SEC Form 13F

Endowment Wealth Management, Inc. 13F Holdings

Report period2026-06-30
Publicly available2026-08-07
Reported value$258,585,187
Positions181

Largest disclosed positions

IssuerTickerClassReported valueReported amount
ISHARES TRITOTCORE S&P TTL STK$15,546,46694,640
INVESCO EXCHANGE TRADED FD TPSPGBL LISTED PVT$12,938,100232,282
VANGUARD INDEX FDSVTITOTAL STK MKT$11,784,71831,847
INVESCO EXCH TRADED FD TR IISPMOS&P 500 MOMNTM$10,807,40566,902
INVESCO EXCHANGE TRADED FD TSPHQS&P500 QUALITY$9,639,312106,985
PACER FDS TRCOWZUS CASH COWS 100$9,089,966146,141
NEW YORK LIFE INVESTMENTS ETQAIHEDGE MULTI STRA$7,950,414217,224
NVIDIA CORPORATIONNVDACOM$7,787,57538,920
ISHARES TRIUSGCORE S&P US GWT$6,947,26636,936
ISHARES TREFAMSCI EAFE ETF$6,916,76566,584

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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