Fund HoldingsEWA, LLC

Total Portfolio Value
$409.59M
Total Bought
$77.33M
Total Sold
$29.33M
Net Transaction
+$48.00M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
ISHARES TR
CORE UNIVRSL USD
0197,027+197,02709,1702.24%+9,170
ISHARES TR130,352165,604+35,25226,91935,1208.57%+8,201
APPLE INC(AAPL)32,03650,485+18,4498,15713,7253.35%+5,567
ISHARES TR4,51310,665+6,1523,0207,3051.78%+4,285
SCHWAB STRATEGIC TR0129,447+129,44703,4830.85%+3,483
INVESCO EXCH TRADED FD TR II56,72880,627+23,8996,8679,6202.35%+2,753
NVIDIA CORPORATION(NVDA)63,13273,864+10,73211,77913,7763.36%+1,996
ALPHABET INC(GOOG)5,66710,500+4,8331,3803,2950.80%+1,915
ISHARES TR
U S EQUITY FACTR
706,148728,527+22,37948,78150,58212.35%+1,801
VANGUARD TAX-MANAGED FDS3,34527,941+24,5962001,7450.43%+1,545
SPDR SERIES TRUST
ST STR BACKE ETF
064,919+64,91901,4550.36%+1,455
ISHARES TR256,954262,719+5,76531,01932,3837.91%+1,363
VANGUARD MALVERN FDS015,586+15,58601,2140.30%+1,214
ISHARES INC
CORE MSCI EMKT
58,47875,234+16,7563,8555,0571.23%+1,202
VANGUARD INDEX FDS4,8706,544+1,6742,9834,1041.00%+1,121
DIMENSIONAL ETF TRUST
US LARG VECT ETF
014,828+14,82801,1020.27%+1,102
ALPHABET INC(GOOG)6,3357,669+1,3341,5402,4000.59%+860
ISHARES INC
MSCI EMRG CHN
092,557+92,55706,7271.64%+6,727
SCHWAB STRATEGIC TR028,965+28,96507600.19%+760
ELI LILLY & CO(LLY)01,601+1,60101,7210.42%+1,721
WELLS FARGO CO NEW(WFC)0601+60107280.18%+728
SCHWAB STRATEGIC TR030,256+30,25607270.18%+727
PALANTIR TECHNOLOGIES INC(PLTR)8,53912,401+3,8621,5582,2040.54%+647
DELL TECHNOLOGIES INC(DELL)04,883+4,88306150.15%+615
SPDR S&P 500 ETF TR(SPY)5,7996,508+7093,8644,4381.08%+574
BLACKROCK ETF TRUST
ISHA US THEM ETF
285,696294,714+9,01810,81611,3642.77%+548
APPLOVIN CORP(APP)3951,201+8062848090.20%+525
BERKSHIRE HATHAWAY INC DEL2,5303,528+9981,2721,7730.43%+501
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
02,486+2,48604760.12%+476
MICRON TECHNOLOGY INC(MU)3,4103,489+795709960.24%+425
VANGUARD INDEX FDS2,1663,327+1,1617111,1150.27%+404
ISHARES TR10,16411,027+8633,3833,7820.92%+399
ISHARES TR127,953132,543+4,5908,3508,7482.14%+398
ISHARES TR
MSCI POLAND ETF
011,232+11,23203950.10%+395
ISHARES INC06,377+6,37703820.09%+382
ISHARES TR02,559+2,55903800.09%+380
BLACKROCK ETF TRUST II37,59845,002+7,4042,0022,3750.58%+373
LUMENTUM HLDGS INC(LITE)1,7711,750-212886450.16%+357
ISHARES TR
MSCI NORWAY ETF
012,358+12,35803560.09%+356
ISHARES INC
MSCI SINGPOR ETF
012,667+12,66703480.09%+348
ISHARES GOLD TR(IAU)51,69250,606-1,0863,7624,1081.00%+346
BROADCOM INC(AVGO)9,3109,873+5633,0713,4170.83%+346
TERADYNE INC(TER)01,776+1,77603440.08%+344
DOORDASH INC(DASH)01,493+1,49303380.08%+338
ISHARES TR02,395+2,39503280.08%+328
