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CIK: 0001835252
Total reported value
$548.1M
$548.1M
271 檔
26.6%
The Q4 2025 SEC filing reveals that Ewa, LLC held a total portfolio value of $548.1M, covering 271 public equity positions.
In Q4 2025, Ewa, LLC displayed an active expansion posture, initiating 16 new positions and adding to 26 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including LRGF, IVE, IVW) accounted for 26.6% of total reported equity market value during Q4 2025.
Top New Position Initiated
VCRB
市值: $1.2M
Top Position Liquidated / Trimmed
LRN
前期市值: $393.9K
Showing top 200 holdings (of 271 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | LRGF | Ishares US Equity Factor ETF | ETF-Other | 12.35% | -0.06% | +3.17% | |
| 2 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 8.57% | -1.58% | +27.04% | |
| 3 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 7.91% | -0.21% | +2.24% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 3.36% | -0.41% | +17.00% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 3.35% | -0.18% | +57.59% | |
| 6 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 3.31% | -0.03% | -43.86% | |
| 7 | THRO | Ishares U.s. Thematic Rotati | ETF-Other | 2.77% | -0.02% | +3.16% | |
| 8 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 2.35% | — | +42.13% | |
| 9 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 2.24% | -0.21% | -3.87% | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 2.18% | -0.20% | +10.03% | |
| 11 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 2.14% | -0.09% | +3.59% | |
| 12 | BAI | Ishrs Ai In And Tech Act ETF | ETF-Tech | 1.82% | +0.08% | +6.54% | |
| 13 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.78% | +2.49% | +136.32% | |
| 14 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 1.64% | +0.01% | +5.93% | |
| 15 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.39% | -0.53% | +6.73% | |
| 16 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.27% | +0.06% | -21.29% | |
| 17 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.27% | -0.03% | +4.96% | |
| 18 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.23% | -0.16% | +28.65% | |
| 19 | SHLD | Global X Defense Tech ETF | ETF-Tech | 1.23% | -0.22% | +7.21% | |
| 20 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 1.15% | -0.20% | -11.19% | |
| 21 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.15% | -0.30% | -1.27% | |
| 22 | SOXX | Ishares Semiconductor ETF | ETF-Other | 1.11% | +0.30% | -5.20% | |
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.08% | -0.07% | +12.23% | |
| 24 | IAU | Ishares Gold Trust | ETF-Commodities | 1.00% | -0.10% | -2.10% | |
| 25 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.00% | -0.06% | +34.37% | |
| 26 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.92% | -0.04% | +8.49% | |
| 27 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.85% | -0.16% | +1209.26% | |
| 28 | AVGO | Broadcom Inc | Stock-Tech | 0.83% | +0.07% | +6.05% | |
| 29 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.80% | +0.08% | +85.28% | |
| 30 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.72% | -0.03% | +7.25% | |
| 31 | VUG | Vanguard Growth ETF | ETF-Other | 0.69% | -0.01% | -0.05% | |
| 32 | CSCO | Cisco Systems Inc | Stock-Tech | 0.59% | +0.14% | -5.06% | |
| 33 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.59% | +0.07% | +21.06% | |
| 34 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 0.58% | -0.02% | +19.69% | |
| 35 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.57% | -0.05% | -0.08% | |
| 36 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.56% | +0.08% | +7.40% | |
| 37 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.54% | -0.17% | +45.23% | |
| 38 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.46% | — | +11.14% | |
| 39 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.44% | -0.02% | +0.11% | |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.43% | -0.05% | +39.45% | |
| 41 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.43% | +0.01% | +735.31% | |
| 42 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.42% | +0.13% | +26.26% | |
| 43 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.36% | -0.09% | +28.07% | |
