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Holders — by stockHoldings — by fund

EWA, LLC

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001835252

$548.1M

disclosed book value

332

positions

14.9%

largest position share

Positions, as of 2026-06-30

top 100 of 332 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1IVVISHARES TR108,794$81.5M14.9%
2IVWISHARES TR278,926$38.4M7%
3IVEISHARES TR141,770$32.2M5.9%
4DYNFBLACKROCK ETF TRUST381,258$25.9M4.7%
5IEMGISHARES INC273,254$22.6M4.1%
6AAPLAPPLE INC53,244$15.4M2.8%
7IUSBISHARES TR317,507$14.7M2.7%
8NVDANVIDIA CORPORATION69,818$14.0M2.5%
9SHLDGLOBAL X FDS170,302$10.2M1.9%
10BAIBLACKROCK ETF TRUST186,666$9.8M1.8%
11IJHISHARES TR104,320$8.0M1.5%
12IEFAISHARES TR82,610$8.0M1.5%
13CGNGCAPITAL GROUP NEW GEOGRAPHY201,323$7.5M1.4%
14AVEMAMERICAN CENTY ETF TR77,426$7.5M1.4%
15SOXXISHARES TR11,015$7.1M1.3%
16TLHISHARES TR70,327$7.1M1.3%
17AMZNAMAZON COM INC29,379$7.0M1.3%
18LRGFISHARES TR91,240$6.9M1.3%
19GOOGALPHABET INC17,111$6.0M1.1%
20MUMICRON TECHNOLOGY INC4,945$5.7M1%
21CGDVCAPITAL GROUP DIVIDEND VALUE112,208$5.5M1%
22MSFTMICROSOFT CORP14,118$5.3M1%
23VOOVANGUARD INDEX FDS6,788$4.7M0.9%
24SPYSTATE STR SPDR S&P 500 ETF T6,243$4.7M0.9%
25AVGOBROADCOM INC11,456$4.3M0.8%
26GOOGLALPHABET INC11,309$4.0M0.7%
27IJRISHARES TR27,107$4.0M0.7%
28CSCOCISCO SYS INC33,160$3.9M0.7%
29IYWISHARES TR14,579$3.7M0.7%
30METAMETA PLATFORMS INC6,341$3.6M0.7%
31LLYELI LILLY & CO2,662$3.2M0.6%
32VUGVANGUARD INDEX FDS35,745$3.1M0.6%
33TSLATESLA INC7,290$3.1M0.6%
34AMDADVANCED MICRO DEVICES INC4,385$2.5M0.5%
35VTVANGUARD INTL EQUITY INDEX F16,202$2.5M0.5%
36BINCBLACKROCK ETF TRUST II48,364$2.5M0.5%
37IALTBLACKROCK ETF TRUST88,911$2.5M0.5%
38SCHXSCHWAB STRATEGIC TR77,976$2.3M0.4%
39JPMJPMORGAN CHASE & CO6,910$2.3M0.4%
40BRK/BBERKSHIRE HATHAWAY INC DEL4,224$2.1M0.4%
41SGOVISHARES TR20,438$2.1M0.4%
42SPMBSPDR SERIES TRUST88,003$2.0M0.4%
43IWFISHARES TR15,099$1.9M0.3%
44LRCXLAM RESEARCH CORP4,146$1.8M0.3%
45VEAVANGUARD TAX-MANAGED FDS25,073$1.8M0.3%
46IAUISHARES GOLD TR23,505$1.8M0.3%
47COSTCOSTCO WHOLESALE CORPORATION1,836$1.7M0.3%
48VTIVANGUARD INDEX FDS4,637$1.7M0.3%
49MUBISHARES TR15,824$1.7M0.3%
50CLSCELESTICA INC4,613$1.7M0.3%
51LITELUMENTUM HLDGS INC1,774$1.5M0.3%
52SEAGATE TECHNOLOGY HLDNGS PL1,469$1.4M0.3%
53FVFIRST TR EXCHANGE TRADED FD17,999$1.4M0.2%
54BNDXVANGUARD CHARLOTTE FDS27,244$1.3M0.2%
55AMATAPPLIED MATLS INC1,818$1.3M0.2%
56MUFGMITSUBISHI UFJ FINANCIAL GRO64,047$1.3M0.2%
57USMVISHARES TR13,193$1.3M0.2%
58CATCATERPILLAR INC1,190$1.3M0.2%
59QUALISHARES TR5,737$1.3M0.2%
60QQQINVESCO QQQ TR1,705$1.3M0.2%
61WMTWALMART INC10,676$1.2M0.2%
62VVISA INC3,523$1.2M0.2%
63KLACKLA CORP3,874$1.2M0.2%
64INTCINTEL CORP8,236$1.1M0.2%
65JNJJOHNSON & JOHNSON4,511$1.1M0.2%
66EXMOCEXXON MOBIL CORP8,228$1.1M0.2%
67DELLDELL TECHNOLOGIES INC2,605$1.1M0.2%
68OEFISHARES TR3,067$1.1M0.2%
69PANWPALO ALTO NETWORKS INC3,214$1.1M0.2%
70APHAMPHENOL CORP6,052$1.1M0.2%
71SCHFSCHWAB STRATEGIC TR37,101$1.0M0.2%
72SNDKSANDISK CORP447$1.0M0.2%
73VXUSVANGUARD STAR FDS11,777$1.0M0.2%
74EFVISHARES TR12,640$967,5900.2%
75ASRVAMERISERV FINL INC247,487$960,2500.2%
76ABBVABBVIE INC3,645$917,1080.2%
77ITOTISHARES TR5,581$916,7150.2%
78GSGOLDMAN SACHS GROUP INC897$907,1040.2%
79VBVANGUARD INDEX FDS2,949$893,9910.2%
80ICVTISHARES TR7,115$866,1280.2%
81PDPINVESCO EXCHANGE TRADED FD T5,706$865,7710.2%
82GEGE AEROSPACE2,301$860,0050.2%
83PMPHILIP MORRIS INTL INC4,674$845,6140.2%
84ANETARISTA NETWORKS INC4,948$840,5900.2%
85EMXCISHARES INC8,083$826,8810.2%
86TSMTAIWAN SEMICONDUCTOR MANUFAC1,667$796,2040.1%
87FIXCOMFORT SYS USA INC398$788,5070.1%
88BACBANK OF AMER CORP13,792$785,8800.1%
89COROBLACKROCK ETF TRUST21,453$785,1800.1%
90TERTERADYNE INC1,581$764,9090.1%
91ORCLORACLE CORP5,103$747,8640.1%
92EFGISHARES TR5,994$745,8350.1%
93THROBLACKROCK ETF TRUST17,069$735,8660.1%
94LMUBISHARES TR14,277$731,2470.1%
95SCHBSCHWAB STRATEGIC TR25,037$725,0800.1%
96RFDAALPS ETF TR10,032$706,3660.1%
97MAMASTERCARD INCORPORATED1,357$697,0310.1%
98WFC 7.5 PERP LWELLS FARGO & CO601$695,3570.1%
99WFCWELLS FARGO & CO8,175$675,5830.1%
100DFVXDIMENSIONAL ETF TRUST8,148$669,9980.1%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.