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CIK: 0001835252
Total reported value
$548.1M
$548.1M
182 檔
22.8%
According to the latest 13F quarterly dataset, Ewa, LLC managed an equity portfolio of $548.1M at the end of Q1 2025, spanning 182 distinct U.S. exchange-listed positions.
In Q1 2025, Ewa, LLC displayed an active expansion posture, initiating 16 new positions and adding to 20 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 11.91% | -0.21% | +4.16% | |
| 2 | LRGF | Ishares US Equity Factor ETF | ETF-Other | 10.53% | -0.06% | +24.63% | |
| 3 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 10.29% | -0.03% | +13.58% | |
| 4 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 9.62% | -1.58% | +23.64% | |
| 5 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 4.06% | +0.01% | -14.41% | |
| 6 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 3.43% | -0.21% | -7.31% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 2.66% | -0.18% | +21.27% | |
| 8 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 2.57% | -0.09% | +2.11% | |
| 9 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 2.03% | — | +8.05% | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.01% | +0.06% | +16.77% | |
| 11 | NVDA | Nvidia CORP | Stock-Tech | 1.84% | -0.41% | -43.36% | |
| 12 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.80% | +2.49% | -0.36% | |
| 13 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.76% | -0.30% | -19.53% | |
| 14 | IYW | Ishares Ustechnology ETF | ETF-Tech | 1.70% | +0.08% | +7.60% | |
| 15 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.61% | -0.53% | +50.20% | |
| 16 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 1.59% | -0.20% | +20.20% | |
| 17 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.44% | -0.03% | +4.13% | |
| 18 | MSFT | Microsoft CORP | Stock-Tech | 1.43% | -0.20% | -39.94% | |
| 19 | SOXX | Ishares Semiconductor ETF | ETF-Other | 1.10% | +0.30% | +3.08% | |
| 20 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.05% | -0.06% | -7.36% | |
| 21 | IAU | Ishares Gold Trust | ETF-Commodities | 0.88% | -0.10% | +89.79% | |
| 22 | VUG | Vanguard Growth ETF | ETF-Other | 0.82% | -0.01% | -5.07% | |
| 23 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.72% | -0.05% | -3.06% | |
| 24 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.66% | -0.03% | +66.23% | |
| 25 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 0.59% | -0.02% | +1.03% | |
| 26 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.53% | -0.11% | +2.11% | |
| 27 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.51% | -0.16% | -3.51% | |
| 28 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.51% | -0.02% | -0.10% | |
| 29 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.49% | -0.09% | -9.55% | |
| 30 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.46% | -0.04% | +253.12% | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.44% | -0.05% | +8.55% | |
| 32 | AVGO | Broadcom Inc | Stock-Tech | 0.44% | +0.07% | +25.85% | |
| 33 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.43% | +0.13% | +1.01% | |
| 34 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.42% | — | +4.03% | |
| 35 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-Other | 0.41% | -0.06% | -1.64% | |
| 36 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.37% | +0.07% | +16.82% | |
| 37 | MUFG | Mitsubishi Ufj Finl-spon Adr | Stock-Financials | 0.33% | -0.02% | -1.22% | |
| 38 | V | Visa Inc-class A Shares | Stock-Financials | 0.33% | — | +11.90% | |
| 39 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.32% | +0.08% | +13.94% | |
| 40 | ICVT | Ishares Convertible Bond ETF | ETF-Other | 0.31% | -0.02% | +62.31% | |
| 41 | WMT | Walmart Inc | Stock-Consumer Staples | 0.28% | -0.08% | +2.54% | |
| 42 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.27% | +0.01% | +5.10% | |
| 43 | XOM | Exxon Mobil CORP | Stock-Energy | 0.26% | -0.09% | -6.63% | |
| 44 | CSCO | Cisco Systems Inc | Stock-Tech | 0.26% | +0.14% | +113.83% | |
| 45 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.26% | -0.07% | -0.80% | |
| 46 | VB | Vanguard Small-cap ETF | ETF-Other | 0.25% | -0.01% | -3.17% | |
| 47 | NFLX | Netflix Inc | Stock-Comm Services | 0.24% | -0.08% | +13.36% | |
