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CIK: 0001835252
Total reported value
$548.1M
$548.1M
146 檔
19.4%
During the Q1 2024 filing period, Ewa, LLC (CIK: 0001835252) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $548.1M across 146 reported positions.
During Q1 2024, Ewa, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 13.23% | -0.21% | — | |
| 2 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 10.04% | -1.58% | — | |
| 3 | LRGF | Ishares US Equity Factor ETF | ETF-Other | 9.85% | -0.06% | — | |
| 4 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 9.74% | -0.03% | +10.83% | |
| 5 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 5.00% | -0.04% | — | |
| 6 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 3.35% | -0.21% | — | |
| 7 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 3.26% | +0.01% | +2195.10% | |
| 8 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 2.91% | -0.09% | +104.49% | |
| 9 | NVDA | Nvidia CORP | Stock-Tech | 2.83% | -0.41% | +9.15% | |
| 10 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 2.59% | -0.20% | -15.30% | |
| 11 | MSFT | Microsoft CORP | Stock-Tech | 2.58% | -0.20% | +35.05% | |
| 12 | IYW | Ishares Ustechnology ETF | ETF-Tech | 1.93% | +0.08% | +1438.65% | |
| 13 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.84% | +0.06% | +2.06% | |
| 14 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.62% | -0.03% | -39.01% | |
| 15 | AAPL | Apple Inc | Stock-Tech | 1.56% | -0.18% | +122.34% | |
| 16 | SOXX | Ishares Semiconductor ETF | ETF-Other | 1.43% | +0.30% | +132.13% | |
| 17 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.35% | -0.06% | -5.57% | |
| 18 | XLE | Ss Energy Select Sector | ETF-Other | 1.28% | — | — | |
| 19 | PAVE | Global X US Infrastructure | ETF-Other | 1.22% | — | — | |
| 20 | VUG | Vanguard Growth ETF | ETF-Other | 1.00% | -0.01% | -77.74% | |
| 21 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.87% | -0.05% | -0.13% | |
| 22 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.83% | -0.53% | +45.58% | |
| 23 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.74% | -0.30% | -83.58% | |
| 24 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.73% | -0.16% | -86.35% | |
| 25 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.66% | -0.09% | -84.57% | |
| 26 | IQLT | Ishares Msci International Q | ETF-Other | 0.60% | — | -92.82% | |
| 27 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.56% | -0.02% | -0.81% | |
| 28 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.50% | -0.11% | +10.44% | |
| 29 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.37% | — | +118.07% | |
| 30 | MSOS | Advisorshares Pure US Cann | ETF-Other | 0.36% | +0.01% | — | |
| 31 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.32% | +0.13% | +16.73% | |
| 32 | MUFG | Mitsubishi Ufj Finl-spon Adr | Stock-Financials | 0.31% | -0.02% | -19.33% | |
| 33 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.30% | +0.03% | -92.84% | |
| 34 | VB | Vanguard Small-cap ETF | ETF-Other | 0.29% | -0.01% | +0.24% | |
| 35 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.29% | +0.01% | +0.28% | |
| 36 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.28% | +0.08% | -15.44% | |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.28% | -0.05% | +56.66% | |
| 38 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.28% | -0.07% | -10.49% | |
| 39 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-Other | 0.27% | -0.02% | -66.86% | |
| 40 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.27% | -0.01% | -97.35% | |
| 41 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.27% | +0.07% | +42.88% | |
| 42 | V | Visa Inc-class A Shares | Stock-Financials | 0.25% | — | +26.54% | |
| 43 | CRM | Salesforce Inc | Stock-Tech | 0.24% | -0.05% | +2.09% | |
| 44 | AVGO | Broadcom Inc | Stock-Tech | 0.24% | +0.07% | +34.68% | |
| 45 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.23% | -0.03% | +143.33% | |
| 46 | XOM | Exxon Mobil CORP | Stock-Energy | 0.23% | -0.09% | +69.30% | |
| 47 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.23% | +0.01% | -1.93% | |
| 48 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 0.22% | — | +0.19% | |
| 49 | ALV | Autoliv Inc | Stock-Consumer Disc | 0.21% | -0.01% | -40.62% | |
| 50 | WMT | Walmart Inc | Stock-Consumer Staples | 0.21% | -0.08% | +288.23% |
According to official SEC Form 13F filings, Ewa, LLC reported a total U.S. public equity portfolio value of $548.1M across 146 disclosed positions in Q1 2024.
During Q1 2024, Ewa, LLC's top holdings by market value included IVW (13.2%)、IVE (10.0%)、LRGF (9.8%). The largest single position, IVW, represented 13.2% of total portfolio value.
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In terms of portfolio concentration, the top 5 core holdings (including IVW, IVE, LRGF) accounted for 19.4% of total reported equity market value during Q1 2024.
In Q1 2024, Ewa, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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