Endowment Wealth Management, Inc. — 13F holdings

Endowment Wealth Management, Inc. reported 189 holdings worth $259M in its 13F filing for Q2 2026, filed August 6, 2026.

Largest positions

  1. ITOT ISHARES TR — $15.5M (6.0%)
  2. PSP INVESCO EXCHANGE TRADED FD T — $12.9M (5.0%)
  3. VTI VANGUARD INDEX FDS — $11.8M (4.6%)
  4. SPMO INVESCO EXCH TRADED FD TR II — $10.8M (4.2%)
  5. SPHQ INVESCO EXCHANGE TRADED FD T — $9.64M (3.7%)
  6. COWZ PACER FDS TR — $9.09M (3.5%)
  7. QAI NEW YORK LIFE INVESTMENTS ET — $7.95M (3.1%)
  8. NVDA NVIDIA CORPORATION — $7.79M (3.0%)
  9. IUSG ISHARES TR — $6.95M (2.7%)
  10. EFA ISHARES TR — $6.92M (2.7%)