Endowment Wealth Management, Inc. - Portfolio Stock Holdings
Endowment Wealth Management, Inc. disclosed 192 stock positions in a recent SEC 13F filing. $291,826,658 of stock holdings were filed, with the largest holdings including ITOT, PSP, and VTI. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $609,222,636 and has 14 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
192Est. Stock Holding Value:
$291,826,658Top Stock Holdings By Sector
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Portfolio Stock Holdings - Endowment Wealth Management, Inc.
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% of Portfolio
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