Good Steward Wealth Advisors, LLC has filed its latest 13F-HR report, disclosing a total of $167.3 million in holdings as of September 30, 2026. This filing is significant as it provides insights into the firm’s investment strategies and positions across various sectors, particularly in technology and energy.

The report, filed on November 6, 2026, showcases the firm’s focus on growth sectors, with notable investments in industry giants like Apple Inc., Amazon.com Inc., and Microsoft Corp. This strategic allocation reflects broader trends in wealth management, where firms are increasingly leaning towards technology and renewable energy investments.

Background

Good Steward Wealth Advisors, LLC, based in Clarksville, Tennessee, specializes in wealth management and investment advisory services. The firm operates under the Central Index Key (CIK) 0002060772 and has been active in filing various reports with the SEC, including several 13F-HR filings throughout 2026.

According to recent filings, Good Steward Wealth Advisors has consistently reported its holdings, with the latest filing indicating a total of 63 entries in its portfolio. The firm’s fiscal year ends on December 31, and it is registered with the SEC under file number 028-25499.

What the Filing Says

The 13F-HR filing reveals that Good Steward Wealth Advisors holds a diverse portfolio valued at $167,307,843. The report includes 63 different entries, showcasing a range of investments across various sectors. Notably, the firm has maintained sole investment discretion over its holdings, indicating a focused investment strategy.

Impact

This filing may affect various stakeholders, including clients of Good Steward Wealth Advisors who rely on the firm’s expertise for wealth management. Additionally, competitors in the wealth management sector will closely monitor these developments to gauge market trends and client preferences.

What's Next

The filing does not specify what happens next, but it will likely prompt further analysis and discussion within the investment community regarding Good Steward Wealth Advisors' future strategies and market positioning.