Ewa, LLC holds a focused book of 332 stocks worth $548.1M as of Q2 2026 (disclosed Jul 14, 2026, a ~45-day 13F lag). This quarter they opened Ishrs Sys Alt Act ETF and trimmed Ishares S&P 500 Growth ETF. Their largest long position is Ishares Core S&P 500 ETF at 15% of the equity book.
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1835252/holdings"
Use Arkolith to show EWA, LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
32% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Ishares TR CORE S&P500 ETF | $81.5M | 108.8K | 14.9% | ▲+30% Added · +25K sh | |
| 2 | Ishares TR S&P 500 GRWT ETF | $38.4M | 278.9K | 7.0% | ▼−0.8% Reduced · −2K sh | |
| 3 | Ishares TR S&P 500 VAL ETF | $32.2M | 141.8K | 5.9% | ▼−8.9% Reduced · −14K sh | |
| 4 | BlackRock ETF Trust ISHARES US EQUIT | $25.9M | 381.3K | 4.7% | ▼−7.6% Reduced · −31K sh | |
| 5 | Ishares Inc CORE MSCI EMKT | $22.6M | 273.3K | 4.1% | ▲+0.8% Added · +2K sh | |
| 6 | Apple Inc COM | $15.4M | 53.2K | 2.8% | ▲+2.6% Added · +1K sh | |
| 7 | Ishares TR CORE UNIVRSL USD | $14.7M | 317.5K | 2.7% | ▲+16% Added · +43K sh | |
| 8 | Nvidia Corporation COM | $14.0M | 69.8K | 2.5% | ▼−6.8% Reduced · −5K sh | |
| 9 | Global X FDS DEFENSE TECH ETF | $10.2M | 170.3K | 1.9% | ▲+31% Added · +41K sh | |
| 10 | BlackRock ETF Trust ISHA I IN TE ETF | $9.8M | 186.7K | 1.8% | ▼−19% Reduced · −43K sh | |
| 11 | Ishares TR CORE S&P MCP ETF | $8.0M | 104.3K | 1.5% | ▲+2.4% Added · +2K sh | |
| 12 | Ishares TR CORE MSCI EAFE | $8.0M | 82.6K | 1.5% | ▼−3.8% Reduced · −3K sh | |
| 13 | Capital Group New Geography SHS | $7.5M | 201.3K | 1.4% | ▲+8.8% Added · +16K sh | |
| 14 | American Centy ETF TR AVANTIS EMGMKT | $7.5M | 77.4K | 1.4% | ▼−34% Reduced · −41K sh | |
| 15 | Ishares TR ISHARES SEMICDTR | $7.1M | 11.0K | 1.3% | ▼−17% Reduced · −2K sh | |
| 16 | Ishares TR 10-20 YR TRS ETF | $7.1M | 70.3K | 1.3% | ▲+8.0% Added · +5K sh | |
| 17 | Amazon Com Inc COM | $7.0M | 29.4K | 1.3% | ▲+13% Added · +3K sh | |
| 18 | Ishares TR U S EQUITY FACTR | $6.9M | 91.2K | 1.3% | ▲+3.3% Added · +3K sh | |
| 19 | Alphabet Inc CAP STK CL C | $6.0M | 17.1K | 1.1% | ▲+9.6% Added · +1K sh | |
| 20 | Micron Technology Inc COM | $5.7M | 4.9K | 1.0% | ▲+20% Added · +821 sh | |
| 21 | Capital Group Dividend Value SHS CREAT UNIT | $5.5M | 112.2K | 1.0% | ▼−42% Reduced · −82K sh | |
| 22 | Microsoft Corp COM | $5.3M | 14.1K | 1.0% | ▲+1.8% Added · +246 sh | |
| 23 | Vanguard Index FDS S&P 500 ETF SHS | $4.7M | 6.8K | 0.9% | ▲+1.0% Added · +65 sh | |
| 24 | State STR SPDR S&P 500 ETF T TR UNIT | $4.7M | 6.2K | 0.9% | ▲+0.4% Added · +26 sh | |
| 25 | Broadcom Inc COM | $4.3M | 11.5K | 0.8% | ▲+11% Added · +1K sh | |
| 26 | Alphabet Inc CAP STK CL A | $4.0M | 11.3K | 0.7% | ▲+10% Added · +1K sh | |
