Steward Wealth Advisors,Llc disclosed 70 stock positions valued at approximately $165.61M as of quarter-end June 30, 2026. The largest holdings include VANGUARD INDEX FDS, PGIM ETF TR, and VANGUARD INDEX FDS.

Report Period
June 30, 2026
No. of Stocks
70
Portfolio Value
$165.61M
Holdings by Sector
Good Steward Wealth Advisors,Llc Portfolio Holdings in Q2 2026
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
VANGUARD INDEX FDSVTIOther9.14%40,895-970-2.32%$15,132,786
PGIM ETF TRPULSOther8.47%283,138+2,681+0.96%$14,029,488
VANGUARD INDEX FDSVOOOther6.90%16,626+665+4.17%$11,418,903
VANECK ETF TRUSTPFXFOther6.42%596,179-3,843-0.64%$10,635,840
GLOBAL X FDSEMBDOther5.00%345,793+8,108+2.40%$8,281,742
VANGUARD STAR FDSVXUSOther3.68%71,199-2,168-2.96%$6,086,803
ISHARES TRIEFAOther3.59%61,628+901+1.48%$5,952,032
ISHARES TRIEFOther3.17%55,545+1,244+2.29%$5,252,891
AMPLIFY ETF TRDIVOOther3.15%114,208-37-0.03%$5,219,306
VANGUARD BD INDEX FDSBNDOther3.15%71,062+223+0.31%$5,216,661
SCHWAB STRATEGIC TRSCHHOther3.11%217,166-880-0.40%$5,142,491
INVESCO EXCHANGE TRADED FD TPEYOther3.05%217,982-3,455-1.56%$5,052,823
VANGUARD INDEX FDSVOOther2.62%53,902+41,191+324.06%$4,342,884
VANGUARD SCOTTSDALE FDSVCSHOther2.56%53,660+753+1.42%$4,240,750
VANGUARD SCOTTSDALE FDSVTWOOther2.51%34,254+920+2.76%$4,159,121
ISHARES INCIEMGOther2.42%48,378-852-1.73%$4,007,634
ISHARES TRLQDOther2.38%36,157+3,419+10.44%$3,943,644
LITMAN GREGORY FDS TRDBMFOther1.64%88,492+2,664+3.10%$2,708,740
EXXON MOBIL CORPXOMEnergy1.55%18,789-39-0.21%$2,568,832
SPDR GOLD TRGLDOther1.45%6,524+716+12.33%$2,403,311
STATE STR SPDR S&P 500 ETF TSPYOther1.44%3,204-10-0.31%$2,392,651
VANGUARD BD INDEX FDSBSVOther1.44%30,583+347+1.15%$2,382,722
UNION PAC CORPUNPIndustrials1.28%7,795+7+0.09%$2,120,240
NEXTERA ENERGY INCNEEUtilities1.07%20,260--$1,778,220
APPLE INCAAPLTechnology0.79%4,515-2,843-38.64%$1,306,460
WALMART INCWMTConsumer Defensive0.78%11,345-89-0.78%$1,284,935
MICROSOFT CORPMSFTTechnology0.74%3,277-131-3.84%$1,222,379
AGF INVTS TRBTALOther0.70%104,503+30,079+40.42%$1,165,208
BROADCOM INCAVGOTechnology0.49%2,136-165-7.17%$806,874
MERCK & CO INCMRKHealthcare0.43%5,575-3-0.05%$716,388
Showing 30 of 70 holdings in the latest reporting period.
Good Steward Wealth Advisors,Llc Portfolio Stock Holdings | InsiderSet