INVESCO LTD(IVZ)012,038+12,03803160.08%+316
ISHARES TR
MSCI USA MIN ETF
015,632+15,63201,4720.36%+1,472
ISHARES TR41,14943,192+2,0434,8905,1911.27%+301
ISHARES TR01,194+1,19402940.07%+294
BLACKROCK ETF TRUST
ISHA I IN TE ETF
210,028223,760+13,7327,1757,4511.82%+277
FEDEX CORP(FDX)0908+90802620.06%+262
ISHARES TR06,373+6,37306830.17%+683
MICROSOFT CORP(MSFT)16,80918,495+1,6868,7068,9452.18%+238
GLOBAL X FDS
GLOBAL X URANIUM
05,427+5,42702320.06%+232
ANGLOGOLD ASHANTI PLC(AU)02,710+2,71002310.06%+231
TESLA INC(TSLA)6,0986,540+4422,7122,9410.72%+229
VANGUARD INDEX FDS0786+78602280.06%+228
ISHARES TR15,89715,070-8274,3104,5381.11%+228
3M CO(MMM)01,425+1,42502280.06%+228
JPMORGAN CHASE & CO.(JPM)5,3075,898+5911,6741,9000.46%+226
SPDR SERIES TRUST
ST STR P500ETF
02,786+2,78602230.05%+223
IDEXX LABS INC(IDXX)0329+32902230.05%+223
TE CONNECTIVITY PLC(TEL)0976+97602220.05%+222
VANGUARD SPECIALIZED FUNDS02,471+2,47105430.13%+543
CENTRUS ENERGY CORP(LEU)0907+90702200.05%+220
FOX CORP(FOX)03,009+3,00902200.05%+220
GE VERNOVA INC(GEV)0336+33602200.05%+220
SPDR DOW JONES INDL AVERAGE(DIA)0456+45602190.05%+219
CELESTICA INC(CLS)4,7474,697-501,1701,3880.34%+219
VANGUARD INDEX FDS01,032+1,03202180.05%+218
CHUBB LIMITED
COM
0698+69802180.05%+218
ASSURANT INC(AIZ)0904+90402180.05%+218
VANGUARD WORLD FD0520+52002150.05%+215
CACI INTL INC(CACI)0397+39702120.05%+212
CVS HEALTH CORP(CVS)02,642+2,64202100.05%+210
SCHWAB CHARLES CORP(SCHW)02,097+2,09702100.05%+210
VANGUARD INTL EQUITY INDEX F02,505+2,50502090.05%+209
TTM TECHNOLOGIES INC(TTMI)03,027+3,02702090.05%+209
NORTHROP GRUMMAN CORP(NOC)0361+36102060.05%+206
GOLDMAN SACHS GROUP INC(GS)612787+1754886920.17%+204
ORIX CORP(IX)06,984+6,98402040.05%+204
CROWDSTRIKE HLDGS INC(CRWD)0434+43402040.05%+204
LOWES COS INC(LOW)0843+84302030.05%+203
INTEL CORP(INTC)05,470+5,47002020.05%+202
QUALCOMM INC(QCOM)01,178+1,17802010.05%+201
ISHARES TR02,092+2,09202010.05%+201
CITIZENS FINL GROUP INC(CFG)03,426+3,42602000.05%+200
ISHARES TR011,414+11,41402,2790.56%+2,279
HALEON PLC(HLN)019,168+19,16801940.05%+194
VANGUARD INDEX FDS1,0782,054+9762013920.10%+191
NEWMONT CORP(NEM)5,4106,304+8944566290.15%+173
ADVANCED MICRO DEVICES INC(AMD)2,7962,917+1214526250.15%+172
LAM RESEARCH CORP(LRCX)3,0983,407+3094155830.14%+168
EXXON MOBIL CORP06,808+6,80808190.20%+819
CISCO SYS INC(CSCO)031,379+31,37902,4170.59%+2,417
INVESCO QQQ TR01,691+1,69101,0390.25%+1,039
VANGUARD CHARLOTTE FDS
TOTAL INT BD ETF
016,351+16,35107900.19%+790
APPLIED MATLS INC1,1411,418+2772343650.09%+131
CATERPILLAR INC(CAT)811894+833875120.13%+125
JOHNSON & JOHNSON(JNJ)2,9443,217+2735466660.16%+120
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