| 27 | Ishares TR CORE S&P SCP ETF | $4.0M | 27.1K | 0.7% | ▲+0.2% Added · +66 sh | |
| 28 | Cisco Sys Inc COM | $3.9M | 33.2K | 0.7% | ▲+1.9% Added · +607 sh | |
| 29 | Ishares TR U.S. TECH ETF | $3.7M | 14.6K | 0.7% | ▲+2.4% Added · +346 sh | |
| 30 | Meta Platforms Inc CL A | $3.6M | 6.3K | 0.7% | ▼−30% Reduced · −3K sh | |
| 31 | Eli Lilly & Co COM | $3.2M | 2.7K | 0.6% | ▲+23% Added · +490 sh | |
| 32 | Vanguard Index FDS GROWTH ETF | $3.1M | 35.7K | 0.6% | ▲+518% Added · +30K sh | |
| 33 | Tesla Inc COM | $3.1M | 7.3K | 0.6% | ▲+4.7% Added · +330 sh | |
| 34 | Advanced Micro Devices Inc COM | $2.5M | 4.4K | 0.5% | ▲+7.7% Added · +312 sh | |
| 35 | Vanguard Intl Equity Index F TT WRLD ST ETF | $2.5M | 16.2K | 0.5% | ▲+0.2% Added · +40 sh | |
| 36 | BlackRock ETF Trust II ISHA FLEX IN ETF | $2.5M | 48.4K | 0.5% | ▲+19% Added · +8K sh | |
| 37 | BlackRock ETF Trust ISHA SYST AL ETF | $2.5M | 88.9K | 0.5% | ▲New New position | |
| 38 | Schwab Strategic TR US LRG CAP ETF | $2.3M | 78.0K | 0.4% | ▼−22% Reduced · −22K sh | |
| 39 | JPMorgan Chase & Co COM | $2.3M | 6.9K | 0.4% | ▲+12% Added · +722 sh | |
| 40 | Berkshire Hathaway Inc Del CL B NEW | $2.1M | 4.2K | 0.4% | ▲+3.6% Added · +146 sh | |
| 41 | Ishares TR 0-3 MTH TREASURY | $2.1M | 20.4K | 0.4% | ▲+81% Added · +9K sh | |
| 42 | SPDR Series Trust ST STR BACKE ETF | $2.0M | 88.0K | 0.4% | ▲+6.9% Added · +6K sh | |
| 43 | Ishares TR RUS 1000 GRW ETF | $1.9M | 15.1K | 0.3% | ▲+300% Added · +11K sh | |
| 44 | Lam Research Corp COM NEW | $1.8M | 4.1K | 0.3% | ▲+6.4% Added · +250 sh | |
| 45 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $1.8M | 25.1K | 0.3% | ▲+14% Added · +3K sh | |
| 46 | Ishares Gold TR ISHARES NEW | $1.8M | 23.5K | 0.3% | ▲+12% Added · +3K sh | |
| 47 | Costco Wholesale Corporation COM | $1.7M | 1.8K | 0.3% | ▼−0.2% Reduced · −4 sh | |
| 48 | Vanguard Index FDS TOTAL STK MKT | $1.7M | 4.6K | 0.3% | ▲+31% Added · +1K sh | |
| 49 | Ishares TR NATIONAL MUN ETF | $1.7M | 15.8K | 0.3% | ▲+2.4% Added · +366 sh | |
| 50 | Celestica Inc COM | $1.7M | 4.6K | 0.3% | ▼−1.6% Reduced · −77 sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 14, 2026 | 332 | $548.1M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 23, 2026 | 281 | $440.9M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 3, 2026 | 271 | $409.6M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 31, 2025 | 230 | $361.2M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 18, 2025 | 219 | $317.6M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 22, 2025 | 182 | $269.0M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 14, 2025 | 162 | $266.3M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 15, 2024 | 168 | $279.9M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.