| 44 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-Other | 0.36% | -0.06% | +17.00% | |
| 45 | CLS | Celestica Inc | Stock-Tech | 0.34% | +0.01% | -1.05% | |
| 46 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.31% | -0.11% | -5.32% | |
| 47 | VCRB | Vanguard Core Bond ETF | ETF-Other | 0.30% | -0.08% | EXIT | |
| 48 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.27% | +0.05% | +53.60% | |
| 49 | DFVX | Dim US Large Cap Vector ETF | ETF-Large Cap & Growth | 0.27% | -0.06% | — | |
| 50 | MUFG | Mitsubishi Ufj Finl-spon Adr | Stock-Financials | 0.26% | -0.02% | -0.05% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IVE | Ishares S&p 500 Value ETF | +1.1% | +27.04% | Add |
| 2 | AAPL | Apple Inc | +1.1% | +57.59% | Add |
| 3 | IVV | Ishares Core S&p 500 ETF | +0.9% | +136.32% | Add |
| 4 | SCHX | Schwab US Large-cap ETF | +0.8% | +1209.26% | Add |
| 5 | SPMO | Invesco S&p 500 Momentum ETF | +0.5% | +42.13% | Add |
| 6 | GOOG | Alphabet Inc-cl C | +0.4% | +85.28% | Add |
| 7 | VEA | Vanguard Ftse Developed ETF | +0.4% | +735.31% | Add |
| 8 | VOO | Vanguard S&p 500 ETF | +0.2% | +34.37% | Add |
| 9 | IEMG | Ishares Core Msci Emerging | +0.2% | +28.65% | Add |
| 10 | GOOGL | Alphabet Inc-cl A | +0.2% | +21.06% | Add |
| 11 | LLY | Eli Lilly & Co | +0.2% | +26.26% | Add |
| 12 | APP | Applovin Corp-class A | +0.1% | +204.05% | Add |
| 13 | PLTR | Palantir Technologies Inc-a | +0.1% | +45.23% | Add |
| 14 | NVDA | Nvidia CORP | +0.1% | +17.00% | Add |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +39.45% | Add |
| 16 | MU | Micron Technology Inc | +0.1% | +2.32% | Add |
| 17 | LITE | Lumentum Holdings Inc | +0.1% | -1.19% | Trim |
| 18 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +53.60% | Add |
| 19 | BINC | Ishares Flex I A Etf-usd Inc | 0% | +19.69% | Add |
| 20 | EMXC | Ishares Msci Emr Mrk Ex Chna | 0% | +5.93% | Add |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +12.23% | Add |
| 22 | OEF | Ishares S&p 100 ETF | 0% | +8.49% | Add |
| 23 | AVGO | Broadcom Inc | 0% | +6.05% | Add |
| 24 | IAU | Ishares Gold Trust | 0% | -2.10% | Trim |
| 25 | IJH | Ishares Core S&p Midcap ETF | -0.2% | +3.59% | Add |
| 26 | THRO | Ishares U.s. Thematic Rotati | -0.2% | +3.16% | Add |
| 27 | TLH | Ishares 10-20 Year Treasury | -0.3% | -11.19% | Trim |
| 28 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | -0.4% | -3.87% | Trim |
| 29 | AMZN | Amazon.com Inc | -0.5% | -21.29% | Trim |
| 30 | IVW | Ishares S&p 500 Growth ETF | -0.7% | +2.24% | Add |
| 31 | LRGF | Ishares US Equity Factor ETF | -1.2% | +3.17% | Add |
| 32 | QUAL | Ishares Msci USA Quality Fac | -3.2% | -43.86% | Trim |
| 33 | VCRB | Vanguard Core Bond ETF | — | NEW | New buy |
| 34 | DFVX | Dim US Large Cap Vector ETF | — | NEW | New buy |
| 35 | SCHB | Schwab US Broad Market ETF | — | NEW | New buy |
| 36 | WFC 7.5 PERP LBond | Wells Fargo & Company | — | NEW | New buy |
| 37 | SCHF | Schwab Intl Equity ETF | — | NEW | New buy |
| 38 | DELL | Dell Technologies -c | — | NEW | New buy |
| 39 | RSP | Invesco S&p 500 Equal Weight | — | NEW | New buy |
| 40 | EPOL | Ishares Msci Poland ETF | — | NEW | New buy |
| 41 | LRN | Stride Inc | — | EXIT | Sold out |
| 42 | EWL | Ishares Msci Switzerland ETF | — | NEW | New buy |
| 43 | ITOT | Ishares Core S&p Total U.s. | — | NEW | New buy |
| 44 | ENOR | Ishares Msci Norway ETF | — | NEW | New buy |
| 45 | EWS | Ishares Msci Singapore ETF | — | NEW | New buy |
| 46 | TER | Teradyne Inc | — | NEW | New buy |
| 47 | DASH | Doordash Inc - A | — | NEW | New buy |
| 48 | IWP | Ishares Russell Mid-cap Grow | — | NEW | New buy |
| 49 | MSTR | Strategy Inc | — | EXIT | Sold out |
| 50 | IVZ | Invesco Ltd. | — | NEW | New buy |
According to official SEC Form 13F filings, Ewa, LLC reported a total U.S. public equity portfolio value of $548.1M across 271 disclosed positions in Q4 2025.
During Q4 2025, Ewa, LLC's top holdings by market value included LRGF (12.3%)、IVE (8.6%)、IVW (7.9%). The largest single position, LRGF, represented 12.3% of total portfolio value.
In Q4 2025, Ewa, LLC made 50 total portfolio adjustments, initiating 16 new buys, adding to 26 positions, trimming 6 holdings, and fully liquidating 2 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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