| 48 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.24% | -0.04% | +33.42% | |
| 49 | MA | Mastercard Inc - A | Stock-Financials | 0.24% | -0.04% | +12.54% | |
| 50 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.22% | +0.05% | +2.28% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IVE | Ishares S&p 500 Value ETF | +1.7% | +23.64% | Add |
| 2 | LRGF | Ishares US Equity Factor ETF | +1.6% | +24.63% | Add |
| 3 | QUAL | Ishares Msci USA Quality Fac | +0.8% | +13.58% | Add |
| 4 | META | Meta Platforms Inc-class A | +0.5% | +50.20% | Add |
| 5 | IAU | Ishares Gold Trust | +0.5% | +89.79% | Add |
| 6 | OEF | Ishares S&p 100 ETF | +0.3% | +253.12% | Add |
| 7 | TLH | Ishares 10-20 Year Treasury | +0.3% | +20.20% | Add |
| 8 | AAPL | Apple Inc | +0.2% | +21.27% | Add |
| 9 | CSCO | Cisco Systems Inc | +0.1% | +113.83% | Add |
| 10 | GILD | Gilead Sciences Inc | +0.1% | NEW | New buy |
| 11 | ICVT | Ishares Convertible Bond ETF | +0.1% | +62.31% | Add |
| 12 | EFG | Ishares Msci Eafe Growth ETF | +0.1% | +80.50% | Add |
| 13 | ILCV | Ishares Morningstar Value Et | +0.1% | NEW | New buy |
| 14 | PLTR | Palantir Technologies Inc-a | +0.1% | NEW | New buy |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +8.55% | Add |
| 16 | EQT | Eqt CORP | +0.1% | NEW | New buy |
| 17 | AEP | American Electric Power | +0.1% | NEW | New buy |
| 18 | WM | Waste Management Inc | +0.1% | NEW | New buy |
| 19 | CTAS | Cintas CORP | +0.1% | NEW | New buy |
| 20 | SPMO | Invesco S&p 500 Momentum ETF | +0.1% | +8.05% | Add |
| 21 | ORLY | O'reilly Automotive Inc | +0.1% | NEW | New buy |
| 22 | DUK | Duke Energy CORP | +0.1% | NEW | New buy |
| 23 | ICE | Intercontinental Exchange In | +0.1% | NEW | New buy |
| 24 | ESLT | Elbit Systems Ltd. | +0.1% | NEW | New buy |
| 25 | TDG | Transdigm Group Inc | +0.1% | NEW | New buy |
| 26 | ESE | Esco Technologies Inc | +0.1% | NEW | New buy |
| 27 | CHKP | Check Point Software Technologies Ltd. | +0.1% | NEW | New buy |
| 28 | FAST | Fastenal Co | +0.1% | NEW | New buy |
| 29 | EFV | Ishares Msci Eafe Value ETF | +0.1% | +33.42% | Add |
| 30 | CVX | Chevron CORP | +0.1% | NEW | New buy |
| 31 | PM | Philip Morris International | +0.1% | +27.75% | Add |
| 32 | VO | Vanguard Mid-cap ETF | -0.1% | EXIT | Sold out |
| 33 | GKOS | Glaukos CORP | -0.1% | EXIT | Sold out |
| 34 | IJR | Ishares Core S&p Small-cap E | -0.1% | +4.13% | Add |
| 35 | IYW | Ishares Ustechnology ETF | -0.1% | +7.60% | Add |
| 36 | IVV | Ishares Core S&p 500 ETF | -0.1% | -0.36% | Trim |
| 37 | MRK | Merck & Co. Inc. | -0.1% | EXIT | Sold out |
| 38 | SOXX | Ishares Semiconductor ETF | -0.1% | +3.08% | Add |
| 39 | VOO | Vanguard S&p 500 ETF | -0.2% | -7.36% | Trim |
| 40 | VUG | Vanguard Growth ETF | -0.2% | -5.07% | Trim |
| 41 | IJH | Ishares Core S&p Midcap ETF | -0.2% | +2.11% | Add |
| 42 | TLT | Ishares 20+ Year Treasury Bd | -0.2% | EXIT | Sold out |
| 43 | IQLT | Ishares Msci International Q | -0.2% | -60.09% | Trim |
| 44 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | -0.2% | -7.31% | Trim |
| 45 | IEFA | Ishares Core Msci Eafe ETF | -0.3% | -19.53% | Trim |
| 46 | IVW | Ishares S&p 500 Growth ETF | -0.7% | +4.16% | Add |
| 47 | EMXC | Ishares Msci Emr Mrk Ex Chna | -0.8% | -14.41% | Trim |
| 48 | PAVE | Global X US Infrastructure | -1.2% | EXIT | Sold out |
| 49 | MSFT | Microsoft CORP | -1.3% | -39.94% | Trim |
| 50 | NVDA | Nvidia CORP | -2.2% | -43.36% | Trim |
According to official SEC Form 13F filings, Ewa, LLC reported a total U.S. public equity portfolio value of $548.1M across 182 disclosed positions in Q1 2025.
During Q1 2025, Ewa, LLC's top holdings by market value included IVW (11.9%)、LRGF (10.5%)、QUAL (10.3%). The largest single position, IVW, represented 11.9% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IVW, LRGF, QUAL) accounted for 22.8% of total reported equity market value during Q1 2025.
Top New Position Initiated
GILD
市值: $355.6K
Top Position Liquidated / Trimmed
PAVE
前期市值: $3.1M
In Q1 2025, Ewa, LLC made 50 total portfolio adjustments, initiating 16 new buys, adding to 20 positions, trimming 9 holdings, and fully liquidating 5 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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